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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 ‘26
ZTO icon
2026
ZTO Express
ZTO
$17.4B
17 37 20 9.02%
WFG icon
2027
West Fraser Timber
WFG
$5.54B
17 37 20 8.38%
GSM icon
2028
FerroAtlántica
GSM
$820M
17 38 21 6.55%
SPGM icon
2029
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.77B
17 26 9 16.9%
AVES icon
2030
Avantis Emerging Markets Value ETF
AVES
$1.49B
17 25 8 9.32%
WTI icon
2031
W&T Offshore
WTI
$554M
17 41 24 7.62%
SHBI icon
2032
Shore Bancshares
SHBI
$800M
17 30 13 28.3%
OMER icon
2033
Omeros
OMER
$1.24B
17 38 21 62.8%
AOD
2034
abrdn Total Dynamic Dividend Fund
AOD
$1.14B
17 30 13 17.3%
KOPN icon
2035
Kopin
KOPN
$1.02B
17 40 23 144%
VTEI icon
2036
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.54B
17 31 14 0.43%
BLDP
2037
Ballard Power Systems
BLDP
$814M
17 30 13 11.6%
POWW icon
2038
Outdoor Holding Co
POWW
$260M
17 30 13 11.4%
IHS icon
2039
IHS Holding
IHS
$2.82B
17 46 29 1.22%
RWK icon
2040
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.35B
17 23 6 18.7%
ACRS icon
2041
Aclaris Therapeutics
ACRS
$851M
17 33 16 54.1%
AVIR icon
2042
Atea Pharmaceuticals
AVIR
$411M
17 27 10 4.83%
BJAN icon
2043
Innovator US Equity Buffer ETF January
BJAN
$349M
17 25 8 13.3%
EVUS icon
2044
iShares ESG Aware MSCI USA Value ETF
EVUS
$381M
17 26 9 17.4%
BRCB
2045
Black Rock Coffee Bar Inc
BRCB
$182M
17 42 25 36.6%
CXDO icon
2046
Crexendo
CXDO
$221M
17 27 10 7.78%
FFLC icon
2047
Fidelity Fundamental Large Cap Core ETF
FFLC
$1.24B
17 27 10 18.5%
IBMS
2048
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$327M
17 21 4 0.23%
ZNTL icon
2049
Zentalis Pharmaceuticals
ZNTL
$255M
17 27 10 52.1%
PEO
2050
Adams Natural Resources Fund
PEO
$779M
17 22 5 0.04%
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