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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
JPST icon
1226
JPMorgan Ultra-Short Income ETF
JPST
$40.6B
172 +20 +13% 0.3%
ELV icon
1227
Elevance Health
ELV
$86.6B
43 +5 +13% 8.45%
IBM icon
1228
IBM
IBM
$223B
95 +11 +13% 4.63%
FBND icon
1229
Fidelity Total Bond ETF
FBND
$27.4B
147 +17 +13% 1.34%
PULS icon
1230
PGIM Ultra Short Bond ETF
PULS
$18.4B
26 +3 +13% 0.22%
UNH icon
1231
UnitedHealth
UNH
$358B
227 +26 +13% 23.8%
IXUS icon
1232
iShares Core MSCI Total International Stock ETF
IXUS
$60.8B
70 +8 +13% 40.4%
SPDW icon
1233
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42B
143 +16 +13% 43.2%
AFL icon
1234
Aflac
AFL
$60.5B
27 +3 +13% 8.91%
OKTA icon
1235
Okta
OKTA
$25.6B
18 +2 +13% 47.3%
NWSA icon
1236
News Corp Class A
NWSA
$15.5B
18 +2 +13% 6.32%
CART icon
1237
Maplebear
CART
$11.2B
18 +2 +13% 25.5%
VPL icon
1238
Vanguard FTSE Pacific ETF
VPL
$8.65B
18 +2 +13% 60.8%
IDV icon
1239
iShares International Select Dividend ETF
IDV
$8.53B
9 +1 +13% 43.1%
PSX icon
1240
Phillips 66
PSX
$90B
9 +1 +13% 88.4%
TUA icon
1241
Simplify Short Term Treasury Futures Strategy ETF
TUA
$662M
9 +1 +13% 6.6%
FHLC icon
1242
Fidelity MSCI Health Care Index ETF
FHLC
$3.42B
9 +1 +13% 19.6%
GDS icon
1243
GDS Holdings
GDS
$6.97B
9 +1 +13% 37.3%
EQH icon
1244
Equitable Holdings
EQH
$14.1B
9 +1 +13% 1.36%
BSJQ icon
1245
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$866M
9 +1 +13% 1.16%
CBZ icon
1246
CBIZ
CBZ
$2.96B
9 +1 +13% 28%
XHLF icon
1247
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$1.99B
9 +1 +13% 0.26%
A icon
1248
Agilent Technologies
A
$41.9B
9 +1 +13% 27.6%
VTHR icon
1249
Vanguard Russell 3000 ETF
VTHR
$4.89B
9 +1 +13% 39.5%
XLB icon
1250
State Street Materials Select Sector SPDR ETF
XLB
$8.57B
9 +1 +13% 21.7%
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