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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 ‘26
SUB icon
1551
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
29 +1 +4% 0.33%
VO icon
1552
Vanguard Morningstar Mid-Cap ETF
VO
$106B
263 +9 +4% 12.7%
VTEB icon
1553
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
88 +3 +4% 0.58%
BIV icon
1554
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
120 +4 +3% 2.12%
EXE
1555
Expand Energy Corp
EXE
$21.8B
31 +1 +3% 14.3%
HYG icon
1556
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
63 +2 +3% 0.1%
DBEF icon
1557
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.17B
32 +1 +3% 11.2%
SPYM
1558
State Street SPDR Portfolio S&P 500 ETF
SPYM
$161B
357 +11 +3% 14.8%
DYNF icon
1559
BlackRock US Equity Factor Rotation ETF
DYNF
$38.4B
198 +6 +3% 15.9%
BNY
1560
Bank of New York Mellon
BNY
$106B
33 +1 +3% 31.8%
DVY icon
1561
iShares Select Dividend ETF
DVY
$23.5B
33 +1 +3% 6.47%
DFNM icon
1562
Dimensional National Municipal Bond ETF
DFNM
$2.23B
33 +1 +3% 0.58%
VXF icon
1563
Vanguard Extended Market ETF
VXF
$30.3B
67 +2 +3% 14.8%
BRK.A icon
1564
Berkshire Hathaway Class A
BRK.A
$1.1T
140 +4 +3% 6.75%
EFA icon
1565
iShares MSCI EAFE ETF
EFA
$78B
176 +5 +3% 8.7%
RSP icon
1566
Invesco S&P 500 Equal Weight ETF
RSP
$97B
289 +8 +3% 12%
SCHF icon
1567
Schwab International Equity ETF
SCHF
$66.6B
184 +5 +3% 10.8%
PLD icon
1568
Prologis
PLD
$135B
37 +1 +3% 9.4%
SDY icon
1569
State Street SPDR S&P Dividend ETF
SDY
$21.7B
38 +1 +3% 6.21%
DGRW icon
1570
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.7B
79 +2 +3% 9.81%
CPNG icon
1571
Coupang
CPNG
$29.3B
41 +1 +3% 13.4%
RDVY icon
1572
First Trust Rising Dividend Achievers ETF
RDVY
$24.7B
83 +2 +2% 18.8%
VTV icon
1573
Vanguard Morningstar Value ETF
VTV
$188B
441 +10 +2% 12.1%
JCPB icon
1574
JPMorgan Core Plus Bond ETF
JCPB
$13.9B
90 +2 +2% 1.91%
JEPQ icon
1575
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$39.3B
48 +1 +2% 4.92%
61 62
63
64 65