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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 ‘25
HTAB icon
4001
Hartford Schroders Tax-Aware Bond ETF
HTAB
$226M
2 -1 -33% 4.33%
NOMD icon
4002
Nomad Foods
NOMD
$1.49B
2 -1 -33% 37.3%
BKUI icon
4003
BNY Mellon Ultra Short Income ETF
BKUI
$586M
2 -1 -33% 0.82%
NSP icon
4004
Insperity
NSP
$1.78B
2 -1 -33% 22.7%
HLLY icon
4005
Holley
HLLY
$284M
2 -1 -33% 17%
AQST icon
4006
Aquestive Therapeutics
AQST
$571M
2 -1 -33% 37.5%
SMBK icon
4007
SmartFinancial
SMBK
$872M
2 -1 -33% 50.9%
NUBD icon
4008
Nuveen ESG US Aggregate Bond ETF
NUBD
$481M
2 -1 -33% 5.26%
BJAN icon
4009
Innovator US Equity Buffer ETF January
BJAN
$351M
2 -1 -33% 21.1%
NUV icon
4010
Nuveen Municipal Value Fund
NUV
$1.74B
2 -1 -33% 4.72%
HE icon
4011
Hawaiian Electric Industries
HE
$1.54B
2 -1 -33% 16.3%
GRND icon
4012
Grindr
GRND
$2.33B
2 -1 -33% 40.8%
IDA icon
4013
Idacorp
IDA
$7.68B
2 -1 -33% 15%
SUSC icon
4014
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.27B
2 -1 -33% 5.81%
SEIE
4015
SEI Select International Equity ETF
SEIE
$1.28B
2 -1 -33% 20.8%
DJCO icon
4016
Daily Journal
DJCO
$905M
2 -1 -33% 55.5%
GRPM icon
4017
Invesco S&P MidCap 400 GARP ETF
GRPM
$497M
2 -1 -33% 25.2%
EVV
4018
Eaton Vance Limited Duration Income Fund
EVV
$980M
2 -1 -33% 17.8%
STOT icon
4019
State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
$528M
2 -1 -33% 2.6%
VOTE icon
4020
TCW Transform 500 ETF
VOTE
$1.13B
2 -1 -33% 24.8%
NESR
4021
National Energy Services Reunited Corp
NESR
$2.49B
2 -1 -33% 310%
HMOP icon
4022
Hartford Municipal Opportunities ETF
HMOP
$754M
2 -1 -33% 3.45%
CLDX icon
4023
Celldex Therapeutics
CLDX
$2.49B
2 -1 -33% 55.5%
FWRG icon
4024
First Watch Restaurant Group
FWRG
$652M
2 -1 -33% 34.1%
NVG icon
4025
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.31B
2 -1 -33% 10.2%
159 160
161
162 163