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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
BALL icon
2001
Ball Corp
BALL
$16.6B
1 0 0% 20.8%
ASND icon
2002
Ascendis Pharma A/S
ASND
$16.7B
14 0 0% 63.3%
LDSF icon
2003
First Trust Low Duration Strategic Focus ETF
LDSF
$162M
1 0 0% 0.05%
AMTB icon
2004
Amerant Bancorp
AMTB
$1.14B
4 0 0% 40.7%
AMRN
2005
Amarin Corp
AMRN
$296M
1 0 0% 56.4%
CPAI icon
2006
Counterpoint Quantitative Equity ETF
CPAI
$417M
1 0 0% 55.5%
KLMT
2007
Invesco MSCI Global Climate 500 ETF
KLMT
$1.61B
1 0 0% 37.3%
RDIV icon
2008
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.39B
1 0 0% 28.3%
MSDL icon
2009
Morgan Stanley Direct Lending Fund
MSDL
$1.29B
1 0 0% 23.1%
ECC
2010
Eagle Point Credit Company
ECC
$501M
4 0 0% 53.2%
CASH icon
2011
Pathward Financial
CASH
$1.82B
6 0 0% 19.9%
OCFC icon
2012
OceanFirst Financial
OCFC
$1.84B
1 0 0% 12.2%
SENEA icon
2013
Seneca Foods Class A
SENEA
$1.25B
2 0 0% 107%
ARCM icon
2014
Arrow Reserve Capital Management ETF
ARCM
$51.1M
1 0 0% 0.09%
JIVE icon
2015
JPMorgan International Value ETF
JIVE
$3.61B
1 0 0% 56.5%
GDV icon
2016
Gabelli Dividend & Income Trust
GDV
$2.67B
2 0 0% 26.6%
AKBA icon
2017
Akebia Therapeutics
AKBA
$240M
1 0 0% 54.9%
MPRO icon
2018
Monarch ProCap Index ETF
MPRO
$257M
2 0 0% 12.6%
DMLP icon
2019
Dorchester Minerals
DMLP
$1.33B
3 0 0% 9.64%
PHVS icon
2020
Pharvaris
PHVS
$2.41B
6 0 0% 119%
TPST icon
2021
Tempest Therapeutics
TPST
$18.9M
1 0 0% 87.7%
PSQO
2022
Palmer Square Credit Opportunities ETF
PSQO
$280M
1 0 0% 2.51%
TARA icon
2023
Protara Therapeutics
TARA
$220M
2 0 0% 8.22%
TGRT icon
2024
T. Rowe Price Growth ETF
TGRT
$1.56B
1 0 0% 36.4%
ABFL
2025
Abacus FCF Leaders ETF
ABFL
$543M
5 0 0% 31.2%
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