We are live on ! Find out more

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 ‘25
SUNS
3101
Sunrise Realty Trust
SUNS
$105M
1 0 0% 25.5%
VPLS
3102
Vanguard Core Plus Bond ETF
VPLS
$1.76B
5 0 0% 1.93%
KHPI
3103
Kensington Hedged Premium Income ETF
KHPI
$422M
1 0 0% 3.16%
LIAE
3104
LifeX 2050 Inflation-Protected Longevity Income ETF
LIAE
$3.28M
1 0 0% 9.06%
VRTS icon
3105
Virtus Investment Partners
VRTS
$1.12B
2 0 0% 8.04%
VSHY icon
3106
Virtus Newfleet Short Duration High Yield Bond ETF
VSHY
$31.6M
1 0 0% 0.55%
LIEN
3107
Chicago Atlantic BDC
LIEN
$216M
1 0 0% 7.05%
PENG
3108
Penguin Solutions Inc
PENG
$2.99B
2 0 0% 195%
RSMC
3109
Rockefeller U.S. Small-Mid Cap ETF
RSMC
$811M
1 0 0% 11.9%
UPB
3110
Upstream Bio Inc
UPB
$391M
4 0 0% 37.6%
VTRS icon
3111
Viatris
VTRS
$18.6B
7 0 0% 81.1%
SEPN
3112
Septerna Inc
SEPN
$2.06B
4 0 0% 314%
VVR icon
3113
Invesco Senior Income Trust
VVR
$451M
1 0 0% 22.9%
KNOV
3114
Innovator U.S. Small Cap Power Buffer ETF - November
KNOV
$45.2M
1 0 0% 26.7%
W icon
3115
Wayfair
W
$14.1B
8 0 0% 98.8%
BIDD
3116
iShares International Dividend Active ETF
BIDD
$417M
4 0 0% 11.8%
WAT icon
3117
Waters Corp
WAT
$39.4B
8 0 0% 15%
WCBR
3118
WisdomTree Cybersecurity Fund
WCBR
$131M
1 0 0% 29.4%
WDH
3119
Waterdrop
WDH
$359M
1 0 0% 25.9%
KLMN
3120
Invesco MSCI North America Climate ETF
KLMN
$2.24B
1 0 0% 23.6%
TTAN
3121
ServiceTitan Inc
TTAN
$8.69B
17 0 0% 15%
WFG icon
3122
West Fraser Timber
WFG
$5.27B
2 0 0% 8.25%
FGSM
3123
Frontier Asset Global Small Cap Equity ETF
FGSM
$51.8M
1 0 0% 32.4%
IDVZ
3124
Polen International Dividend Income Fund
IDVZ
$195M
1 0 0% 17.4%
FLCE
3125
Frontier Asset U.S. Large Cap Equity ETF
FLCE
$82.3M
1 0 0% 21.4%
123 124
125
126 127