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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
30 Jun ‘26
O icon
6101
Realty Income
O
$51.4B
1,464 +17 +1% 12.4%
XMHQ icon
6102
Invesco S&P MidCap Quality ETF
XMHQ
$5.33B
432 +5 +1% 1.09%
MLPX icon
6103
Global X MLP & Energy Infrastructure ETF
MLPX
$3.4B
346 +4 +1% 5.21%
FNDB icon
6104
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.45B
173 +2 +1% 0.49%
ITA icon
6105
iShares US Aerospace & Defense ETF
ITA
$12.2B
1,044 +12 +1% 14.5%
RVSB icon
6106
Riverview Bancorp
RVSB
$119M
87 +1 +1% 9.58%
FTF
6107
Franklin Limited Duration Income Trust
FTF
$217M
87 +1 +1% 7.43%
AG icon
6108
First Majestic Silver
AG
$8.72B
349 +4 +1% 4.3%
RSPD icon
6109
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$405M
88 +1 +1% 7.64%
JANW icon
6110
AllianzIM U.S. Equity Buffer20 Jan ETF
JANW
$356M
88 +1 +1% 2.3%
EVN
6111
Eaton Vance Municipal Income Trust
EVN
$369M
88 +1 +1% 17.9%
FDBC icon
6112
Fidelity D&D Bancorp
FDBC
$315M
88 +1 +1% 5.62%
BIDD
6113
iShares International Dividend Active ETF
BIDD
$391M
88 +1 +1% 0.67%
GPMT
6114
Granite Point Mortgage Trust
GPMT
$41.5M
88 +1 +1% 42.7%
NOAH
6115
Noah Holdings
NOAH
$543M
88 +1 +1% 20.8%
TNGY
6116
Tortoise Energy ETF
TNGY
$543M
89 +1 +1% 9.17%
FUNC icon
6117
First United
FUNC
$276M
89 +1 +1% 3.04%
BUFG icon
6118
FT Vest Buffered Allocation Growth ETF
BUFG
$483M
89 +1 +1% 1.98%
NUSC icon
6119
Nuveen ESG Small-Cap ETF
NUSC
$1.23B
269 +3 +1% 6.91%
ARES icon
6120
Ares Management
ARES
$26.4B
809 +9 +1% 4.37%
PTRB icon
6121
PGIM Total Return Bond ETF
PTRB
$1.13B
91 +1 +1% 4.87%
JIG icon
6122
JPMorgan International Growth ETF
JIG
$522M
91 +1 +1% 3.85%
MRK icon
6123
Merck
MRK
$359B
3,852 +42 +1% 13.1%
VWOB icon
6124
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.11B
460 +5 +1% 6.11%
DEC
6125
Diversified Energy Company
DEC
$923M
184 +2 +1% 3.54%
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