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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
ORRF icon
1626
Orrstown Financial Services
ORRF
$814M
162 +5 +3% 1.4%
MSEX icon
1627
Middlesex Water
MSEX
$1B
227 +7 +3% 5.5%
PJAN icon
1628
Innovator US Equity Power Buffer ETF January
PJAN
$1.43B
292 +9 +3% 3.09%
CMRE icon
1629
Costamare
CMRE
$1.86B
195 +6 +3% 9.77%
OBIL icon
1630
US Treasury 12 Month Bill ETF
OBIL
$327M
65 +2 +3% 0.2%
JMHI icon
1631
JPMorgan High Yield Municipal ETF
JMHI
$290M
65 +2 +3% 7.47%
NDMO icon
1632
Nuveen Dynamic Municipal Opportunities Fund
NDMO
$531M
65 +2 +3% 15.7%
QDPL icon
1633
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
$1.85B
196 +6 +3% 3.82%
HEZU icon
1634
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$570M
98 +3 +3% 3.23%
MFIN icon
1635
Medallion Financial
MFIN
$271M
98 +3 +3% 15.7%
VERX icon
1636
Vertex
VERX
$1.99B
229 +7 +3% 6.97%
IBDX icon
1637
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.74B
229 +7 +3% 4.68%
BBSI icon
1638
Barrett Business Services
BBSI
$757M
197 +6 +3% 12.1%
SCL icon
1639
Stepan Co
SCL
$1.43B
231 +7 +3% 12.6%
EVH icon
1640
Evolent Health
EVH
$408M
198 +6 +3% 33.4%
CLMB icon
1641
Climb Global Solutions
CLMB
$629M
132 +4 +3% 45.3%
SCEC
1642
Sterling Capital Funds
SCEC
$589M
33 +1 +3% 5.59%
SLVM icon
1643
Sylvamo
SLVM
$1.33B
333 +10 +3% 11.7%
IHRT icon
1644
iHeartMedia
IHRT
$317M
134 +4 +3% 52.2%
SMMU icon
1645
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.2B
202 +6 +3% 2.02%
PREF icon
1646
Principal Spectrum Preferred Securities Active ETF
PREF
$1.88B
135 +4 +3% 4.09%
SG icon
1647
Sweetgreen
SG
$1.08B
237 +7 +3% 3.18%
HBNC icon
1648
Horizon Bancorp
HBNC
$988M
204 +6 +3% 3.7%
CAL icon
1649
Caleres
CAL
$423M
170 +5 +3% 0.97%
EES icon
1650
WisdomTree US SmallCap Earnings Fund
EES
$694M
170 +5 +3% 2.52%
64 65
66
67 68