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
30 Jun ‘25
2026
12 14 2 13.1%
2027
12 19 7 0.7%
2028
12 16 4 4.35%
BVFL icon
2029
BV Financial
BVFL
$173M
12 25 13 28.1%
2030
12 16 4 39.3%
2031
12 18 6 32.7%
2032
12 20 8 10.6%
2033
12 17 5 36.3%
2034
12 16 4 16.4%
2035
12 16 4 15.3%
IWMI
2036
NEOS Russell 2000 High Income ETF
IWMI
$601M
12 15 3 11.4%
2037
12 16 4 8.44%
2038
12 14 2 15.4%
2039
12 14 2 19.9%
2040
12 17 5 42.3%
2041
12 13 1 1.87%
2042
12 13 1 15.6%
2043
12 14 2 31.1%
2044
12 12 0 90.8%
2045
12 13 1 99.4%
2046
12 12 0 3.01%
2047
12 12 0 2.65%
2048
12 12 0 22.6%
2049
11 121 110 1.8%
2050
11 79 68 3.42%
80 81
82
83 84