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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
31 Dec ‘23
MBOX icon
201
Freedom Day Dividend ETF
MBOX
$153M
1 0 0% 49.2%
EPM icon
202
Evolution Petroleum
EPM
$134M
2 0 0% 35.8%
CPTL
203
Global X Funds Global X Morningstar Capital Allocation Leaders ETF
CPTL
$120M
1 0 0% 48.4%
ABLD
204
Abacus FCF Real Assets Leaders ETF
ABLD
$97.2M
1 0 0% 12.2%
SST icon
205
System1
SST
$19.8M
1 0 0% 91.5%
STHO icon
206
Star Holdings Shares of Beneficial Interest
STHO
$117M
3 0 0% 35.3%
NXTE icon
207
AXS Green Alpha ETF
NXTE
$52.7M
1 0 0% 44.7%
SER icon
208
Serina Therapeutics
SER
$42.3M
2 0 0% 79.2%
HOMZ icon
209
Hoya Capital Housing ETF
HOMZ
$35.9M
2 0 0% 9.65%
AFIF icon
210
Anfield Universal Fixed Income ETF
AFIF
$228M
3 0 0% 4.09%
LDSF icon
211
First Trust Low Duration Strategic Focus ETF
LDSF
$162M
1 0 0% 0.21%
PASG icon
212
Passage Bio
PASG
$14.8M
2 0 0% 77.3%
MUSI icon
213
American Century Multisector Income ETF
MUSI
$248M
2 0 0% 0.99%
SPYC icon
214
Simplify US Equity PLUS Convexity ETF
SPYC
$120M
1 0 0% 53.9%
OCCI
215
OFS Credit Co
OCCI
$74.6M
1 0 0% 60.7%
OWNS
216
CCM Affordable Housing MBS ETF
OWNS
$105M
1 0 0% 0.75%
OSG
217
Octave Specialty Group
OSG
$210M
2 0 0% 71.7%
JHPI icon
218
John Hancock Preferred Income ETF
JHPI
$216M
1 0 0% 3.96%
BMAY icon
219
Innovator US Equity Buffer ETF May
BMAY
$237M
1 0 0% 43.3%
CBUS icon
220
Cibus
CBUS
$144M
2 0 0% 90.4%
MSTB icon
221
LHA Market State Tactical Beta ETF
MSTB
$200M
2 0 0% 54.4%
SFBC
222
Sound Financial Bancorp
SFBC
$120M
1 0 0% 19.7%
SPRU icon
223
Spruce Power Holding Corp
SPRU
$38.9M
1 0 0% 52%
AVMU icon
224
Avantis Core Municipal Fixed Income ETF
AVMU
$173M
1 0 0% 2.86%
CURE icon
225
Direxion Daily Healthcare Bull 3X ETF
CURE
$190M
1 0 0% 28.8%
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