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 ‘24
526
46 -1 -2% 21.6%
527
346 -8 -2% 11.2%
528
42 -1 -2% 34%
KKR icon
529
KKR & Co
KKR
$106B
42 -1 -2% 13%
530
42 -1 -2% 4.27%
531
38 -1 -3% 51.3%
532
113 -3 -3% 9.42%
533
447 -12 -3% 23.7%
534
74 -2 -3% 0.14%
535
65 -2 -3% 6.19%
SCHV icon
536
Schwab US Large-Cap Value ETF
SCHV
$14.1B
64 -2 -3% 18%
537
224 -7 -3% 3.82%
538
62 -2 -3% 29.1%
539
93 -3 -3% 17%
540
332 -11 -3% 22%
541
30 -1 -3% 5.87%
542
28 -1 -3% 8.54%
543
28 -1 -3% 33.7%
544
108 -4 -4% 0.36%
545
132 -5 -4% 14.2%
546
79 -3 -4% 11%
547
26 -1 -4% 1.03%
548
26 -1 -4% 28.7%
549
73 -3 -4% 3.69%
550
24 -1 -4% 579%
20 21
22
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