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Stocks Most Commonly
Held By Funds

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
Name Funds
holding 		Growth Growth % Return since
31 Mar ‘26
WELL icon
401
Welltower
WELL
$164B
1,482 +52 +4% 15.1%
USIG icon
402
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
456 +16 +4% 1.62%
ESGD icon
403
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.1B
746 +26 +4% 10.7%
ALGN icon
404
Align Technology
ALGN
$12.4B
690 +24 +4% 1.11%
VGIT icon
405
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
954 +33 +4% 1.91%
SNA icon
406
Snap-on
SNA
$21.1B
1,047 +36 +4% 12.3%
SPDW icon
407
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41B
1,197 +41 +4% 11.5%
CGUS icon
408
Capital Group Core Equity ETF
CGUS
$11.7B
409 +14 +4% 18.7%
IXUS icon
409
iShares Core MSCI Total International Stock ETF
IXUS
$59.3B
997 +34 +4% 10.9%
EFG icon
410
iShares MSCI EAFE Growth ETF
EFG
$17B
1,010 +34 +3% 11.3%
FE icon
411
FirstEnergy
FE
$27.7B
924 +31 +3% 5.39%
FBND icon
412
Fidelity Total Bond ETF
FBND
$27.2B
752 +25 +3% 1.4%
CME icon
413
CME Group
CME
$94.8B
1,791 +59 +3% 10.7%
ES icon
414
Eversource Energy
ES
$26.6B
1,064 +35 +3% 2.25%
SCHF icon
415
Schwab International Equity ETF
SCHF
$67.8B
1,593 +52 +3% 12.6%
TEVA icon
416
Teva Pharmaceuticals
TEVA
$40.1B
651 +21 +3% 14.3%
DFAT icon
417
Dimensional US Targeted Value ETF
DFAT
$14.6B
818 +26 +3% 14.6%
EGP icon
418
EastGroup Properties
EGP
$11.1B
512 +16 +3% 11.4%
SOXL icon
419
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$22.8B
128 +4 +3% 181%
NU icon
420
Nu Holdings
NU
$70.9B
899 +28 +3% 2.09%
ET icon
421
Energy Transfer Partners
ET
$70.4B
1,293 +40 +3% 6.01%
CL icon
422
Colgate-Palmolive
CL
$71.6B
1,948 +60 +3% 5.35%
PUK icon
423
Prudential
PUK
$36.7B
260 +8 +3% 3.69%
FLOT icon
424
iShares Floating Rate Bond ETF
FLOT
$10.3B
658 +20 +3% 0.08%
BMO icon
425
Bank of Montreal
BMO
$126B
635 +19 +3% 33.4%
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