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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
RFI
6751
Cohen & Steers Total Return Realty Fund
RFI
$282M
1 10 9 4.62%
UJUL icon
6752
Innovator US Equity Ultra Buffer ETF July
UJUL
$300M
1 8 7 6.58%
RCMT icon
6753
RCM Technologies
RCMT
$289M
1 11 10 99%
HBB icon
6754
Hamilton Beach Brands
HBB
$515M
1 7 6 133%
IMVP
6755
Invesco India ETF
IMVP
$95.4M
1 9 8 22.7%
POWA icon
6756
Invesco Bloomberg Pricing Power ETF
POWA
$164M
1 7 6 3.92%
LZM icon
6757
Lifezone Metals
LZM
$344M
1 11 10 10.3%
NODK icon
6758
NI Holdings
NODK
$305M
1 6 5 12.5%
XMAR icon
6759
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
$155M
1 7 6 9.19%
QMOM icon
6760
Alpha Architect US Quantitative Momentum ETF
QMOM
$426M
1 12 11 11.4%
SUNS
6761
Sunrise Realty Trust
SUNS
$94.5M
1 6 5 25.9%
SAR icon
6762
Saratoga Investment
SAR
$274M
1 11 10 26.1%
RSPM icon
6763
Invesco S&P 500 Equal Weight Materials ETF
RSPM
$172M
1 9 8 9.92%
PEBK icon
6764
Peoples Bancorp of North Carolina
PEBK
$230M
1 9 8 19.2%
EJUL icon
6765
Innovator Emerging Markets Power Buffer ETF July
EJUL
$214M
1 10 9 5.7%
SKYH icon
6766
Sky Harbour Group
SKYH
$391M
1 8 7 10.3%
BUYW icon
6767
Main BuyWrite ETF
BUYW
$1.41B
1 10 9 0.98%
AUDC icon
6768
AudioCodes
AUDC
$255M
1 9 8 20.8%
VRA icon
6769
Vera Bradley
VRA
$122M
1 15 14 75.2%
SLND icon
6770
Southland Holdings
SLND
$36.4M
1 7 6 79.9%
BKCH icon
6771
Global X Blockchain ETF
BKCH
$293M
1 18 17 12.1%
SMC
6772
Summit Midstream
SMC
$414M
1 11 10 12.6%
RZV icon
6773
Invesco S&P SmallCap 600 Pure Value ETF
RZV
$277M
1 10 9 17%
ETHO icon
6774
Amplify Etho Climate Leadership US ETF
ETHO
$191M
1 8 7 21.8%
FYT icon
6775
First Trust Small Cap Value AlphaDEX Fund
FYT
$181M
1 6 5 18.1%
269 270
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