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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
COFS icon
1226
Choiceone Financial
COFS
$497M
126 +7 +6% 2.35%
MORT icon
1227
VanEck Mortgage REIT Income ETF
MORT
$303M
90 +5 +6% 24.4%
ISD
1228
PGIM High Yield Bond Fund
ISD
$384M
72 +4 +6% 11.7%
DNMX
1229
Dynamix Corp III
DNMX
$270M
54 +3 +6% 0.8%
ECON icon
1230
Columbia Emerging Markets Consumer ETF
ECON
$323M
36 +2 +6% 0.03%
URTY icon
1231
ProShares UltraPro Russell2000
URTY
$288M
36 +2 +6% 18.7%
AWF
1232
AllianceBernstein Global High Income Fund
AWF
$820M
145 +8 +6% 7.67%
LXU icon
1233
LSB Industries
LXU
$735M
200 +11 +6% 5.55%
IVR icon
1234
Invesco Mortgage Capital
IVR
$626M
182 +10 +6% 27.3%
CLDT
1235
Chatham Lodging
CLDT
$638M
182 +10 +6% 3.63%
ROBT icon
1236
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$808M
182 +10 +6% 9.6%
CDX icon
1237
Simplify High Yield ETF
CDX
$325M
91 +5 +6% 3.88%
KMPR icon
1238
Kemper
KMPR
$1.53B
292 +16 +6% 3.93%
OTGA
1239
OTG Acquisition Corp I
OTGA
$303M
55 +3 +6% 1.18%
AROW icon
1240
Arrow Financial
AROW
$694M
147 +8 +6% 8.54%
VTC icon
1241
Vanguard Total Corporate Bond ETF
VTC
$1.64B
147 +8 +6% 5.44%
YEAR icon
1242
AB Ultra Short Income ETF
YEAR
$1.57B
92 +5 +6% 0.66%
AIVL icon
1243
WisdomTree US AI Enhanced Value Fund
AIVL
$412M
129 +7 +6% 0.95%
IBCP icon
1244
Independent Bank Corp
IBCP
$803M
185 +10 +6% 0.25%
UPB
1245
Upstream Bio Inc
UPB
$262M
148 +8 +6% 30.9%
RSKD icon
1246
Riskified
RSKD
$1.06B
111 +6 +6% 58.9%
VUSE icon
1247
Vident US Equity Strategy ETF
VUSE
$684M
37 +2 +6% 1.42%
AGNT
1248
AGNT Inc
AGNT
$648M
241 +13 +6% 28.3%
PEBO icon
1249
Peoples Bancorp
PEBO
$1.34B
223 +12 +6% 3.28%
PEY icon
1250
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.07B
186 +10 +6% 1.38%
48 49
50
51 52