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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 ‘23
DFNL icon
1226
Davis Select Financial ETF
DFNL
$456M
41 +7 +21% 68%
MINO icon
1227
PIMCO Municipal Income Opportunities Active ETF
MINO
$718M
41 +7 +21% 1.32%
LKFT
1228
Lakefront Biotherapeutics American Depositary Shares
LKFT
$1.82B
88 +15 +21% 31.5%
UPLD icon
1229
Upland Software
UPLD
$12M
94 +16 +21% 90.3%
MMIT icon
1230
IQ MacKay Municipal Intermediate ETF
MMIT
$1.46B
94 +16 +21% 2.44%
WBX
1231
Wallbox
WBX
$95.3M
47 +8 +21% 88.7%
ARIS
1232
Aris Mining
ARIS
$3.03B
47 +8 +21% 346%
CWCO icon
1233
Consolidated Water Co
CWCO
$469M
147 +25 +20% 17.6%
GAL icon
1234
State Street Global Allocation ETF
GAL
$302M
53 +9 +20% 26.2%
IAUM icon
1235
iShares Gold Trust Micro
IAUM
$6.36B
53 +9 +20% 96.1%
APPF icon
1236
AppFolio
APPF
$5.85B
295 +50 +20% 4.73%
FNDA icon
1237
Schwab Fundamental US Small Company Index ETF
FNDA
$9.17B
366 +62 +20% 34.9%
CGXU icon
1238
Capital Group International Focus Equity ETF
CGXU
$6.12B
189 +32 +20% 39.3%
OVID icon
1239
Ovid Therapeutics
OVID
$435M
77 +13 +20% 27.6%
XLSR icon
1240
State Street US Sector Rotation ETF
XLSR
$996M
83 +14 +20% 39.2%
DFEM icon
1241
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.77B
285 +48 +20% 51.2%
FBND icon
1242
Fidelity Total Bond ETF
FBND
$26.9B
416 +70 +20% 2.32%
JVAL icon
1243
JPMorgan US Value Factor ETF
JVAL
$820M
107 +18 +20% 48.7%
OUST icon
1244
Ouster
OUST
$2.29B
113 +19 +20% 344%
BRZE icon
1245
Braze
BRZE
$2.45B
232 +39 +20% 59%
UGP icon
1246
Ultrapar
UGP
$6.87B
119 +20 +20% 18.6%
MFG icon
1247
Mizuho Financial
MFG
$129B
209 +35 +20% 209%
JAAA icon
1248
Janus Henderson AAA CLO ETF
JAAA
$29.1B
305 +51 +20% 0.7%
PLAB icon
1249
Photronics
PLAB
$1.79B
282 +47 +20% 3.32%
OMFL icon
1250
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.69B
246 +41 +20% 32.9%
48 49
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