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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
30 Jun ‘25
AGGH icon
201
Simplify Aggregate Bond ETF
AGGH
$605M
4 +2 +100% 3.63%
NHC icon
202
National Healthcare
NHC
$3.5B
2 +1 +100% 109%
CLW icon
203
Clearwater Paper
CLW
$345M
2 +1 +100% 21.4%
PRGS icon
204
Progress Software
PRGS
$1.79B
2 +1 +100% 31.5%
CPF icon
205
Central Pacific Financial
CPF
$996M
2 +1 +100% 38.1%
TRMD icon
206
TORM
TRMD
$3.08B
2 +1 +100% 80.6%
PUK icon
207
Prudential
PUK
$34.7B
2 +1 +100% 11.4%
EZBC icon
208
Franklin Bitcoin ETF
EZBC
$372M
2 +1 +100% 41.8%
HIFS icon
209
Hingham Institution for Saving
HIFS
$680M
2 +1 +100% 24.6%
DEW icon
210
WisdomTree Global High Dividend Fund
DEW
$157M
2 +1 +100% 27.5%
EBC icon
211
Eastern Bankshares
EBC
$5.4B
2 +1 +100% 54.7%
ETH
212
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.72B
2 +1 +100% 24.4%
FELV icon
213
Fidelity Enhanced Large Cap Value ETF
FELV
$3.44B
2 +1 +100% 35.6%
CGSM icon
214
Capital Group Short Duration Municipal Income ETF
CGSM
$1.57B
2 +1 +100% 0.96%
STVN icon
215
Stevanato
STVN
$5.75B
2 +1 +100% 13.8%
GAU
216
Galiano Gold
GAU
$547M
2 +1 +100% 64.6%
OCSL icon
217
Oaktree Specialty Lending
OCSL
$1.14B
2 +1 +100% 4.98%
DORM icon
218
Dorman Products
DORM
$4.05B
2 +1 +100% 11.2%
CRBN icon
219
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.19B
2 +1 +100% 23.1%
DMAR icon
220
FT Vest US Equity Deep Buffer ETF March
DMAR
$460M
2 +1 +100% 14.8%
SWK icon
221
Stanley Black & Decker
SWK
$15.4B
2 +1 +100% 50.7%
FJAN icon
222
FT Vest US Equity Buffer ETF January
FJAN
$1.46B
2 +1 +100% 18.8%
BAPR icon
223
Innovator US Equity Buffer ETF April
BAPR
$412M
2 +1 +100% 20.3%
SOR
224
Source Capital
SOR
$382M
2 +1 +100% 7.06%
PAC icon
225
Grupo Aeroportuario del Pacifico
PAC
$12.3B
2 +1 +100% 9.86%
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