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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 ‘24
T icon
3351
AT&T
T
$164B
2,677 +232 +9% 5.14%
RCL icon
3352
Royal Caribbean
RCL
$86.5B
1,039 +90 +9% 40.3%
RNG icon
3353
RingCentral
RNG
$4.83B
312 +27 +9% 64.5%
SCHI icon
3354
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.5B
208 +18 +9% 0.86%
XCEM icon
3355
Columbia EM Core ex-China ETF
XCEM
$1.8B
162 +14 +9% 51.9%
OUNZ icon
3356
VanEck Merk Gold Trust
OUNZ
$2.51B
162 +14 +9% 53.6%
ITT icon
3357
ITT
ITT
$17.1B
556 +48 +9% 33.5%
QQQX icon
3358
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.41B
139 +12 +9% 6.43%
SCM icon
3359
Stellus Capital Investment Corp
SCM
$205M
58 +5 +9% 48.5%
IDNA icon
3360
iShares Genomics Immunology and Healthcare ETF
IDNA
$190M
58 +5 +9% 42.1%
HQY icon
3361
HealthEquity
HQY
$8.71B
441 +38 +9% 8.53%
CLB icon
3362
Core Laboratories
CLB
$455M
209 +18 +9% 43%
GLD icon
3363
SPDR Gold Trust
GLD
$131B
2,416 +208 +9% 53.3%
BVS icon
3364
Bioventus
BVS
$889M
151 +13 +9% 25%
VYMI icon
3365
Vanguard International High Dividend Yield ETF
VYMI
$20.3B
581 +50 +9% 50.2%
BDEC icon
3366
Innovator US Equity Buffer ETF December
BDEC
$214M
93 +8 +9% 21.9%
URG
3367
Ur-Energy
URG
$469M
128 +11 +9% 2.61%
USHY icon
3368
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.2B
547 +47 +9% 0.33%
JEF icon
3369
Jefferies Financial Group
JEF
$12.7B
583 +50 +9% 29.7%
PSEP icon
3370
Innovator US Equity Power Buffer ETF September
PSEP
$839M
210 +18 +9% 17.8%
SSUS icon
3371
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
$552M
70 +6 +9% 26.7%
ACHV icon
3372
Achieve Life Sciences
ACHV
$634M
70 +6 +9% 75.3%
CSPI icon
3373
CSP Inc
CSPI
$79.7M
35 +3 +9% 50.8%
PWR icon
3374
Quanta Services
PWR
$84.2B
1,296 +111 +9% 77.5%
PINE
3375
Alpine Income Property Trust
PINE
$336M
117 +10 +9% 21.1%
133 134
135
136 137