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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
ADPT icon
2951
Adaptive Biotechnologies
ADPT
$3.67B
242 +17 +8% 96.7%
RIOT icon
2952
Riot Platforms
RIOT
$6.91B
356 +25 +8% 61.6%
ACLS icon
2953
Axcelis
ACLS
$4.19B
328 +23 +8% 95.8%
JMUB icon
2954
JPMorgan Municipal ETF
JMUB
$8.06B
357 +25 +8% 1.15%
INTR icon
2955
Inter&Co
INTR
$2.37B
100 +7 +8% 27.7%
BOXX icon
2956
Alpha Architect 1-3 Month Box ETF
BOXX
$12.7B
243 +17 +8% 4.27%
TMP icon
2957
Tompkins Financial
TMP
$1.35B
186 +13 +8% 49.9%
NGG icon
2958
National Grid
NGG
$83.6B
501 +35 +8% 14.5%
IBKR icon
2959
Interactive Brokers
IBKR
$40.3B
802 +56 +8% 63.4%
GE icon
2960
GE Aerospace
GE
$364B
2,809 +196 +8% 35.5%
BANF icon
2961
BancFirst
BANF
$3.9B
258 +18 +8% 6.05%
ARRY icon
2962
Array Technologies
ARRY
$940M
258 +18 +8% 3.56%
TCI icon
2963
Transcontinental Realty Investors
TCI
$394M
43 +3 +8% 7.04%
SPD icon
2964
Simplify US Equity PLUS Downside Convexity ETF
SPD
$105M
43 +3 +8% 8.26%
ITRN icon
2965
Ituran Location and Control
ITRN
$1.1B
158 +11 +7% 43.9%
DFIV icon
2966
Dimensional International Value ETF
DFIV
$20.6B
690 +48 +7% 30.1%
EVT icon
2967
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.02B
144 +10 +7% 12.4%
BME icon
2968
BlackRock Health Sciences Trust
BME
$550M
72 +5 +7% 16.7%
NJUL icon
2969
Innovator Growth-100 Power Buffer ETF July
NJUL
$236M
101 +7 +7% 10.8%
NBBK icon
2970
NB Bancorp
NBBK
$933M
130 +9 +7% 19.1%
BWXT icon
2971
BWX Technologies
BWXT
$15.7B
651 +45 +7% 18.8%
CWEN icon
2972
Clearway Energy Class C
CWEN
$5.2B
377 +26 +7% 4.41%
RLY icon
2973
State Street Multi-Asset Real Return ETF
RLY
$1.21B
116 +8 +7% 22.4%
XDEC icon
2974
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$201M
87 +6 +7% 10.6%
PMO
2975
Franklin Municipal Opportunities Trust
PMO
$293M
87 +6 +7% 8.19%
117 118
119
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