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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
3251
Tredegar Corp
TG
$281M
9 21 12 0.38%
BMRC icon
3252
Bank of Marin Bancorp
BMRC
$462M
9 20 11 11.3%
UPB
3253
Upstream Bio Inc
UPB
$378M
9 47 38 23.2%
ODC icon
3254
Oil-Dri
ODC
$1.27B
9 26 17 35%
OMDA
3255
Omada Health Inc
OMDA
$1.44B
9 48 39 93.9%
ALEC icon
3256
Alector
ALEC
$228M
9 29 20 5.12%
PDO
3257
PIMCO Dynamic Income Opportunities Fund
PDO
$1.86B
9 25 16 0.39%
NUMV icon
3258
Nuveen ESG Mid-Cap Value ETF
NUMV
$461M
9 16 7 18.3%
CHY
3259
Calamos Convertible and High Income Fund
CHY
$1.09B
9 20 11 24.1%
KJAN icon
3260
Innovator US Small Cap Power Buffer ETF January
KJAN
$328M
9 18 9 11.1%
VCEB icon
3261
Vanguard ESG US Corporate Bond ETF
VCEB
$1.15B
9 14 5 1.86%
FEIM icon
3262
Frequency Electronics
FEIM
$858M
9 28 19 76.4%
IBTL icon
3263
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$657M
9 18 9 1.67%
ACP
3264
abrdn Income Credit Strategies Fund
ACP
$646M
9 23 14 0.59%
NANR icon
3265
State Street SPDR S&P North American Natural Resources ETF
NANR
$805M
9 23 14 1.38%
IBND icon
3266
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$461M
9 26 17 0.23%
OPRT icon
3267
Oportun Financial
OPRT
$346M
9 36 27 65.7%
DSGN icon
3268
Design Therapeutics
DSGN
$917M
9 22 13 35.2%
NVEC icon
3269
NVE Corp
NVEC
$591M
9 24 15 77.6%
RBB icon
3270
RBB Bancorp
RBB
$466M
9 16 7 28.8%
CRDF icon
3271
Cardiff Oncology
CRDF
$77.1M
9 23 14 39.3%
EMHY icon
3272
iShares JPMorgan EM High Yield Bond ETF
EMHY
$639M
9 19 10 2.67%
OPY icon
3273
Oppenheimer Holdings
OPY
$1.23B
9 23 14 29.1%
JPIN icon
3274
JPMorgan Diversified Return International Equity ETF
JPIN
$374M
9 13 4 7.23%
TECX
3275
Tectonic Therapeutic
TECX
$720M
9 29 20 9.93%
129 130
131
132 133