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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
PSBD icon
826
Palmer Square Capital BDC
PSBD
$320M
35 +2 +6% 21.5%
HCMT icon
827
Direxion HCM Tactical Enhanced US ETF
HCMT
$623M
35 +2 +6% 41.7%
BMRC icon
828
Bank of Marin Bancorp
BMRC
$462M
123 +7 +6% 29.2%
FBRT
829
Franklin BSP Realty Trust
FBRT
$675M
211 +12 +6% 36.2%
BKT icon
830
BlackRock Income Trust
BKT
$340M
53 +3 +6% 11.4%
AGRO icon
831
Adecoagro
AGRO
$1.31B
124 +7 +6% 19%
DBND icon
832
DoubleLine Opportunistic Bond ETF
DBND
$757M
71 +4 +6% 2.34%
MYFW icon
833
First Western Financial
MYFW
$309M
71 +4 +6% 60.8%
BUFG icon
834
FT Vest Buffered Allocation Growth ETF
BUFG
$335M
89 +5 +6% 26.3%
TSBK icon
835
Timberland Bancorp
TSBK
$361M
89 +5 +6% 54%
WINA icon
836
Winmark
WINA
$1.26B
196 +11 +6% 9.98%
AGNT
837
AGNT Inc
AGNT
$752M
252 +14 +6% 54%
HFWA icon
838
Heritage Financial
HFWA
$1.23B
180 +10 +6% 23.2%
NEWT icon
839
NewtekOne
NEWT
$378M
126 +7 +6% 9.28%
CBNK icon
840
Capital Bancorp
CBNK
$616M
108 +6 +6% 33.6%
RNAC icon
841
Cartesian Therapeutics
RNAC
$264M
72 +4 +6% 33.8%
XDTE icon
842
Roundhill S&P 500 0DTE Covered Call Strategy ETF
XDTE
$346M
18 +1 +6% 12.5%
HCRB icon
843
Hartford Core Bond ETF
HCRB
$407M
18 +1 +6% 1.34%
PCT icon
844
PureCycle Technologies
PCT
$1.41B
254 +14 +6% 1.16%
REFI
845
Chicago Atlantic Real Estate Finance
REFI
$264M
109 +6 +6% 29.9%
PAHC icon
846
Phibro Animal Health
PAHC
$1.38B
182 +10 +6% 59.5%
CBL
847
CBL Properties
CBL
$1.78B
164 +9 +6% 117%
DPG
848
Duff & Phelps Utility and Infrastructure Fund
DPG
$531M
73 +4 +6% 20.7%
BBLU icon
849
EA Bridgeway Blue Chip ETF
BBLU
$463M
55 +3 +6% 36.8%
JXI icon
850
iShares Global Utilities ETF
JXI
$308M
55 +3 +6% 20.3%
32 33
34
35 36