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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 Dec ‘24
SRV
2026
NXG Cushing Midstream Energy Fund
SRV
$222M
27 +4 +17% 6.99%
FISI icon
2027
Financial Institutions
FISI
$812M
142 +21 +17% 51.2%
XSMO icon
2028
Invesco S&P SmallCap Momentum ETF
XSMO
$3.03B
203 +30 +17% 32.4%
ATAI icon
2029
AtaiBeckley Inc
ATAI
$2.65B
88 +13 +17% 439%
KVYO icon
2030
Klaviyo
KVYO
$5.31B
183 +27 +17% 57%
TCHP icon
2031
T. Rowe Price Blue Chip Growth ETF
TCHP
$2.07B
122 +18 +17% 13.7%
NFLT icon
2032
Virtus Newfleet Multi-Sector Bond ETF
NFLT
$446M
61 +9 +17% 1.16%
GEV icon
2033
GE Vernova
GEV
$265B
1,899 +280 +17% 203%
LMB icon
2034
Limbach Holdings
LMB
$886M
190 +28 +17% 13.1%
BSCW icon
2035
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.48B
102 +15 +17% 0.6%
BCD icon
2036
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$402M
68 +10 +17% 14.9%
IPO icon
2037
Renaissance IPO ETF
IPO
$157M
68 +10 +17% 19.9%
GLOF icon
2038
iShares Global Equity Factor ETF
GLOF
$213M
34 +5 +17% 34.8%
RISR icon
2039
FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
$297M
34 +5 +17% 0.08%
DECZ icon
2040
TrueShares Structured Outcome December ETF
DECZ
$35.9M
34 +5 +17% 15.6%
PSTP icon
2041
Innovator Power Buffer Step-Up Strategy ETF
PSTP
$132M
34 +5 +17% 14.6%
XJR icon
2042
iShares ESG Screened S&P Small-Cap ETF
XJR
$186M
75 +11 +17% 25.3%
CRM icon
2043
Salesforce
CRM
$142B
3,102 +454 +17% 48.1%
TUA icon
2044
Simplify Short Term Treasury Futures Strategy ETF
TUA
$695M
82 +12 +17% 5%
DYAI icon
2045
Dyadic International
DYAI
$41.2M
41 +6 +17% 35.4%
TK icon
2046
Teekay
TK
$974M
171 +25 +17% 61.5%
BE icon
2047
Bloom Energy
BE
$53.5B
370 +54 +17% 747%
CDZI icon
2048
Cadiz
CDZI
$259M
96 +14 +17% 40.8%
QABA icon
2049
First Trust NASDAQ ABA Community Bank Index Fund
QABA
$92.3M
48 +7 +17% 23.1%
PAYO icon
2050
Payoneer
PAYO
$2.41B
268 +39 +17% 29.1%
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