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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
31 Mar ‘25
AVRE icon
551
Avantis Real Estate ETF
AVRE
$857M
133 +12 +10% 10.7%
NVGS icon
552
Navigator Holdings
NVGS
$1.23B
122 +11 +10% 50.5%
CWBC
553
Community West Bancshares
CWBC
$691M
100 +9 +10% 37.8%
QLTA icon
554
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.21B
178 +16 +10% 2.36%
CTEV
555
Claritev Corp
CTEV
$592M
56 +5 +10% 69.5%
SCD
556
LMP Capital and Income Fund
SCD
$360M
45 +4 +10% 1.44%
OVLY icon
557
Oak Valley Bancorp
OVLY
$281M
68 +6 +10% 33.7%
DRUG
558
Bright Minds Biosciences
DRUG
$787M
34 +3 +10% 122%
PREF icon
559
Principal Spectrum Preferred Securities Active ETF
PREF
$1.78B
114 +10 +10% 0.7%
RCAT icon
560
Red Cat Holdings
RCAT
$1.63B
114 +10 +10% 81.3%
YLD icon
561
Principal Active High Yield ETF
YLD
$582M
57 +5 +10% 0.84%
XSHQ icon
562
Invesco S&P SmallCap Quality ETF
XSHQ
$319M
80 +7 +10% 23.8%
VFMO icon
563
Vanguard US Momentum Factor ETF
VFMO
$1.91B
138 +12 +10% 53.5%
GROY icon
564
Gold Royalty Corp
GROY
$713M
69 +6 +10% 115%
NPFD icon
565
Nuveen Variable Rate Preferred & Income Fund
NPFD
$452M
46 +4 +10% 0.32%
FDV icon
566
Federated Hermes US Strategic Dividend ETF
FDV
$895M
46 +4 +10% 18.2%
TRX icon
567
TRX Gold Corp
TRX
$350M
46 +4 +10% 244%
FPAG icon
568
FPA Global Equity ETF
FPAG
$605M
23 +2 +10% 43%
DRTS icon
569
Alpha Tau Medical
DRTS
$1.29B
23 +2 +10% 469%
NVDX icon
570
T-Rex 2X Long NVIDIA Daily Target ETF
NVDX
$442M
23 +2 +10% 149%
UPWK icon
571
Upwork
UPWK
$1.04B
277 +24 +9% 35.9%
GENC icon
572
Gencor Industries
GENC
$254M
81 +7 +9% 42.3%
NRIM icon
573
Northrim BanCorp
NRIM
$595M
139 +12 +9% 46.1%
DDWM icon
574
WisdomTree Dynamic International Equity Fund
DDWM
$1.5B
93 +8 +9% 29.4%
MUA icon
575
BlackRock MuniAssets Fund
MUA
$518M
70 +6 +9% 6%
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