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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 ‘19
CBFV icon
2001
CB Financial Services
CBFV
$184M
49 +2 +4% 53.1%
LEA icon
2002
Lear
LEA
$7.26B
515 +21 +4% 6.85%
ECL icon
2003
Ecolab
ECL
$76.4B
1,131 +46 +4% 53.7%
NVS icon
2004
Novartis
NVS
$297B
1,133 +46 +4% 81.2%
SNAP icon
2005
Snap
SNAP
$7.6B
345 +14 +4% 59%
BGT icon
2006
BlackRock Floating Rate Income Trust
BGT
$324M
74 +3 +4% 11.1%
XLK icon
2007
State Street Technology Select Sector SPDR ETF
XLK
$114B
940 +38 +4% 371%
GEM icon
2008
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.66B
99 +4 +4% 49.7%
IYZ icon
2009
iShares US Telecommunications ETF
IYZ
$1.18B
124 +5 +4% 36.4%
TU icon
2010
Telus
TU
$16.2B
273 +11 +4% 43.8%
NWBI icon
2011
Northwest Bancshares
NWBI
$2.25B
199 +8 +4% 9.19%
MTH icon
2012
Meritage Homes
MTH
$4.89B
199 +8 +4% 228%
AIN icon
2013
Albany International
AIN
$2.16B
224 +9 +4% 6.38%
PTC icon
2014
PTC
PTC
$14.5B
424 +17 +4% 35.8%
BXP icon
2015
Boston Properties
BXP
$11B
525 +21 +4% 48.3%
PRF icon
2016
Invesco FTSE RAFI US 1000 ETF
PRF
$9.76B
300 +12 +4% 141%
ILCB icon
2017
iShares Morningstar US Equity ETF
ILCB
$1.26B
100 +4 +4% 156%
AVAL icon
2018
Grupo Aval
AVAL
$5.72B
75 +3 +4% 38.1%
FJP icon
2019
First Trust Japan AlphaDEX Fund
FJP
$248M
50 +2 +4% 48.8%
BOC icon
2020
Boston Omaha
BOC
$434M
50 +2 +4% 42.5%
ARMP icon
2021
Armata Pharmaceuticals
ARMP
$189M
25 +1 +4% 22.3%
WHWK
2022
Whitehawk Therapeutics
WHWK
$183M
25 +1 +4% 72.6%
YINN icon
2023
Direxion Daily FTSE China Bull 3X ETF
YINN
$707M
25 +1 +4% 93.9%
SNFCA icon
2024
Security National Financial
SNFCA
$250M
25 +1 +4% 193%
PHM icon
2025
Pultegroup
PHM
$24.9B
552 +22 +4% 367%
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