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Stocks Most Commonly
Held By Funds

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
Name Funds
holding 		Growth Growth % Return since
30 Sep ‘23
TPVG icon
1001
TriplePoint Venture Growth BDC
TPVG
$212M
83 +3 +4% 50.1%
BSEP icon
1002
Innovator US Equity Buffer ETF September
BSEP
$217M
84 +3 +4% 59.9%
CLIR icon
1003
ClearSign Technologies
CLIR
$26.5M
28 +1 +4% 64.2%
BFOR icon
1004
Barron's 400 ETF
BFOR
$235M
28 +1 +4% 72.4%
RFIL icon
1005
RF Industries
RFIL
$135M
28 +1 +4% 313%
JLS icon
1006
Nuveen Mortgage and Income Fund
JLS
$94.9M
28 +1 +4% 9.07%
BLES icon
1007
Inspire Global Hope ETF
BLES
$164M
58 +2 +4% 56.1%
CSBR icon
1008
Champions Oncology
CSBR
$71.4M
29 +1 +4% 17.2%
XGN icon
1009
Exagen
XGN
$161M
29 +1 +4% 174%
CSD icon
1010
Invesco S&P Spin-Off ETF
CSD
$226M
29 +1 +4% 138%
SRI icon
1011
Stoneridge
SRI
$203M
117 +4 +4% 64.6%
MXCT icon
1012
MaxCyte
MXCT
$130M
120 +4 +3% 61.2%
FYT icon
1013
First Trust Small Cap Value AlphaDEX Fund
FYT
$199M
60 +2 +3% 54%
LDSF icon
1014
First Trust Low Duration Strategic Focus ETF
LDSF
$162M
60 +2 +3% 2.84%
XBJA icon
1015
Innovator US Equity Accelerated 9 Buffer ETF January
XBJA
$88.5M
30 +1 +3% 38.8%
SQFT icon
1016
Presidio Property Trust
SQFT
$2M
30 +1 +3% 80.8%
KG
1017
Kestrel Group
KG
$67.3M
62 +2 +3% 75.6%
AIVI icon
1018
WisdomTree International AI Enhanced Value Fund
AIVI
$63.3M
31 +1 +3% 60.6%
DTF
1019
DTF Tax-Free Income 2028 Term Fund
DTF
$81.2M
31 +1 +3% 8.25%
FLUX icon
1020
Flux Power
FLUX
$11.2M
31 +1 +3% 84.8%
NZAC icon
1021
State Street SPDR MSCI ACWI Climate Paris Aligned ETF
NZAC
$198M
31 +1 +3% 66.1%
SCM icon
1022
Stellus Capital Investment Corp
SCM
$245M
63 +2 +3% 37.7%
JRVR icon
1023
James River Group Holdings
JRVR
$210M
158 +5 +3% 70.4%
MNTK icon
1024
Montauk Renewables
MNTK
$243M
95 +3 +3% 81.2%
HCAT icon
1025
Health Catalyst
HCAT
$127M
159 +5 +3% 83%
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