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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
Name Funds
holding 		Growth Growth % Return since
30 Jun ‘26
SAR icon
2676
Saratoga Investment
SAR
$302M
59 -4 -6% 15.7%
CRF
2677
Cornerstone Total Return Fund
CRF
$1.07B
88 -6 -6% 7.94%
TIGR
2678
UP Fintech Holding
TIGR
$865M
117 -8 -6% 10%
EDD
2679
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
$385M
73 -5 -6% 1.7%
VGM icon
2680
Invesco Trust Investment Grade Municipals
VGM
$560M
102 -7 -6% 2.55%
MUSI icon
2681
American Century Multisector Income ETF
MUSI
$255M
29 -2 -6% 1.1%
BCAL icon
2682
Southern California Bancorp
BCAL
$677M
145 -10 -6% 1.06%
EMBC icon
2683
Embecta
EMBC
$307M
317 -22 -6% 66.3%
ACIU icon
2684
AC Immune
ACIU
$257M
43 -3 -7% 8.4%
SMOT icon
2685
VanEck Morningstar SMID Moat ETF
SMOT
$337M
100 -7 -7% 5.74%
TCBX icon
2686
Third Coast Bancshares
TCBX
$747M
142 -10 -7% 11%
PDN icon
2687
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$365M
99 -7 -7% 4.78%
INR
2688
Infinity Natural Resources
INR
$269M
127 -9 -7% 13.6%
MISL icon
2689
First Trust Indxx Aerospace & Defense ETF
MISL
$786M
127 -9 -7% 2.23%
FMC icon
2690
FMC
FMC
$1.35B
409 -29 -7% 6%
LGH icon
2691
HCM Defender 500 Index ETF
LGH
$596M
42 -3 -7% 3.91%
LOMA
2692
Loma Negra
LOMA
$1.1B
56 -4 -7% 17.7%
GSEP icon
2693
FT Vest US Equity Moderate Buffer ETF September
GSEP
$345M
112 -8 -7% 1.81%
CTKB icon
2694
Cytek Biosciences
CTKB
$611M
154 -11 -7% 6.09%
OLMA icon
2695
Olema Pharmaceuticals
OLMA
$990M
182 -13 -7% 9.59%
PFLT icon
2696
PennantPark Floating Rate Capital
PFLT
$730M
125 -9 -7% 1.6%
AGZ icon
2697
iShares Agency Bond ETF
AGZ
$571M
138 -10 -7% 0.4%
BITO icon
2698
ProShares Bitcoin Strategy ETF
BITO
$1.51B
193 -14 -7% 15.9%
MUJ icon
2699
BlackRock MuniHoldings New Jersey Quality Fund
MUJ
$657M
55 -4 -7% 0.32%
FFC
2700
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$780M
110 -8 -7% 0.49%
106 107
108
109 110