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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
MYI icon
5626
BlackRock MuniYield Quality Fund III
MYI
$712M
102 +2 +2% 2.99%
PML
5627
PIMCO Municipal Income Fund II
PML
$487M
102 +2 +2% 9.52%
KRT icon
5628
Karat Packaging
KRT
$836M
102 +2 +2% 38.4%
WIA
5629
Western Asset Inflation-Linked Income Fund
WIA
$185M
51 +1 +2% 0.75%
PFSI icon
5630
PennyMac Financial
PFSI
$4.46B
206 +4 +2% 15.9%
SCHH icon
5631
Schwab US REIT ETF
SCHH
$11.8B
516 +10 +2% 18.6%
GTY
5632
Getty Realty Corp
GTY
$2.13B
258 +5 +2% 17.1%
ADEA icon
5633
Adeia
ADEA
$2.64B
207 +4 +2% 71.5%
EPR icon
5634
EPR Properties
EPR
$4.93B
363 +7 +2% 45.6%
MBC icon
5635
MasterBrand
MBC
$1.17B
363 +7 +2% 37.6%
RLJ icon
5636
RLJ Lodging Trust
RLJ
$1.87B
208 +4 +2% 20.9%
OPAD icon
5637
Offerpad Solutions
OPAD
$19.9M
52 +1 +2% 85.3%
RWR icon
5638
State Street SPDR Dow Jones REIT ETF
RWR
$1.92B
261 +5 +2% 20.7%
REGL icon
5639
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.79B
209 +4 +2% 18.9%
OBE
5640
Obsidian Energy
OBE
$648M
105 +2 +2% 67.7%
RLX icon
5641
RLX Technology
RLX
$2.47B
105 +2 +2% 6.48%
PSNY icon
5642
Polestar Automotive Holding UK
PSNY
$2.13B
105 +2 +2% 53.2%
BJAN icon
5643
Innovator US Equity Buffer ETF January
BJAN
$342M
105 +2 +2% 22.6%
CP icon
5644
Canadian Pacific Kansas City
CP
$81.4B
998 +19 +2% 26.7%
PGX icon
5645
Invesco Preferred ETF
PGX
$3.81B
473 +9 +2% 7.03%
SUSL icon
5646
iShares ESG MSCI USA Leaders ETF
SUSL
$1.11B
158 +3 +2% 25.4%
SSD icon
5647
Simpson Manufacturing
SSD
$8.48B
422 +8 +2% 24.3%
SDGR icon
5648
Schrodinger
SDGR
$1.13B
211 +4 +2% 21.8%
FDS icon
5649
Factset
FDS
$10.1B
846 +16 +2% 40.7%
WFG icon
5650
West Fraser Timber
WFG
$5.28B
212 +4 +2% 22.1%
224 225
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