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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
CMT icon
4001
Core Molding Technologies
CMT
$233M
6 11 5 17.3%
CZNC icon
4002
Citizens & Northern Corp
CZNC
$466M
6 14 8 16.3%
GRWG icon
4003
GrowGeneration
GRWG
$111M
6 19 13 71.8%
TPHD icon
4004
Timothy Plan High Dividend Stock ETF
TPHD
$372M
6 16 10 5.73%
INSG icon
4005
Inseego
INSG
$74.9M
6 23 17 59%
MRBK icon
4006
Meridian
MRBK
$239M
6 13 7 5.64%
ETB
4007
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$458M
6 15 9 8.11%
ICLO icon
4008
Invesco AAA CLO Floating Rate Note ETF
ICLO
$537M
6 24 18 0.51%
WTPI
4009
WisdomTree Equity Premium Income Fund
WTPI
$519M
6 20 14 4.86%
FOSL icon
4010
Fossil Group
FOSL
$339M
6 20 14 33.2%
VGSR icon
4011
Vert Global Sustainable Real Estate ETF
VGSR
$541M
6 13 7 11.5%
SYFI
4012
AB Short Duration High Yield ETF
SYFI
$942M
6 10 4 0.42%
CZWI icon
4013
Citizens Community Bancorp
CZWI
$202M
6 15 9 5.66%
DBEU icon
4014
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$796M
6 12 6 13.1%
DPG
4015
Duff & Phelps Utility and Infrastructure Fund
DPG
$532M
6 14 8 2.42%
HEWJ icon
4016
iShares Currency Hedged MSCI Japan ETF
HEWJ
$767M
6 10 4 18%
DKL icon
4017
Delek Logistics
DKL
$2.86B
6 12 6 8.06%
TDTF icon
4018
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$1.05B
6 12 6 3.28%
ACHV icon
4019
Achieve Life Sciences
ACHV
$770M
6 17 11 155%
MEGI
4020
MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI
$791M
6 12 6 3.4%
FTXN icon
4021
First Trust Nasdaq Oil & Gas ETF
FTXN
$164M
6 15 9 2.23%
GHY
4022
PGIM Global High Yield Fund
GHY
$479M
6 11 5 0.34%
RILY icon
4023
BRC Group Holdings
RILY
$286M
6 20 14 2.87%
CGEN icon
4024
Compugen
CGEN
$223M
6 13 7 10.3%
RCMT icon
4025
RCM Technologies
RCMT
$287M
6 17 11 111%
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