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 ‘14
2026
1 -1 -50% 423%
2027
1 -1 -50% 20.1%
2028
2 -2 -50% 222%
ZTR
2029
Virtus Total Return Fund
ZTR
$366M
2 -2 -50% 53.2%
2030
2 -2 -50% 461%
2031
2 -2 -50% 85.8%
2032
2 -2 -50% 184%
2033
2 -2 -50% 1,586%
2034
2 -2 -50% 20.7%
2035
2 -2 -50% 14.9%
ES icon
2036
Eversource Energy
ES
$26.6B
2 -2 -50% 57.6%
2037
2 -2 -50% 53.3%
2038
2 -2 -50% 125%
2039
2 -2 -50% 21.9%
2040
2 -2 -50% 45.9%
2041
2 -2 -50% 9.5%
2042
2 -2 -50% 45%
2043
2 -2 -50% 1,142%
2044
2 -2 -50% 227%
2045
2 -2 -50% 157%
2046
2 -2 -50% 464%
2047
2 -2 -50% 4.68%
2048
2 -2 -50% 32.1%
2049
2 -2 -50% 81.5%
2050
2 -2 -50% 230%
80 81
82
83 84