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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 Jun ‘25
VOOV icon
3476
Vanguard S&P 500 Value ETF
VOOV
$6.77B
14 -2 -13% 21.1%
BRO icon
3477
Brown & Brown
BRO
$23.2B
28 -4 -13% 37.4%
ADP icon
3478
Automatic Data Processing
ADP
$107B
82 -12 -13% 12.7%
DVY icon
3479
iShares Select Dividend ETF
DVY
$24B
34 -5 -13% 24.2%
PM icon
3480
Philip Morris
PM
$292B
102 -15 -13% 3.01%
BRK.A icon
3481
Berkshire Hathaway Class A
BRK.A
$1.08T
148 -22 -13% 3.4%
FLRN icon
3482
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.95B
20 -3 -13% 0.16%
PAVE icon
3483
Global X US Infrastructure Development ETF
PAVE
$14B
20 -3 -13% 31.5%
NOBL icon
3484
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
33 -5 -13% 15.5%
FTSM icon
3485
First Trust Enhanced Short Maturity ETF
FTSM
$6.53B
33 -5 -13% 0.02%
MBB icon
3486
iShares MBS ETF
MBB
$39B
59 -9 -13% 0.86%
USRT icon
3487
iShares Core US REIT ETF
USRT
$4.62B
13 -2 -13% 17.9%
SLQD icon
3488
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.38B
13 -2 -13% 0.85%
CLH icon
3489
Clean Harbors
CLH
$16.9B
13 -2 -13% 38.2%
VTEB icon
3490
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.7B
91 -14 -13% 1.02%
MDY icon
3491
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
58 -9 -13% 24.3%
WMB icon
3492
Williams Companies
WMB
$91.9B
51 -8 -14% 19.6%
CHTR icon
3493
Charter Communications
CHTR
$17.7B
19 -3 -14% 63.7%
UBS icon
3494
UBS Group
UBS
$174B
19 -3 -14% 56.6%
SPTL icon
3495
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.8B
25 -4 -14% 6.02%
UPS icon
3496
United Parcel Service
UPS
$86.7B
31 -5 -14% 0.98%
XLF icon
3497
State Street Financial Select Sector SPDR ETF
XLF
$58.2B
104 -17 -14% 10.4%
GLDM icon
3498
SPDR Gold MiniShares Trust
GLDM
$29.9B
55 -9 -14% 31.2%
FOX icon
3499
Fox Class B
FOX
$25.7B
6 -1 -14% 18.6%
FTGS icon
3500
First Trust Growth Strength ETF
FTGS
$1.34B
6 -1 -14% 15.1%
138 139
140
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