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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 ‘18
SCHA icon
1101
Schwab U.S Small- Cap ETF
SCHA
$22.5B
559 +49 +10% 124%
RITM icon
1102
Rithm Capital
RITM
$5.09B
354 +31 +10% 35.8%
FNDX icon
1103
Schwab Fundamental US Large Company Index ETF
FNDX
$26.4B
160 +14 +10% 178%
AGNC icon
1104
AGNC Investment
AGNC
$12.3B
389 +34 +10% 39.6%
FORR icon
1105
Forrester Research
FORR
$172M
126 +11 +10% 80.2%
XYZ
1106
Block Inc
XYZ
$45.9B
655 +57 +10% 37.5%
DMC
1107
Del Monte Corp
DMC
$1.35B
138 +12 +10% 0.14%
FREL icon
1108
Fidelity MSCI Real Estate Index ETF
FREL
$1.53B
92 +8 +10% 36.6%
LEMB icon
1109
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$749M
69 +6 +10% 2.3%
FMN
1110
Federated Hermes Premier Municipal Income Fund
FMN
$86.9M
46 +4 +10% 9.37%
MFIN icon
1111
Medallion Financial
MFIN
$226M
46 +4 +10% 108%
OCC icon
1112
Optical Cable Corp
OCC
$127M
23 +2 +10% 278%
OPTT icon
1113
Ocean Power Technologies
OPTT
$38.3M
23 +2 +10% 97.8%
SRL icon
1114
Scully Royalty
SRL
$76.7M
23 +2 +10% 3.08%
SBUX icon
1115
Starbucks
SBUX
$118B
1,623 +141 +10% 60.3%
VO icon
1116
Vanguard Mid-Cap ETF
VO
$106B
842 +73 +9% 133%
RDNT icon
1117
RadNet
RDNT
$4.84B
127 +11 +9% 505%
ACWV icon
1118
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.26B
185 +16 +9% 50.4%
AVK
1119
Advent Convertible and Income Fund
AVK
$544M
81 +7 +9% 0.9%
IGLB icon
1120
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.59B
81 +7 +9% 14.6%
MRK icon
1121
Merck
MRK
$324B
2,250 +194 +9% 79.8%
BJRI icon
1122
BJ's Restaurants
BJRI
$1.41B
244 +21 +9% 32.2%
APPN icon
1123
Appian
APPN
$1.74B
105 +9 +9% 11.1%
TRTX
1124
TPG RE Finance Trust
TRTX
$666M
105 +9 +9% 52.8%
BRT
1125
BRT Apartments
BRT
$282M
70 +6 +9% 31%
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