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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘25
CRM icon
1
Salesforce
CRM
$196B
498 1,490 992 11.3%
UBER icon
2
Uber
UBER
$144B
396 969 573 3.24%
IBIT icon
3
iShares Bitcoin Trust
IBIT
$63.6B
389 610 221 1.69%
JEPI icon
4
JPMorgan Equity Premium Income ETF
JEPI
$45.3B
360 701 341 1.58%
VTV icon
5
Vanguard Morningstar Value ETF
VTV
$189B
343 1,118 775 28.1%
SCHD icon
6
Schwab US Dividend Equity ETF
SCHD
$113B
304 901 597 20.5%
RSP icon
7
Invesco S&P 500 Equal Weight ETF
RSP
$97.3B
288 912 624 22.5%
MSTR icon
8
Strategy Inc
MSTR
$61.1B
283 503 220 46.6%
JEPQ icon
9
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$43B
277 446 169 16.3%
QCOM icon
10
Qualcomm
QCOM
$190B
273 1,264 991 15.7%
IJH icon
11
iShares Core S&P Mid-Cap ETF
IJH
$121B
262 1,121 859 25.1%
ISRG icon
12
Intuitive Surgical
ISRG
$139B
243 953 710 20.6%
CGDV icon
13
Capital Group Dividend Value ETF
CGDV
$38.3B
240 309 69 37.4%
JAAA icon
14
Janus Henderson AAA CLO ETF
JAAA
$31.1B
239 404 165 0.08%
O icon
15
Realty Income
O
$53.6B
236 618 382 2.33%
IAU icon
16
iShares Gold Trust
IAU
$64.8B
234 638 404 39.5%
VO icon
17
Vanguard Morningstar Mid-Cap ETF
VO
$105B
233 966 733 23.7%
QUAL icon
18
iShares MSCI USA Quality Factor ETF
QUAL
$46.7B
232 703 471 28.3%
AVUV icon
19
Avantis US Small Cap Value ETF
AVUV
$30.7B
229 454 225 39.9%
BINC icon
20
BlackRock Flexible Income ETF
BINC
$16.5B
228 340 112 2.16%
SCHW
21
Charles Schwab
SCHW
$182B
225 894 669 34.5%
DYNF icon
22
BlackRock US Equity Factor Rotation ETF
DYNF
$41.5B
219 339 120 42.1%
GLD icon
23
SPDR Gold Trust
GLD
$148B
218 1,004 786 39.2%
VRT icon
24
Vertiv
VRT
$96B
216 542 326 245%
OKE icon
25
Oneok
OKE
$58.9B
216 714 498 5.81%