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
31 Dec ‘23
501
18 +1 +6% 46.3%
502
38 +2 +6% 1.1%
503
19 +1 +6% 1.55%
VLUE icon
504
iShares MSCI USA Value Factor ETF
VLUE
$8.13B
20 +1 +5% 24.4%
505
21 +1 +5% 44.1%
506
43 +2 +5% 32.8%
507
44 +2 +5% 0.56%
508
25 +1 +4% 19.5%
509
27 +1 +4% 54.2%
510
27 +1 +4% 1.32%
SCHZ icon
511
Schwab US Aggregate Bond ETF
SCHZ
$9.05B
58 +2 +4% 1.37%
512
52 +1 +2% 13%
513
1 0 0% 27.3%
514
1 0 0% 49.1%
515
1 0 0% 7.81%
516
10 0 0% 29.3%
517
1 0 0% 277%
518
5 0 0% 5.14%
519
3 0 0% 29.5%
520
2 0 0% 7.14%
521
1 0 0% 1,245%
522
1 0 0% 162%
523
1 0 0% 17.4%
524
5 0 0% 24.6%
525
2 0 0% 98.8%
19 20
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