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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 ‘19
SSB icon
2026
SouthState Bank Corp
SSB
$10.3B
200 +16 +9% 22.2%
SCM icon
2027
Stellus Capital Investment Corp
SCM
$203M
50 +4 +9% 50.7%
FAD icon
2028
First Trust Multi Cap Growth AlphaDEX Fund
FAD
$561M
50 +4 +9% 138%
MNSB icon
2029
MainStreet Bancshares
MNSB
$167M
50 +4 +9% 1.96%
CNYA icon
2030
iShares MSCI China A ETF
CNYA
$221M
25 +2 +9% 15.5%
MIST icon
2031
Milestone Pharmaceuticals
MIST
$144M
25 +2 +9% 92.8%
NNY icon
2032
Nuveen New York Municipal Value Fund
NNY
$158M
25 +2 +9% 20%
PHG icon
2033
Philips
PHG
$25.4B
338 +27 +9% 32.5%
VGSH icon
2034
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
288 +23 +9% 4.62%
FISV
2035
Fiserv Inc
FISV
$27.2B
1,228 +98 +9% 55.9%
LH icon
2036
Labcorp
LH
$24.3B
802 +64 +9% 104%
DBX icon
2037
Dropbox
DBX
$6.81B
326 +26 +9% 63%
XNCR icon
2038
Xencor
XNCR
$1.44B
163 +13 +9% 43.5%
BBSI icon
2039
Barrett Business Services
BBSI
$976M
138 +11 +9% 75.7%
WSBF icon
2040
Waterstone Financial
WSBF
$362M
113 +9 +9% 5.41%
EMQQ icon
2041
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$258M
88 +7 +9% 8.53%
SYY icon
2042
Sysco
SYY
$39.7B
1,333 +106 +9% 2.84%
DHI icon
2043
D.R. Horton
DHI
$41B
730 +58 +9% 178%
ETN icon
2044
Eaton
ETN
$157B
1,171 +93 +9% 327%
EELV icon
2045
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$427M
63 +5 +9% 17.5%
MDIV icon
2046
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$429M
101 +8 +9% 10.7%
BTI icon
2047
British American Tobacco
BTI
$132B
455 +36 +9% 43.6%
EA icon
2048
Electronic Arts
EA
$52.4B
847 +67 +9% 94.5%
BKT icon
2049
BlackRock Income Trust
BKT
$330M
76 +6 +9% 43.9%
USMF icon
2050
WisdomTree US Multifactor Fund
USMF
$297M
38 +3 +9% 65.5%
80 81
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