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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
NBH
2026
Neuberger Municipal Fund Inc
NBH
$269M
73 -2 -3% 7.53%
INDI icon
2027
indie Semiconductor
INDI
$677M
182 -5 -3% 18%
EIM
2028
Eaton Vance Municipal Bond Fund
EIM
$466M
109 -3 -3% 6.2%
ASYS icon
2029
Amtech Systems
ASYS
$294M
36 -1 -3% 278%
HYLS icon
2030
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.57B
216 -6 -3% 6.05%
AGIO icon
2031
Agios Pharmaceuticals
AGIO
$1.99B
215 -6 -3% 0.03%
NEXT icon
2032
NextDecade
NEXT
$1.69B
179 -5 -3% 28.7%
EES icon
2033
WisdomTree US SmallCap Earnings Fund
EES
$678M
143 -4 -3% 26.7%
WD icon
2034
Walker & Dunlop
WD
$1.21B
284 -8 -3% 50.2%
MQ icon
2035
Marqeta
MQ
$1.77B
248 -7 -3% 27.1%
URTY icon
2036
ProShares UltraPro Russell2000
URTY
$271M
35 -1 -3% 70.3%
VMO icon
2037
Invesco Municipal Opportunity Trust
VMO
$563M
105 -3 -3% 9.04%
FDEC icon
2038
FT Vest US Equity Buffer ETF December
FDEC
$1.33B
139 -4 -3% 20.1%
PERI icon
2039
Perion Network
PERI
$342M
104 -3 -3% 14.4%
CRNC icon
2040
Cerence
CRNC
$354M
173 -5 -3% 23.3%
IBMO icon
2041
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$544M
173 -5 -3% 0.08%
OPRA
2042
Opera Ltd
OPRA
$1.57B
138 -4 -3% 6.77%
DJUL icon
2043
FT Vest US Equity Deep Buffer ETF July
DJUL
$482M
103 -3 -3% 15.2%
GGN
2044
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$825M
137 -4 -3% 20.3%
JJSF icon
2045
J&J Snack Foods
JJSF
$1.43B
239 -7 -3% 32.6%
FLGV icon
2046
Franklin US Treasury Bond ETF
FLGV
$1.02B
34 -1 -3% 5.45%
LABU icon
2047
Direxion Daily S&P Biotech Bull 3X ETF
LABU
$591M
34 -1 -3% 367%
ESCA icon
2048
Escalade
ESCA
$262M
68 -2 -3% 36.1%
PRCT icon
2049
Procept Biorobotics
PRCT
$1.04B
271 -8 -3% 68.4%
DLX icon
2050
Deluxe
DLX
$1.05B
203 -6 -3% 44.4%
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