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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
30 Jun ‘26
SHOE
3026
Shoe Station Group
SHOE
$359M
11 38 27 10.9%
DLO icon
3027
dLocal
DLO
$4.07B
11 45 34 6.31%
RBBN icon
3028
Ribbon Communications
RBBN
$309M
11 23 12 26.1%
BSAC icon
3029
Banco Santander Chile
BSAC
$16B
11 37 26 2.88%
ZVRA icon
3030
Zevra Therapeutics
ZVRA
$671M
11 28 17 21.2%
LGOV icon
3031
First Trust Long Duration Opportunities ETF
LGOV
$591M
11 24 13 7.9%
GSBC icon
3032
Great Southern Bancorp
GSBC
$850M
11 23 12 0.54%
LOCO icon
3033
El Pollo Loco
LOCO
$429M
11 23 12 16.9%
FLOC
3034
Flowco Holdings
FLOC
$835M
11 42 31 11.1%
OCGN icon
3035
Ocugen
OCGN
$349M
11 42 31 32.7%
NXTG icon
3036
First Trust Indxx NextG ETF
NXTG
$564M
11 23 12 0.8%
CLM icon
3037
Cornerstone Strategic Value Fund
CLM
$1.99B
11 25 14 15.6%
UNTY icon
3038
Unity Bancorp
UNTY
$562M
11 20 9 4.7%
ATS icon
3039
ATS Corp
ATS
$1.85B
11 25 14 34.6%
HBCP icon
3040
Home Bancorp
HBCP
$528M
11 23 12 2.13%
WPP icon
3041
WPP
WPP
$5.52B
11 35 24 65.1%
NAC icon
3042
Nuveen California Quality Municipal Income Fund
NAC
$1.61B
11 21 10 15.3%
HIPO icon
3043
Hippo Holdings
HIPO
$814M
11 23 12 9.16%
PHYL icon
3044
PGIM Active High Yield Bond ETF
PHYL
$1.42B
11 22 11 3.13%
IBTL icon
3045
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$725M
11 24 13 3.62%
ATNI icon
3046
ATN International
ATNI
$440M
11 19 8 7.85%
NVEC icon
3047
NVE Corp
NVEC
$531M
11 32 21 5.03%
AIVL icon
3048
WisdomTree US AI Enhanced Value Fund
AIVL
$408M
11 15 4 2.08%
GMAR icon
3049
FT Vest US Equity Moderate Buffer ETF March
GMAR
$423M
11 16 5 2.19%
CLPT icon
3050
ClearPoint Neuro
CLPT
$467M
11 22 11 14.2%
120 121
122
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