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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
OSBC icon
3426
Old Second Bancorp
OSBC
$1.27B
8 25 17 23.4%
ADAM
3427
Adamas Trust
ADAM
$694M
8 36 28 4.89%
PRTA icon
3428
Prothena Corp
PRTA
$425M
8 30 22 14.9%
SBSI icon
3429
Southside Bancshares
SBSI
$907M
8 22 14 2.12%
BFS
3430
Saul Centers
BFS
$730M
8 31 23 9.3%
OEC icon
3431
Orion
OEC
$331M
8 35 27 10%
ILCB icon
3432
iShares Morningstar US Equity ETF
ILCB
$1.31B
8 19 11 –
URGN icon
3433
UroGen Pharma
URGN
$2.09B
8 33 25 138%
QQQJ icon
3434
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.2B
8 25 17 24.1%
KREF
3435
KKR Real Estate Finance Trust
KREF
$356M
8 46 38 0.65%
JMTG
3436
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.62B
8 21 13 5.75%
SYLD icon
3437
Cambria Shareholder Yield ETF
SYLD
$970M
8 22 14 8.14%
PAX icon
3438
Patria Investments
PAX
$1.79B
8 32 24 11.9%
SBET icon
3439
Sharplink Inc
SBET
$2.08B
8 49 41 48.7%
CASS icon
3440
Cass Information Systems
CASS
$693M
8 26 18 23%
ISCG icon
3441
iShares Morningstar Small-Cap Growth ETF
ISCG
$979M
8 23 15 14.5%
HOV icon
3442
Hovnanian Enterprises
HOV
$666M
8 29 21 0.7%
ILPT
3443
Industrial Logistics Properties Trust
ILPT
$475M
8 25 17 25.2%
QLTY icon
3444
GMO US Quality ETF
QLTY
$5.35B
8 17 9 20.7%
ALRS icon
3445
Alerus Financial
ALRS
$808M
8 18 10 36.7%
HY icon
3446
Hyster-Yale Materials Handling
HY
$573M
8 24 16 1.75%
OPFI icon
3447
OppFi
OPFI
$515M
8 29 21 21.7%
BCAX
3448
Bicara Therapeutics
BCAX
$1.14B
8 29 21 13.1%
TIPX icon
3449
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$2.07B
8 28 20 5.11%
AROW icon
3450
Arrow Financial
AROW
$692M
8 24 16 11.3%
136 137
138
139 140