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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
REZ icon
7051
iShares Residential and Multisector Real Estate ETF
REZ
$789M
0 20 20 5.4%
NRDS icon
7052
NerdWallet
NRDS
$552M
0 38 38 16.9%
UIS icon
7053
Unisys
UIS
$166M
0 28 28 10.1%
SLQT icon
7054
SelectQuote
SLQT
$73.7M
0 29 29 34.7%
AGZ icon
7055
iShares Agency Bond ETF
AGZ
$627M
0 18 18 3.14%
FLIN icon
7056
Franklin FTSE India ETF
FLIN
$2.5B
0 23 23 0.72%
IDR icon
7057
Idaho Strategic Resources
IDR
$437M
0 33 33 13.9%
MLN icon
7058
VanEck Long Muni ETF
MLN
$637M
0 13 13 7%
IHRT icon
7059
iHeartMedia
IHRT
$300M
0 21 21 33.6%
OPRX icon
7060
OptimizeRx
OPRX
$161M
0 29 29 36.5%
GJUL icon
7061
FT Vest US Equity Moderate Buffer ETF July
GJUL
$416M
0 10 10 9.76%
CLBK icon
7062
Columbia Financial
CLBK
$3.08B
0 19 19 43.3%
ETG
7063
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.76B
0 21 21 14.6%
ZGN icon
7064
Zegna
ZGN
$3.37B
0 20 20 20.2%
LAW icon
7065
CS Disco
LAW
$271M
0 26 26 9.42%
SMMV icon
7066
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$273M
0 7 7 2.75%
ITIC
7067
Investors Title Co
ITIC
$548M
0 15 15 33.5%
TSPA icon
7068
T. Rowe Price US Equity Research ETF
TSPA
$4.58B
0 13 13 19.2%
REM icon
7069
iShares Mortgage Real Estate ETF
REM
$444M
0 20 20 17.3%
RA
7070
Brookfield Real Assets Income Fund
RA
$642M
0 8 8 9.72%
DRD
7071
DRDGold
DRD
$2.11B
0 16 16 17.3%
XPOF icon
7072
Xponential Fitness
XPOF
$198M
0 18 18 21.9%
NPWR icon
7073
NET Power
NPWR
$123M
0 18 18 10.9%
BBAG icon
7074
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.02B
0 14 14 5.46%
DSEP icon
7075
FT Vest US Equity Deep Buffer ETF September
DSEP
$381M
0 12 12 11.7%
281 282
283
284 285