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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 Mar ‘26
DMRC icon
3051
Digimarc Corp
DMRC
$143M
10 27 17 29.5%
WLTH
3052
Wealthfront Corp
WLTH
$1.57B
10 49 39 8.43%
OBE
3053
Obsidian Energy
OBE
$694M
10 25 15 9.82%
FDMO icon
3054
Fidelity Momentum Factor ETF
FDMO
$926M
10 17 7 20.4%
XJR icon
3055
iShares ESG Screened S&P Small-Cap ETF
XJR
$206M
10 16 6 12.8%
EAD
3056
Allspring Income Opportunities Fund
EAD
$356M
10 18 8 6.94%
CFBK icon
3057
CF Bankshares
CFBK
$223M
10 18 8 23.3%
AREC icon
3058
American Resources Corp
AREC
$191M
10 30 20 26%
AVLC icon
3059
Avantis US Large Cap Equity ETF
AVLC
$1.52B
10 14 4 17.7%
BPRN icon
3060
Princeton Bancorp
BPRN
$298M
10 15 5 29.5%
GPRK icon
3061
GeoPark
GPRK
$704M
10 25 15 14.2%
PFL
3062
PIMCO Income Strategy Fund
PFL
$349M
10 13 3 12.8%
MUST icon
3063
Columbia Multi-Sector Municipal Income ETF
MUST
$528M
10 14 4 6.78%
PTMC icon
3064
Pacer Trendpilot US Mid Cap ETF
PTMC
$377M
10 16 6 9.05%
BGR icon
3065
BlackRock Energy and Resources Trust
BGR
$434M
10 16 6 1.5%
MNSB icon
3066
MainStreet Bancshares
MNSB
$178M
10 15 5 12.3%
VFMV icon
3067
Vanguard US Minimum Volatility ETF
VFMV
$450M
10 13 3 7.12%
NMM icon
3068
Navios Maritime Partners
NMM
$2.68B
10 19 9 37.1%
DFJ icon
3069
WisdomTree Japan SmallCap Dividend Fund
DFJ
$453M
10 16 6 13.8%
FBLA
3070
FB Bancorp
FBLA
$246M
10 17 7 23.4%
SRG
3071
Seritage Growth Properties
SRG
$102M
10 17 7 35.6%
SNFCA icon
3072
Security National Financial
SNFCA
$236M
10 15 5 0.44%
MBOT icon
3073
Microbot Medical
MBOT
$77.9M
10 22 12 51.9%
AMTX icon
3074
Aemetis
AMTX
$124M
10 24 14 46.1%
BKIE icon
3075
BNY Mellon International Equity ETF
BKIE
$1.32B
10 18 8 6.9%
121 122
123
124 125