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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Dec ‘24
LGI
176
Lazard Global Total Return & Income Fund
LGI
$240M
6 14 8 15.5%
SDEM icon
177
Global X MSCI SuperDividend Emerging Markets ETF
SDEM
$44.6M
6 7 1 37.2%
GEG icon
178
Great Elm Group
GEG
$67.4M
6 9 3 18.8%
SJT
179
San Juan Basin Royalty Trust
SJT
$121M
6 19 13 32.1%
QVOY
180
Q3 All-Season Active Rotation ETF
QVOY
$63.2M
6 9 3 18.1%
SPXV icon
181
ProShares S&P 500 ex-Health Care ETF
SPXV
$41.5M
6 6 0 33.1%
CPIX icon
182
Cumberland Pharmaceuticals
CPIX
$117M
6 9 3 229%
ACH
183
Accendra Health
ACH
$107M
6 72 66 89.3%
FEAM icon
184
5E Advanced Materials
FEAM
$81.4M
6 13 7 86.7%
HGLB
185
Highland Global Allocation Fund
HGLB
$177M
6 13 7 10.1%
BATT icon
186
Amplify Lithium & Battery Technology ETF
BATT
$126M
6 16 10 77.4%
BGSF icon
187
BGSF Inc
BGSF
$59.3M
6 16 10 6.11%
IGI
188
Western Asset Investment Grade Defined Opportunity Trust
IGI
$94.9M
6 10 4 2.94%
JANT icon
189
AllianzIM U.S. Equity Buffer10 Jan ETF
JANT
$61.8M
6 13 7 24.6%
MAYT icon
190
AllianzIM U.S. Equity Buffer10 May ETF
MAYT
$236M
6 10 4 20%
XGN icon
191
Exagen
XGN
$161M
6 14 8 62%
AGZD icon
192
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$136M
6 19 13 0.62%
AAME icon
193
Atlantic American Corp
AAME
$29.8M
6 7 1 5.19%
AMCI
194
AMC Robotics
AMCI
$101M
6 6 0 60.7%
DTF
195
DTF Tax-Free Income 2028 Term Fund
DTF
$81.2M
6 11 5 2.94%
EPHE icon
196
iShares MSCI Philippines ETF
EPHE
$147M
6 13 7 3.28%
PLG
197
Platinum Group Metals
PLG
$203M
6 12 6 24.2%
QLVD icon
198
FlexShares Developed Markets ex-US Quality Low Volatility Index Fund
QLVD
$55.4M
6 7 1 31.2%
GGR icon
199
Gogoro
GGR
$51.8M
6 10 4 74.2%
MTNB icon
200
Matinas BioPharma
MTNB
$1.72M
6 7 1 47.3%