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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 ‘24
WLDN icon
2001
Willdan Group
WLDN
$1.1B
110 +9 +9% 152%
IWL icon
2002
iShares Russell Top 200 ETF
IWL
$2.16B
159 +13 +9% 36.1%
AQN icon
2003
Algonquin Power & Utilities
AQN
$4.69B
257 +21 +9% 4.1%
TDIV icon
2004
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.06B
306 +25 +9% 41.7%
BIZD icon
2005
VanEck BDC Income ETF
BIZD
$1.58B
196 +16 +9% 27.9%
WTPI
2006
WisdomTree Equity Premium Income Fund
WTPI
$493M
49 +4 +9% 1.77%
SOR
2007
Source Capital
SOR
$369M
49 +4 +9% 1.42%
PCF
2008
High Income Securities Fund
PCF
$99.6M
49 +4 +9% 23.9%
MAN icon
2009
ManpowerGroup
MAN
$2.39B
344 +28 +9% 26.5%
DIVB icon
2010
iShares Core Dividend ETF
DIVB
$1.62B
86 +7 +9% 45.9%
SBR
2011
Sabine Royalty Trust
SBR
$1.08B
123 +10 +9% 14.1%
FENI icon
2012
Fidelity Enhanced International ETF
FENI
$10.4B
111 +9 +9% 40.6%
GLUE icon
2013
Monte Rosa Therapeutics
GLUE
$1.92B
74 +6 +9% 509%
TBLU
2014
Tortoise Global Water ETF
TBLU
$56.6M
37 +3 +9% 12.6%
TDF
2015
Templeton Dragon Fund
TDF
$268M
37 +3 +9% 32.8%
ADUS icon
2016
Addus HomeCare
ADUS
$2.14B
284 +23 +9% 1.34%
TILE icon
2017
Interface
TILE
$1.91B
210 +17 +9% 125%
CRMD icon
2018
CorMedix
CRMD
$617M
99 +8 +9% 81.8%
HPE icon
2019
Hewlett Packard
HPE
$63.2B
979 +79 +9% 125%
KLTR icon
2020
Kaltura
KLTR
$211M
62 +5 +9% 16.7%
GSG icon
2021
iShares S&P GSCI Commodity-Indexed Trust
GSG
$1.02B
149 +12 +9% 47.9%
AESI icon
2022
Atlas Energy Solutions
AESI
$1.49B
174 +14 +9% 40%
IBDT icon
2023
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.04B
286 +23 +9% 1.53%
WT icon
2024
WisdomTree
WT
$2.97B
224 +18 +9% 96.3%
ULST icon
2025
State Street Ultra Short Term Bond ETF
ULST
$527M
112 +9 +9% 0.27%
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