Stocks Most Commonly
Held In Funds’ Top 10

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
Name Funds holding
in top 10 		Growth Growth % Return since
30 Jun ‘25
501
19 0 0% 11.6%
502
11 0 0% 25.1%
503
6 0 0% 9.34%
BNT
504
Brookfield Wealth Solutions
BNT
$14B
2 0 0% 11.1%
505
39 0 0% 1.42%
506
5 0 0% 1.59%
507
6 0 0% 9.85%
508
286 -1 -0.3% 9.96%
509
143 -1 -0.7% 7.48%
510
258 -2 -0.8% 8.31%
IWD icon
511
iShares Russell 1000 Value ETF
IWD
$64.6B
103 -1 -1% 4.75%
512
92 -1 -1% 0.06%
513
192 -3 -2% 9.9%
514
265 -5 -2% 0.98%
515
99 -2 -2% 0.38%
516
47 -1 -2% 8.41%
517
357 -8 -2% 4.11%
518
44 -1 -2% 16%
519
82 -2 -2% 8.68%
520
77 -2 -3% 1.17%
521
38 -1 -3% 4.82%
522
114 -3 -3% 0.14%
523
36 -1 -3% 18.7%
524
72 -2 -3% 9.52%
525
103 -3 -3% 0.92%
19 20
21
22 23