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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
PIM
6101
Franklin Master Intermediate Income Trust
PIM
$145M
2 9 7 9.88%
AGD
6102
abrdn Global Dynamic Dividend Fund
AGD
$309M
2 9 7 1.2%
ISPR icon
6103
Ispire Technology
ISPR
$75.1M
2 7 5 53.6%
MGX icon
6104
Metagenomi Therapeutics
MGX
$42.7M
2 11 9 30.2%
CNTY icon
6105
Century Casinos
CNTY
$30.1M
2 11 9 19.5%
KRBN icon
6106
KraneShares Global Carbon Strategy ETF
KRBN
$137M
2 11 9 4.12%
NAN icon
6107
Nuveen New York Quality Municipal Income Fund
NAN
$322M
2 12 10 14.8%
MRDN
6108
Meridian Holdings Inc
MRDN
$152M
2 9 7 24.9%
PAAI
6109
Paradium.AI, Inc.
PAAI
$66.7M
2 8 6 65%
FCPI icon
6110
Fidelity Stocks for Inflation ETF
FCPI
$285M
2 10 8 13.1%
EVF
6111
Eaton Vance Senior Income Trust
EVF
$87.8M
2 8 6 8.35%
CWS icon
6112
AdvisorShares Focused Equity ETF
CWS
$118M
2 6 4 3.17%
HNVR icon
6113
Hanover Bancorp
HNVR
$180M
2 6 4 10.2%
EHI
6114
Western Asset Global High Income Fund
EHI
$164M
2 11 9 15.6%
TAYD icon
6115
Taylor Devices
TAYD
$203M
2 8 6 7.68%
ECBK icon
6116
ECB Bancorp
ECBK
$179M
2 4 2 17.9%
TCI icon
6117
Transcontinental Realty Investors
TCI
$388M
2 4 2 24.6%
AAPR icon
6118
Innovator Equity Defined Protection ETF - 2 Yr to April 2028
AAPR
$70.8M
2 4 2 4.86%
TDF
6119
Templeton Dragon Fund
TDF
$241M
2 6 4 14.6%
WGMI icon
6120
CoinShares Bitcoin Mining and Digital Power ETF
WGMI
$299M
2 14 12 20.5%
WIA
6121
Western Asset Inflation-Linked Income Fund
WIA
$177M
2 5 3 8.1%
DAAQ
6122
Digital Asset Acquisition Corp
DAAQ
$241M
2 6 4 3.05%
XBOC icon
6123
Innovator US Equity Accelerated 9 Buffer ETF October
XBOC
$63.7M
2 6 4 8.47%
MHF
6124
Western Asset Municipal High Income Fund
MHF
$135M
2 9 7 11.9%
ALDF
6125
Aldel Financial II Inc
ALDF
$323M
2 2 0 3.15%
243 244
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