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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 Sep ‘24
NUSC icon
4001
Nuveen ESG Small-Cap ETF
NUSC
$1.28B
239 +7 +3% 18.1%
APAM icon
4002
Artisan Partners
APAM
$2.84B
342 +10 +3% 7.5%
STX icon
4003
Seagate
STX
$180B
821 +24 +3% 628%
JOE icon
4004
St. Joe Company
JOE
$3.58B
240 +7 +3% 6.96%
HSTM icon
4005
HealthStream
HSTM
$865M
206 +6 +3% 2.67%
BNT
4006
Brookfield Wealth Solutions
BNT
$11.7B
103 +3 +3% 21.5%
CLBK icon
4007
Columbia Financial
CLBK
$1.14B
103 +3 +3% 35.7%
NEWT icon
4008
NewtekOne
NEWT
$433M
103 +3 +3% 20.3%
FWONK icon
4009
Liberty Media Series C
FWONK
$25.7B
481 +14 +3% 32.2%
ANGL icon
4010
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.08B
344 +10 +3% 1.63%
GDV icon
4011
Gabelli Dividend & Income Trust
GDV
$2.6B
172 +5 +3% 21.8%
VCTR icon
4012
Victory Capital Holdings
VCTR
$6.18B
241 +7 +3% 78.3%
CWCO icon
4013
Consolidated Water Co
CWCO
$473M
138 +4 +3% 17.4%
BROS icon
4014
Dutch Bros
BROS
$9.08B
346 +10 +3% 107%
VB icon
4015
Vanguard Small-Cap ETF
VB
$79.8B
1,973 +57 +3% 24.9%
IMKTA icon
4016
Ingles Markets
IMKTA
$1.72B
208 +6 +3% 21.3%
SSO icon
4017
ProShares Ultra S&P500
SSO
$7.75B
208 +6 +3% 46.4%
TEX icon
4018
Terex
TEX
$7.6B
382 +11 +3% 25.8%
ONTO icon
4019
Onto Innovation
ONTO
$11.3B
521 +15 +3% 9.75%
MUFG icon
4020
Mitsubishi UFJ Financial
MUFG
$252B
418 +12 +3% 119%
RCI icon
4021
Rogers Communications
RCI
$19.1B
279 +8 +3% 12.1%
ECL icon
4022
Ecolab
ECL
$79.2B
1,500 +43 +3% 10.2%
TAP icon
4023
Molson Coors Class B
TAP
$7.98B
663 +19 +3% 26%
NSC icon
4024
Norfolk Southern
NSC
$75.6B
1,608 +46 +3% 35.5%
AEIS icon
4025
Advanced Energy
AEIS
$10.5B
315 +9 +3% 148%
159 160
161
162 163