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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 ‘25
INCE
1301
Franklin Income Equity Focus ETF
INCE
$282M
44 +3 +7% 13.8%
PLMK
1302
Plum Acquisition Corp IV
PLMK
$256M
44 +3 +7% 1.05%
SB icon
1303
Safe Bulkers
SB
$789M
147 +10 +7% 68%
UJAN icon
1304
Innovator US Equity Ultra Buffer ETF January
UJAN
$256M
103 +7 +7% 6.68%
NXP icon
1305
Nuveen Select Tax-Free Income Portfolio
NXP
$902M
103 +7 +7% 1.06%
SD icon
1306
SandRidge Energy
SD
$520M
162 +11 +7% 0.76%
PDS
1307
Precision Drilling
PDS
$1.09B
118 +8 +7% 23.3%
LTBR icon
1308
Lightbridge
LTBR
$317M
118 +8 +7% 35.5%
FMHI icon
1309
First Trust Municipal High Income ETF
FMHI
$1B
178 +12 +7% 0.56%
IGD
1310
Voya Global Equity Dividend and Premium Opportunity Fund
IGD
$528M
89 +6 +7% 17.1%
CRF
1311
Cornerstone Total Return Fund
CRF
$1.08B
89 +6 +7% 16.9%
ONIT
1312
Onity Group
ONIT
$328M
104 +7 +7% 16.5%
SWIM icon
1313
Latham Group
SWIM
$839M
149 +10 +7% 12.3%
WEAV icon
1314
Weave Communications
WEAV
$437M
179 +12 +7% 27.1%
PLOW icon
1315
Douglas Dynamics
PLOW
$976M
209 +14 +7% 28.6%
CTA icon
1316
Simplify Managed Futures Strategy ETF
CTA
$1.61B
209 +14 +7% 2.27%
ENFR icon
1317
Alerian Energy Infrastructure ETF
ENFR
$525M
105 +7 +7% 25.6%
MXI icon
1318
iShares Global Materials ETF
MXI
$357M
90 +6 +7% 15.6%
DAPR icon
1319
FT Vest US Equity Deep Buffer ETF April
DAPR
$315M
90 +6 +7% 5.72%
VINP icon
1320
Vinci Compass Investments Ltd
VINP
$626M
45 +3 +7% 28.5%
GTEK icon
1321
Goldman Sachs Future Tech Leaders Equity ETF
GTEK
$254M
30 +2 +7% 51.4%
TDI icon
1322
Touchstone Dynamic International ETF
TDI
$440M
15 +1 +7% 23%
PWV icon
1323
Invesco Large Cap Value ETF
PWV
$1.84B
181 +12 +7% 22.5%
ALCO icon
1324
Alico
ALCO
$297M
106 +7 +7% 7.39%
ADAM
1325
Adamas Trust
ADAM
$910M
182 +12 +7% 38.6%
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