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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 ‘24
GTBP icon
2001
GT Biopharma
GTBP
$11.4M
16 -1 -6% 86.3%
MFLX icon
2002
First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF
MFLX
$21.2M
16 -1 -6% 2.92%
GIPR icon
2003
Generation Income Properties
GIPR
$751K
16 -1 -6% 96.7%
MNDO icon
2004
Mind CTI
MNDO
$20.6M
16 -1 -6% 48.2%
NNVC icon
2005
NanoViricides
NNVC
$35.2M
32 -2 -6% 8%
APRW icon
2006
AllianzIM U.S. Equity Buffer20 Apr ETF
APRW
$201M
64 -4 -6% 16.7%
DMRC icon
2007
Digimarc Corp
DMRC
$172M
96 -6 -6% 71.4%
TSI
2008
TCW Strategic Income Fund
TSI
$213M
63 -4 -6% 14%
PTIN icon
2009
Pacer Trendpilot International ETF
PTIN
$188M
47 -3 -6% 21.6%
PBTP icon
2010
Invesco 0-5 Yr US TIPS ETF
PBTP
$116M
31 -2 -6% 0.63%
VTN icon
2011
Invesco Trust for Investment Grade New York Municipals
VTN
$166M
31 -2 -6% 1.56%
LSF icon
2012
Laird Superfood
LSF
$51.8M
31 -2 -6% 5.04%
METV icon
2013
Roundhill Ball Metaverse ETF
METV
$212M
77 -5 -6% 42.8%
SERA icon
2014
Sera Prognostics
SERA
$78.3M
61 -4 -6% 74.4%
BRFH icon
2015
Barfresh Food Group
BRFH
$27.4M
15 -1 -6% 41.6%
NMS icon
2016
Nuveen Minnesota Quality Municipal Income Fund
NMS
$74.1M
15 -1 -6% 10.5%
SIF icon
2017
SIFCO Industries
SIF
$135M
15 -1 -6% 366%
EFZ icon
2018
ProShares Trust Short MSCI EAFE
EFZ
$10M
15 -1 -6% 27.6%
ICU icon
2019
SeaStar Medical
ICU
$15.2M
15 -1 -6% 91.1%
PSMR icon
2020
Pacer Swan SOS Moderate April ETF
PSMR
$91.4M
15 -1 -6% 19.2%
SPXN icon
2021
ProShares S&P 500 ex-Financials ETF
SPXN
$80.4M
15 -1 -6% 36.6%
SPBC icon
2022
Simplify US Equity PLUS GBTC ETF
SPBC
$43.1M
15 -1 -6% 35.5%
RBKB icon
2023
Rhinebeck Bancorp
RBKB
$195M
15 -1 -6% 34.6%
AMAX icon
2024
Adaptive Hedged Multi-Asset Income ETF
AMAX
$69.3M
15 -1 -6% 6.06%
CDIO icon
2025
Cardio Diagnostics
CDIO
$5.45M
15 -1 -6% 72.5%
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