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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
31 Mar ‘25
SOR
676
Source Capital
SOR
$384M
1 0 0% 12.3%
LCNB icon
677
LCNB Corp
LCNB
$285M
1 0 0% 35.1%
RWR icon
678
State Street SPDR Dow Jones REIT ETF
RWR
$1.89B
4 0 0% 15.4%
IQSU icon
679
IQ Candriam US Large Cap Equity ETF
IQSU
$342M
2 0 0% 39.4%
BIZD icon
680
VanEck BDC Income ETF
BIZD
$1.71B
4 0 0% 19.2%
BWMX icon
681
Betterware México
BWMX
$611M
1 0 0% 44.3%
XFIV icon
682
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV
$325M
1 0 0% 1.67%
CHMG icon
683
Chemung Financial Corp
CHMG
$403M
1 0 0% 75.6%
ALG icon
684
Alamo Group
ALG
$1.99B
2 0 0% 8.21%
IRS
685
IRSA Inversiones y Representaciones
IRS
$1.25B
2 0 0% 14.4%
PCN
686
PIMCO Corporate & Income Strategy Fund
PCN
$883M
2 0 0% 13.4%
SMBK icon
687
SmartFinancial
SMBK
$899M
3 0 0% 69.1%
CCNR
688
Financial Investors Trust ALPS/CoreCommodity Natural Resources ETF
CCNR
$448M
1 0 0% 64.9%
TMP icon
689
Tompkins Financial
TMP
$1.45B
2 0 0% 60.6%
GDEC icon
690
FT Vest US Equity Moderate Buffer ETF December
GDEC
$438M
3 0 0% 22.6%
FPAG icon
691
FPA Global Equity ETF
FPAG
$603M
3 0 0% 42.5%
OBIO icon
692
Orchestra BioMed
OBIO
$267M
1 0 0% 3.97%
DINT icon
693
Davis Select International ETF
DINT
$291M
1 0 0% 30.3%
FSTA icon
694
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.43B
4 0 0% 6.2%
OUSA icon
695
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
$759M
1 0 0% 16.5%
IYK icon
696
iShares US Consumer Staples ETF
IYK
$1.43B
3 0 0% 4%
GRPM icon
697
Invesco S&P MidCap 400 GARP ETF
GRPM
$511M
3 0 0% 37.5%
EIM
698
Eaton Vance Municipal Bond Fund
EIM
$500M
1 0 0% 2.41%
MCBS icon
699
MetroCity Bankshares
MCBS
$1.05B
1 0 0% 31.8%
TAXX icon
700
BondBloxx IR+M Tax Aware Short Duration ETF
TAXX
$286M
1 0 0% 0%
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