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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 ‘22
PFM icon
1976
Invesco Dividend Achievers ETF
PFM
$779M
121 +6 +5% 44.5%
CGBD icon
1977
Carlyle Secured Lending
CGBD
$720M
101 +5 +5% 28%
WNC icon
1978
Wabash National
WNC
$540M
182 +9 +5% 10.6%
GL icon
1979
Globe Life
GL
$14.3B
486 +24 +5% 83.2%
CG icon
1980
Carlyle Group
CG
$16.1B
486 +24 +5% 8.53%
GOGO icon
1981
Gogo Inc
GOGO
$475M
162 +8 +5% 81.6%
NBIX icon
1982
Neurocrine Biosciences
NBIX
$17.4B
426 +21 +5% 84.5%
VOE icon
1983
Vanguard Mid-Cap Value ETF
VOE
$23.4B
875 +43 +5% 34.6%
GEN icon
1984
Gen Digital
GEN
$16.1B
591 +29 +5% 0.6%
SSL icon
1985
Sasol
SSL
$7.34B
102 +5 +5% 52.6%
ARE icon
1986
Alexandria Real Estate Equities
ARE
$8.72B
634 +31 +5% 75.1%
BURU icon
1987
Nuburu Inc
BURU
$18.1M
82 +4 +5% –
MUST icon
1988
Columbia Multi-Sector Municipal Income ETF
MUST
$595M
41 +2 +5% 2.72%
OKUR
1989
OnKure Therapeutics
OKUR
$166M
41 +2 +5% 86%
SQFT icon
1990
Presidio Property Trust
SQFT
$3M
41 +2 +5% 93.8%
NNY icon
1991
Nuveen New York Municipal Value Fund
NNY
$163M
41 +2 +5% 4.21%
THFF icon
1992
First Financial Corp
THFF
$908M
144 +7 +5% 76.5%
CLSK icon
1993
CleanSpark
CLSK
$3.7B
103 +5 +5% 16.6%
CRK icon
1994
Comstock Resources
CRK
$3.79B
186 +9 +5% 1.23%
XMTR icon
1995
Xometry
XMTR
$5.53B
124 +6 +5% 172%
MBI icon
1996
MBIA
MBI
$325M
124 +6 +5% 58.5%
AMLP icon
1997
Alerian MLP ETF
AMLP
$12.8B
497 +24 +5% 42.2%
HEI icon
1998
HEICO Corp
HEI
$47.6B
435 +21 +5% 122%
SPSM icon
1999
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.9B
435 +21 +5% 34.1%
TDIV icon
2000
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.08B
228 +11 +5% 83%
78 79
80
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