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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
30 Jun ‘25
CRML icon
1501
Critical Metals Corp
CRML
$1.08B
17 29 12 106%
AUSF icon
1502
Global X Adaptive US Factor ETF
AUSF
$866M
17 23 6 9.82%
SBFG icon
1503
SB Financial Group
SBFG
$185M
17 21 4 55.1%
IBMS
1504
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$339M
17 18 1 3.12%
IDVO icon
1505
Amplify International Enhanced Dividend Income ETF
IDVO
$1.43B
17 17 0 22%
GSIT icon
1506
GSI Technology
GSIT
$210M
17 22 5 62.5%
PCMM
1507
BondBloxx Private Credit CLO ETF
PCMM
$217M
17 20 3 0.75%
NJUN
1508
Innovator Growth-100 Power Buffer ETF - June
NJUN
$178M
17 21 4 12.6%
BXBL
1509
BOXABL Inc
BXBL
$1.32B
17 18 1 62.1%
TCAL
1510
T. Rowe Price Capital Appreciation Premium Income ETF
TCAL
$302M
17 17 0 10.2%
REMG
1511
Russell Investments Emerging Markets Equity ETF
REMG
$125M
17 17 0 42.8%
ISBA
1512
Isabella Bank
ISBA
$290M
17 17 0 26.1%
MDLZ icon
1513
Mondelez International
MDLZ
$75.7B
16 137 121 12%
BRK.A icon
1514
Berkshire Hathaway Class A
BRK.A
$1.08T
16 59 43 3.37%
MDY icon
1515
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.5B
16 83 67 16.5%
HBAN icon
1516
Huntington Bancshares
HBAN
$30.9B
16 111 95 8.89%
STLD icon
1517
Steel Dynamics
STLD
$31.8B
16 95 79 73.3%
EXR icon
1518
Extra Space Storage
EXR
$28.2B
16 93 77 9.46%
UNM icon
1519
Unum
UNM
$14B
16 82 66 9.26%
ZM icon
1520
Zoom
ZM
$25.8B
16 104 88 13.3%
FBND icon
1521
Fidelity Total Bond ETF
FBND
$27.9B
16 64 48 5.25%
LAMR icon
1522
Lamar Advertising Co
LAMR
$14.8B
16 82 66 20.3%
ATR icon
1523
AptarGroup
ATR
$7.84B
16 68 52 21.2%
FRT icon
1524
Federal Realty Investment Trust
FRT
$9.5B
16 72 56 15.2%
ENSG icon
1525
The Ensign Group
ENSG
$10.2B
16 68 52 13.8%
59 60
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62 63