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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 ‘24
DFAS icon
51
Dimensional US Small Cap ETF
DFAS
$15.8B
163 323 160 28.4%
CGGR icon
52
Capital Group Growth ETF
CGGR
$25B
162 234 72 26.3%
SPDW icon
53
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.6B
162 435 273 51%
DUK icon
54
Duke Energy
DUK
$95.6B
160 887 727 13.7%
CB icon
55
Chubb
CB
$134B
160 769 609 26%
CMG icon
56
Chipotle Mexican Grill
CMG
$40.4B
160 665 505 47%
VIG icon
57
Vanguard Dividend Appreciation ETF
VIG
$114B
156 904 748 25.5%
SCHF icon
58
Schwab International Equity ETF
SCHF
$68.5B
155 568 413 52.2%
VT icon
59
Vanguard Total World Stock ETF
VT
$81.1B
152 421 269 36.9%
EPD icon
60
Enterprise Products Partners
EPD
$81.9B
150 527 377 20.9%
SPSM icon
61
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.5B
150 413 263 28.7%
SPIB icon
62
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
149 266 117 1.04%
COWZ icon
63
Pacer US Cash Cows 100 ETF
COWZ
$19.6B
149 395 246 24.3%
XEL icon
64
Xcel Energy
XEL
$48.1B
148 452 304 14.2%
ARCC icon
65
Ares Capital
ARCC
$14.4B
147 344 197 8.18%
DGRW icon
66
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
147 316 169 23.5%
ACN icon
67
Accenture
ACN
$109B
144 1,006 862 49.2%
MRSH
68
Marsh
MRSH
$91.7B
143 641 498 9.53%
PYLD icon
69
PIMCO Multi Sector Bond Active ETF
PYLD
$15.2B
142 175 33 0.85%
AMLP icon
70
Alerian MLP ETF
AMLP
$13.3B
142 317 175 14.9%
BIL icon
71
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
142 490 348 0.05%
MBB icon
72
iShares MBS ETF
MBB
$39B
140 414 274 1.48%
WELL icon
73
Welltower
WELL
$164B
138 462 324 80.6%
LMT icon
74
Lockheed Martin
LMT
$137B
135 1,065 930 22.5%
WDAY icon
75
Workday
WDAY
$45B
134 474 340 29.4%
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