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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
INBK icon
801
First Internet Bancorp
INBK
$256M
1 0 0% 21%
AGZ icon
802
iShares Agency Bond ETF
AGZ
$566M
3 0 0% 0.45%
EVCM icon
803
EverCommerce
EVCM
$1.79B
4 0 0% 8.34%
HAWX icon
804
iShares Currency Hedged MSCI ACWI ex US ETF
HAWX
$358M
2 0 0% 60.5%
HWBK icon
805
Hawthorn Bancshares
HWBK
$277M
1 0 0% 58.3%
FTXO icon
806
First Trust Nasdaq Bank ETF
FTXO
$321M
1 0 0% 72.8%
GFEB icon
807
FT Vest US Equity Moderate Buffer ETF February
GFEB
$381M
1 0 0% 35.7%
ILCB icon
808
iShares Morningstar US Equity ETF
ILCB
$1.33B
1 0 0% 64%
CFA icon
809
VictoryShares US 500 Volatility Wtd ETF
CFA
$556M
1 0 0% 38%
BTO
810
John Hancock Financial Opportunities Fund
BTO
$819M
1 0 0% 37.4%
HBCP icon
811
Home Bancorp
HBCP
$569M
1 0 0% 72.2%
FNOV icon
812
FT Vest US Equity Buffer ETF November
FNOV
$1.24B
2 0 0% 40.8%
IGHG icon
813
ProShares Investment Grade-Interest Rate Hedged
IGHG
$329M
1 0 0% 3.34%
PFM icon
814
Invesco Dividend Achievers ETF
PFM
$814M
2 0 0% 45.5%
BSJS icon
815
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$745M
1 0 0% 0.83%
PAXS
816
PIMCO Access Income Fund
PAXS
$677M
1 0 0% 0.63%
HCRB icon
817
Hartford Core Bond ETF
HCRB
$407M
2 0 0% 1.42%
SFY icon
818
SoFi Select 500 ETF
SFY
$706M
1 0 0% 83.1%
BME icon
819
BlackRock Health Sciences Trust
BME
$576M
1 0 0% 10.1%
RM icon
820
Regional Management Corp
RM
$301M
2 0 0% 30.3%
CYD icon
821
China Yuchai International
CYD
$1.71B
1 0 0% 444%
DCOM icon
822
Dime Commercial Bancshares
DCOM
$1.82B
1 0 0% 53%
GIGB icon
823
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$974M
4 0 0% 2.66%
FEMB icon
824
First Trust Emerging Markets Local Currency Bond ETF
FEMB
$366M
1 0 0% 1.82%
NWFL icon
825
Norwood Financial Corp
NWFL
$376M
1 0 0% 4.83%
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