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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
PEB icon
3751
Pebblebrook Hotel Trust
PEB
$2.21B
240 +5 +2% 26.7%
GAB icon
3752
Gabelli Equity Trust
GAB
$1.75B
192 +4 +2% 1.99%
EQL icon
3753
ALPS Equal Sector Weight ETF
EQL
$756M
48 +1 +2% 29.7%
FOA icon
3754
Finance of America Companies
FOA
$220M
48 +1 +2% 235%
XMLV icon
3755
Invesco S&P MidCap Low Volatility ETF
XMLV
$766M
193 +4 +2% 23.9%
OGE icon
3756
OGE Energy
OGE
$10.1B
483 +10 +2% 42.2%
OLN icon
3757
Olin
OLN
$2.46B
435 +9 +2% 63.4%
MS icon
3758
Morgan Stanley
MS
$323B
1,794 +37 +2% 118%
TBLL icon
3759
Invesco Short Term Treasury ETF
TBLL
$2.61B
97 +2 +2% 0.08%
IIM icon
3760
Invesco Value Municipal Income Trust
IIM
$593M
97 +2 +2% 4.83%
BAM icon
3761
Brookfield Asset Management
BAM
$75.4B
486 +10 +2% 12.4%
ICE icon
3762
Intercontinental Exchange
ICE
$86.9B
1,459 +30 +2% 11.8%
PNTG icon
3763
Pennant Group
PNTG
$1.46B
146 +3 +2% 114%
UA icon
3764
Under Armour Class C
UA
$2.85B
341 +7 +2% 6.3%
BN icon
3765
Brookfield
BN
$102B
683 +14 +2% 49.1%
UBS icon
3766
UBS Group
UBS
$172B
538 +11 +2% 70.7%
CLF icon
3767
Cleveland-Cliffs
CLF
$6.46B
637 +13 +2% 50.2%
OEC icon
3768
Orion
OEC
$385M
196 +4 +2% 71%
FNCL icon
3769
Fidelity MSCI Financials Index ETF
FNCL
$2.38B
196 +4 +2% 36.8%
AON icon
3770
Aon
AON
$79.9B
1,081 +22 +2% 12.1%
HTGC icon
3771
Hercules Capital
HTGC
$3.03B
296 +6 +2% 12.3%
V icon
3772
Visa
V
$702B
3,850 +78 +2% 32.3%
HE icon
3773
Hawaiian Electric Industries
HE
$2.27B
297 +6 +2% 16.9%
UHAL icon
3774
U-Haul Holding Co
UHAL
$14.2B
198 +4 +2% 7.39%
JPIN icon
3775
JPMorgan Diversified Return International Equity ETF
JPIN
$365M
99 +2 +2% 32.2%
149 150
151
152 153