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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
31 Dec ‘24
BIV icon
51
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
196 447 251 1.57%
SDVY icon
52
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.6B
190 265 75 22.3%
GE icon
53
GE Aerospace
GE
$363B
189 971 782 110%
MUB icon
54
iShares National Muni Bond ETF
MUB
$45.6B
189 656 467 0.91%
DFAI
55
Dimensional International Core Equity Market ETF
DFAI
$18.3B
186 305 119 49.1%
TSLA icon
56
Tesla
TSLA
$1.38T
182 1,451 1,269 13.3%
SPYM
57
State Street SPDR Portfolio S&P 500 ETF
SPYM
$170B
181 552 371 30.8%
DFEM icon
58
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.51B
176 234 58 53.5%
MSTR icon
59
Strategy Inc
MSTR
$50.4B
176 366 190 56.2%
EXE
60
Expand Energy Corp
EXE
$21.9B
175 272 97 4.91%
BNDX icon
61
Vanguard Total International Bond ETF
BNDX
$83B
173 435 262 2.32%
TJX icon
62
TJX Companies
TJX
$154B
171 954 783 15.5%
CRM icon
63
Salesforce
CRM
$168B
171 1,198 1,027 38.5%
PM icon
64
Philip Morris
PM
$302B
167 997 830 61.1%
DFIC icon
65
Dimensional International Core Equity 2 ETF
DFIC
$15.5B
167 233 66 53.2%
BRK.B icon
66
Berkshire Hathaway Class B
BRK.B
$1.08T
166 1,727 1,561 11.3%
PCG icon
67
PG&E
PCG
$40.4B
165 343 178 9.02%
VBR icon
68
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.8B
165 624 459 25.3%
DUK icon
69
Duke Energy
DUK
$94.8B
164 890 726 12.9%
CGGR icon
70
Capital Group Growth ETF
CGGR
$25.2B
164 235 71 26.4%
IVV icon
71
iShares Core S&P 500 ETF
IVV
$894B
163 1,403 1,240 30.7%
DFAS icon
72
Dimensional US Small Cap ETF
DFAS
$15.7B
163 323 160 26.9%
IBDT icon
73
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.07B
161 196 35 1.29%
SPDW icon
74
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42.4B
160 435 275 53.2%
CMG icon
75
Chipotle Mexican Grill
CMG
$47.4B
160 665 505 37.9%
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