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
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Name Net new
positions 		New positions Closed positions Return since
31 Mar ‘25
5501
0 5 5 0.86%
5502
0 8 8 87.5%
5503
0 5 5 34.7%
VALU icon
5504
Value Line
VALU
$332M
0 4 4 6.96%
5505
0 10 10 20.1%
5506
0 10 10 6.68%
5507
0 7 7 13.3%
5508
0 7 7 8.55%
5509
0 19 19 46.1%
5510
0 7 7 3.85%
DFNL icon
5511
Davis Select Financial ETF
DFNL
$475M
0 4 4 20.7%
5512
0 7 7 0.37%
5513
0 3 3 50.6%
5514
0 2 2 8.52%
5515
0 8 8 42.6%
5516
0 5 5 34.3%
5517
0 6 6 5.78%
5518
0 2 2 28.4%
5519
0 13 13 66.7%
5520
0 6 6 3.71%
5521
0 5 5 50.4%
5522
0 4 4 3.43%
5523
0 4 4 1.72%
5524
0 4 4 21.9%
5525
0 13 13 29.5%
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