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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 Sep ‘24
SRET icon
2001
Global X SuperDividend REIT ETF
SRET
$238M
32 +3 +10% 3.07%
RNTX
2002
Rein Therapeutics
RNTX
$73.7M
32 +3 +10% 75.6%
NBOS icon
2003
Neuberger Option Strategy ETF
NBOS
$449M
32 +3 +10% 6.95%
CFR icon
2004
Cullen/Frost Bankers
CFR
$10.2B
438 +41 +10% 44.5%
EFX icon
2005
Equifax
EFX
$21.1B
834 +78 +10% 39.7%
AVLV icon
2006
Avantis US Large Cap Value ETF
AVLV
$16.9B
278 +26 +10% 39.2%
MYGN icon
2007
Myriad Genetics
MYGN
$584M
246 +23 +10% 77.4%
FBND icon
2008
Fidelity Total Bond ETF
FBND
$26.9B
525 +49 +10% 3.1%
IBDU icon
2009
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.99B
225 +21 +10% 1.79%
BSJQ icon
2010
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$912M
150 +14 +10% 2.13%
AKR icon
2011
Acadia Realty Trust
AKR
$3B
204 +19 +10% 4.34%
TRU icon
2012
TransUnion
TRU
$15.4B
516 +48 +10% 23.7%
BOXX icon
2013
Alpha Architect 1-3 Month Box ETF
BOXX
$12.7B
172 +16 +10% 7.86%
FC icon
2014
Franklin Covey
FC
$229M
129 +12 +10% 50.7%
ISSC icon
2015
Innovative Solutions & Support
ISSC
$330M
43 +4 +10% 183%
TLTE icon
2016
FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
TLTE
$335M
43 +4 +10% 27.6%
MESO
2017
Mesoblast
MESO
$2.24B
43 +4 +10% 112%
IGA
2018
Voya Global Advantage and Premium Opportunity Fund
IGA
$153M
43 +4 +10% 4.84%
UTHR icon
2019
United Therapeutics
UTHR
$22.7B
624 +58 +10% 49.5%
NE icon
2020
Noble Corp
NE
$6.62B
302 +28 +10% 14.8%
NXDR
2021
Nextdoor Holdings
NXDR
$912M
162 +15 +10% 3.63%
NRIM icon
2022
Northrim BanCorp
NRIM
$619M
108 +10 +10% 56.3%
UBSI icon
2023
United Bankshares
UBSI
$6.56B
335 +31 +10% 28.2%
SWK icon
2024
Stanley Black & Decker
SWK
$14B
800 +74 +10% 18.1%
XP icon
2025
XP
XP
$8.61B
292 +27 +10% 7.08%
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