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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 ‘24
DFH icon
1226
Dream Finders Homes
DFH
$1.36B
2 0 0% 65.6%
DFP
1227
Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP
$427M
1 0 0% 8.56%
EQTY icon
1228
Kovitz Core Equity ETF
EQTY
$1.47B
1 0 0% 36.2%
BNT
1229
Brookfield Wealth Solutions
BNT
$12.2B
1 0 0% 60%
FPEI icon
1230
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.94B
6 0 0% 5.38%
QCRH icon
1231
QCR Holdings
QCRH
$1.7B
4 0 0% 71%
BNS icon
1232
Scotiabank
BNS
$108B
23 0 0% 71.6%
CLSM icon
1233
Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF
CLSM
$98.8M
2 0 0% 34.5%
KLTR icon
1234
Kaltura
KLTR
$267M
2 0 0% 29.6%
MZTI
1235
The Marzetti Company
MZTI
$3.11B
1 0 0% 45.3%
NEOG icon
1236
Neogen
NEOG
$2.5B
1 0 0% 27.3%
NVCR icon
1237
NovoCure
NVCR
$1.91B
3 0 0% 4.86%
OTIS icon
1238
Otis Worldwide
OTIS
$28.2B
8 0 0% 25.5%
BKAG icon
1239
BNY Mellon Core Bond ETF
BKAG
$2.23B
7 0 0% 1.17%
DCRE icon
1240
DoubleLine Commercial Real Estate Debt ETF
DCRE
$458M
3 0 0% 0.55%
HACK icon
1241
Amplify Cybersecurity ETF
HACK
$2.9B
3 0 0% 80%
BHRB icon
1242
Burke & Herbert Financial Services Corp
BHRB
$1.48B
1 0 0% 31%
TDF
1243
Templeton Dragon Fund
TDF
$280M
1 0 0% 41.6%
AVSD icon
1244
Avantis Responsible International Equity ETF
AVSD
$502M
1 0 0% 47%
BH icon
1245
Biglari Holdings Class B
BH
$1.21B
1 0 0% 104%
QAI icon
1246
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$1.02B
6 0 0% 18.2%
GEOS icon
1247
Geospace Technologies
GEOS
$75.7M
1 0 0% 55.6%
YQ
1248
17 Education & Technology Group
YQ
$23.2M
1 0 0% 17.2%
BDJ icon
1249
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.73B
1 0 0% 18.3%
HTAB icon
1250
Hartford Schroders Tax-Aware Bond ETF
HTAB
$290M
1 0 0% 3.22%
48 49
50
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