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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
VOXR
3051
Vox Royalty Corp
VOXR
$355M
11 23 12 8.03%
VUZI icon
3052
Vuzix
VUZI
$234M
11 29 18 4.48%
HGTY icon
3053
Hagerty
HGTY
$1.51B
11 20 9 13.5%
ISPY icon
3054
ProShares S&P 500 High Income ETF
ISPY
$1.17B
11 19 8 0.42%
BSRR icon
3055
Sierra Bancorp
BSRR
$516M
11 16 5 2.43%
FLXS icon
3056
Flexsteel Industries
FLXS
$358M
11 23 12 17.5%
RM icon
3057
Regional Management Corp
RM
$281M
11 19 8 26.1%
BILZ icon
3058
PIMCO Ultra Short Government Active ETF
BILZ
$867M
11 24 13 0.06%
BTX
3059
BlackRock Technology and Private Equity Term Trust
BTX
$1.06B
11 27 16 1.88%
GFEB icon
3060
FT Vest US Equity Moderate Buffer ETF February
GFEB
$382M
11 13 2 2.32%
ARX
3061
Accelerant Holdings
ARX
$4.29B
11 37 26 68.4%
FMAO icon
3062
Farmers & Merchants Bancorp
FMAO
$482M
11 20 9 14.3%
TTGT icon
3063
TechTarget
TTGT
$273M
11 25 14 5%
HAUZ icon
3064
Xtrackers International Real Estate ETF
HAUZ
$1.01B
11 30 19 4.64%
HSHP
3065
Himalaya Shipping
HSHP
$817M
11 20 9 29.7%
GWRS icon
3066
Global Water Resources
GWRS
$229M
11 19 8 9.81%
LCTD icon
3067
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$308M
11 18 7 1.63%
PDT
3068
John Hancock Premium Dividend Fund
PDT
$570M
11 19 8 10.6%
PLSE icon
3069
Pulse Biosciences
PLSE
$3.73B
11 21 10 88.7%
XTN icon
3070
State Street SPDR S&P Transportation ETF
XTN
$300M
11 23 12 14.6%
PLBC icon
3071
Plumas Bancorp
PLBC
$434M
11 19 8 6.67%
BITQ icon
3072
Bitwise Crypto Industry Innovators ETF
BITQ
$441M
11 18 7 7.22%
CHMG icon
3073
Chemung Financial Corp
CHMG
$394M
11 19 8 9.59%
NBXG
3074
Neuberger Next Generation Connectivity Fund Inc
NBXG
$1.21B
11 21 10 7.32%
FLGB icon
3075
Franklin FTSE United Kingdom ETF
FLGB
$866M
11 16 5 2.83%
121 122
123
124 125