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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
$15.8B
121 257 136 40.1%
FBND icon
28
Fidelity Total Bond ETF
FBND
$27.3B
119 211 92 2.43%
SNOW icon
29
Snowflake
SNOW
$117B
115 416 301 69.3%
CGGR icon
30
Capital Group Growth ETF
CGGR
$25.1B
115 150 35 67%
DASH icon
31
DoorDash
DASH
$93.2B
113 243 130 118%
DFIC icon
32
Dimensional International Core Equity 2 ETF
DFIC
$15.2B
112 161 49 53.4%
OEF icon
33
iShares S&P 100 ETF
OEF
$20.5B
110 242 132 71.1%
IEFA icon
34
iShares Core MSCI EAFE ETF
IEFA
$195B
109 720 611 43.3%
SCHF icon
35
Schwab International Equity ETF
SCHF
$68.7B
109 471 362 52.7%
WELL icon
36
Welltower
WELL
$165B
109 370 261 153%
VIG icon
37
Vanguard Dividend Appreciation ETF
VIG
$115B
105 789 684 44.4%
PR
38
Permian Resources
PR
$18B
104 185 81 57.9%
KVUE icon
39
Kenvue
KVUE
$36.3B
103 411 308 12.2%
MSTR icon
40
Strategy Inc
MSTR
$38B
102 153 51 52.8%
AVEM icon
41
Avantis Emerging Markets Equity ETF
AVEM
$26.5B
100 176 76 63.7%
VTEB icon
42
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46B
99 432 333 2.49%
CME icon
43
CME Group
CME
$93.8B
97 530 433 23.9%
XLK icon
44
State Street Technology Select Sector SPDR ETF
XLK
$122B
95 690 595 94%
ZS icon
45
Zscaler
ZS
$29B
94 283 189 19%
AVDE icon
46
Avantis International Equity ETF
AVDE
$18.7B
93 150 57 55.1%
VT icon
47
Vanguard Total World Stock ETF
VT
$81.3B
91 342 251 56.7%
FANG icon
48
Diamondback Energy
FANG
$56.8B
90 413 323 30.7%
DUHP icon
49
Dimensional US High Profitability ETF
DUHP
$12.7B
88 132 44 48.6%
SPSM icon
50
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.4B
88 323 235 36.9%
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