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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 ‘22
OPY icon
101
Oppenheimer Holdings
OPY
$1.23B
2 +1 +100% 171%
OXLC
102
Oxford Lane Capital
OXLC
$930M
2 +1 +100% 62.4%
DSU icon
103
BlackRock Debt Strategies Fund
DSU
$599M
2 +1 +100% 3.48%
RLJ icon
104
RLJ Lodging Trust
RLJ
$1.66B
2 +1 +100% 2.93%
FPF
105
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.08B
2 +1 +100% 5.51%
PXH icon
106
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.97B
2 +1 +100% 65.6%
IVOG icon
107
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.73B
2 +1 +100% 74%
FSMB icon
108
First Trust Short Duration Managed Municipal ETF
FSMB
$627M
2 +1 +100% 1.06%
KBE icon
109
State Street SPDR S&P Bank ETF
KBE
$1.74B
2 +1 +100% 57.3%
MYN icon
110
BlackRock MuniYield New York Quality Fund
MYN
$376M
2 +1 +100% 0.2%
TASK icon
111
TaskUs
TASK
$634M
2 +1 +100% 59.1%
KXI icon
112
iShares Global Consumer Staples ETF
KXI
$1.06B
2 +1 +100% 15.1%
GQRE icon
113
FlexShares Global Quality Real Estate Index Fund
GQRE
$420M
2 +1 +100% 21.8%
NNDM
114
Nano Dimension
NNDM
$343M
2 +1 +100% 29.1%
BDSX icon
115
Biodesix
BDSX
$256M
2 +1 +100% 47.3%
NML
116
Neuberger Energy Infrastructure and Income Fund Inc
NML
$603M
2 +1 +100% 59.9%
EH
117
EHang Holdings
EH
$432M
2 +1 +100% 33.6%
CCAP icon
118
Crescent Capital BDC
CCAP
$408M
2 +1 +100% 13.3%
LONZ icon
119
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
$597M
2 +1 +100% 0.76%
ARKG icon
120
ARK Genomic Revolution ETF
ARKG
$1.79B
2 +1 +100% 58.3%
INNV icon
121
InnovAge Holding
INNV
$1.42B
2 +1 +100% 45.3%
GNMA icon
122
iShares GNMA Bond ETF
GNMA
$432M
2 +1 +100% 0.18%
EMO
123
ClearBridge Energy Midstream Opportunity Fund
EMO
$1.06B
2 +1 +100% 84.8%
SMBK icon
124
SmartFinancial
SMBK
$898M
2 +1 +100% 91%
VERX icon
125
Vertex
VERX
$2B
2 +1 +100% 15.2%
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