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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
NBTB icon
2051
NBT Bancorp
NBTB
$2.75B
1 0 0% 23.3%
YYY icon
2052
Amplify CEF High Income ETF
YYY
$742M
1 0 0% 0.26%
KRG icon
2053
Kite Realty
KRG
$5.24B
3 0 0% 17%
XCOR icon
2054
FundX ETF
XCOR
$187M
1 0 0% 35.9%
PSTP icon
2055
Innovator Power Buffer Step-Up Strategy ETF
PSTP
$133M
1 0 0% 19%
PANL icon
2056
Pangaea Logistics
PANL
$452M
1 0 0% 45.2%
OACP icon
2057
OneAscent Core Plus Bond ETF
OACP
$267M
4 0 0% 1.67%
VDE icon
2058
Vanguard Energy ETF
VDE
$10.4B
12 0 0% 32.6%
BWIN
2059
Baldwin Insurance Group
BWIN
$2.88B
1 0 0% 33.4%
FISI icon
2060
Financial Institutions
FISI
$821M
4 0 0% 66.8%
SKE
2061
Skeena Resources
SKE
$4.13B
2 0 0% 230%
FTW
2062
Presidio Production Co
FTW
$338M
2 0 0% 12.5%
TISI icon
2063
Team
TISI
$104M
1 0 0% 34.2%
PTNQ icon
2064
Pacer Trendpilot 100 ETF
PTNQ
$1.25B
3 0 0% 21.9%
WIT icon
2065
Wipro
WIT
$19.5B
2 0 0% 35.6%
NOCT icon
2066
Innovator Growth-100 Power Buffer ETF October
NOCT
$229M
1 0 0% 27.3%
KLC
2067
KinderCare Learning Companies
KLC
$566M
1 0 0% 58.8%
WBS icon
2068
Webster Financial
WBS
$12.8B
9 0 0% 52.8%
TUSK icon
2069
Mammoth Energy Services
TUSK
$158M
1 0 0% 60.8%
TRPA
2070
Hartford AAA CLO ETF
TRPA
$111M
2 0 0% 0.15%
VGM icon
2071
Invesco Trust Investment Grade Municipals
VGM
$565M
1 0 0% 4.62%
CEF icon
2072
Sprott Physical Gold and Silver Trust
CEF
$8.3B
14 0 0% 56.8%
VLN icon
2073
Valens Semiconductor
VLN
$182M
3 0 0% 17.6%
IXJ icon
2074
iShares Global Healthcare ETF
IXJ
$4.23B
1 0 0% 13.1%
PBFR
2075
PGIM Laddered S&P 500 Buffer 20 ETF
PBFR
$209M
1 0 0% 18.9%
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