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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
SCHW
676
Charles Schwab
SCHW
$167B
43 200 157 2.89%
DFAT icon
677
Dimensional US Targeted Value ETF
DFAT
$13.9B
43 68 25 8.5%
ESGD icon
678
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.9B
43 68 25 7.87%
DINO icon
679
HF Sinclair
DINO
$20.2B
43 119 76 81.7%
SDVY icon
680
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11B
43 66 23 4.69%
HL icon
681
Hecla Mining
HL
$11.6B
43 127 84 7.68%
FRT icon
682
Federal Realty Investment Trust
FRT
$9.27B
43 83 40 0.45%
RRC icon
683
Range Resources
RRC
$8.93B
43 112 69 15.4%
VIK icon
684
Viking Holdings
VIK
$36B
43 112 69 9.64%
HXL icon
685
Hexcel
HXL
$6.53B
43 87 44 6.77%
IAG icon
686
IAMGOLD
IAG
$10.6B
43 66 23 1.59%
VTES icon
687
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.37B
43 52 9 2.42%
TWST icon
688
Twist Bioscience
TWST
$12.5B
43 70 27 297%
CLVT icon
689
Clarivate
CLVT
$947M
43 84 41 41.5%
PICK icon
690
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.43B
43 63 20 6.91%
GOLD
691
Gold.com Inc
GOLD
$1.23B
43 68 25 5.51%
BULL
692
Webull Corp
BULL
$3.96B
43 72 29 52.9%
ORKA
693
Oruka Therapeutics
ORKA
$5.6B
43 63 20 72.3%
PVLA
694
Palvella Therapeutics
PVLA
$1.91B
43 65 22 6.27%
CAIE
695
Calamos Autocallable Income ETF
CAIE
$1.29B
43 55 12 5.77%
DDFF
696
Innovator Equity Dual Directional 15 Buffer ETF - February
DDFF
$62.1M
43 43 0 7.55%
HLXC
697
Helix Acquisition Corp III
HLXC
$233M
43 43 0 4.04%
SCII
698
SC II Acquisition Corp
SCII
$253M
43 43 0 –
VNQ icon
699
Vanguard Real Estate ETF
VNQ
$35.4B
42 148 106 0.9%
OSK icon
700
Oshkosh
OSK
$8.26B
42 114 72 9.08%
26 27
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29 30