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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
GAIN icon
151
Gladstone Investment Corp
GAIN
$654M
2 +1 +100% 22.9%
UJAN icon
152
Innovator US Equity Ultra Buffer ETF January
UJAN
$272M
2 +1 +100% 20.9%
PRTH icon
153
Priority Technology Holdings
PRTH
$427M
2 +1 +100% 24%
GIII icon
154
G-III Apparel Group
GIII
$1.41B
2 +1 +100% 22.3%
DFH icon
155
Dream Finders Homes
DFH
$1.31B
2 +1 +100% 36.2%
ALX
156
Alexander's
ALX
$1.39B
2 +1 +100% 30.1%
DWM icon
157
WisdomTree International Equity Fund
DWM
$693M
2 +1 +100% 31.6%
OOMA icon
158
Ooma
OOMA
$553M
2 +1 +100% 53.9%
SKYH icon
159
Sky Harbour Group
SKYH
$396M
2 +1 +100% 11.7%
ENOV icon
160
Enovis
ENOV
$1.42B
2 +1 +100% 35.4%
IDT icon
161
IDT Corp
IDT
$1.63B
2 +1 +100% 27.6%
ANGO icon
162
AngioDynamics
ANGO
$651M
2 +1 +100% 67.7%
PBT
163
Permian Basin Royalty Trust
PBT
$1.56B
2 +1 +100% 237%
ARLO icon
164
Arlo Technologies
ARLO
$1.5B
2 +1 +100% 41.1%
NBXG
165
Neuberger Next Generation Connectivity Fund Inc
NBXG
$1.23B
2 +1 +100% 27.3%
RMR icon
166
The RMR Group
RMR
$337M
2 +1 +100% 18.4%
ATEC icon
167
Alphatec Holdings
ATEC
$1.49B
2 +1 +100% 5.03%
QVML icon
168
Invesco S&P 500 QVM Multi-factor ETF
QVML
$1.53B
2 +1 +100% 36.7%
TDF
169
Templeton Dragon Fund
TDF
$274M
2 +1 +100% 12.4%
BUSA icon
170
Brandes US Value ETF
BUSA
$320M
2 +1 +100% 27.7%
BRNY icon
171
Burney US Factor Rotation ETF
BRNY
$607M
2 +1 +100% 48.8%
IBTK icon
172
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$1B
2 +1 +100% 1.27%
IYE icon
173
iShares US Energy ETF
IYE
$1.8B
2 +1 +100% 31.4%
FET icon
174
Forum Energy Technologies
FET
$932M
2 +1 +100% 312%
BSCX icon
175
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
$1.03B
2 +1 +100% 0.48%
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