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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
TG icon
3226
Tredegar Corp
TG
$246M
9 21 12 11.2%
UPB
3227
Upstream Bio Inc
UPB
$258M
9 47 38 47.7%
BMRC icon
3228
Bank of Marin Bancorp
BMRC
$445M
9 20 11 7.26%
ODC icon
3229
Oil-Dri
ODC
$1.28B
9 26 17 35.7%
OMDA
3230
Omada Health Inc
OMDA
$1.26B
9 48 39 63.3%
ALEC icon
3231
Alector
ALEC
$243M
9 29 20 1.4%
PDO
3232
PIMCO Dynamic Income Opportunities Fund
PDO
$1.73B
9 25 16 7.66%
NUMV icon
3233
Nuveen ESG Mid-Cap Value ETF
NUMV
$437M
9 16 7 11.5%
DWM icon
3234
WisdomTree International Equity Fund
DWM
$654M
9 15 6 5.08%
CHY
3235
Calamos Convertible and High Income Fund
CHY
$935M
9 20 11 6.7%
RHLD
3236
Resolute Holdings Management
RHLD
$900M
9 33 24 29.1%
FEIM icon
3237
Frequency Electronics
FEIM
$953M
9 28 19 91.1%
IBTL icon
3238
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$741M
9 18 9 4.95%
NANR icon
3239
State Street SPDR S&P North American Natural Resources ETF
NANR
$813M
9 23 14 1.94%
IBND icon
3240
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$437M
9 26 17 4.89%
ACP
3241
abrdn Income Credit Strategies Fund
ACP
$551M
9 23 14 13.9%
DSGN icon
3242
Design Therapeutics
DSGN
$771M
9 22 13 15.8%
RBB icon
3243
RBB Bancorp
RBB
$443M
9 16 7 22.4%
CRDF icon
3244
Cardiff Oncology
CRDF
$86.4M
9 23 14 31.5%
OPY icon
3245
Oppenheimer Holdings
OPY
$1.3B
9 23 14 36.5%
JPIN icon
3246
JPMorgan Diversified Return International Equity ETF
JPIN
$375M
9 13 4 3.21%
TECX
3247
Tectonic Therapeutic
TECX
$433M
9 29 20 28.4%
LCNB icon
3248
LCNB Corp
LCNB
$271M
9 15 6 22%
FNLC icon
3249
First Bancorp
FNLC
$384M
9 13 4 21.5%
RMT
3250
Royce Micro-Cap Trust
RMT
$738M
9 16 7 20.4%
128 129
130
131 132