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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
CPLB
1551
NYLI MacKay Core Plus Bond ETF
CPLB
$379M
1 0 0% 2.86%
BBLU icon
1552
EA Bridgeway Blue Chip ETF
BBLU
$462M
1 0 0% 26%
BDN
1553
Brandywine Realty Trust
BDN
$513M
2 0 0% 30.5%
WHLRL
1554
Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031
WHLRL
1 0 0% –
BALL icon
1555
Ball Corp
BALL
$16.3B
1 0 0% 9.95%
JPME icon
1556
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$476M
2 0 0% 23.3%
AUSF icon
1557
Global X Adaptive US Factor ETF
AUSF
$916M
4 0 0% 16.4%
VEL icon
1558
Velocity Financial
VEL
$712M
2 0 0% 2.75%
FWONA icon
1559
Liberty Media Series A
FWONA
$23.4B
4 0 0% 1.83%
AUDC icon
1560
AudioCodes
AUDC
$237M
1 0 0% 0.1%
WBIF icon
1561
WBI BullBear Value 3000 ETF
WBIF
$23.5M
2 0 0% 27.8%
OTTR icon
1562
Otter Tail
OTTR
$3.83B
1 0 0% 18.3%
POCI icon
1563
Precision Optics
POCI
$47.4M
1 0 0% 11.6%
PRN icon
1564
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$434M
1 0 0% 40.1%
BSMU icon
1565
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$276M
1 0 0% 1.12%
EALT icon
1566
Innovator US Equity 5 to 15 Buffer ETF Quarterly
EALT
$174M
2 0 0% 12.5%
PBAM
1567
Private Bancorp of America
PBAM
$500M
1 0 0% –
EMF
1568
Templeton Emerging Markets Fund
EMF
$325M
1 0 0% 48.9%
FEMS icon
1569
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
$252M
2 0 0% 11.9%
ARDX icon
1570
Ardelyx
ARDX
$1.01B
2 0 0% 0%
XSVN icon
1571
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
XSVN
$391M
1 0 0% 2.97%
STBA icon
1572
S&T Bancorp
STBA
$1.79B
2 0 0% 34.2%
RYLD icon
1573
Global X Russell 2000 Covered Call ETF
RYLD
$1.4B
1 0 0% 10.1%
PCN
1574
PIMCO Corporate & Income Strategy Fund
PCN
$873M
2 0 0% 7.88%
PAXS
1575
PIMCO Access Income Fund
PAXS
$658M
1 0 0% 7.35%
61 62
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