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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
FORTY
826
Formula Systems
FORTY
$1.68B
11 +1 +10% 67.3%
APIE icon
827
ActivePassive International Equity ETF
APIE
$1.16B
11 +1 +10% 48.8%
SHEN icon
828
Shenandoah Telecom
SHEN
$744M
144 +13 +10% 37.9%
ADV icon
829
Advantage Solutions
ADV
$423M
111 +10 +10% 63.5%
RSPF icon
830
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$313M
100 +9 +10% 46.1%
IIPR icon
831
Innovative Industrial Properties
IIPR
$1.67B
367 +33 +10% 42.9%
WEST icon
832
Westrock Coffee
WEST
$820M
89 +8 +10% 17.7%
NBXG
833
Neuberger Next Generation Connectivity Fund Inc
NBXG
$1.24B
78 +7 +10% 44.5%
NCZ
834
Virtus Convertible & Income Fund II
NCZ
$306M
78 +7 +10% 35%
NKX icon
835
Nuveen California AMT-Free Quality Municipal Income Fund
NKX
$666M
67 +6 +10% 8.06%
ECC
836
Eagle Point Credit Company
ECC
$512M
67 +6 +10% 59.3%
ISCV icon
837
iShares Morningstar Small-Cap Value ETF
ISCV
$710M
112 +10 +10% 37.8%
SGML icon
838
Sigma Lithium
SGML
$1.27B
112 +10 +10% 64.1%
BHRB icon
839
Burke & Herbert Financial Services Corp
BHRB
$1.48B
56 +5 +10% 16.4%
NCV
840
Virtus Convertible & Income Fund
NCV
$390M
101 +9 +10% 28.2%
CRMD icon
841
CorMedix
CRMD
$639M
101 +9 +10% 116%
CMCO icon
842
Columbus McKinnon
CMCO
$550M
191 +17 +10% 51.1%
IDOG icon
843
ALPS International Sector Dividend Dogs ETF
IDOG
$564M
45 +4 +10% 47.5%
IBMP icon
844
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$658M
113 +10 +10% 0.24%
IMXI icon
845
International Money Express
IMXI
$353M
181 +16 +10% 47%
DFP
846
Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP
$428M
68 +6 +10% 17.4%
CTMX icon
847
CytomX Therapeutics
CTMX
$730M
68 +6 +10% 116%
CLLS
848
Cellectis
CLLS
$320M
34 +3 +10% 3.25%
NUSC icon
849
Nuveen ESG Small-Cap ETF
NUSC
$1.35B
227 +20 +10% 36%
CMTG icon
850
Claros Mortgage Trust
CMTG
$268M
91 +8 +10% 86.1%
32 33
34
35 36