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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 Dec ‘24
P
1526
Everpure Inc
P
$29.9B
8 +1 +14% 46.6%
VGSH icon
1527
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
114 +14 +14% 0.19%
SCHZ icon
1528
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
57 +7 +14% 0.53%
JCPB icon
1529
JPMorgan Core Plus Bond ETF
JCPB
$14.2B
57 +7 +14% 0.43%
IUSB icon
1530
iShares Core Universal USD Bond ETF
IUSB
$43.3B
132 +16 +14% 0.75%
IWB icon
1531
iShares Russell 1000 ETF
IWB
$50.2B
108 +13 +14% 31.4%
OMFL icon
1532
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.87B
25 +3 +14% 31.2%
AER icon
1533
AerCap
AER
$23.8B
42 +5 +14% 58.5%
VIG icon
1534
Vanguard Dividend Appreciation ETF
VIG
$114B
278 +33 +13% 25.2%
SPHQ icon
1535
Invesco S&P 500 Quality ETF
SPHQ
$19.7B
51 +6 +13% 28.3%
UBS icon
1536
UBS Group
UBS
$176B
17 +2 +13% 77.3%
GLNG icon
1537
Golar LNG
GLNG
$5.13B
17 +2 +13% 19.2%
AVUS icon
1538
Avantis US Equity ETF
AVUS
$14.3B
95 +11 +13% 35.3%
VUG icon
1539
Vanguard Morningstar Growth ETF
VUG
$230B
432 +50 +13% 30.7%
VUSB icon
1540
Vanguard Ultra-Short Bond ETF
VUSB
$9.33B
26 +3 +13% 0.08%
VT icon
1541
Vanguard Total World Stock ETF
VT
$81.3B
71 +8 +13% 37.3%
VO icon
1542
Vanguard Morningstar Mid-Cap ETF
VO
$109B
233 +26 +13% 25.2%
ABT icon
1543
Abbott
ABT
$187B
72 +8 +13% 4.69%
SRLN icon
1544
State Street Blackstone Senior Loan ETF
SRLN
$5.36B
36 +4 +13% 3.09%
DFGR icon
1545
Dimensional Global Real Estate ETF
DFGR
$3.86B
27 +3 +13% 16.1%
TRP icon
1546
TC Energy
TRP
$65.9B
27 +3 +13% 35.9%
MAA icon
1547
Mid-America Apartment Communities
MAA
$15.7B
9 +1 +13% 12.7%
FND icon
1548
Floor & Decor
FND
$6.68B
9 +1 +13% 37.1%
WTFC icon
1549
Wintrust Financial
WTFC
$10.7B
9 +1 +13% 27.3%
WWJD icon
1550
Inspire International ETF
WWJD
$573M
9 +1 +13% 40.2%
60 61
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63 64