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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 Mar ‘23
INBK icon
701
First Internet Bancorp
INBK
$256M
1 0 0% 75.9%
VIOG icon
702
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$1.13B
1 0 0% 60.9%
AGZ icon
703
iShares Agency Bond ETF
AGZ
$566M
2 0 0% 0.64%
EZM icon
704
WisdomTree US MidCap Fund
EZM
$960M
2 0 0% 55.6%
HAWX icon
705
iShares Currency Hedged MSCI ACWI ex US ETF
HAWX
$358M
2 0 0% 69.9%
VFQY icon
706
Vanguard US Quality Factor ETF
VFQY
$505M
3 0 0% 65.3%
PID icon
707
Invesco International Dividend Achievers ETF
PID
$917M
8 0 0% 29%
RSVR
708
Reservoir Media
RSVR
$656M
2 0 0% 52.6%
NREF
709
NexPoint Real Estate Finance
NREF
$318M
1 0 0% 7.66%
ILCB icon
710
iShares Morningstar US Equity ETF
ILCB
$1.33B
1 0 0% 91.2%
RCKY icon
711
Rocky Brands
RCKY
$353M
1 0 0% 104%
FSBW icon
712
FS Bancorp
FSBW
$326M
2 0 0% 46.3%
CFA icon
713
VictoryShares US 500 Volatility Wtd ETF
CFA
$556M
1 0 0% 49.8%
EVN
714
Eaton Vance Municipal Income Trust
EVN
$434M
2 0 0% 7.4%
KJAN icon
715
Innovator US Small Cap Power Buffer ETF January
KJAN
$328M
1 0 0% 50.9%
ABFL
716
Abacus FCF Leaders ETF
ABFL
$548M
1 0 0% 73.1%
FPF
717
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.08B
2 0 0% 13%
PFM icon
718
Invesco Dividend Achievers ETF
PFM
$814M
2 0 0% 58.6%
DFSE
719
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$639M
3 0 0% 63.3%
VCEB icon
720
Vanguard ESG US Corporate Bond ETF
VCEB
$1.15B
1 0 0% 1.66%
NBB icon
721
Nuveen Taxable Municipal Income Fund
NBB
$456M
1 0 0% 3.72%
PAXS
722
PIMCO Access Income Fund
PAXS
$677M
2 0 0% 3.1%
HCRB icon
723
Hartford Core Bond ETF
HCRB
$407M
2 0 0% 1.2%
SFY icon
724
SoFi Select 500 ETF
SFY
$706M
1 0 0% 115%
BME icon
725
BlackRock Health Sciences Trust
BME
$576M
1 0 0% 6.43%
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