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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 Jun ‘25
DFSV
1
Dimensional US Small Cap Value ETF
DFSV
$8.33B
164 260 96 35.7%
AMTM
2
Amentum Holdings
AMTM
$4.95B
134 234 100 14.2%
IBDT icon
3
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.07B
118 190 72 0.79%
DFLV icon
4
Dimensional US Large Cap Value ETF
DFLV
$7.07B
114 170 56 35.4%
IBDS icon
5
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.9B
113 197 84 0.29%
ACHR icon
6
Archer Aviation
ACHR
$4.59B
109 191 82 45.1%
CGDG icon
7
Capital Group Dividend Growers ETF
CGDG
$5.66B
107 122 15 15.9%
CPB icon
8
Campbell Soup
CPB
$7B
107 270 163 23.4%
CGBL icon
9
Capital Group Core Balanced ETF
CGBL
$7.63B
107 148 41 14.7%
AUB icon
10
Atlantic Union Bankshares
AUB
$5.79B
106 182 76 29.5%
IBDU icon
11
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.11B
106 164 58 0.99%
BSCR icon
12
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.59B
105 190 85 0.2%
TCAF icon
13
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$8.29B
104 162 58 20.8%
BSCT icon
14
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.95B
104 157 53 0.91%
THRO
15
iShares U.S. Thematic Rotation Active ETF
THRO
$6.7B
102 108 6 22.4%
DUOL icon
16
Duolingo
DUOL
$6.83B
102 237 135 64.4%
BSCS icon
17
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.51B
100 173 73 0.73%
JGRO icon
18
JPMorgan Active Growth ETF
JGRO
$9.86B
98 158 60 8.95%
CAG icon
19
Conagra Brands
CAG
$7.81B
98 343 245 20.5%
DFGR icon
20
Dimensional Global Real Estate ETF
DFGR
$3.89B
98 162 64 10.7%
CGCB icon
21
Capital Group Core Bond ETF
CGCB
$6.5B
95 119 24 1.1%
DFSD
22
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.23B
95 192 97 1.23%
MNDY icon
23
monday.com
MNDY
$3.94B
94 213 119 70.4%
CAVA icon
24
CAVA Group
CAVA
$8.09B
94 232 138 17.7%
DFEM icon
25
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.51B
93 234 141 35.4%
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