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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 ‘13
NATR icon
2001
Nature's Sunshine
NATR
$365M
62 62 0 26.9%
PRFZ icon
2002
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.78B
61 61 0 233%
IYC icon
2003
iShares US Consumer Discretionary ETF
IYC
$1.16B
61 61 0 290%
AXTI icon
2004
AXT Inc
AXTI
$2.8B
61 61 0 1,484%
WES icon
2005
Western Midstream Partners
WES
$19.4B
61 61 0 14.3%
PFN
2006
PIMCO Income Strategy Fund II
PFN
$692M
61 61 0 33.3%
FDUS icon
2007
Fidus Investment
FDUS
$766M
61 61 0 7.91%
GNE icon
2008
Genie Energy
GNE
$378M
61 61 0 56.5%
FXA icon
2009
Invesco CurrencyShares Australian Dollar Trust
FXA
$96.7M
61 61 0 24.5%
FC icon
2010
Franklin Covey
FC
$248M
60 60 0 63.4%
AOSL icon
2011
Alpha and Omega Semiconductor
AOSL
$863M
60 60 0 278%
ACHV icon
2012
Achieve Life Sciences
ACHV
$634M
60 60 0 100%
VXUS icon
2013
Vanguard Total International Stock ETF
VXUS
$153B
60 60 0 82.2%
LMNR icon
2014
Limoneira
LMNR
$245M
60 60 0 34.9%
ETG
2015
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.74B
60 60 0 51.8%
EDIV icon
2016
State Street SPDR S&P Emerging Markets Dividend ETF
EDIV
$1.22B
60 60 0 7.25%
CPIX icon
2017
Cumberland Pharmaceuticals
CPIX
$102M
60 60 0 33.3%
ULH icon
2018
Universal Logistics Holdings
ULH
$393M
60 60 0 38.2%
MGK icon
2019
Vanguard Mega Cap Growth ETF
MGK
$31.8B
60 60 0 599%
IUSV icon
2020
iShares Core S&P US Value ETF
IUSV
$27.5B
60 60 0 211%
NSLR
2021
Neostellar Capital Corp
NSLR
$269M
59 59 0 99.4%
RM icon
2022
Regional Management Corp
RM
$392M
59 59 0 70.3%
LEN.B icon
2023
Lennar Class B
LEN.B
$20.7B
59 59 0 226%
DMLP icon
2024
Dorchester Minerals
DMLP
$1.3B
59 59 0 10.3%
CII icon
2025
BlackRock Enhanced Captial and Income Fund
CII
$980M
59 59 0 89.4%
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