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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
BJAN icon
2026
Innovator US Equity Buffer ETF January
BJAN
$351M
17 25 8 14%
AVIR icon
2027
Atea Pharmaceuticals
AVIR
$411M
17 27 10 4.65%
PWRD
2028
TCW Transform Systems ETF
PWRD
$1.52B
17 23 6 10%
BRCB
2029
Black Rock Coffee Bar Inc
BRCB
$155M
17 42 25 46.1%
CXDO icon
2030
Crexendo
CXDO
$197M
17 27 10 4.05%
IBMS
2031
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$342M
17 21 4 3.02%
IBHH icon
2032
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$458M
17 22 5 1.79%
ZNTL icon
2033
Zentalis Pharmaceuticals
ZNTL
$239M
17 27 10 7.69%
DMBS icon
2034
DoubleLine Mortgage ETF
DMBS
$672M
17 22 5 6.68%
PEO
2035
Adams Natural Resources Fund
PEO
$780M
17 22 5 0.07%
SEVN
2036
Seven Hills Realty Trust
SEVN
$153M
17 23 6 17.9%
EJAN icon
2037
Innovator Emerging Markets Power Buffer ETF January
EJAN
$146M
17 23 6 9.84%
BNTC icon
2038
Benitec Biopharma
BNTC
$313M
17 25 8 15.7%
RNAC icon
2039
Cartesian Therapeutics
RNAC
$223M
17 28 11 19.7%
CLYM
2040
Climb Bio
CLYM
$628M
17 27 10 59.7%
IBCA
2041
iShares iBonds Dec 2035 Term Corporate ETF
IBCA
$399M
17 20 3 6.44%
STRO icon
2042
Sutro Biopharma
STRO
$255M
17 26 9 38.4%
ELA icon
2043
Envela
ELA
$316M
17 27 10 27%
NXXT
2044
NextNRG Inc
NXXT
$12.5M
17 28 11 81.6%
DMII
2045
Drugs Made In America Acquisition II Corp
DMII
$649M
17 19 2 2.21%
VELO
2046
Velo3D Inc
VELO
$360M
17 33 16 19.3%
BBOT
2047
BridgeBio Oncology
BBOT
$312M
17 23 6 56.5%
SHIP icon
2048
Seanergy Maritime Holdings
SHIP
$386M
17 21 4 38%
POWR
2049
iShares U.S. Power Infrastructure ETF
POWR
$444M
17 23 6 5.64%
UNCY icon
2050
Unicycive Therapeutics
UNCY
$118M
17 20 3 35.9%
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