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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
IEF icon
3526
iShares 7-10 Year Treasury Bond ETF
IEF
$41.1B
108 -19 -15% 7.02%
RBA icon
3527
RB Global
RBA
$15.2B
17 -3 -15% 22.9%
FDL icon
3528
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.54B
17 -3 -15% 17.5%
XLP icon
3529
State Street Consumer Staples Select Sector SPDR ETF
XLP
$13.7B
34 -6 -15% 0.54%
VMC icon
3530
Vulcan Materials
VMC
$31.5B
11 -2 -15% 6.81%
UHAL.B icon
3531
U-Haul Holding Co Series N
UHAL.B
$10.6B
11 -2 -15% 0.06%
WIX icon
3532
WIX.com
WIX
$3.04B
11 -2 -15% 54.2%
CEF icon
3533
Sprott Physical Gold and Silver Trust
CEF
$7.27B
11 -2 -15% 37.8%
IWX icon
3534
iShares Russell Top 200 Value ETF
IWX
$3.83B
11 -2 -15% 30.6%
TRP icon
3535
TC Energy
TRP
$61.5B
22 -4 -15% 21.1%
SDY icon
3536
State Street SPDR S&P Dividend ETF
SDY
$20.5B
33 -6 -15% 8.72%
ABT icon
3537
Abbott
ABT
$169B
98 -18 -16% 28.3%
QFIN icon
3538
Qfin Holdings
QFIN
$785M
16 -3 -16% 85.1%
LPLA icon
3539
LPL Financial
LPLA
$24.9B
21 -4 -16% 15.6%
SCHZ icon
3540
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
52 -10 -16% 5.21%
EXE
3541
Expand Energy Corp
EXE
$19.8B
31 -6 -16% 26.9%
BKLN icon
3542
Invesco Senior Loan ETF
BKLN
$6.66B
31 -6 -16% 2.1%
ET icon
3543
Energy Transfer Partners
ET
$70.5B
67 -13 -16% 12.9%
MEAR icon
3544
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.45B
5 -1 -17% 1.39%
FLBL icon
3545
Franklin Senior Loan ETF
FLBL
$862M
5 -1 -17% 5.86%
SKYW icon
3546
Skywest
SKYW
$3.74B
5 -1 -17% 6.35%
GGG icon
3547
Graco
GGG
$12.6B
5 -1 -17% 9.27%
CARG icon
3548
CarGurus
CARG
$2.67B
5 -1 -17% 10.3%
LX
3549
LexinFintech Holdings
LX
$113M
5 -1 -17% 90.5%
DGS icon
3550
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.71B
5 -1 -17% 14.6%
140 141
142
143 144