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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
FIRY
3976
Firy Inc
FIRY
$152M
88 +6 +7% 94.2%
SELF
3977
Global Self Storage
SELF
$58.1M
44 +3 +7% 4.5%
ZBRA icon
3978
Zebra Technologies
ZBRA
$13.7B
778 +53 +7% 25.3%
WBS icon
3979
Webster Financial
WBS
$12.5B
470 +32 +7% 40%
SJNK icon
3980
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.89B
382 +26 +7% 1.58%
ACWI icon
3981
iShares MSCI ACWI ETF
ACWI
$32.7B
720 +49 +7% 32.5%
NI icon
3982
NiSource
NI
$21.6B
735 +50 +7% 22.6%
LAZ icon
3983
Lazard
LAZ
$4.09B
294 +20 +7% 18.5%
ACN icon
3984
Accenture
ACN
$99.9B
2,515 +171 +7% 53.6%
IGSB icon
3985
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
956 +65 +7% 0.93%
CHH icon
3986
Choice Hotels
CHH
$5.08B
353 +24 +7% 21.4%
PM icon
3987
Philip Morris
PM
$299B
2,516 +171 +7% 59.5%
MAX icon
3988
MediaAlpha
MAX
$732M
162 +11 +7% 19.9%
SCHB icon
3989
Schwab US Broad Market ETF
SCHB
$43B
1,179 +80 +7% 26.3%
FUN icon
3990
Cedar Fair
FUN
$1.81B
354 +24 +7% 63.3%
ETV
3991
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.7B
177 +12 +7% 0.97%
FFC
3992
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$778M
118 +8 +7% 3.99%
PFN
3993
PIMCO Income Strategy Fund II
PFN
$696M
118 +8 +7% 5.23%
OPBK icon
3994
OP Bancorp
OPBK
$235M
59 +4 +7% 0.32%
KWY
3995
Kingsway Corp
KWY
$256M
59 +4 +7% 6.81%
SCHY icon
3996
Schwab International Dividend Equity ETF
SCHY
$2.51B
133 +9 +7% 45%
APLE icon
3997
Apple Hospitality REIT
APLE
$3.92B
340 +23 +7% 8.21%
CIM
3998
Chimera Investment
CIM
$1.06B
207 +14 +7% 9.57%
XAR icon
3999
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.88B
370 +25 +7% 58.5%
EAGG icon
4000
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.97B
400 +27 +7% 0.67%
158 159
160
161 162