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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
DLY
651
DoubleLine Yield Opportunities Fund
DLY
$652M
15 33 18 13.8%
FMAR icon
652
FT Vest US Equity Buffer ETF March
FMAR
$1.19B
15 46 31 19.9%
UTWO icon
653
US Treasury 2 Year Note ETF
UTWO
$491M
15 27 12 2.35%
IYC icon
654
iShares US Consumer Discretionary ETF
IYC
$1.17B
15 85 70 4.54%
NEXT icon
655
NextDecade
NEXT
$1.72B
15 74 59 27.3%
MODL icon
656
VictoryShares WestEnd US Sector ETF
MODL
$1.06B
15 25 10 22.1%
PSTL
657
Postal Realty Trust
PSTL
$686M
15 69 54 54%
VTS icon
658
Vitesse Energy
VTS
$710M
15 77 62 23.6%
AVMC icon
659
Avantis US Mid Cap Equity ETF
AVMC
$495M
15 21 6 16.8%
DDWM icon
660
WisdomTree Dynamic International Equity Fund
DDWM
$1.43B
15 47 32 15.4%
NAC icon
661
Nuveen California Quality Municipal Income Fund
NAC
$1.6B
15 43 28 8.42%
FGD icon
662
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$1.54B
15 55 40 19.3%
FRBA icon
663
First Bank
FRBA
$440M
15 42 27 15%
PTRB icon
664
PGIM Total Return Bond ETF
PTRB
$1.13B
15 32 17 5.79%
CINT icon
665
CI&T Inc
CINT
$411M
15 22 7 46.2%
BNED icon
666
Barnes & Noble Education
BNED
$406M
15 29 14 0.51%
FSUN
667
FirstSun Capital Bancorp
FSUN
$1.74B
15 28 13 13.7%
HIFS icon
668
Hingham Institution for Saving
HIFS
$632M
15 43 28 15.9%
BSVN icon
669
Bank7 Corp
BSVN
$528M
14 33 19 32.6%
RDIV icon
670
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.39B
14 48 34 19.4%
FDG icon
671
American Century Focused Dynamic Growth ETF
FDG
$437M
14 25 11 25.3%
UVSP icon
672
Univest Financial
UVSP
$1.15B
14 66 52 39.2%
REZ icon
673
iShares Residential and Multisector Real Estate ETF
REZ
$789M
14 61 47 6.51%
HLF icon
674
Herbalife
HLF
$1.32B
14 77 63 45.7%
JXI icon
675
iShares Global Utilities ETF
JXI
$372M
14 25 11 5%
25 26
27
28 29