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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
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Name Net increased
positions 		Increased positions Reduced positions Return since
30 Sep ‘25
1801
0 3 3 –
1802
0 41 41 6.42%
1803
0 27 27 72.6%
EQTY icon
1804
Kovitz Core Equity ETF
EQTY
$1.4B
0 3 3 10.8%
1805
0 17 17 10.6%
1806
0 13 13 24.5%
1807
0 20 20 23.1%
1808
0 31 31 5.62%
1809
0 2 2 124%
1810
0 1 1 12.1%
SGVT
1811
Schwab Government Money Market ETF
SGVT
$763M
0 1 1 0.1%
1812
0 14 14 4.32%
1813
0 15 15 5.36%
1814
0 1 1 14.4%
1815
0 2 2 54.8%
1816
0 4 4 11.7%
1817
0 25 25 2.68%
1818
0 67 67 0.14%
1819
0 1 1 21.3%
1820
0 9 9 8.06%
1821
0 1 1 6.73%
1822
0 5 5 53.2%
1823
0 18 18 28.5%
1824
0 9 9 41.1%
1825
0 31 31 37.2%
71 72
73
74 75