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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
SCHW
5926
Charles Schwab
SCHW
$191B
2,332 +7 +0.3% 17.7%
WTRG icon
5927
Essential Utilities
WTRG
$11.3B
696 +2 +0.3% 1.17%
QTWO icon
5928
Q2 Holdings
QTWO
$4.02B
350 +1 +0.3% 36.2%
JGRO icon
5929
JPMorgan Active Growth ETF
JGRO
$10.2B
352 +1 +0.3% 14.8%
BNL icon
5930
Broadstone Net Lease
BNL
$4.34B
352 +1 +0.3% 16.1%
C icon
5931
Citigroup
C
$232B
2,465 +7 +0.3% 22.1%
PBH icon
5932
Prestige Consumer Healthcare
PBH
$2.37B
355 +1 +0.3% 15.6%
MCD icon
5933
McDonald's
MCD
$188B
3,586 +10 +0.3% 14.6%
NMIH icon
5934
NMI Holdings
NMIH
$3.43B
361 +1 +0.3% 21.5%
AAON icon
5935
Aaon
AAON
$7.26B
400 +1 +0.3% 6.45%
AVA icon
5936
Avista
AVA
$3.27B
405 +1 +0.2% 2.77%
XBI icon
5937
State Street SPDR S&P Biotech ETF
XBI
$10.8B
816 +2 +0.2% 24.9%
KTB icon
5938
Kontoor Brands
KTB
$4.47B
409 +1 +0.2% 16.3%
VOOV icon
5939
Vanguard S&P 500 Value ETF
VOOV
$6.77B
435 +1 +0.2% 12.1%
SCHB icon
5940
Schwab US Broad Market ETF
SCHB
$45B
1,316 +3 +0.2% 19.2%
BNY
5941
Bank of New York Mellon
BNY
$111B
1,762 +4 +0.2% 38.5%
INFY icon
5942
Infosys
INFY
$47.1B
449 +1 +0.2% 14%
ING icon
5943
ING
ING
$102B
526 +1 +0.2% 36.8%
VOO icon
5944
Vanguard S&P 500 ETF
VOO
$1.03T
3,851 +7 +0.2% 18.9%
IDCC icon
5945
InterDigital
IDCC
$8.99B
574 +1 +0.2% 15.4%
NWSA icon
5946
News Corp Class A
NWSA
$15.5B
588 +1 +0.2% 15.1%
BJ icon
5947
BJs Wholesale Club
BJ
$12.1B
625 +1 +0.2% 4.05%
GE icon
5948
GE Aerospace
GE
$383B
3,225 +5 +0.2% 30.2%
VTR icon
5949
Ventas
VTR
$46.8B
929 +1 +0.1% 11.5%
IWS icon
5950
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
993 +1 +0.1% 18%
236 237
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