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Stocks With The Most
New Fund Positions

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
Name Net new
positions 		New positions Closed positions Return since
31 Dec ‘25
AVSD icon
2976
Avantis Responsible International Equity ETF
AVSD
$366M
13 14 1 7.27%
JRI icon
2977
Nuveen Real Asset Income & Growth Fund
JRI
$390M
13 18 5 20.9%
LTRX icon
2978
Lantronix
LTRX
$338M
13 22 9 23%
OGI
2979
Organigram Holdings
OGI
$144M
13 19 6 40.7%
BGR icon
2980
BlackRock Energy and Resources Trust
BGR
$430M
13 17 4 24.8%
BELFA icon
2981
Bel Fuse Inc Class A
BELFA
$2.86B
13 18 5 30.3%
AVSF icon
2982
Avantis Short-Term Fixed Income ETF
AVSF
$652M
13 19 6 3.14%
MMD
2983
NYLIM MacKay DefinedTerm Muni Opportunities Fund
MMD
$256M
13 19 6 8.47%
BWLP icon
2984
BW LPG
BWLP
$3.8B
13 22 9 91.2%
JGH icon
2985
Nuveen Global High Income Fund
JGH
$330M
13 19 6 6.9%
DTIL icon
2986
Precision BioSciences
DTIL
$173M
13 21 8 50.5%
JPRE icon
2987
JPMorgan Realty Income ETF
JPRE
$451M
13 15 2 5.78%
PCMM
2988
BondBloxx Private Credit CLO ETF
PCMM
$217M
13 17 4 0.18%
COSO
2989
CoastalSouth Bancshares
COSO
$313M
13 18 5 12.8%
STTK icon
2990
Shattuck Labs
STTK
$684M
13 17 4 86.8%
FFSM icon
2991
Fidelity Fundamental Small-Mid Cap ETF
FFSM
$1.47B
13 17 4 10.2%
OMAH
2992
VistaShares Target 15 Berkshire Select Income ETF
OMAH
$1.1B
13 20 7 6.67%
BTCS icon
2993
BTCS Inc
BTCS
$77.1M
13 21 8 44.3%
PBDC icon
2994
Putnam BDC Income ETF
PBDC
$293M
13 23 10 12%
STEX
2995
Streamex Corp
STEX
$74.9M
13 19 6 78.8%
MFSI
2996
MFS Active International ETF
MFSI
$1.22B
13 15 2 7.29%
SOCA
2997
Solarius Capital Acquisition Corp
SOCA
13 14 1 –
BBMC icon
2998
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
$2B
13 15 2 12.9%
AVMC icon
2999
Avantis US Mid Cap Equity ETF
AVMC
$488M
13 17 4 7.91%
OPAD icon
3000
Offerpad Solutions Inc. Class A Common Stock
OPAD
$15.8M
13 18 5 73.1%
118 119
120
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