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
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Name Funds holding
in top 10 		Growth Growth % Return since
31 Dec ‘24
1
22 +20 +1,000% 242%
2
11 +10 +1,000% 49.2%
3
7 +6 +600% 355%
CGBL icon
4
Capital Group Core Balanced ETF
CGBL
$4.02B
7 +6 +600% 12.4%
5
18 +15 +500% 44.3%
6
6 +5 +500% 41.5%
7
6 +5 +500% 162%
8
5 +4 +400% 9.34%
9
5 +4 +400% 2%
10
5 +4 +400% 60.7%
BEN icon
11
Franklin Resources
BEN
$11.7B
5 +4 +400% 11%
12
5 +4 +400% 16.3%
13
5 +4 +400% 16.5%
14
5 +4 +400% 39.5%
15
5 +4 +400% 15.8%
16
5 +4 +400% 4.29%
17
14 +11 +367% 31.1%
18
9 +7 +350% 24.2%
19
9 +7 +350% 0.16%
20
9 +7 +350% 4.22%
21
12 +9 +300% 42.5%
22
8 +6 +300% 35.7%
23
8 +6 +300% 2.84%
24
4 +3 +300% 21.3%
25
4 +3 +300% 176%
1
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