We are live on ! Find out more

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 ‘23
JEPI icon
1
JPMorgan Equity Premium Income ETF
JEPI
$45.9B
368 514 146 3.8%
XYL icon
2
Xylem
XYL
$27.3B
243 441 198 3.86%
SCHW
3
Charles Schwab
SCHW
$183B
242 801 559 85.7%
VXUS icon
4
Vanguard Total International Stock ETF
VXUS
$155B
220 475 255 50.8%
AGG icon
5
iShares Core US Aggregate Bond ETF
AGG
$137B
187 762 575 0.59%
SCHD icon
6
Schwab US Dividend Equity ETF
SCHD
$103B
184 655 471 38.2%
TLT icon
7
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
171 403 232 20.1%
SPSM icon
8
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.1B
169 290 121 45.6%
EFG icon
9
iShares MSCI EAFE Growth ETF
EFG
$16.6B
167 381 214 27.3%
NEE icon
10
NextEra Energy
NEE
$181B
164 1,065 901 17.1%
VO icon
11
Vanguard Morningstar Mid-Cap ETF
VO
$106B
159 713 554 47.1%
IEFA icon
12
iShares Core MSCI EAFE ETF
IEFA
$190B
157 731 574 45.6%
BND icon
13
Vanguard Total Bond Market
BND
$157B
151 595 444 0.63%
QUAL icon
14
iShares MSCI USA Quality Factor ETF
QUAL
$46.4B
151 449 298 62.6%
ACN icon
15
Accenture
ACN
$102B
150 900 750 46.2%
AVUV icon
16
Avantis US Small Cap Value ETF
AVUV
$30.3B
148 246 98 61.4%
DFAC icon
17
Dimensional US Core Equity 2 ETF
DFAC
$47.9B
146 311 165 63.9%
IEMG icon
18
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
139 724 585 57.5%
IJR icon
19
iShares Core S&P Small-Cap ETF
IJR
$109B
137 942 805 46%
DFAI
20
Dimensional International Core Equity Market ETF
DFAI
$17.4B
137 222 85 54.1%
DFAS icon
21
Dimensional US Small Cap ETF
DFAS
$15.4B
137 242 105 47.9%
KHC icon
22
Kraft Heinz
KHC
$30.7B
135 495 360 27.2%
COWZ icon
23
Pacer US Cash Cows 100 ETF
COWZ
$18.8B
135 281 146 39.8%
ET icon
24
Energy Transfer Partners
ET
$70.1B
135 378 243 60.3%
MDT icon
25
Medtronic
MDT
$109B
129 897 768 3.08%
1
2 3 4 5