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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 ‘25
IAU icon
1976
iShares Gold Trust
IAU
$63B
1,544 +134 +10% 29.3%
OCUL icon
1977
Ocular Therapeutix
OCUL
$1.86B
196 +17 +9% 16.1%
UPWK icon
1978
Upwork
UPWK
$1.09B
277 +24 +9% 32.3%
GENC icon
1979
Gencor Industries
GENC
$223M
81 +7 +9% 25.2%
AEP icon
1980
American Electric Power
AEP
$73.7B
1,668 +144 +9% 24%
NRIM icon
1981
Northrim BanCorp
NRIM
$603M
139 +12 +9% 48%
DDWM icon
1982
WisdomTree Dynamic International Equity Fund
DDWM
$1.46B
93 +8 +9% 26.4%
UNF icon
1983
Unifirst Corp
UNF
$5.32B
303 +26 +9% 69.2%
FAF icon
1984
First American
FAF
$7.67B
443 +38 +9% 14.5%
MUA icon
1985
BlackRock MuniAssets Fund
MUA
$527M
70 +6 +9% 3.42%
FLGV icon
1986
Franklin US Treasury Bond ETF
FLGV
$1.03B
35 +3 +9% 2.77%
SPWR icon
1987
SunPower Inc
SPWR
$81.7M
35 +3 +9% 68.9%
FLV icon
1988
American Century Focused Large Cap Value ETF
FLV
$359M
35 +3 +9% 20.3%
BUL icon
1989
Pacer US Cash Cows Growth ETF
BUL
$127M
35 +3 +9% 34.2%
NGVT icon
1990
Ingevity
NGVT
$2.55B
281 +24 +9% 85%
WELL icon
1991
Welltower
WELL
$178B
1,230 +105 +9% 64.5%
ALCO icon
1992
Alico
ALCO
$286M
82 +7 +9% 29.4%
EYE icon
1993
National Vision
EYE
$1.6B
211 +18 +9% 55.9%
INFU icon
1994
InfuSystem Holdings
INFU
$184M
94 +8 +9% 69.5%
MSD
1995
Morgan Stanley Emerging Markets Debt Fund
MSD
$147M
47 +4 +9% 9.69%
KEN icon
1996
Kenon Holdings
KEN
$3.61B
47 +4 +9% 117%
ARTNA icon
1997
Artesian Resources
ARTNA
$356M
106 +9 +9% 5.51%
LZ icon
1998
LegalZoom.com
LZ
$1.23B
224 +19 +9% 16.6%
UYLD icon
1999
Angel Oak UltraShort Income ETF
UYLD
$1.56B
59 +5 +9% 0.02%
PIZ icon
2000
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
$718M
59 +5 +9% 35.6%
78 79
80
81 82