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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 ‘25
SBXD
2001
SilverBox Corp IV
SBXD
$276M
10 12 2 6.68%
ILDR icon
2002
First Trust Innovation Leaders ETF
ILDR
$313M
10 11 1 65.8%
MRLN
2003
Merlin Inc
MRLN
$409M
10 17 7 57.6%
QBUF
2004
Innovator Nasdaq-100 10 Buffer ETF Quarterly
QBUF
$166M
10 14 4 16.7%
ZNOV
2005
Innovator Equity Defined Protection ETF - 1 Yr November
ZNOV
$105M
10 13 3 10.5%
CLOX icon
2006
Panagram AAA CLO ETF
CLOX
$323M
10 17 7 0%
FWD icon
2007
AB Disruptors ETF
FWD
$3.11B
10 10 0 88.1%
INV
2008
Innventure Inc
INV
$306M
10 12 2 52.8%
BNAI
2009
Brand Engagement Network
BNAI
$91.7M
10 11 1 294%
AZ icon
2010
A2Z Smart Technologies
AZ
$262M
10 14 4 16.6%
DXUV
2011
Dimensional US Vector Equity ETF
DXUV
$567M
10 12 2 39.4%
IFEB icon
2012
Innovator International Developed Power Buffer ETF February
IFEB
$63M
10 16 6 19.1%
MARU
2013
AllianzIM U.S. Equity Buffer15 Uncapped Mar ETF
MARU
$35M
10 10 0 26.4%
CBXJ
2014
Calamos Bitcoin 90 Series Structured Alt Protection ETF - January
CBXJ
$18M
10 10 0 16.7%
ODYS
2015
Odysight.ai Inc
ODYS
$73M
10 10 0 38%
ONEZ
2016
TrueShares Seasonality Laddered Buffered ETF
ONEZ
$345M
10 10 0 19%
TXUE
2017
Thornburg International Equity ETF
TXUE
$547M
10 10 0 37.8%
NEE icon
2018
NextEra Energy
NEE
$182B
9 181 172 23%
IWD icon
2019
iShares Russell 1000 Value ETF
IWD
$83.4B
9 120 111 36.4%
SHOP icon
2020
Shopify
SHOP
$160B
9 161 152 29.1%
BN icon
2021
Brookfield
BN
$109B
9 77 68 27.7%
NTRS icon
2022
Northern Trust
NTRS
$33.4B
9 82 73 84.9%
UTHR icon
2023
United Therapeutics
UTHR
$22B
9 90 81 68.3%
ALC icon
2024
Alcon
ALC
$34.6B
9 80 71 25.2%
INGR icon
2025
Ingredion
INGR
$6.6B
9 74 65 22.6%
79 80
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