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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
HGTY icon
5751
Hagerty
HGTY
$1.34B
117 +1 +0.9% 24.6%
CMTG icon
5752
Claros Mortgage Trust
CMTG
$250M
118 +1 +0.9% 25.6%
VRTS icon
5753
Virtus Investment Partners
VRTS
$1.11B
237 +2 +0.9% 23.4%
UPBD icon
5754
Upbound Group
UPBD
$1.12B
239 +2 +0.8% 6.48%
UTG icon
5755
Reaves Utility Income Fund
UTG
$3.61B
240 +2 +0.8% 0.84%
IVES
5756
Dan IVES Wedbush AI Revolution ETF
IVES
$1.06B
120 +1 +0.8% 37.2%
SCHQ
5757
Schwab Long-Term US Treasury ETF
SCHQ
$792M
120 +1 +0.8% 4.96%
KIDS icon
5758
OrthoPediatrics
KIDS
$608M
121 +1 +0.8% 46.7%
MAGS icon
5759
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$4.23B
243 +2 +0.8% 19.2%
MGM icon
5760
MGM Resorts International
MGM
$10.9B
611 +5 +0.8% 17.2%
GNW icon
5761
Genworth Financial
GNW
$3.7B
368 +3 +0.8% 20.7%
PFN
5762
PIMCO Income Strategy Fund II
PFN
$707M
123 +1 +0.8% 4.06%
SLRC icon
5763
SLR Investment Corp
SLRC
$708M
123 +1 +0.8% 9.36%
PCEF icon
5764
Invesco CEF Income Composite ETF
PCEF
$817M
123 +1 +0.8% 8.66%
MEC icon
5765
Mayville Engineering Co
MEC
$584M
124 +1 +0.8% 27.5%
SMRT icon
5766
SmartRent
SMRT
$261M
124 +1 +0.8% 9.33%
TXRH icon
5767
Texas Roadhouse
TXRH
$13.6B
621 +5 +0.8% 25.6%
JPEF icon
5768
JPMorgan Equity Focus ETF
JPEF
$2.07B
125 +1 +0.8% 15.1%
GWX icon
5769
State Street SPDR S&P International Small Cap ETF
GWX
$914M
252 +2 +0.8% 8.17%
RMAX icon
5770
RE/MAX Holdings
RMAX
$243M
126 +1 +0.8% 97.9%
RDIV icon
5771
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.39B
126 +1 +0.8% 12.3%
CLFD icon
5772
Clearfield
CLFD
$391M
126 +1 +0.8% 8.76%
CGNT icon
5773
Cognyte Software
CGNT
$689M
126 +1 +0.8% 15.2%
SF
5774
Stifel
SF
$12.6B
632 +5 +0.8% 13.2%
DGRS icon
5775
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
$412M
127 +1 +0.8% 14.9%
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