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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

Communication Services

Advertising Agencies

Broadcasting

Electronic Gaming & Multimedia

Entertainment

Internet Content & Information

Publishing

Telecom Services

Consumer Discretionary

Apparel Manufacturing

Apparel Retail

Auto Manufacturers

Auto Parts

Auto & Truck Dealerships

Department Stores

Footwear & Accessories

Furnishings, Fixtures & Appliances

Gambling

Home Improvement Retail

Internet Retail

Leisure

Lodging

Luxury Goods

Packaging & Containers

Personal Services

Recreational Vehicles

Residential Construction

Resorts & Casinos

Restaurants

Specialty Retail

Textile Manufacturing

Travel Services

Consumer Staples

Beverages - Brewers

Beverages - Non-Alcoholic

Beverages - Wineries & Distilleries

Confectioners

Discount Stores

Education & Training Services

Farm Products

Food Distribution

Grocery Stores

Household & Personal Products

Packaged Foods

Tobacco

Energy

Oil & Gas Drilling

Oil & Gas Equipment & Services

Oil & Gas Exploration & Production

Oil & Gas Integrated

Oil & Gas Midstream

Oil & Gas Refining & Marketing

Thermal Coal

Uranium

Financials

Asset Management

Banks - Diversified

Banks - Regional

Capital Markets

Credit Services

Diversified Insurance

Financial Conglomerates

Financial Data & Stock Exchanges

Insurance Brokers

Life Insurance

Mortgage Finance

Property & Casualty Insurance

Reinsurance

Shell Companies

Specialty - Insurance

Healthcare

Biotechnology

Diagnostics & Research

Drug Manufacturers - General

Drug Manufacturers - Specialty & Generic

Healthcare Plans

Health Information Services

Medical Care Facilities

Medical Devices

Medical Distribution

Medical Instruments & Supplies

Pharmaceutical Retailers

Industrials

Aerospace & Defense

Airlines

Airports & Air Services

Building Products & Equipment

Business Equipment & Supplies

Conglomerates

Consulting Services

Electrical Equipment & Parts

Engineering & Construction

Farm & Heavy Construction Machinery

Industrial Distribution

Infrastructure Operations

Integrated Freight & Logistics

Marine Shipping

Metal Fabrication

Pollution & Treatment Controls

Railroads

Rental & Leasing Services

Security & Protection Services

Specialty Business Services

Specialty Industrial Machinery

Staffing & Employment Services

Tools & Accessories

Trucking

Waste Management

Materials

Agricultural Inputs

Aluminum

Building Materials

Chemicals

Coking Coal

Copper

Gold

Lumber & Wood Production

Other Industrial Metals & Mining

Other Precious Metals & Mining

Paper & Paper Products

Silver

Specialty Chemicals

Steel

Real Estate

Diversified REIT

Healthcare Facilities REIT

Hotel & Motel REIT

Industrial REIT

Mortgage REIT

Office REIT

Real Estate Development

Real Estate Diversified

Real Estate Services

Residential REIT

Retail REIT

Specialty REIT

Technology

Communication Equipment

Computer Hardware

Consumer Electronics

Electronic Components

Electronics & Computer Distribution

Information Technology Services

Scientific & Technical Instruments

Semiconductor Equipment & Materials

Semiconductors

Software - Application

Software - Infrastructure

Solar

Utilities

Diversified Utilities

Electric Utilities

Gas Utilities

Independent Power Producers

Renewable Electricity

Water Utilities

#	Name	Funds holding in top 10	Growth %	Return since 31 Mar ‘25
1001	1001 BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF XEMD $846M	1	0%	5.91%
1002	1002 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS $1.64B	2	0%	0.51%
1003	1003 BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE $844M	4	0%	0.78%
1004	1004 Segall Bryant & Hamill Select Equity ETF USSE $369M	1	0%	40.4%
1005	1005 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ $745M	5	0%	12.5%
1006	1006 Alpha Architect US Quantitative Momentum ETF QMOM $446M	3	0%	30.1%
1007	1007 Davis Select Worldwide ETF DWLD $606M	1	0%	26.5%
1008	1008 Avantis Responsible International Equity ETF AVSD $368M	2	0%	39.5%
1009	1009 Innovator US Equity Buffer ETF July BJUL $355M	2	0%	29.3%
1010	1010 Strive Enhanced Income Short Maturity ETF BUXX $490M	7	0%	0.34%
1011	1011 VanEck Inflation Allocation ETF RAAX $1.2B	2	0%	35.1%
1012	1012 State Street Blackstone High Income ETF HYBL $575M	4	0%	0.46%
1013	CPLB 1013 NYLI MacKay Core Plus Bond ETF CPLB $378M	1	0%	2.35%
1014	1014 Harbor Long-Term Growers ETF WINN $1.2B	5	0%	39.9%
1015	1015 Alico ALCO $304M	5	0%	37.5%
1016	1016 AllianzIM U.S. Equity Buffer20 May ETF MAYW $453M	1	0%	15.6%
1017	1017 Vert Global Sustainable Real Estate ETF VGSR $544M	4	0%	14.1%
1018	1018 Simplify Volatility Premium ETF SVOL $538M	3	0%	10.4%
1019	1019 First Trust Water ETF FIW $1.92B	2	0%	11.3%
1020	1020 First Trust Innovation Leaders ETF ILDR $324M	1	0%	71.3%
1021	1021 Invesco Global Listed Private Equity ETF PSP $253M	2	0%	1.42%
1022	1022 VictoryShares Small Cap Free Cash Flow ETF SFLO $741M	1	0%	61.1%
1023	1023 WisdomTree Emerging Markets SmallCap Dividend Fund DGS $1.77B	6	0%	32.2%
1024	1024 Dorchester Minerals DMLP $1.35B	3	0%	8.28%
1025	1025 Orange County Bancorp OBT $524M	1	0%	67.2%

Stocks Most Commonly Held In Funds’ Top 10

Stocks Most Commonly
Held In Funds’ Top 10