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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
JPST icon
3201
JPMorgan Ultra-Short Income ETF
JPST
$40.3B
128 -6 -4% 0.59%
WELL icon
3202
Welltower
WELL
$171B
21 -1 -5% 85.1%
HDV
3203
iShares Core High Dividend ETF
HDV
$14.9B
21 -1 -5% 22.4%
DFUV icon
3204
Dimensional US Marketwide Value ETF
DFUV
$15.8B
84 -4 -5% 36.5%
CHTR icon
3205
Charter Communications
CHTR
$18.2B
20 -1 -5% 52.9%
BIL icon
3206
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.9B
158 -8 -5% 0.36%
VTEB icon
3207
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.3B
78 -4 -5% 2.56%
VUG icon
3208
Vanguard Morningstar Growth ETF
VUG
$231B
382 -20 -5% 39.7%
BA icon
3209
Boeing
BA
$185B
19 -1 -5% 54.2%
ROP icon
3210
Roper Technologies
ROP
$39.8B
19 -1 -5% 27.7%
CRM icon
3211
Salesforce
CRM
$158B
75 -4 -5% 29.6%
FNDA icon
3212
Schwab Fundamental US Small Company Index ETF
FNDA
$9.38B
18 -1 -5% 28.3%
DSTL icon
3213
Distillate US Fundamental Stability & Value ETF
DSTL
$2.04B
18 -1 -5% 18.7%
GDX icon
3214
VanEck Gold Miners ETF
GDX
$27.4B
36 -2 -5% 126%
DGRW icon
3215
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
70 -4 -5% 20.2%
MSFT icon
3216
Microsoft
MSFT
$3.71T
2,857 -165 -5% 16.2%
UTHR icon
3217
United Therapeutics
UTHR
$23.1B
17 -1 -6% 50.4%
ELV icon
3218
Elevance Health
ELV
$85.5B
51 -3 -6% 24.2%
APO icon
3219
Apollo Global Management
APO
$73.4B
51 -3 -6% 2.03%
DKNG icon
3220
DraftKings
DKNG
$11.9B
16 -1 -6% 38.7%
VWOB icon
3221
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.18B
16 -1 -6% 0.24%
ESGD icon
3222
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
16 -1 -6% 27.9%
BZ icon
3223
Kanzhun
BZ
$7.36B
16 -1 -6% 5.13%
DFNM icon
3224
Dimensional National Municipal Bond ETF
DFNM
$2.24B
16 -1 -6% 1.42%
CDW icon
3225
CDW
CDW
$17B
16 -1 -6% 40%
127 128
129
130 131