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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 Jun ‘23
UMH
1601
UMH Properties
UMH
$1.38B
179 -7 -4% 0.94%
JMSB icon
1602
John Marshall Bancorp
JMSB
$328M
51 -2 -4% 15.6%
PPH icon
1603
VanEck Pharmaceutical ETF
PPH
$996M
102 -4 -4% 42.2%
CODI icon
1604
Compass Diversified
CODI
$927M
178 -7 -4% 43.2%
FAN icon
1605
First Trust Global Wind Energy ETF
FAN
$280M
101 -4 -4% 36.9%
IYM icon
1606
iShares US Basic Materials ETF
IYM
$1.03B
202 -8 -4% 42.9%
FXNC icon
1607
First National Corp
FXNC
$290M
25 -1 -4% 93.8%
JPRE icon
1608
JPMorgan Realty Income ETF
JPRE
$467M
25 -1 -4% 22.8%
HRZN icon
1609
Horizon Technology Finance
HRZN
$328M
50 -2 -4% 59.5%
BFEB icon
1610
Innovator US Equity Buffer ETF February
BFEB
$258M
75 -3 -4% 57.5%
EPS icon
1611
WisdomTree US LargeCap Fund
EPS
$1.64B
99 -4 -4% 73.4%
OSPN icon
1612
OneSpan
OSPN
$601M
148 -6 -4% 9.84%
RES icon
1613
RPC Inc
RES
$1.4B
221 -9 -4% 11.5%
JGH icon
1614
Nuveen Global High Income Fund
JGH
$356M
49 -2 -4% 13.2%
PEO
1615
Adams Natural Resources Fund
PEO
$774M
73 -3 -4% 37.9%
ZTR
1616
Virtus Total Return Fund
ZTR
$338M
73 -3 -4% 11.3%
SUSL icon
1617
iShares ESG MSCI USA Leaders ETF
SUSL
$1.21B
121 -5 -4% 77.3%
USNA icon
1618
Usana Health Sciences
USNA
$254M
169 -7 -4% 78.2%
HOPE icon
1619
Hope Bancorp
HOPE
$1.82B
217 -9 -4% 69.1%
AOM icon
1620
iShares Core Moderate Allocation ETF
AOM
$1.77B
217 -9 -4% 23.2%
AIO
1621
Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
$906M
48 -2 -4% 42.9%
HFRO
1622
Highland Opportunities and Income Fund
HFRO
$403M
96 -4 -4% 19.5%
EEMA icon
1623
iShares MSCI Emerging Markets Asia ETF
EEMA
$859M
96 -4 -4% 74.3%
BLMN icon
1624
Bloomin' Brands
BLMN
$952M
263 -11 -4% 58.6%
RGNX icon
1625
Regenxbio
RGNX
$703M
167 -7 -4% 46.7%
63 64
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66 67