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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 Dec ‘24
TAYD icon
2026
Taylor Devices
TAYD
$172M
1 0 0% 28.4%
TFJL icon
2027
Innovator 20+ Year Treasury Bond 5 Floor ETF July
TFJL
$6.57M
1 0 0% 5.91%
SNDR icon
2028
Schneider National
SNDR
$6.21B
2 0 0% 21%
UVE icon
2029
Universal Insurance Holdings
UVE
$1.22B
1 0 0% 109%
ZIP icon
2030
ZipRecruiter
ZIP
$394M
1 0 0% 33.8%
ANRO icon
2031
Alto Neuroscience
ANRO
$1.09B
2 0 0% 566%
PRKS icon
2032
United Parks & Resorts
PRKS
$2.06B
12 0 0% 22.2%
FHTX icon
2033
Foghorn Therapeutics
FHTX
$388M
2 0 0% 38.3%
ZBIO
2034
Zenas BioPharma
ZBIO
$2.03B
4 0 0% 293%
JIVE icon
2035
JPMorgan International Value ETF
JIVE
$3.61B
1 0 0% 75.6%
CCNR
2036
Financial Investors Trust ALPS/CoreCommodity Natural Resources ETF
CCNR
$450M
1 0 0% 73.2%
SF
2037
Stifel
SF
$12.7B
8 0 0% 18.3%
TLF icon
2038
Tandy Leather Factory
TLF
$19.7M
1 0 0% 49.5%
INRO icon
2039
BlackRock US Industry Rotation ETF
INRO
$36.5M
1 0 0% 33.9%
RAAX icon
2040
VanEck Inflation Allocation ETF
RAAX
$1.19B
2 0 0% 44.8%
DDX
2041
Defined Duration 10 ETF
DDX
$72.6M
1 0 0% 13.8%
SFGV
2042
Sequoia Global Value ETF
SFGV
$1.2B
1 0 0% 34.3%
PBAM
2043
Private Bancorp of America, Inc. Common Stock
PBAM
$493M
1 0 0% –
FXH icon
2044
First Trust Health Care AlphaDEX Fund
FXH
$1.11B
1 0 0% 26.6%
IXJ icon
2045
iShares Global Healthcare ETF
IXJ
$4.23B
1 0 0% 20%
OWLT icon
2046
Owlet
OWLT
$160M
3 0 0% 23.8%
RPM icon
2047
RPM International
RPM
$14.7B
3 0 0% 6.41%
ANNX icon
2048
Annexon
ANNX
$895M
3 0 0% 6.43%
ROOT icon
2049
Root
ROOT
$819M
3 0 0% 27.2%
ELUT icon
2050
Elutia
ELUT
$38.5M
3 0 0% 76.7%
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