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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 ‘23
SF
2701
Stifel
SF
$12.6B
1 0 0% 103%
SES icon
2702
SES AI
SES
$208M
1 0 0% 75.2%
SFBC
2703
Sound Financial Bancorp
SFBC
$111M
1 0 0% 25.8%
BKT icon
2704
BlackRock Income Trust
BKT
$341M
1 0 0% 7.56%
GAU
2705
Galiano Gold
GAU
$538M
2 0 0% 250%
SSFI icon
2706
Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF
SSFI
$29.3M
1 0 0% 1.83%
CCB icon
2707
Coastal Financial
CCB
$693M
5 0 0% 5.66%
FDIS icon
2708
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.74B
3 0 0% 49.8%
CODI icon
2709
Compass Diversified
CODI
$828M
2 0 0% 41.4%
TEL icon
2710
TE Connectivity
TEL
$62.6B
10 0 0% 75.1%
IBDV icon
2711
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.28B
3 0 0% 6.13%
TIPX icon
2712
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$1.99B
2 0 0% 2.93%
TOK icon
2713
iShares MSCI Kokusai Fund
TOK
$257M
1 0 0% 75.1%
TRS icon
2714
TriMas Corp
TRS
$1.44B
2 0 0% 62.5%
UTI icon
2715
Universal Technical Institute
UTI
$1.59B
1 0 0% 245%
TYG
2716
Tortoise Energy Infrastructure Corp
TYG
$1.08B
2 0 0% 47.4%
VIOG icon
2717
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$1.08B
1 0 0% 61.3%
VO icon
2718
Vanguard Morningstar Mid-Cap ETF
VO
$109B
197 0 0% 58.8%
VSS icon
2719
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.9B
19 0 0% 49.4%
FORH icon
2720
Formidable ETF
FORH
$20M
1 0 0% 14%
VIS icon
2721
Vanguard Industrials ETF
VIS
$8.39B
10 0 0% 83%
XCOR icon
2722
FundX ETF
XCOR
$188M
1 0 0% 81.4%
MFUL icon
2723
Mindful Conservative ETF
MFUL
$7.33M
1 0 0% 6.22%
XLC icon
2724
State Street Communication Services Select Sector SPDR ETF
XLC
$22.4B
32 0 0% 69.7%
WBIY icon
2725
WBI Power Factor High Dividend ETF
WBIY
$64.6M
1 0 0% 49.4%
107 108
109
110 111