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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
PSDM icon
2026
PGIM Short Duration Multi-Sector Bond ETF
PSDM
$222M
1 0 0% 0.59%
TRPA
2027
Hartford AAA CLO ETF
TRPA
$111M
2 0 0% 0.15%
VANI icon
2028
Vivani Medical
VANI
$120M
1 0 0% 32.4%
BSAC icon
2029
Banco Santander Chile
BSAC
$16.5B
1 0 0% 53.6%
DWUS icon
2030
AdvisorShares Dorsey Wright FSM US Core ETF
DWUS
$123M
1 0 0% 29.1%
DDEC icon
2031
FT Vest US Equity Deep Buffer ETF December
DDEC
$435M
1 0 0% 23.2%
AES icon
2032
AES
AES
$10.5B
4 0 0% 18.4%
BKHY icon
2033
BNY Mellon High Yield Beta ETF
BKHY
$161M
1 0 0% 0.73%
VOXR
2034
Vox Royalty Corp
VOXR
$358M
1 0 0% 77.7%
UBSI icon
2035
United Bankshares
UBSI
$6.61B
2 0 0% 39.9%
MCI
2036
Barings Corporate Investors
MCI
$340M
2 0 0% 29.4%
HQGO icon
2037
Hartford US Quality Growth ETF
HQGO
$50.9M
1 0 0% 38.8%
MERC icon
2038
Mercer International
MERC
$33.5M
4 0 0% 91.9%
UNTY icon
2039
Unity Bancorp
UNTY
$609M
1 0 0% 49.1%
ACNT icon
2040
Ascent Industries
ACNT
$138M
1 0 0% 21.1%
ARB icon
2041
AltShares Merger Arbitrage ETF
ARB
$102M
1 0 0% 5.13%
ATLX icon
2042
Atlas Lithium Corp
ATLX
$93.5M
1 0 0% 38.7%
IRWD icon
2043
Ironwood Pharmaceuticals
IRWD
$711M
1 0 0% 193%
YTRA icon
2044
Yatra Online
YTRA
$54.1M
2 0 0% 11.7%
ZHDG icon
2045
Zega Buy & Hedge ETF
ZHDG
$36.2M
1 0 0% 24.5%
VLUE icon
2046
iShares MSCI USA Value Factor ETF
VLUE
$9.47B
13 0 0% 85.4%
AB icon
2047
AllianceBernstein
AB
$3.45B
3 0 0% 3.37%
BF.A icon
2048
Brown-Forman Class A
BF.A
$13B
2 0 0% 15.1%
IPI icon
2049
Intrepid Potash
IPI
$496M
2 0 0% 25.5%
MHD icon
2050
BlackRock MuniHoldings Fund
MHD
$605M
2 0 0% 1.11%
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