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Stocks Most Commonly
Held In Funds’ Top 10

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
Name Funds holding
in top 10 		Growth Growth % Return since
30 Sep ‘24
CPTL
26
Global X Funds Global X Morningstar Capital Allocation Leaders ETF
CPTL
$120M
2 +1 +100% 26.5%
ESGG icon
27
FlexShares STOXX Global ESG Select Index Fund
ESGG
$114M
2 +1 +100% 39.6%
TJUL icon
28
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
$116M
2 +1 +100% 11.2%
SPYC icon
29
Simplify US Equity PLUS Convexity ETF
SPYC
$120M
2 +1 +100% 25.7%
GROV icon
30
Grove Collaborative
GROV
$45.3M
2 +1 +100% 21.5%
DXLG icon
31
Destination XL Group
DXLG
$32.6M
2 +1 +100% 79.9%
CVRX icon
32
CVRx
CVRX
$69.8M
2 +1 +100% 70.3%
ANGI icon
33
Angi Inc
ANGI
$176M
2 +1 +100% 83.2%
BCUS
34
Bancreek US Large Cap ETF
BCUS
$159M
2 +1 +100% 18.8%
MBSF icon
35
Regan Floating Rate MBS ETF
MBSF
$242M
5 +2 +67% 0.08%
TIL icon
36
Instil Bio
TIL
$49.3M
5 +2 +67% 89.2%
OSG
37
Octave Specialty Group
OSG
$205M
3 +1 +50% 59.4%
PIE icon
38
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
$250M
3 +1 +50% 61.5%
MGMT icon
39
Ballast Small/Mid Cap ETF
MGMT
$177M
3 +1 +50% 34.5%
TYA icon
40
Simplify Intermediate Term Treasury Futures Strategy ETF
TYA
$65.3M
3 +1 +50% 13.9%
DCGO icon
41
DocGo
DCGO
$64.4M
3 +1 +50% 80.4%
NFTY icon
42
First Trust India Nifty 50 Equal Weight ETF
NFTY
$117M
3 +1 +50% 16.2%
STXT icon
43
Strive Total Return Bond ETF
STXT
$119M
3 +1 +50% 6.26%
FIRY
44
Firy Inc
FIRY
$152M
3 +1 +50% 73.8%
BODI icon
45
The Beachbody Company
BODI
$47.6M
3 +1 +50% 14.3%
AMWL icon
46
American Well
AMWL
$219M
3 +1 +50% 35.5%
MRBK icon
47
Meridian
MRBK
$237M
3 +1 +50% 56.9%
IVVB icon
48
iShares Large Cap Deep Quarterly Laddered ETF
IVVB
$132M
3 +1 +50% 17.3%
ARQ icon
49
Arq
ARQ
$96.5M
4 +1 +33% 62.4%
COM icon
50
Direxion Auspice Broad Commodity Strategy ETF
COM
$208M
4 +1 +33% 18.6%
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