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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
MQY icon
2026
BlackRock MuniYield Quality Fund
MQY
$708M
204 0 0% 15.1%
DDWM icon
2027
WisdomTree Dynamic International Equity Fund
DDWM
$1.43B
145 0 0% 0.74%
JCE icon
2028
Nuveen Core Equity Alpha Fund
JCE
$285M
50 0 0% 2.51%
MSSM
2029
Morgan Stanley Pathway Small-Mid Cap Equity ETF
MSSM
$698M
21 0 0% 6.47%
KBDC
2030
Kayne Anderson BDC
KBDC
$839M
93 0 0% 6.13%
RAA
2031
SMI 3Fourteen REAL Asset Allocation ETF
RAA
$610M
15 0 0% 2.48%
NCA icon
2032
Nuveen California Municipal Value Fund
NCA
$274M
58 0 0% 11.4%
PCS
2033
PGIM Corporate Bond 0-5 Year ETF
PCS
$617M
4 0 0% 1.54%
HTD
2034
John Hancock Tax-Advantaged Dividend Income Fund
HTD
$780M
94 0 0% 13.7%
MIGO
2035
MIG Core ETF
MIGO
$793M
1 0 0% 0.26%
PDO
2036
PIMCO Dynamic Income Opportunities Fund
PDO
$1.71B
135 0 0% 10.8%
GIW
2037
GigCapital8
GIW
$371M
53 0 0% 1.09%
YINN icon
2038
Direxion Daily FTSE China Bull 3X ETF
YINN
$572M
25 0 0% 14.1%
UVV icon
2039
Universal Corp
UVV
$1.05B
231 0 0% 19.2%
TSI
2040
TCW Strategic Income Fund
TSI
$270M
69 0 0% 5.99%
PUBM icon
2041
PubMatic
PUBM
$847M
153 0 0% 41.8%
NML
2042
Neuberger Energy Infrastructure and Income Fund Inc
NML
$570M
88 0 0% 0.79%
NTSI icon
2043
WisdomTree International Efficient Core Fund
NTSI
$477M
39 0 0% 1.55%
GTN.A icon
2044
Gray Media Inc
GTN.A
$509M
14 0 0% 29.4%
RODM icon
2045
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.62B
131 0 0% 0.99%
ILOW
2046
AB International Low Volatility Equity ETF
ILOW
$1.8B
56 0 0% 0.09%
TNDM icon
2047
Tandem Diabetes Care
TNDM
$1.15B
274 0 0% 9.48%
EIM
2048
Eaton Vance Municipal Bond Fund
EIM
$453M
115 0 0% 11.4%
VET icon
2049
Vermilion Energy
VET
$1.79B
161 0 0% 25.2%
LU icon
2050
Lufax Holding
LU
$893M
75 0 0% 22%
80 81
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