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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
31 Dec ‘25
BFS
3151
Saul Centers
BFS
$743M
176 +18 +11% 4.6%
SPWR icon
3152
SunPower Inc
SPWR
$64.1M
88 +9 +11% 80.4%
BSMR icon
3153
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
$356M
137 +14 +11% 1.73%
ARX
3154
Accelerant Holdings
ARX
$4.29B
98 +10 +11% 20.7%
BWEN icon
3155
Broadwind
BWEN
$98.9M
49 +5 +11% 47.7%
DFAE icon
3156
Dimensional Emerging Core Equity Market ETF
DFAE
$10B
647 +66 +11% 20.7%
DFIV icon
3157
Dimensional International Value ETF
DFIV
$21.6B
804 +82 +11% 11.9%
PBE icon
3158
Invesco Biotechnology & Genome ETF
PBE
$424M
108 +11 +11% 18.4%
GAUG icon
3159
FT Vest US Equity Moderate Buffer ETF August
GAUG
$418M
108 +11 +11% 7.23%
CLOZ icon
3160
Panagram BBB-B CLO ETF
CLOZ
$786M
108 +11 +11% 0.68%
DFNM icon
3161
Dimensional National Municipal Bond ETF
DFNM
$2.22B
275 +28 +11% 4.44%
HHH icon
3162
Howard Hughes
HHH
$4.4B
334 +34 +11% 7.71%
CLOI icon
3163
VanEck CLO ETF
CLOI
$1.64B
177 +18 +11% 0.3%
CHCT
3164
Community Healthcare Trust
CHCT
$406M
177 +18 +11% 13.6%
IVZ icon
3165
Invesco
IVZ
$13.3B
630 +64 +11% 14.8%
ZGN icon
3166
Zegna
ZGN
$3.36B
128 +13 +11% 22%
STEW
3167
SRH Total Return Fund
STEW
$1.68B
128 +13 +11% 6.31%
SMTH icon
3168
ALPS Smith Core Plus Bond ETF
SMTH
$3.59B
79 +8 +11% 5.87%
DGII icon
3169
Digi International
DGII
$2.89B
247 +25 +11% 76.1%
GSK icon
3170
GSK
GSK
$96.5B
998 +101 +11% 1.77%
GLD icon
3171
SPDR Gold Trust
GLD
$141B
3,084 +312 +11% 3.9%
AVLV icon
3172
Avantis US Large Cap Value ETF
AVLV
$21.1B
445 +45 +11% 19.4%
GDXJ icon
3173
VanEck Junior Gold Miners ETF
GDXJ
$8.41B
445 +45 +11% 0.15%
PMM
3174
Franklin Managed Municipal Income Trust
PMM
$233M
89 +9 +11% 13.2%
KSS icon
3175
Kohl's
KSS
$2.09B
376 +38 +11% 9.55%
125 126
127
128 129