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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
30 Jun ‘26
WTBA icon
4076
West Bancorporation
WTBA
$513M
6 17 11 13.4%
TSBK icon
4077
Timberland Bancorp
TSBK
$354M
6 13 7 1.52%
GDEC icon
4078
FT Vest US Equity Moderate Buffer ETF December
GDEC
$427M
6 12 6 2.86%
BRT
4079
BRT Apartments
BRT
$250M
6 15 9 13.5%
FSBW icon
4080
FS Bancorp
FSBW
$349M
6 11 5 2.14%
INNV icon
4081
InnovAge Holding
INNV
$1.22B
6 25 19 24.4%
PDX
4082
PIMCO Dynamic Income Strategy Fund
PDX
$928M
6 16 10 0.29%
NOCT icon
4083
Innovator Growth-100 Power Buffer ETF October
NOCT
$233M
6 14 8 3.71%
MXI icon
4084
iShares Global Materials ETF
MXI
$431M
6 14 8 1.85%
LEO
4085
BNY Mellon Strategic Municipals
LEO
$348M
6 15 9 13.5%
PBT
4086
Permian Basin Royalty Trust
PBT
$1.47B
6 15 9 26.1%
GIGB icon
4087
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$950M
6 16 10 5.55%
AOUT icon
4088
American Outdoor Brands
AOUT
$206M
6 22 16 39.3%
USAU icon
4089
US Gold Corp
USAU
$239M
6 21 15 5.61%
RICK icon
4090
RCI Hospitality Holdings
RICK
$203M
6 14 8 2.56%
AGGH icon
4091
Simplify Aggregate Bond ETF
AGGH
$481M
6 21 15 6.1%
FGDL icon
4092
Franklin Responsibly Sourced Gold ETF
FGDL
$427M
6 14 8 3.34%
HYBL icon
4093
State Street Blackstone High Income ETF
HYBL
$570M
6 14 8 1.79%
NKSH icon
4094
National Bankshares
NKSH
$272M
6 19 13 17.4%
ONEW icon
4095
OneWater Marine
ONEW
$164M
6 15 9 12.9%
BTAL icon
4096
AGF US Market Neutral Anti-Beta Fund
BTAL
$318M
6 22 16 7.71%
CDX icon
4097
Simplify High Yield ETF
CDX
$324M
6 21 15 4.12%
KORP icon
4098
American Century Diversified Corporate Bond ETF
KORP
$936M
6 12 6 5.34%
BGR icon
4099
BlackRock Energy and Resources Trust
BGR
$434M
6 12 6 15%
TGS icon
4100
Transportadora de Gas del Sur
TGS
$3.77B
6 20 14 15.9%
162 163
164
165 166