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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 ‘25
CSWC icon
1526
Capital Southwest
CSWC
$1.48B
177 +2 +1% 5.49%
LCNB icon
1527
LCNB Corp
LCNB
$269M
89 +1 +1% 29.7%
CCAP icon
1528
Crescent Capital BDC
CCAP
$338M
89 +1 +1% 35%
HGTY icon
1529
Hagerty
HGTY
$1.48B
89 +1 +1% 31.4%
IIM icon
1530
Invesco Value Municipal Income Trust
IIM
$500M
89 +1 +1% 8.76%
WHR icon
1531
Whirlpool
WHR
$1.99B
539 +6 +1% 69.9%
DOCT
1532
FT Vest US Equity Deep Buffer ETF October
DOCT
$399M
91 +1 +1% 17%
PNOV icon
1533
Innovator US Equity Power Buffer ETF November
PNOV
$862M
183 +2 +1% 15.5%
DFSB icon
1534
Dimensional Global Sustainability Fixed Income ETF
DFSB
$745M
93 +1 +1% 5.28%
ASIX icon
1535
AdvanSix
ASIX
$427M
280 +3 +1% 33.4%
DWAS icon
1536
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$409M
94 +1 +1% 27.9%
ATLC icon
1537
Atlanticus Holdings
ATLC
$1.34B
94 +1 +1% 61.5%
BSMS icon
1538
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$329M
94 +1 +1% 1.68%
PEJ icon
1539
Invesco Leisure and Entertainment ETF
PEJ
$357M
94 +1 +1% 7.93%
NWN icon
1540
Northwest Natural Holdings
NWN
$1.95B
283 +3 +1% 16.8%
CPF icon
1541
Central Pacific Financial
CPF
$922M
189 +2 +1% 27.8%
PBT
1542
Permian Basin Royalty Trust
PBT
$1.46B
95 +1 +1% 151%
WSBF icon
1543
Waterstone Financial
WSBF
$352M
96 +1 +1% 41.7%
NVRI icon
1544
Enviri
NVRI
$551M
195 +2 +1% 125%
PSEP icon
1545
Innovator US Equity Power Buffer ETF September
PSEP
$1.15B
195 +2 +1% 14.7%
MBWM icon
1546
Mercantile Bank Corp
MBWM
$1.01B
196 +2 +1% 25.9%
HIO
1547
Western Asset High Income Opportunity Fund
HIO
$311M
98 +1 +1% 17.8%
ENFR icon
1548
Alerian Energy Infrastructure ETF
ENFR
$524M
98 +1 +1% 15.2%
BZH icon
1549
Beazer Homes USA
BZH
$891M
198 +2 +1% 49.2%
PTLO icon
1550
Portillo's
PTLO
$260M
198 +2 +1% 69.3%
60 61
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63 64