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 ‘23
5301
2 3 1 13.4%
5302
2 2 0 75.3%
5303
2 2 0 37.7%
IPDN icon
5304
Professional Diversity Network
IPDN
$15.1M
2 2 0 81.9%
5305
2 2 0 16.8%
5306
2 3 1 195%
5307
2 3 1 99.7%
5308
2 2 0 10.1%
5309
2 4 2 20.1%
5310
2 3 1 34.4%
EQTY icon
5311
Kovitz Core Equity ETF
EQTY
$1.3B
2 4 2 32.1%
5312
2 3 1 18.3%
5313
2 3 1 31.8%
5314
2 2 0 60.8%
5315
2 4 2 74.9%
5316
2 3 1 42.4%
5317
2 4 2 3.21%
5318
2 5 3 30%
5319
2 4 2 0.1%
5320
2 3 1 56%
5321
2 4 2 0%
5322
2 5 3 7.91%
5323
2 2 0 28.7%
5324
2 3 1 12.3%
5325
2 2 0 23.6%
211 212
213
214 215