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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 ‘16
DGRW icon
2026
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.2B
3 -1 -25% 207%
CBOE icon
2027
Cboe Global Markets
CBOE
$32.6B
3 -1 -25% 381%
UEIC icon
2028
Universal Electronics
UEIC
$57.9M
3 -1 -25% 94%
HRB icon
2029
H&R Block
HRB
$6.49B
3 -1 -25% 128%
HEI.A icon
2030
HEICO Corp Class A
HEI.A
$35.8B
3 -1 -25% 932%
GPRE icon
2031
Green Plains
GPRE
$1.04B
3 -1 -25% 43.2%
MDYV icon
2032
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.84B
3 -1 -25% 121%
DBC icon
2033
Invesco DB Commodity Index Tracking Fund
DBC
$1.81B
3 -1 -25% 103%
EFT
2034
Eaton Vance Floating-Rate Income Trust
EFT
$283M
3 -1 -25% 25.1%
CUBI icon
2035
Customers Bancorp
CUBI
$2.65B
3 -1 -25% 212%
PEN icon
2036
Penumbra
PEN
$12.7B
3 -1 -25% 325%
CHDN icon
2037
Churchill Downs
CHDN
$6.1B
3 -1 -25% 259%
WTS icon
2038
Watts Water Technologies
WTS
$12.6B
3 -1 -25% 483%
GL icon
2039
Globe Life
GL
$13.5B
3 -1 -25% 175%
VGIT icon
2040
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.5B
3 -1 -25% 12.4%
FEX icon
2041
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.62B
6 -2 -25% 199%
FSK icon
2042
FS KKR Capital
FSK
$3.36B
6 -2 -25% 67.9%
SCI icon
2043
Service Corp International
SCI
$11.6B
6 -2 -25% 222%
MMS icon
2044
Maximus
MMS
$3.09B
6 -2 -25% 4.26%
ALSN icon
2045
Allison Transmission
ALSN
$10.6B
6 -2 -25% 349%
MSGS icon
2046
Madison Square Garden
MSGS
$9.59B
6 -2 -25% 230%
QRVO icon
2047
Qorvo
QRVO
$8.39B
6 -2 -25% 70.7%
PHYS icon
2048
Sprott Physical Gold
PHYS
$16.5B
6 -2 -25% 219%
ATR icon
2049
AptarGroup
ATR
$8.6B
9 -3 -25% 74.7%
BLDR icon
2050
Builders FirstSource
BLDR
$7.39B
9 -3 -25% 497%
80 81
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