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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 Mar ‘26
VERI icon
6251
Veritone
VERI
$76.1M
1 22 21 62%
KIO
6252
KKR Income Opportunities Fund
KIO
$424M
1 14 13 5.91%
SMLV icon
6253
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$246M
1 9 8 11%
BTQ
6254
BTQ Technologies Corp
BTQ
$466M
1 16 15 18.7%
VFVA icon
6255
Vanguard US Value Factor ETF
VFVA
$902M
1 10 9 13.1%
BLLN
6256
BillionToOne Inc
BLLN
$5B
1 29 28 34.2%
PMM
6257
Franklin Managed Municipal Income Trust
PMM
$242M
1 9 8 8.13%
NRDY icon
6258
Nerdy
NRDY
$65M
1 21 20 37.5%
SJT
6259
San Juan Basin Royalty Trust
SJT
$175M
1 9 8 21.8%
AIRS icon
6260
AirSculpt Technologies
AIRS
$128M
1 26 25 37.5%
SABA
6261
Saba Capital Income & Opportunities Fund II
SABA
$212M
1 10 9 4.69%
ERTH icon
6262
Invesco MSCI Sustainable Future ETF
ERTH
$123M
1 7 6 10.7%
CDX icon
6263
Simplify High Yield ETF
CDX
$336M
1 15 14 5.11%
ZSEP
6264
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$229M
1 6 5 4.57%
LRGE icon
6265
ClearBridge Large Cap Growth Select ETF
LRGE
$395M
1 7 6 21.8%
HEGD icon
6266
Swan Hedged Equity US Large Cap ETF
HEGD
$743M
1 11 10 9.31%
SVOL icon
6267
Simplify Volatility Premium ETF
SVOL
$514M
1 15 14 7.04%
METV icon
6268
Roundhill Metaverse ETF
METV
$227M
1 12 11 32.8%
ZNOV
6269
Innovator Equity Defined Protection ETF - 1 Yr November
ZNOV
$106M
1 8 7 5.46%
PSNY icon
6270
Polestar Automotive Holding UK
PSNY
$1.02B
1 18 17 66.2%
BGT icon
6271
BlackRock Floating Rate Income Trust
BGT
$311M
1 14 13 2.97%
IPAY icon
6272
Amplify Mobile Payments ETF
IPAY
$146M
1 17 16 8.55%
CLPR
6273
Clipper Realty
CLPR
$50.7M
1 13 12 3.97%
IDN icon
6274
Intellicheck
IDN
$46M
1 21 20 67.5%
USMF icon
6275
WisdomTree US Multifactor Fund
USMF
$270M
1 7 6 7.05%
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