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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
SEZL
3451
Sezzle
SEZL
$4.37B
8 49 41 105%
CSQ icon
3452
Calamos Strategic Total Return Fund
CSQ
$3.37B
8 20 12 22.8%
DOLE icon
3453
Dole
DOLE
$1.26B
8 32 24 6.51%
PFXF icon
3454
VanEck Preferred Securities ex Financials ETF
PFXF
$2.49B
8 24 16 4.33%
FTC icon
3455
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.4B
8 27 19 21.1%
UHAL icon
3456
U-Haul Holding Co
UHAL
$14.5B
8 37 29 54.9%
CMCO icon
3457
Columbus McKinnon
CMCO
$550M
8 35 27 31.2%
CBL
3458
CBL Properties
CBL
$1.77B
8 26 18 49.8%
IYT icon
3459
iShares US Transportation ETF
IYT
$2.3B
8 32 24 18.2%
OSBC icon
3460
Old Second Bancorp
OSBC
$1.31B
8 25 17 28%
ADAM
3461
Adamas Trust
ADAM
$907M
8 36 28 37.1%
SBSI icon
3462
Southside Bancshares
SBSI
$979M
8 22 14 6.21%
BFS
3463
Saul Centers
BFS
$850M
8 31 23 7.43%
OEC icon
3464
Orion
OEC
$364M
8 35 27 2%
ILCB icon
3465
iShares Morningstar US Equity ETF
ILCB
$1.33B
8 19 11 20%
WEAV icon
3466
Weave Communications
WEAV
$426M
8 43 35 15.2%
BAR icon
3467
GraniteShares Gold Shares
BAR
$1.46B
8 20 12 7.22%
URGN icon
3468
UroGen Pharma
URGN
$2.34B
8 33 25 168%
JMTG
3469
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.83B
8 21 13 1.57%
KREF
3470
KKR Real Estate Finance Trust
KREF
$493M
8 46 38 27.5%
SDOG icon
3471
ALPS Sector Dividend Dogs ETF
SDOG
$1.45B
8 20 12 13.1%
CASS icon
3472
Cass Information Systems
CASS
$750M
8 26 18 33%
EUSB icon
3473
iShares ESG Advanced Universal USD Bond ETF
EUSB
$713M
8 14 6 1.26%
ISCG icon
3474
iShares Morningstar Small-Cap Growth ETF
ISCG
$1.03B
8 23 15 20.7%
ILPT
3475
Industrial Logistics Properties Trust
ILPT
$611M
8 25 17 61.1%
137 138
139
140 141