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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
LZB icon
3651
La-Z-Boy
LZB
$1.66B
7 38 31 29.4%
GBX icon
3652
The Greenbrier Companies
GBX
$1.41B
7 40 33 13.2%
DFSU
3653
Dimensional US Sustainability Core 1 ETF
DFSU
$2.36B
7 20 13 18.3%
FUTY icon
3654
Fidelity MSCI Utilities Index ETF
FUTY
$2.32B
7 45 38 3.54%
HOPE icon
3655
Hope Bancorp
HOPE
$1.83B
7 36 29 28.4%
AQN icon
3656
Algonquin Power & Utilities
AQN
$4.48B
7 37 30 5.21%
STC icon
3657
Stewart Information Services
STC
$2.07B
7 36 29 9.89%
MAGS icon
3658
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$4.32B
7 49 42 16.3%
UTG icon
3659
Reaves Utility Income Fund
UTG
$3.75B
7 28 21 3.54%
SCHK icon
3660
Schwab 1000 Index ETF
SCHK
$5.95B
7 26 19 19.2%
USPH icon
3661
US Physical Therapy
USPH
$1.16B
7 28 21 3.58%
KNSA icon
3662
Kiniksa Pharmaceuticals
KNSA
$6.15B
7 41 34 63.7%
CSR
3663
Centerspace
CSR
$921M
7 36 29 4.53%
FMS icon
3664
Fresenius Medical Care
FMS
$12.5B
7 43 36 4.26%
UVE icon
3665
Universal Insurance Holdings
UVE
$1.19B
7 31 24 25.1%
VIOV icon
3666
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.91B
7 25 18 17.9%
FWRG icon
3667
First Watch Restaurant Group
FWRG
$757M
7 51 44 17%
CIGI icon
3668
Colliers International
CIGI
$5.27B
7 42 35 3.46%
ETY icon
3669
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.32B
7 23 16 5.66%
YEXT icon
3670
Yext
YEXT
$584M
7 51 44 51.8%
RVT icon
3671
Royce Value Trust
RVT
$2.32B
7 31 24 14.2%
AVAH icon
3672
Aveanna Healthcare
AVAH
$2.73B
7 43 36 94.3%
GTN icon
3673
Gray Television
GTN
$522M
7 36 29 16.8%
BLND icon
3674
Blend Labs
BLND
$345M
7 39 32 14.1%
SLDP icon
3675
Solid Power
SLDP
$532M
7 37 30 22.3%
145 146
147
148 149