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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
30 Jun ‘26
OPY icon
3026
Oppenheimer Holdings
OPY
$1.28B
2 0 0% 13.5%
TMFC icon
3027
Motley Fool 100 Index ETF
TMFC
$2.12B
5 0 0% 6.18%
ORRF icon
3028
Orrstown Financial Services
ORRF
$822M
1 0 0% 2.3%
BAFE
3029
Brown Advisory Flexible Equity ETF
BAFE
$1.75B
1 0 0% 2.47%
VKTX icon
3030
Viking Therapeutics
VKTX
$4.15B
5 0 0% 8.84%
SMRI icon
3031
Bushido Capital US Equity ETF
SMRI
$680M
1 0 0% 11.1%
ACNT icon
3032
Ascent Industries
ACNT
$132M
1 0 0% 2.2%
BFOR icon
3033
Barron's 400 ETF
BFOR
$231M
1 0 0% 2.97%
BFLB
3034
BufferLABS US Equity Dynamic Buffer ETF
BFLB
$65.8M
2 0 0% 2.44%
TIGR
3035
UP Fintech Holding
TIGR
$834M
2 0 0% 5.45%
BCKT
3036
LifeX 2030 Income Bucket ETF
BCKT
$2.35M
1 0 0% 6.4%
LFBE
3037
LifeX 2065 Longevity Income ETF
LFBE
$1.93M
1 0 0% 7.66%
AGM.A icon
3038
Federal Agricultural Mortgage Class A
AGM.A
$1.59B
2 0 0% 1.93%
BAMG icon
3039
Brookstone Growth Stock ETF
BAMG
$135M
1 0 0% 0.31%
AVRY
3040
Avory Foundational ETF
AVRY
$64.8M
1 0 0% 3.76%
AVMA icon
3041
Avantis Moderate Allocation ETF
AVMA
$87M
2 0 0% 0.56%
WCC
3042
WESCO International
WCC
$17.9B
10 0 0% 6.37%
NEWT icon
3043
NewtekOne
NEWT
$325M
1 0 0% 24%
WEA
3044
Western Asset Premier Bond Fund
WEA
$117M
1 0 0% 7.23%
SBAC icon
3045
SBA Communications
SBAC
$17.6B
7 0 0% 5.84%
LVIG
3046
Longview Advantage Fixed Income ETF
LVIG
$108M
1 0 0% 2.83%
A icon
3047
Agilent Technologies
A
$48.7B
11 0 0% 30.1%
FTXO icon
3048
First Trust Nasdaq Bank ETF
FTXO
$285M
1 0 0% 3.68%
TDTF icon
3049
Northern Trust iBoxx 5-Year Target Duration TIPS ETF
TDTF
$1.03B
6 0 0% 4.21%
WLTH
3050
Wealthfront Corp
WLTH
$1.59B
5 0 0% 13.9%
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