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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 ‘24
IUSV icon
1151
iShares Core S&P US Value ETF
IUSV
$27.7B
45 +2 +5% 26.4%
EPD icon
1152
Enterprise Products Partners
EPD
$81.7B
68 +3 +5% 29.4%
AVUV icon
1153
Avantis US Small Cap Value ETF
AVUV
$30.9B
117 +5 +4% 35.4%
ACWI icon
1154
iShares MSCI ACWI ETF
ACWI
$33.5B
48 +2 +4% 46.6%
FTAI icon
1155
FTAI Aviation
FTAI
$22.2B
24 +1 +4% 221%
ECL icon
1156
Ecolab
ECL
$79.9B
25 +1 +4% 23.5%
SCHP icon
1157
Schwab US TIPS ETF
SCHP
$16.3B
52 +2 +4% 0.46%
IJK icon
1158
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
26 +1 +4% 28.6%
RSP icon
1159
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
211 +8 +4% 29.9%
COIN icon
1160
Coinbase
COIN
$40.5B
53 +2 +4% 42.1%
VCLT icon
1161
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.85B
27 +1 +4% 7.5%
TECK icon
1162
Teck Resources
TECK
$32.6B
27 +1 +4% 45.2%
HDV
1163
iShares Core High Dividend ETF
HDV
$14.9B
27 +1 +4% 30.6%
SPYV icon
1164
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.8B
137 +5 +4% 26%
PHYS icon
1165
Sprott Physical Gold
PHYS
$15.7B
29 +1 +4% 90%
C icon
1166
Citigroup
C
$226B
59 +2 +4% 113%
SHYG icon
1167
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.62B
30 +1 +3% 0.94%
MGV icon
1168
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.5B
30 +1 +3% 39.6%
DFCF icon
1169
Dimensional Core Fixed Income ETF
DFCF
$10.9B
62 +2 +3% 0.48%
TJX icon
1170
TJX Companies
TJX
$178B
62 +2 +3% 59.1%
MKL icon
1171
Markel Group
MKL
$23.2B
32 +1 +3% 23.2%
IXUS icon
1172
iShares Core MSCI Total International Stock ETF
IXUS
$60.1B
66 +2 +3% 43.4%
VTI icon
1173
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
601 +18 +3% 46.9%
DGRW icon
1174
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
67 +2 +3% 31.3%
VT icon
1175
Vanguard Total World Stock ETF
VT
$79.8B
68 +2 +3% 46%
45 46
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48 49