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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
31 Mar ‘25
WFC icon
3351
Wells Fargo
WFC
$264B
83 -5 -6% 21.5%
ISTB icon
3352
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.13B
33 -2 -6% 0.68%
VCLT icon
3353
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.81B
33 -2 -6% 4.68%
DGRO icon
3354
iShares Core Dividend Growth ETF
DGRO
$43.6B
115 -7 -6% 28.6%
VIG icon
3355
Vanguard Dividend Appreciation ETF
VIG
$114B
262 -16 -6% 26.4%
IUSG icon
3356
iShares Core S&P US Growth ETF
IUSG
$33.9B
49 -3 -6% 52.8%
BTI icon
3357
British American Tobacco
BTI
$128B
16 -1 -6% 43.4%
VOOV icon
3358
Vanguard S&P 500 Value ETF
VOOV
$6.74B
16 -1 -6% 23.6%
FNDF icon
3359
Schwab Fundamental International Large Company Index ETF
FNDF
$25.7B
48 -3 -6% 52.7%
IJH icon
3360
iShares Core S&P Mid-Cap ETF
IJH
$127B
367 -23 -6% 33.3%
IBIT icon
3361
iShares Bitcoin Trust
IBIT
$48.4B
79 -5 -6% 21.4%
QQQ icon
3362
Invesco QQQ Trust
QQQ
$481B
706 -47 -6% 54.2%
RWL icon
3363
Invesco S&P 500 Revenue ETF
RWL
$9.9B
15 -1 -6% 35%
XBI icon
3364
State Street SPDR S&P Biotech ETF
XBI
$10.3B
15 -1 -6% 94%
VSS icon
3365
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.9B
15 -1 -6% 37.3%
PSA icon
3366
Public Storage
PSA
$61.3B
15 -1 -6% 9.73%
VIGI icon
3367
Vanguard International Dividend Appreciation ETF
VIGI
$9.31B
30 -2 -6% 20.1%
AAPL icon
3368
Apple
AAPL
$4.57T
3,162 -214 -6% 41.1%
BKNG icon
3369
Booking.com
BKNG
$161B
87 -6 -6% 16.4%
CACC icon
3370
Credit Acceptance
CACC
$6.08B
14 -1 -7% 13.4%
WES icon
3371
Western Midstream Partners
WES
$19.3B
14 -1 -7% 13.8%
EMB icon
3372
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
28 -2 -7% 5.13%
UNP icon
3373
Union Pacific
UNP
$174B
42 -3 -7% 24.1%
PANW icon
3374
Palo Alto Networks
PANW
$297B
67 -5 -7% 113%
ADBE icon
3375
Adobe
ADBE
$105B
53 -4 -7% 30.9%
133 134
135
136 137