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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
FNLC icon
1851
First Bancorp
FNLC
$399M
1 0 0% 43.6%
FPE icon
1852
First Trust Preferred Securities and Income ETF
FPE
$6.36B
19 0 0% 3.18%
IBTH icon
1853
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.27B
4 0 0% 0.81%
ILCV icon
1854
iShares Morningstar Value ETF
ILCV
$1.35B
5 0 0% 40%
INDB icon
1855
Independent Bank
INDB
$3.97B
2 0 0% 61%
IRWD icon
1856
Ironwood Pharmaceuticals
IRWD
$714M
2 0 0% 50.4%
NGVT icon
1857
Ingevity
NGVT
$2.68B
1 0 0% 63.1%
NUEM icon
1858
Nuveen ESG Emerging Markets Equity ETF
NUEM
$384M
1 0 0% 51.6%
PDEC icon
1859
Innovator US Equity Power Buffer ETF December
PDEC
$997M
2 0 0% 27.9%
SFY icon
1860
SoFi Select 500 ETF
SFY
$690M
1 0 0% 64.7%
SMBC icon
1861
Southern Missouri Bancorp
SMBC
$850M
2 0 0% 76.5%
YALL icon
1862
Truth Social God Bless America ETF
YALL
$91.3M
1 0 0% 31.3%
ADME icon
1863
Aptus Behavioral Momentum ETF
ADME
$303M
4 0 0% 35.8%
AHT
1864
Ashford Hospitality Trust
AHT
$21M
1 0 0% 76.4%
AROC icon
1865
Archrock
AROC
$5.8B
1 0 0% 68.2%
AVSU icon
1866
Avantis Responsible US Equity ETF
AVSU
$488M
2 0 0% 47.2%
BAPR icon
1867
Innovator US Equity Buffer ETF April
BAPR
$411M
1 0 0% 35.6%
BGB
1868
Blackstone Strategic Credit 2027 Term Fund
BGB
$503M
1 0 0% 5.38%
BKEM icon
1869
BNY Mellon Emerging Markets Equity ETF
BKEM
$85.6M
1 0 0% 56.4%
CAE icon
1870
CAE Inc. Common Shares
CAE
$8.74B
2 0 0% 31.7%
CAPE icon
1871
DoubleLine Shiller CAPE US Equities ETF
CAPE
$246M
6 0 0% 19.3%
CEMB icon
1872
iShares JPMorgan EM Corporate Bond ETF
CEMB
$405M
2 0 0% 1.8%
CURE icon
1873
Direxion Daily Healthcare Bull 3X ETF
CURE
$182M
1 0 0% 0.22%
DSI icon
1874
iShares MSCI KLD 400 Social ETF
DSI
$5.55B
9 0 0% 46.1%
DXCM icon
1875
DexCom
DXCM
$32B
25 0 0% 38.9%
73 74
75
76 77