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Stocks Most Commonly
Held By Funds

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
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Name Funds
holding 		Growth Growth % Return since
30 Sep ‘25
2001
37 +1 +3% 8.21%
2002
38 +1 +3% 15.1%
2003
38 +1 +3% 6.76%
LGI
2004
Lazard Global Total Return & Income Fund
LGI
$236M
38 +1 +3% 5.03%
2005
38 +1 +3% 8.28%
2006
38 +1 +3% 5.66%
2007
38 +1 +3% 1%
2008
38 +1 +3% 40.8%
2009
78 +2 +3% 3.89%
2010
39 +1 +3% –
TPZ
2011
Tortoise Electrification Infrastructure ETF
TPZ
$127M
39 +1 +3% 2.9%
2012
39 +1 +3% 18.7%
2013
79 +2 +3% 2.83%
2014
120 +3 +3% 25.7%
2015
120 +3 +3% 15.1%
2016
81 +2 +3% 37.9%
2017
123 +3 +3% 11.7%
2018
41 +1 +3% 4.44%
2019
41 +1 +3% 0.5%
2020
41 +1 +3% 4.83%
2021
41 +1 +3% 12.3%
2022
42 +1 +2% 1.08%
2023
42 +1 +2% 15.6%
2024
85 +2 +2% 3.92%
2025
43 +1 +2% 24.6%
79 80
81
82 83