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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 Mar ‘26
SPSB icon
5501
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
573 +9 +2% 0.6%
AVPT icon
5502
AvePoint
AVPT
$2.75B
255 +4 +2% 36.6%
PTGX icon
5503
Protagonist Therapeutics
PTGX
$9.71B
319 +5 +2% 42.3%
VTRS icon
5504
Viatris
VTRS
$18.7B
1,023 +16 +2% 20.5%
CCEP icon
5505
Coca-Cola Europacific Partners
CCEP
$46.9B
576 +9 +2% 16.9%
PRFZ icon
5506
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.87B
320 +5 +2% 21.7%
SLDP icon
5507
Solid Power
SLDP
$536M
192 +3 +2% 21.7%
TRC icon
5508
Tejon Ranch
TRC
$445M
128 +2 +2% 12.7%
LONZ icon
5509
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
$596M
64 +1 +2% 0.59%
LFT
5510
Lument Finance Trust
LFT
$35.9M
64 +1 +2% 45.6%
AVSE icon
5511
Avantis Responsible Emerging Markets Equity ETF
AVSE
$216M
64 +1 +2% 15.8%
HCA icon
5512
HCA Healthcare
HCA
$89.6B
1,419 +22 +2% 12.5%
KNF icon
5513
Knife River
KNF
$3.83B
387 +6 +2% 17.3%
AUPH icon
5514
Aurinia Pharmaceuticals
AUPH
$2.06B
259 +4 +2% 4.25%
ITUB icon
5515
Itaú Unibanco
ITUB
$86.9B
389 +6 +2% 5.97%
ORC
5516
Orchid Island Capital
ORC
$1.3B
195 +3 +2% 7.54%
TDVG icon
5517
T. Rowe Price Dividend Growth ETF
TDVG
$1.45B
130 +2 +2% 13.4%
WENN
5518
Wen Acquisition Corp
WENN
$390M
65 +1 +2% –
ROUS icon
5519
Hartford Multifactor US Equity ETF
ROUS
$725M
65 +1 +2% 15.6%
DFAC icon
5520
Dimensional US Core Equity 2 ETF
DFAC
$49.5B
1,173 +18 +2% 18.1%
CSL icon
5521
Carlisle Companies
CSL
$15.3B
783 +12 +2% 15.5%
SANM icon
5522
Sanmina
SANM
$10.7B
458 +7 +2% 53.6%
ISTB icon
5523
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.12B
394 +6 +2% 1.05%
GSL icon
5524
Global Ship Lease
GSL
$1.51B
197 +3 +2% 12.5%
DOUG icon
5525
Douglas Elliman
DOUG
$166M
132 +2 +2% 11.6%
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