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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 Mar ‘26
JEPI icon
26
JPMorgan Equity Premium Income ETF
JEPI
$45.5B
281 725 444 0.3%
VTEB icon
27
Vanguard Tax-Exempt Bond Index Fund
VTEB
$44.2B
278 663 385 5.41%
BIV icon
28
Vanguard Intermediate-Term Bond ETF
BIV
$28.1B
277 530 253 5.47%
VT icon
29
Vanguard Total World Stock ETF
VT
$81B
273 600 327 14.8%
DUK icon
30
Duke Energy
DUK
$88.4B
264 1,095 831 13.4%
QQQM icon
31
Invesco NASDAQ 100 ETF
QQQM
$108B
264 604 340 27.6%
VGIT icon
32
Vanguard Intermediate-Term Treasury ETF
VGIT
$38.8B
259 488 229 4.79%
OKE icon
33
Oneok
OKE
$55.9B
257 723 466 1.96%
GOVT icon
34
iShares US Treasury Bond ETF
GOVT
$41.4B
255 461 206 4.36%
IUSB icon
35
iShares Core Universal USD Bond ETF
IUSB
$47.4B
248 463 215 4.37%
VYMI icon
36
Vanguard International High Dividend Yield ETF
VYMI
$21.3B
240 420 180 8.91%
PNC icon
37
PNC Financial Services
PNC
$89.2B
237 843 606 7.49%
IEF icon
38
iShares 7-10 Year Treasury Bond ETF
IEF
$41.4B
234 549 315 6.19%
JEPQ icon
39
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$43.8B
232 494 262 10.1%
CGGR icon
40
Capital Group Growth ETF
CGGR
$26B
228 356 128 18.4%
WELL icon
41
Welltower
WELL
$168B
227 670 443 17.8%
MBB icon
42
iShares MBS ETF
MBB
$36.8B
226 512 286 5.57%
AVEM icon
43
Avantis Emerging Markets Equity ETF
AVEM
$28.5B
224 459 235 17.2%
PFE icon
44
Pfizer
PFE
$164B
222 1,311 1,089 2.28%
CEG icon
45
Constellation Energy
CEG
$92.3B
219 837 618 6.74%
MSTR icon
46
Strategy Inc
MSTR
$62.7B
217 454 237 25.9%
VEU icon
47
Vanguard FTSE All-World ex-US ETF
VEU
$69.1B
216 686 470 11.5%
JCPB icon
48
JPMorgan Core Plus Bond ETF
JCPB
$14.8B
209 295 86 4.74%
ET icon
49
Energy Transfer Partners
ET
$69.2B
203 535 332 4.15%
SO icon
50
Southern Company
SO
$94.7B
202 985 783 14.7%
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