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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
USSE icon
1201
Segall Bryant & Hamill Select Equity ETF
USSE
$369M
1 0 0% 40.4%
TSBK icon
1202
Timberland Bancorp
TSBK
$361M
2 0 0% 54%
MAYW icon
1203
AllianzIM U.S. Equity Buffer20 May ETF
MAYW
$453M
1 0 0% 15.6%
PSP icon
1204
Invesco Global Listed Private Equity ETF
PSP
$253M
2 0 0% 1.42%
PRN icon
1205
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$442M
1 0 0% 62%
DGS icon
1206
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.77B
6 0 0% 32.2%
ESN
1207
Essential 40 Stock ETF
ESN
$337M
1 0 0% 35.6%
DBND icon
1208
DoubleLine Opportunistic Bond ETF
DBND
$757M
7 0 0% 2.34%
QQQJ icon
1209
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.19B
1 0 0% 61.3%
PTNQ icon
1210
Pacer Trendpilot 100 ETF
PTNQ
$1.27B
3 0 0% 24.3%
MUST icon
1211
Columbia Multi-Sector Municipal Income ETF
MUST
$599M
1 0 0% 1.59%
IBTM icon
1212
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$560M
1 0 0% 1.66%
VCRM
1213
Vanguard Core Tax-Exempt Bond ETF
VCRM
$1.82B
1 0 0% 1.48%
TRC icon
1214
Tejon Ranch
TRC
$443M
1 0 0% 3.53%
ONIT
1215
Onity Group
ONIT
$330M
1 0 0% 22.1%
QTOP
1216
iShares Nasdaq Top 30 Stocks ETF
QTOP
$294M
1 0 0% 60.5%
KBWD icon
1217
Invesco KBW High Dividend Yield Financial ETF
KBWD
$433M
1 0 0% 11.2%
WTPI
1218
WisdomTree Equity Premium Income Fund
WTPI
$504M
2 0 0% 7.26%
SUSL icon
1219
iShares ESG MSCI USA Leaders ETF
SUSL
$1.22B
4 0 0% 44.9%
EZA icon
1220
iShares MSCI South Africa ETF
EZA
$559M
1 0 0% 39.9%
UTI icon
1221
Universal Technical Institute
UTI
$1.42B
7 0 0% 0.62%
BUR icon
1222
Burford Capital
BUR
$968M
13 -1 -7% 66.6%
PAR icon
1223
PAR Technology
PAR
$770M
12 -1 -8% 69.7%
RXRX icon
1224
Recursion Pharmaceuticals
RXRX
$1.78B
9 -1 -10% 37.4%
JUCY icon
1225
Aptus Enhanced Yield ETF
JUCY
$328M
7 -1 -13% 3.5%
47 48
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