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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
SFGV
2101
Sequoia Global Value ETF
SFGV
$1.2B
1 0 0% 34.3%
PBAM
2102
Private Bancorp of America, Inc. Common Stock
PBAM
$492M
1 0 0% –
FXH icon
2103
First Trust Health Care AlphaDEX Fund
FXH
$1.11B
1 0 0% 26.3%
IXJ icon
2104
iShares Global Healthcare ETF
IXJ
$4.22B
1 0 0% 19.7%
OWLT icon
2105
Owlet
OWLT
$158M
3 0 0% 22%
ANNX icon
2106
Annexon
ANNX
$896M
3 0 0% 6.63%
PSC icon
2107
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$2.31B
2 0 0% 36.5%
RENT
2108
Rent the Runway
RENT
$124M
3 0 0% 56.7%
PERF icon
2109
Perfect Corp
PERF
$195M
1 0 0% 32.5%
SFY icon
2110
SoFi Select 500 ETF
SFY
$698M
1 0 0% 41%
BDEC icon
2111
Innovator US Equity Buffer ETF December
BDEC
$222M
2 0 0% 26.6%
TRS icon
2112
TriMas Corp
TRS
$1.43B
4 0 0% 62.6%
BKCI icon
2113
BNY Mellon Concentrated International ETF
BKCI
$135M
2 0 0% 15.9%
MFUL icon
2114
Mindful Conservative ETF
MFUL
$7.33M
2 0 0% 4.84%
SCOR icon
2115
Comscore
SCOR
$113M
1 0 0% 28.4%
SEZL
2116
Sezzle
SEZL
$4.14B
1 0 0% 189%
ADX icon
2117
Adams Diversified Equity Fund
ADX
$3.21B
7 0 0% 29.5%
BBLU icon
2118
EA Bridgeway Blue Chip ETF
BBLU
$462M
1 0 0% 33.7%
BOLT icon
2119
Bolt Biotherapeutics
BOLT
$7.69M
1 0 0% 62.6%
BANC icon
2120
Banc of California
BANC
$2.99B
10 0 0% 22.1%
CPB icon
2121
Campbell Soup
CPB
$6.83B
4 0 0% 45.3%
ESG icon
2122
FlexShares STOXX US ESG Select Index Fund
ESG
$137M
3 0 0% 32.2%
CCNE icon
2123
CNB Financial Corp
CCNE
$1.02B
1 0 0% 38.9%
MPB icon
2124
Mid Penn Bancorp
MPB
$945M
1 0 0% 29.4%
FWD icon
2125
AB Disruptors ETF
FWD
$3.16B
1 0 0% 67.2%
83 84
85
86 87