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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 Mar ‘24
REGL icon
601
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.81B
216 +18 +9% 21.5%
PLOW icon
602
Douglas Dynamics
PLOW
$965M
144 +12 +9% 73.3%
VFVA icon
603
Vanguard US Value Factor ETF
VFVA
$943M
84 +7 +9% 35.9%
PAXS
604
PIMCO Access Income Fund
PAXS
$675M
48 +4 +9% 8.77%
DDLS icon
605
WisdomTree Dynamic International SmallCap Equity Fund
DDLS
$432M
24 +2 +9% 34.4%
IKT icon
606
Inhibikase Therapeutics
IKT
$380M
12 +1 +9% 12%
FOR icon
607
Forestar Group
FOR
$1.49B
194 +16 +9% 27.2%
VTEX icon
608
VTEX
VTEX
$641M
85 +7 +9% 52.5%
HRZN icon
609
Horizon Technology Finance
HRZN
$342M
61 +5 +9% 55.1%
ZYME icon
610
Zymeworks
ZYME
$1.83B
171 +14 +9% 146%
IBTL icon
611
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$657M
49 +4 +9% 0.55%
RTH icon
612
VanEck Retail ETF
RTH
$259M
49 +4 +9% 27.6%
NBH
613
Neuberger Municipal Fund Inc
NBH
$304M
86 +7 +9% 2.01%
CORP icon
614
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.58B
160 +13 +9% 0.78%
TE
615
T1 Energy
TE
$1.45B
111 +9 +9% 193%
JMSI icon
616
JPMorgan Sustainable Municipal Income ETF
JMSI
$386M
37 +3 +9% 1.33%
CRD.B icon
617
Crawford & Co Class B
CRD.B
$583M
37 +3 +9% 35%
ENFR icon
618
Alerian Energy Infrastructure ETF
ENFR
$520M
62 +5 +9% 54%
CAPL icon
619
CrossAmerica Partners
CAPL
$894M
62 +5 +9% 2.81%
QDEF icon
620
FlexShares Quality Dividend Defensive Index Fund
QDEF
$563M
87 +7 +9% 42.5%
LKFN icon
621
Lakeland Financial Corp
LKFN
$1.56B
225 +18 +9% 5.53%
CZFS icon
622
Citizens Financial Services
CZFS
$397M
50 +4 +9% 71.2%
KARO icon
623
Karooooo
KARO
$1.95B
25 +2 +9% 151%
HCSG icon
624
Healthcare Services Group
HCSG
$1.45B
213 +17 +9% 69.2%
DLX icon
625
Deluxe
DLX
$1.11B
188 +15 +9% 17.5%
23 24
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