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Stocks With The Most
New Fund Positions
Stocks
ETFs
Mega Cap
Over $200B
Large Cap
$10B to $200B
Mid Cap
$2B to $10B
Small Cap
$250M to $2B
Micro Cap
Under $250M
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Beverages - Brewers
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Conglomerates
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Industrial Distribution
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Marine Shipping
Metal Fabrication
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Railroads
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Tools & Accessories
Trucking
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Materials
Agricultural Inputs
Aluminum
Building Materials
Chemicals
Coking Coal
Copper
Gold
Lumber & Wood Production
Other Industrial Metals & Mining
Other Precious Metals & Mining
Paper & Paper Products
Silver
Specialty Chemicals
Steel
Real Estate
Diversified REIT
Healthcare Facilities REIT
Hotel & Motel REIT
Industrial REIT
Mortgage REIT
Office REIT
Real Estate Development
Real Estate Diversified
Real Estate Services
Residential REIT
Retail REIT
Specialty REIT
Technology
Communication Equipment
Computer Hardware
Consumer Electronics
Electronic Components
Electronics & Computer Distribution
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Scientific & Technical Instruments
Semiconductor Equipment & Materials
Semiconductors
Software - Application
Software - Infrastructure
Solar
Utilities
Diversified Utilities
Electric Utilities
Gas Utilities
Independent Power Producers
Renewable Electricity
Water Utilities
| # | Name |
Net new positions | New positions | Closed positions |
Return since 31 Dec ‘25 |
|
|---|---|---|---|---|---|---|
| 7526 | 1 | 1 | 0 | 10.5% |
|
|
| 7527 | 1 | 1 | 0 | 45.7% |
|
|
| 7528 | 1 | 1 | 0 | 12.1% |
|
|
| 7529 |
WTIB
7529
USCF Oil Plus Bitcoin Strategy Fund
WTIB
$277K
| 1 | 1 | 0 | 0.59% |
|
| 7530 | 1 | 1 | 0 | 4.09% |
|
|
| 7531 | 1 | 1 | 0 | 61.7% |
|
|
| 7532 | 1 | 1 | 0 | 9.86% |
|
|
| 7533 | 1 | 1 | 0 | 210% |
|
|
| 7534 | 1 | 1 | 0 | 16.4% |
|
|
| 7535 | 1 | 1 | 0 | 22.9% |
|
|
| 7536 |
VUSG
7536
Vanguard Wellington U.S. Growth Active ETF
VUSG
$27.1M
| 1 | 1 | 0 | 5.97% |
|
| 7537 | 1 | 1 | 0 | 13.2% |
|
|
| 7538 | 1 | 1 | 0 | 1.05% |
|
|
| 7539 | 1 | 1 | 0 | 21.8% |
|
|
| 7540 | 1 | 1 | 0 | 59.3% |
|
|
| 7541 | 1 | 1 | 0 | 72% |
|
|
| 7542 | 1 | 1 | 0 | 14.6% |
|
|
| 7543 | 1 | 1 | 0 | 0.46% |
|
|
| 7544 | 1 | 1 | 0 | 0.14% |
|
|
| 7545 | 1 | 1 | 0 | 138% |
|
|
| 7546 | 1 | 1 | 0 | 8.9% |
|
|
| 7547 | 1 | 1 | 0 | 5.55% |
|
|
| 7548 | 1 | 1 | 0 | – |
|
|
| 7549 | 1 | 1 | 0 | 86.9% |
|
|
| 7550 | 1 | 1 | 0 | 1.18% |
|