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
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Name Net new
positions 		New positions Closed positions Return since
31 Dec ‘19
2026
11 28 17 64%
2027
11 28 17 18.6%
2028
11 22 11 29.2%
NAC icon
2029
Nuveen California Quality Municipal Income Fund
NAC
$1.84B
11 18 7 20.3%
2030
11 21 10 0.79%
2031
11 18 7 1,530%
2032
11 26 15 35.8%
2033
11 22 11 61.7%
2034
11 20 9 43.6%
2035
11 19 8 47.9%
RILY icon
2036
BRC Group Holdings
RILY
$268M
11 20 9 69.7%
2037
11 22 11 13.2%
2038
11 23 12 2.53%
2039
11 19 8 98.5%
2040
11 14 3 78.4%
2041
11 11 0 52.4%
2042
11 17 6 23.3%
2043
11 19 8 26.3%
2044
11 17 6 19%
2045
11 16 5 144%
2046
11 18 7 64.3%
2047
11 11 0 408%
2048
11 17 6 99.4%
2049
11 15 4 15.2%
2050
11 14 3 59.1%
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