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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 Jun ‘24
RDVI icon
3326
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.66B
5 -1 -17% 27.6%
QVAL icon
3327
Alpha Architect US Quantitative Value ETF
QVAL
$605M
5 -1 -17% 40.7%
IBDX icon
3328
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.72B
5 -1 -17% 1.38%
PJUN icon
3329
Innovator US Equity Power Buffer ETF June
PJUN
$975M
5 -1 -17% 23.8%
ST icon
3330
Sensata Technologies
ST
$6.79B
5 -1 -17% 24.8%
HSIC icon
3331
Henry Schein
HSIC
$9.82B
5 -1 -17% 37.5%
IVOO icon
3332
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.83B
5 -1 -17% 32.9%
SII
3333
Sprott
SII
$3.03B
5 -1 -17% 185%
ROOT icon
3334
Root
ROOT
$798M
5 -1 -17% 0.21%
WMG icon
3335
Warner Music
WMG
$13.8B
5 -1 -17% 13.9%
AIT icon
3336
Applied Industrial Technologies
AIT
$13.3B
5 -1 -17% 85.5%
COUR icon
3337
Coursera
COUR
$1.54B
5 -1 -17% 18.9%
ES icon
3338
Eversource Energy
ES
$27.2B
5 -1 -17% 27.5%
ROKU icon
3339
Roku
ROKU
$22.7B
5 -1 -17% 155%
HIGH icon
3340
Simplify Enhanced Income ETF
HIGH
$70.8M
5 -1 -17% 9.67%
IESC icon
3341
IES Holdings
IESC
$15.2B
5 -1 -17% 447%
BALY icon
3342
Bally's
BALY
$658M
5 -1 -17% 12.4%
CLMT icon
3343
Calumet Specialty Products
CLMT
$3.44B
5 -1 -17% 146%
AVIV icon
3344
Avantis International Large Cap Value ETF
AVIV
$2.06B
5 -1 -17% 58%
LGLV icon
3345
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.23B
5 -1 -17% 24%
CAPE icon
3346
DoubleLine Shiller CAPE US Equities ETF
CAPE
$246M
5 -1 -17% 20.5%
EAGG icon
3347
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.97B
5 -1 -17% 0.28%
NOV icon
3348
NOV
NOV
$7B
5 -1 -17% 3.37%
CLX icon
3349
Clorox
CLX
$12.7B
5 -1 -17% 23%
ECVT icon
3350
Ecovyst
ECVT
$1.14B
5 -1 -17% 15.7%
132 133
134
135 136