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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 Sep ‘24
AVDV icon
701
Avantis International Small Cap Value ETF
AVDV
$19.9B
46 -2 -4% 56.3%
ISRG icon
702
Intuitive Surgical
ISRG
$141B
69 -3 -4% 18.7%
IUSG icon
703
iShares Core S&P US Growth ETF
IUSG
$34B
45 -2 -4% 47.8%
VFH icon
704
Vanguard Financials ETF
VFH
$13.9B
22 -1 -4% 28.9%
ET icon
705
Energy Transfer Partners
ET
$72.5B
65 -3 -4% 31.2%
SHV icon
706
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
65 -3 -4% 0.39%
JPST icon
707
JPMorgan Ultra-Short Income ETF
JPST
$40.6B
129 -6 -4% 0.49%
HDV
708
iShares Core High Dividend ETF
HDV
$15.1B
21 -1 -5% 24.3%
WELL icon
709
Welltower
WELL
$169B
21 -1 -5% 83.2%
DFUV icon
710
Dimensional US Marketwide Value ETF
DFUV
$16B
84 -4 -5% 38%
CHTR icon
711
Charter Communications
CHTR
$18.1B
20 -1 -5% 53.2%
BIL icon
712
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
158 -8 -5% 0.34%
VTEB icon
713
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46.1B
78 -4 -5% 2.39%
ROP icon
714
Roper Technologies
ROP
$38.6B
19 -1 -5% 29.9%
BA icon
715
Boeing
BA
$181B
19 -1 -5% 50.4%
CRM icon
716
Salesforce
CRM
$158B
75 -4 -5% 29.6%
GDX icon
717
VanEck Gold Miners ETF
GDX
$27B
36 -2 -5% 122%
DGRW icon
718
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
70 -4 -5% 20.4%
UTHR icon
719
United Therapeutics
UTHR
$21.8B
17 -1 -6% 41.7%
ELV icon
720
Elevance Health
ELV
$86.8B
51 -3 -6% 23%
APO icon
721
Apollo Global Management
APO
$82.8B
51 -3 -6% 12.3%
ESGD icon
722
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
16 -1 -6% 28%
DKNG icon
723
DraftKings
DKNG
$12.6B
16 -1 -6% 35.4%
CDW icon
724
CDW
CDW
$17.2B
16 -1 -6% 39%
SNOW icon
725
Snowflake
SNOW
$116B
32 -2 -6% 191%
27 28
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