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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
EVI icon
1976
EVI Industries
EVI
$180M
2 0 0% 43.8%
MBCE
1977
Monarch Blue Chips Elite Index ETF
MBCE
$202M
1 0 0% 19.1%
MDGL icon
1978
Madrigal Pharmaceuticals
MDGL
$11.8B
14 0 0% 91%
METC icon
1979
Ramaco Resources Class A
METC
$649M
4 0 0% 37.1%
MFA
1980
MFA Financial
MFA
$933M
1 0 0% 19.1%
MKTW icon
1981
MarketWise
MKTW
$56.6M
1 0 0% 41.5%
MOG.B icon
1982
Moog Inc Class B
MOG.B
$13B
1 0 0% 162%
FNDB icon
1983
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.46B
6 0 0% 42.9%
MRTN icon
1984
Marten Transport
MRTN
$1.22B
1 0 0% 19.1%
MSBI icon
1985
Midland States Bancorp
MSBI
$695M
1 0 0% 33.3%
FSMB icon
1986
First Trust Short Duration Managed Municipal ETF
FSMB
$628M
1 0 0% 0.6%
FTHY
1987
First Trust High Yield Opportunities 2027 Term Fund
FTHY
$498M
1 0 0% 6.88%
MYGN icon
1988
Myriad Genetics
MYGN
$312M
1 0 0% 84.7%
MYI icon
1989
BlackRock MuniYield Quality Fund III
MYI
$721M
2 0 0% 5.41%
NICE icon
1990
Nice
NICE
$5.97B
14 0 0% 60.9%
GLOF icon
1991
iShares Global Equity Factor ETF
GLOF
$223M
1 0 0% 47.8%
HDEF icon
1992
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.36B
2 0 0% 38.3%
HERE
1993
Here Group Ltd
HERE
$103M
1 0 0% 53.8%
GSEW icon
1994
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$2.04B
5 0 0% 34.3%
GSSC icon
1995
GS ActiveBeta US Small Cap Equity ETF
GSSC
$1.1B
3 0 0% 40.3%
OACP icon
1996
OneAscent Core Plus Bond ETF
OACP
$267M
3 0 0% 1.06%
OAEM icon
1997
OneAscent Emerging Markets ETF
OAEM
$126M
2 0 0% 57.7%
OAIM icon
1998
OneAscent International Equity ETF
OAIM
$374M
3 0 0% 46.7%
OBK icon
1999
Origin Bancorp
OBK
$1.66B
1 0 0% 72.3%
HQY icon
2000
HealthEquity
HQY
$8.75B
3 0 0% 28.2%
78 79
80
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