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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 ‘25
TGEN
1
Tecogen Inc
TGEN
$73.1M
30 +29 +2,900% 64.4%
OMAH
2
VistaShares Target 15 Berkshire Select Income ETF
OMAH
$1.12B
39 +37 +1,850% 7.46%
NTCL
3
NetClass Technology Inc
NTCL
$3.24M
11 +10 +1,000% 98.2%
BAI
4
iShares A.I. Innovation and Tech Active ETF
BAI
$14.8B
280 +253 +937% 67%
DFDV
5
DeFi Development Corp
DFDV
$147M
29 +26 +867% 76.9%
TCAL
6
T. Rowe Price Capital Appreciation Premium Income ETF
TCAL
$305M
19 +17 +850% 9.23%
SMBS
7
Schwab Mortgage-Backed Securities ETF
SMBS
$6.11B
41 +36 +720% 5.42%
AVNV icon
8
Avantis All International Markets Value ETF
AVNV
$75.7M
8 +7 +700% 27.9%
SBC
9
SBC Medical Group
SBC
$557M
29 +25 +625% 16.8%
LIEN
10
Chicago Atlantic BDC
LIEN
$212M
29 +25 +625% 10.4%
HIMZ
11
Defiance Daily Target 2X Long HIMS ETF
HIMZ
$58.7M
7 +6 +600% 90.3%
MRAL
12
GraniteShares 2x Long MARA Daily ETF
MRAL
$29.4M
7 +6 +600% 86.7%
XIDV
13
Franklin International Dividend Booster Index ETF
XIDV
$44.8M
7 +6 +600% 21.2%
ALMU
14
Aeluma Inc
ALMU
$220M
48 +40 +500% 30.4%
MNBD icon
15
ALPS BBH Intermediate Municipal Bond ETF
MNBD
$55.1M
6 +5 +500% 2.56%
SOLZ
16
Solana ETF
SOLZ
$121M
6 +5 +500% 38.9%
IONX
17
Defiance Daily Target 2X Long IONQ ETF
IONX
$152M
6 +5 +500% 78.7%
JHCR
18
John Hancock Core Bond ETF
JHCR
$2.49B
6 +5 +500% 4.56%
CHGX icon
19
AXS Change Finance ESG ETF
CHGX
$181M
41 +34 +486% 29.8%
OST icon
20
Ostin Technology Group
OST
17 +14 +467% –
NXTT icon
21
Next Technology
NXTT
$7.81M
11 +9 +450% 100%
IBCA
22
iShares iBonds Dec 2035 Term Corporate ETF
IBCA
$402M
11 +9 +450% 5.89%
TMB
23
Thornburg Multi Sector Bond ETF
TMB
$262M
16 +13 +433% 3.1%
UPXI icon
24
Upexi
UPXI
$90.3M
31 +25 +417% 63.1%
IBMT
25
iShares iBonds Dec 2031 Term Muni Bond ETF
IBMT
$155M
10 +8 +400% 2.17%
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