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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 ‘24
TE
1976
T1 Energy
TE
$1.4B
111 +9 +9% 198%
JMSI icon
1977
JPMorgan Sustainable Municipal Income ETF
JMSI
$386M
37 +3 +9% 1.98%
CRD.B icon
1978
Crawford & Co Class B
CRD.B
$493M
37 +3 +9% 11.5%
RANI icon
1979
Rani Therapeutics
RANI
$95.6M
37 +3 +9% 72.6%
SBIO icon
1980
ALPS Medical Breakthroughs ETF
SBIO
$202M
37 +3 +9% 78.4%
S icon
1981
SentinelOne
S
$6.22B
383 +31 +9% 22.2%
IMMR icon
1982
Immersion
IMMR
$216M
136 +11 +9% 12.8%
DFSV
1983
Dimensional US Small Cap Value ETF
DFSV
$8.14B
285 +23 +9% 31.3%
IBKR icon
1984
Interactive Brokers
IBKR
$40.9B
496 +40 +9% 228%
ENFR icon
1985
Alerian Energy Infrastructure ETF
ENFR
$504M
62 +5 +9% 59.1%
CAPL icon
1986
CrossAmerica Partners
CAPL
$830M
62 +5 +9% 4.52%
QDEF icon
1987
FlexShares Quality Dividend Defensive Index Fund
QDEF
$543M
87 +7 +9% 37.6%
EVR icon
1988
Evercore
EVR
$13.1B
474 +38 +9% 76.3%
TWST icon
1989
Twist Bioscience
TWST
$5.62B
237 +19 +9% 163%
BUFR icon
1990
FT Vest Fund of Buffer ETFs
BUFR
$10B
287 +23 +9% 30.5%
LKFN icon
1991
Lakeland Financial Corp
LKFN
$1.52B
225 +18 +9% 7.86%
DFLV icon
1992
Dimensional US Large Cap Value ETF
DFLV
$6.69B
175 +14 +9% 35.4%
AMPY icon
1993
Amplify Energy
AMPY
$163M
125 +10 +9% 40.4%
PHI icon
1994
PLDT
PHI
$4.25B
75 +6 +9% 20.2%
CZFS icon
1995
Citizens Financial Services
CZFS
$360M
50 +4 +9% 55.3%
DRUP icon
1996
GraniteShares Nasdaq Select Disruptors ETF
DRUP
$46M
25 +2 +9% 22%
CSBR icon
1997
Champions Oncology
CSBR
$85.1M
25 +2 +9% 25.1%
DYLD icon
1998
LeaderShares Dynamic Yield ETF
DYLD
$40M
25 +2 +9% 1.33%
KARO icon
1999
Karooooo
KARO
$1.96B
25 +2 +9% 153%
HCSG icon
2000
Healthcare Services Group
HCSG
$1.56B
213 +17 +9% 82.2%
78 79
80
81 82