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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 Dec ‘24
ISCG icon
951
iShares Morningstar Small-Cap Growth ETF
ISCG
$1.03B
138 +13 +10% 33.7%
TSLX icon
952
Sixth Street Specialty
TSLX
$1.82B
223 +21 +10% 10%
JPUS
953
JPMorgan Diversified Return US Equity ETF
JPUS
$468M
85 +8 +10% 27.3%
HBNC icon
954
Horizon Bancorp
HBNC
$1.05B
181 +17 +10% 27.4%
CTBI icon
955
Community Trust Bancorp
CTBI
$1.44B
181 +17 +10% 49.2%
QQEW icon
956
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.88B
245 +23 +10% 33.7%
MEAR icon
957
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.37B
160 +15 +10% 0.54%
SMBK icon
958
SmartFinancial
SMBK
$899M
128 +12 +10% 69.7%
ATLO icon
959
AMES National
ATLO
$281M
64 +6 +10% 93.4%
GBX icon
960
The Greenbrier Companies
GBX
$1.42B
278 +26 +10% 24.6%
CII icon
961
BlackRock Enhanced Captial and Income Fund
CII
$1.02B
107 +10 +10% 23.3%
FISR icon
962
State Street Fixed Income Sector Rotation ETF
FISR
$496M
75 +7 +10% 0.24%
TRC icon
963
Tejon Ranch
TRC
$443M
118 +11 +10% 3.21%
SFIX
964
Stitch Fix
SFIX
$487M
172 +16 +10% 15.3%
PPLT
965
abrdn Physical Platinum Shares ETF
PPLT
$2B
129 +12 +10% 87%
HMOP icon
966
Hartford Municipal Opportunities ETF
HMOP
$795M
86 +8 +10% 0.34%
SMLV icon
967
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$263M
86 +8 +10% 27%
RFV icon
968
Invesco S&P MidCap 400 Pure Value ETF
RFV
$343M
86 +8 +10% 25.5%
JUNW icon
969
AllianzIM U.S. Equity Buffer20 Jun ETF
JUNW
$375M
43 +4 +10% 16.7%
SPXS icon
970
Direxion Daily S&P 500 Bear 3x ETF
SPXS
$327M
43 +4 +10% 62.5%
OGG
971
Osisko Gold Group Inc.
OGG
$835M
43 +4 +10% 68.1%
BHRB icon
972
Burke & Herbert Financial Services Corp
BHRB
$1.48B
119 +11 +10% 17.4%
AGZ icon
973
iShares Agency Bond ETF
AGZ
$566M
152 +14 +10% 0.89%
YELP icon
974
Yelp
YELP
$1.32B
315 +29 +10% 37%
SBGI icon
975
Sinclair Inc
SBGI
$1.03B
174 +16 +10% 11.5%
37 38
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