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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
30 Sep ‘25
UNTY icon
2226
Unity Bancorp
UNTY
$556M
13 25 12 13.2%
ARDT
2227
Ardent Health
ARDT
$1.46B
13 36 23 22%
BNT
2228
Brookfield Wealth Solutions
BNT
$11B
13 24 11 19.1%
IXP icon
2229
iShares Global Comm Services ETF
IXP
$607M
13 19 6 4.66%
JPEF icon
2230
JPMorgan Equity Focus ETF
JPEF
$2.04B
13 16 3 10.8%
FYC icon
2231
First Trust Small Cap Growth AlphaDEX Fund
FYC
$1.39B
13 24 11 28.4%
DJUL icon
2232
FT Vest US Equity Deep Buffer ETF July
DJUL
$485M
13 22 9 10.1%
INTR icon
2233
Inter&Co
INTR
$2.42B
13 29 16 40.6%
SSL icon
2234
Sasol
SSL
$8.94B
13 22 9 124%
FLOC
2235
Flowco Holdings
FLOC
$812M
13 35 22 24.3%
BSMS icon
2236
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$329M
13 18 5 2.43%
PDN icon
2237
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$349M
13 18 5 11.8%
BRBS icon
2238
Blue Ridge Bankshares
BRBS
$352M
13 21 8 7.09%
VEL icon
2239
Velocity Financial
VEL
$576M
13 22 9 19.6%
CLOZ icon
2240
Panagram BBB-B CLO ETF
CLOZ
$783M
13 23 10 2.39%
PROP icon
2241
Prairie Operating Co
PROP
$42.4M
13 28 15 81.1%
BRW
2242
Saba Capital Income & Opportunities Fund
BRW
$309M
13 23 10 21.9%
UNG icon
2243
United States Natural Gas Fund
UNG
$530M
13 26 13 19.9%
GENC icon
2244
Gencor Industries
GENC
$258M
13 15 2 20.2%
TPSC icon
2245
Timothy Plan US Small Cap Core ETF
TPSC
$364M
13 14 1 9.57%
CTGO icon
2246
Contango Silver & Gold Inc
CTGO
$558M
13 23 10 33.1%
VGSR icon
2247
Vert Global Sustainable Real Estate ETF
VGSR
$474M
13 15 2 0.66%
PTL icon
2248
Inspire 500 ETF
PTL
$883M
13 18 5 10.7%
KBDC
2249
Kayne Anderson BDC
KBDC
$837M
13 24 11 4.88%
FUNC icon
2250
First United
FUNC
$282M
13 18 5 18.6%
88 89
90
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