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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 ‘23
ALLE icon
5601
Allegion
ALLE
$13B
532 -20 -4% 47.2%
FIXD icon
5602
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.23B
319 -12 -4% 1.93%
WTW icon
5603
Willis Towers Watson
WTW
$27.9B
558 -21 -4% 41.2%
VIOG icon
5604
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$1.04B
106 -4 -4% 56.2%
XEL icon
5605
Xcel Energy
XEL
$51B
926 -35 -4% 42.7%
UPST icon
5606
Upstart Holdings
UPST
$2.58B
291 -11 -4% 5.64%
SPSB icon
5607
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
527 -20 -4% 1.91%
WHR icon
5608
Whirlpool
WHR
$2.42B
606 -23 -4% 72.1%
LAUR icon
5609
Laureate Education
LAUR
$5.18B
158 -6 -4% 162%
URTH icon
5610
iShares MSCI World ETF
URTH
$7.95B
158 -6 -4% 67.2%
KTB icon
5611
Kontoor Brands
KTB
$4.62B
289 -11 -4% 90.3%
IDRV icon
5612
iShares Self-Driving EV and Tech ETF
IDRV
$122M
105 -4 -4% 6.32%
BEP icon
5613
Brookfield Renewable
BEP
$10B
210 -8 -4% 52.3%
BTI icon
5614
British American Tobacco
BTI
$132B
551 -21 -4% 94.1%
YUM icon
5615
Yum! Brands
YUM
$41B
1,127 -43 -4% 19.2%
PLAB icon
5616
Photronics
PLAB
$1.79B
235 -9 -4% 50.1%
YDEC icon
5617
FT Vest International Equity Moderate Buffer ETF December
YDEC
$160M
26 -1 -4% 31.5%
MBIO icon
5618
Mustang Bio
MBIO
$4.26M
26 -1 -4% 99.5%
SVAL icon
5619
iShares US Small Cap Value Factor ETF
SVAL
$201M
26 -1 -4% 60.6%
SIHY icon
5620
Harbor Ares Systematic High Yield ETF
SIHY
$148M
26 -1 -4% 5.1%
AXR icon
5621
AMREP Corp
AXR
$135M
26 -1 -4% 51.1%
CCEC
5622
Capital Clean Energy Carriers
CCEC
$1.4B
26 -1 -4% 66.7%
ACV
5623
Virtus Diversified Income & Convertible Fund
ACV
$278M
26 -1 -4% 43.5%
PFI icon
5624
Invesco Dorsey Wright Financial Momentum ETF
PFI
$54.6M
26 -1 -4% 50%
CZA icon
5625
Invesco Zacks Mid-Cap ETF
CZA
$188M
52 -2 -4% 46.1%
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