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
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Name Funds holding
in top 10 		Growth Growth % Return since
30 Jun ‘25
401
2 0 0% 2.75%
402
1 0 0% 57.1%
403
3 0 0% 2.94%
ISCG icon
404
iShares Morningstar Small-Cap Growth ETF
ISCG
$891M
1 0 0% 17.4%
405
1 0 0% 11.1%
406
1 0 0% 26.4%
407
1 0 0% 4.38%
408
2 0 0% 0.34%
409
1 0 0% 117%
410
1 0 0% 10.8%
OBT icon
411
Orange County Bancorp
OBT
$472M
1 0 0% 36.6%
412
3 0 0% 38.3%
413
1 0 0% 34.3%
414
1 0 0% 16.9%
415
2 0 0% 47.1%
416
1 0 0% 6.56%
417
2 0 0% 7.63%
418
1 0 0% 11.9%
419
1 0 0% 7.83%
420
2 0 0% 33.8%
421
1 0 0% 11.9%
422
1 0 0% 2.6%
423
1 0 0% 11.3%
424
3 0 0% 9.49%
425
1 0 0% 13.8%
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