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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
30 Jun ‘25
JEPQ icon
26
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$43.9B
212 422 210 12.6%
AVUV icon
27
Avantis US Small Cap Value ETF
AVUV
$30.3B
204 454 250 29.3%
BSX icon
28
Boston Scientific
BSX
$63.3B
203 756 553 59.4%
SO icon
29
Southern Company
SO
$95.4B
203 938 735 9.74%
SCHD icon
30
Schwab US Dividend Equity ETF
SCHD
$107B
202 844 642 22.8%
T icon
31
AT&T
T
$167B
201 1,294 1,093 15.7%
DYNF icon
32
BlackRock US Equity Factor Rotation ETF
DYNF
$41.7B
199 348 149 27.2%
FE icon
33
FirstEnergy
FE
$25.1B
198 396 198 7.63%
CGGR icon
34
Capital Group Growth ETF
CGGR
$25.9B
196 290 94 16.7%
AEP icon
35
American Electric Power
AEP
$64.6B
194 699 505 14.3%
SCHG icon
36
Schwab US Large-Cap Growth ETF
SCHG
$63.7B
192 652 460 23%
VYM icon
37
Vanguard High Dividend Yield ETF
VYM
$78.7B
188 776 588 16.4%
VRT icon
38
Vertiv
VRT
$92.9B
185 540 355 87.9%
PYLD icon
39
PIMCO Multi Sector Bond Active ETF
PYLD
$15.8B
183 263 80 4.33%
INTU icon
40
Intuit
INTU
$73.7B
180 893 713 65%
DGRO icon
41
iShares Core Dividend Growth ETF
DGRO
$41.8B
179 527 348 17.9%
CB icon
42
Chubb
CB
$125B
179 828 649 12.3%
NEE icon
43
NextEra Energy
NEE
$158B
177 1,193 1,016 9.1%
NLY icon
44
Annaly Capital Management
NLY
$14.2B
176 325 149 0.37%
ETN icon
45
Eaton
ETN
$167B
175 947 772 20.4%
SPYM
46
State Street SPDR Portfolio S&P 500 ETF
SPYM
$174B
174 624 450 23.5%
EPD icon
47
Enterprise Products Partners
EPD
$76.9B
173 569 396 14.8%
BNDX icon
48
Vanguard Total International Bond ETF
BNDX
$82.3B
173 472 299 5.33%
STIP icon
49
iShares 0-5 Year TIPS Bond ETF
STIP
$16.4B
173 348 175 3.12%
OEF icon
50
iShares S&P 100 ETF
OEF
$20.5B
170 390 220 25.5%
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