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Stocks With The Most
Increased Fund Positions

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
Name Net increased
positions 		Increased positions Reduced positions Return since
31 Dec ‘23
SCHW
26
Charles Schwab
SCHW
$187B
123 763 640 57%
DFAS icon
27
Dimensional US Small Cap ETF
DFAS
$15.7B
121 257 136 39.6%
FBND icon
28
Fidelity Total Bond ETF
FBND
$27.2B
119 211 92 2.56%
SNOW icon
29
Snowflake
SNOW
$116B
115 416 301 68.2%
CGGR icon
30
Capital Group Growth ETF
CGGR
$25B
115 150 35 66.5%
DASH icon
31
DoorDash
DASH
$90.9B
113 243 130 112%
DFIC icon
32
Dimensional International Core Equity 2 ETF
DFIC
$15.2B
112 161 49 53%
OEF icon
33
iShares S&P 100 ETF
OEF
$20.5B
110 242 132 71.4%
SCHF icon
34
Schwab International Equity ETF
SCHF
$68.3B
109 471 362 51.9%
WELL icon
35
Welltower
WELL
$169B
109 370 261 161%
IEFA icon
36
iShares Core MSCI EAFE ETF
IEFA
$195B
109 720 611 42.9%
VIG icon
37
Vanguard Dividend Appreciation ETF
VIG
$114B
105 789 684 44.2%
PR
38
Permian Resources
PR
$17.8B
104 185 81 56.1%
KVUE icon
39
Kenvue
KVUE
$36.5B
103 411 308 11.6%
MSTR icon
40
Strategy Inc
MSTR
$38.3B
102 153 51 54.1%
AVEM icon
41
Avantis Emerging Markets Equity ETF
AVEM
$26.4B
100 176 76 62.9%
VTEB icon
42
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46B
99 432 333 2.49%
CME icon
43
CME Group
CME
$94.8B
97 530 433 25.2%
XLK icon
44
State Street Technology Select Sector SPDR ETF
XLK
$122B
95 690 595 93.6%
ZS icon
45
Zscaler
ZS
$28.6B
94 283 189 20.3%
AVDE icon
46
Avantis International Equity ETF
AVDE
$18.7B
93 150 57 54.8%
VT icon
47
Vanguard Total World Stock ETF
VT
$81.2B
91 342 251 56.5%
FANG icon
48
Diamondback Energy
FANG
$55.7B
91 413 322 28.3%
SPSM icon
49
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.4B
88 323 235 36.5%
DUHP icon
50
Dimensional US High Profitability ETF
DUHP
$12.7B
88 132 44 48.4%
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