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Stocks Most Commonly
Held In Funds’ Top 10

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
Name Funds holding
in top 10 		Growth Growth % Return since
30 Jun ‘25
BKHY icon
101
BNY Mellon High Yield Beta ETF
BKHY
$164M
1 0 0% 5.65%
BDEC icon
102
Innovator US Equity Buffer ETF December
BDEC
$213M
1 0 0% 21.1%
AVXL icon
103
Anavex Life Sciences
AVXL
$175M
1 0 0% 79.5%
AOHY icon
104
Angel Oak High Yield Opportunities ETF
AOHY
$116M
1 0 0% 4.31%
MACI
105
Melar Acquisition Corp I
MACI
$240M
1 0 0% –
MGMT icon
106
Ballast Small/Mid Cap ETF
MGMT
$165M
3 0 0% 24%
AVSE icon
107
Avantis Responsible Emerging Markets Equity ETF
AVSE
$230M
1 0 0% 35%
NXTE icon
108
AXS Green Alpha ETF
NXTE
$55.6M
1 0 0% 42.4%
ACH
109
Accendra Health
ACH
$42.9M
1 0 0% 93.9%
LDRT
110
iShares iBonds 1-5 Year Treasury Ladder ETF
LDRT
$236M
1 0 0% 2.53%
HERZ
111
Herzfeld Credit Income Fund
HERZ
$31.2M
1 0 0% 38.9%
MBCE
112
Monarch Blue Chips Elite Index ETF
MBCE
$205M
1 0 0% 7.7%
RVSB icon
113
Riverview Bancorp
RVSB
$120M
1 0 0% 9.64%
LSAT icon
114
LeaderShares AlphaFactor Tactical Focused ETF
LSAT
$64.2M
1 0 0% 11.9%
LIEN
115
Chicago Atlantic BDC
LIEN
$216M
1 0 0% 8.7%
LOWV icon
116
AB US Low Volatility Equity ETF
LOWV
$198M
1 0 0% 9.63%
EVI icon
117
EVI Industries
EVI
$248M
1 0 0% 11.6%
BSET icon
118
Bassett Furniture
BSET
$165M
1 0 0% 25.4%
LGRO icon
119
Level Four Large Cap Growth Active ETF
LGRO
$144M
1 0 0% 27.3%
FCLD icon
120
Fidelity Cloud Computing ETF
FCLD
$150M
1 0 0% 60.2%
EPM icon
121
Evolution Petroleum
EPM
$143M
1 0 0% 24%
KAUG
122
Innovator U.S. Small Cap Power Buffer ETF - August
KAUG
$65.9M
1 0 0% 14%
POCI icon
123
Precision Optics
POCI
$46.9M
1 0 0% 12.9%
XPOF icon
124
Xponential Fitness
XPOF
$190M
4 0 0% 37.8%
JANZ icon
125
TrueShares Structured Outcome January ETF
JANZ
$40.7M
1 0 0% 16.4%
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