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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
31 Dec ‘23
MAGS icon
1
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$3.98B
12 +11 +1,100% 97.2%
TMSL icon
2
T. Rowe Price Small-Mid Cap ETF
TMSL
$2.73B
11 +10 +1,000% 52.9%
HELO icon
3
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.6B
50 +45 +900% 29.4%
CGDG icon
4
Capital Group Dividend Growers ETF
CGDG
$5.43B
35 +31 +775% 41.2%
CGBL icon
5
Capital Group Core Balanced ETF
CGBL
$7.14B
40 +35 +700% 36.2%
CGCB icon
6
Capital Group Core Bond ETF
CGCB
$5.67B
24 +21 +700% 2.65%
CGIE icon
7
Capital Group International Equity ETF
CGIE
$2.35B
23 +19 +475% 33.6%
DCOR icon
8
Dimensional US Core Equity 1 ETF
DCOR
$3.33B
51 +41 +410% 54.3%
USCA icon
9
Xtrackers MSCI USA Climate Action Equity ETF
USCA
$3.46B
5 +4 +400% 50.2%
DUSB icon
10
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.2B
22 +17 +340% 0.83%
GUSA icon
11
Goldman Sachs MarketBeta US 1000 Equity ETF
GUSA
$2.33B
3 +2 +200% 56.4%
CLIP icon
12
Global X 1-3 Month T-Bill ETF
CLIP
$2.59B
29 +19 +190% 0.31%
SEZL
13
Sezzle
SEZL
$5.2B
11 +7 +175% 4,425%
TCAF icon
14
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$7.99B
123 +75 +156% 50.2%
QGRW icon
15
WisdomTree US Quality Growth Fund
QGRW
$2.74B
23 +14 +156% 77.9%
BLTE
16
Belite Bio
BLTE
$6.36B
17 +10 +143% 247%
VTES icon
17
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.08B
75 +42 +127% 0.81%
VFLO icon
18
VictoryShares Free Cash Flow ETF
VFLO
$8.9B
13 +7 +117% 75.5%
JPC icon
19
Nuveen Preferred & Income Opportunities Fund
JPC
$2.89B
298 +158 +113% 13.8%
TSPA icon
20
T. Rowe Price US Equity Research ETF
TSPA
$4.21B
12 +6 +100% 60.3%
NUGO icon
21
Nuveen Growth Opportunities ETF
NUGO
$2.44B
4 +2 +100% 65.5%
NESR
22
National Energy Services Reunited Corp
NESR
$2.72B
2 +1 +100% –
SYRE icon
23
Spyre Therapeutics
SYRE
$8.54B
54 +25 +86% 357%
INTR icon
24
Inter&Co
INTR
$2.47B
35 +16 +84% 0.72%
SCMB icon
25
Schwab Municipal Bond ETF
SCMB
$3.98B
50 +21 +72% 3.72%
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