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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
LDP icon
3751
Cohen & Steers Duration Preferred & Income Fund
LDP
$599M
7 14 7 3.15%
WTMF icon
3752
WisdomTree Managed Futures Strategy Fund
WTMF
$251M
7 15 8 5.29%
AVSU icon
3753
Avantis Responsible US Equity ETF
AVSU
$491M
7 10 3 23%
CFFI icon
3754
C&F Financial
CFFI
$287M
7 11 4 21.1%
OVLY icon
3755
Oak Valley Bancorp
OVLY
$287M
7 9 2 5.27%
STRW icon
3756
Strawberry Fields REIT
STRW
$194M
7 16 9 15.2%
JMSB icon
3757
John Marshall Bancorp
JMSB
$330M
7 11 4 15.3%
TPIF icon
3758
Timothy Plan International ETF
TPIF
$266M
7 13 6 7.8%
FNWD icon
3759
Finward Bancorp
FNWD
$196M
7 12 5 24.9%
SUNS
3760
Sunrise Realty Trust
SUNS
$100M
7 17 10 3.26%
FPXI icon
3761
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$302M
7 13 6 19.2%
ASMB icon
3762
Assembly Biosciences
ASMB
$628M
7 17 10 14.2%
NL icon
3763
NLI Holdings
NL
$317M
7 14 7 11.1%
CCLD icon
3764
CareCloud
CCLD
$106M
7 16 9 31.8%
BUI icon
3765
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
$727M
7 16 9 3.87%
BLTE
3766
Belite Bio
BLTE
$6.41B
7 28 21 0.29%
EFSI
3767
Eagle Financial Services Inc
EFSI
$236M
7 11 4 24.8%
CMDY icon
3768
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$578M
7 15 8 1.92%
ELVR
3769
Elevra Lithium Ltd
ELVR
$1.27B
7 17 10 11.3%
FTRI icon
3770
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$130M
7 12 5 2.13%
GREK
3771
Global X MSCI Greece ETF
GREK
$333M
7 17 10 29.7%
PMVP icon
3772
PMV Pharmaceuticals
PMVP
$66.1M
7 15 8 0%
WHG icon
3773
Westwood Holdings Group
WHG
$185M
7 11 4 17.9%
DBJP icon
3774
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$724M
7 11 4 17.5%
BVFL icon
3775
BV Financial
BVFL
$180M
7 12 5 11.3%
149 150
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