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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 Sep ‘25
SPYM
26
State Street SPDR Portfolio S&P 500 ETF
SPYM
$175B
246 689 443 15.6%
CGDV icon
27
Capital Group Dividend Value ETF
CGDV
$38.5B
244 357 113 17.1%
IAGG icon
28
iShares Core International Aggregate Bond Fund
IAGG
$11.6B
243 347 104 4.37%
JEPI icon
29
JPMorgan Equity Premium Income ETF
JEPI
$45.2B
243 661 418 1.75%
MO icon
30
Altria Group
MO
$112B
243 1,008 765 1.95%
BAI
31
iShares A.I. Innovation and Tech Active ETF
BAI
$15.1B
231 241 10 42.9%
WELL icon
32
Welltower
WELL
$164B
231 588 357 27.8%
BX icon
33
Blackstone
BX
$83.9B
229 935 706 34.6%
IEFA icon
34
iShares Core MSCI EAFE ETF
IEFA
$191B
229 949 720 11.1%
PYLD icon
35
PIMCO Multi Sector Bond Active ETF
PYLD
$15.7B
229 301 72 6.04%
FBTC icon
36
Fidelity Wise Origin Bitcoin Fund
FBTC
$15.6B
229 344 115 26.5%
ET icon
37
Energy Transfer Partners
ET
$70.5B
226 534 308 19.3%
AVUV icon
38
Avantis US Small Cap Value ETF
AVUV
$30.9B
220 472 252 20.6%
INTU icon
39
Intuit
INTU
$75.1B
218 938 720 58.8%
DFAI
40
Dimensional International Core Equity Market ETF
DFAI
$17.7B
216 377 161 14.2%
BSX icon
41
Boston Scientific
BSX
$61.7B
211 768 557 56.4%
OEF icon
42
iShares S&P 100 ETF
OEF
$20.6B
210 429 219 15.6%
VWO icon
43
Vanguard FTSE Emerging Markets ETF
VWO
$125B
208 1,052 844 9.93%
VT icon
44
Vanguard Total World Stock ETF
VT
$81.2B
207 490 283 15.5%
PLD icon
45
Prologis
PLD
$123B
205 691 486 12.6%
SO icon
46
Southern Company
SO
$96.3B
204 937 733 11.7%
VO icon
47
Vanguard Morningstar Mid-Cap ETF
VO
$104B
204 954 750 8.37%
CGGR icon
48
Capital Group Growth ETF
CGGR
$26.1B
204 306 102 8.86%
DASH icon
49
DoorDash
DASH
$82B
204 501 297 30.5%
ETN icon
50
Eaton
ETN
$169B
203 990 787 16.5%
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