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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 Dec ‘25
FLQL icon
5026
Franklin US Large Cap Multifactor Index ETF
FLQL
$2.17B
4 7 3 13.1%
PDLB icon
5027
Ponce Financial Group
PDLB
$482M
4 10 6 22%
ATLO icon
5028
AMES National
ATLO
$278M
4 11 7 36.7%
ESCA icon
5029
Escalade
ESCA
$262M
4 10 6 41.1%
DPG
5030
Duff & Phelps Utility and Infrastructure Fund
DPG
$461M
4 13 9 0.87%
MARM icon
5031
FT Vest US Equity Max Buffer ETF March
MARM
$106M
4 8 4 4.6%
IBTO icon
5032
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$449M
4 10 6 6.39%
METV icon
5033
Roundhill Ball Metaverse ETF
METV
$224M
4 15 11 11.3%
SEIX icon
5034
Virtus SEIX Senior Loan ETF
SEIX
$289M
4 14 10 0.73%
MNSB icon
5035
MainStreet Bancshares
MNSB
$176M
4 11 7 21.5%
NDMO icon
5036
Nuveen Dynamic Municipal Opportunities Fund
NDMO
$535M
4 14 10 12.3%
CBFV icon
5037
CB Financial Services
CBFV
$187M
4 7 3 5.62%
KWY
5038
Kingsway Corp
KWY
$275M
4 8 4 29.4%
RTH icon
5039
VanEck Retail ETF
RTH
$236M
4 12 8 0.38%
CFA icon
5040
VictoryShares US 500 Volatility Wtd ETF
CFA
$507M
4 8 4 5.14%
ABOS icon
5041
Acumen Pharmaceuticals
ABOS
$161M
4 12 8 5.21%
JANW icon
5042
AllianzIM U.S. Equity Buffer20 Jan ETF
JANW
$356M
4 13 9 6.89%
LODE icon
5043
Comstock
LODE
$176M
4 15 11 38.3%
PSQH icon
5044
PSQ Holdings
PSQH
$19.1M
4 14 10 66.9%
ISEP icon
5045
Innovator International Developed Power Buffer ETF September
ISEP
$106M
4 7 3 7.15%
EFSI
5046
Eagle Financial Services Inc
EFSI
$245M
4 7 3 13.8%
NAUT icon
5047
Nautilus Biotechnolgy
NAUT
$181M
4 11 7 27.2%
ELVR
5048
Elevra Lithium Ltd
ELVR
$753M
4 16 12 25.8%
CMDY icon
5049
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$703M
4 12 8 30.5%
ATOS icon
5050
Atossa Therapeutics
ATOS
$19.5M
4 14 10 78%
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