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Name Net new
positions
New positions Closed positions Return since
31 Dec ‘25
LEO
5451
BNY Mellon Strategic Municipals
LEO
$346M
3 13 10 12.7%
TILT icon
5452
Northern Trust Morningstar US Market Factor Tilt ETF
TILT
$2.19B
3 11 8 12.1%
FNLC icon
5453
First Bancorp
FNLC
$377M
3 10 7 26.4%
BMAR icon
5454
Innovator US Equity Buffer ETF March
BMAR
$204M
3 14 11 11.7%
FSBW icon
5455
FS Bancorp
FSBW
$342M
3 5 2 5.51%
NAPR icon
5456
Innovator Growth-100 Power Buffer ETF April
NAPR
$213M
3 16 13 13.5%
IAPR icon
5457
Innovator International Developed Power Buffer ETF April
IAPR
$192M
3 14 11 8.98%
TSBK icon
5458
Timberland Bancorp
TSBK
$346M
3 8 5 24.2%
IDLV icon
5459
Invesco S&P International Developed Low Volatility ETF
IDLV
$320M
3 11 8 1.09%
TAXF icon
5460
American Century Diversified Municipal Bond ETF
TAXF
$667M
3 11 8 5.76%
AVK
5461
Advent Convertible and Income Fund
AVK
$505M
3 12 9 8.77%
MDIV icon
5462
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$407M
3 13 10 0.51%
GAPR icon
5463
FT Vest US Equity Moderate Buffer ETF April
GAPR
$295M
3 13 10 6.68%
HEZU icon
5464
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$570M
3 17 14 10.9%
CZNC icon
5465
Citizens & Northern Corp
CZNC
$448M
3 11 8 23.8%
CXDO icon
5466
Crexendo
CXDO
$196M
3 17 14 8.96%
OBE
5467
Obsidian Energy
OBE
$693M
3 15 12 69.3%
CET
5468
Central Securities Corp
CET
$1.64B
3 11 8 9.45%
HYEM icon
5469
VanEck Emerging Markets High Yield Bond ETF
HYEM
$510M
3 17 14 2.41%
PMO
5470
Franklin Municipal Opportunities Trust
PMO
$250M
3 10 7 14.6%
BMAY icon
5471
Innovator US Equity Buffer ETF May
BMAY
$239M
3 13 10 8.72%
JPUS
5472
JPMorgan Diversified Return US Equity ETF
JPUS
$450M
3 11 8 10.1%
NML
5473
Neuberger Energy Infrastructure and Income Fund Inc
NML
$560M
3 12 9 16.4%
GSUS icon
5474
Goldman Sachs MarketBeta US Equity ETF
GSUS
$3.5B
3 9 6 12.4%
CADL icon
5475
Candel Therapeutics
CADL
$798M
3 13 10 84.6%