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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘26
OKE icon
51
Oneok
OKE
$54.7B
257 723 466 3.96%
IVV icon
52
iShares Core S&P 500 ETF
IVV
$884B
256 1,786 1,530 18.2%
GOVT icon
53
iShares US Treasury Bond ETF
GOVT
$41.3B
255 461 206 4.67%
LLY icon
54
Eli Lilly
LLY
$1.02T
251 1,955 1,704 24.6%
IUSB icon
55
iShares Core Universal USD Bond ETF
IUSB
$47.2B
248 463 215 4.7%
LIN icon
56
Linde
LIN
$222B
243 953 710 2.65%
VYMI icon
57
Vanguard International High Dividend Yield ETF
VYMI
$20.8B
240 420 180 6.26%
PNC icon
58
PNC Financial Services
PNC
$88.2B
236 842 606 6.24%
IEF icon
59
iShares 7-10 Year Treasury Bond ETF
IEF
$41.2B
234 549 315 6.51%
JEPQ icon
60
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$43.7B
232 494 262 9.83%
CGGR icon
61
Capital Group Growth ETF
CGGR
$26.1B
228 356 128 18.9%
WELL icon
62
Welltower
WELL
$164B
226 669 443 15.3%
MBB icon
63
iShares MBS ETF
MBB
$36.6B
226 512 286 5.89%
VUG icon
64
Vanguard Morningstar Growth ETF
VUG
$234B
225 1,194 969 25.2%
MU icon
65
Micron Technology
MU
$1.21T
225 1,256 1,031 218%
AVEM icon
66
Avantis Emerging Markets Equity ETF
AVEM
$28.7B
224 459 235 18%
PFE icon
67
Pfizer
PFE
$158B
221 1,310 1,089 1.18%
CEG icon
68
Constellation Energy
CEG
$90.6B
219 837 618 8.45%
MSTR icon
69
Strategy Inc
MSTR
$63.8B
217 454 237 28.3%
VEU icon
70
Vanguard FTSE All-World ex-US ETF
VEU
$68.6B
215 685 470 10.7%
JCPB icon
71
JPMorgan Core Plus Bond ETF
JCPB
$14.7B
209 295 86 5.16%
ET icon
72
Energy Transfer Partners
ET
$69.7B
203 535 332 4.92%
SO icon
73
Southern Company
SO
$96.7B
202 985 783 12.9%
DFCF icon
74
Dimensional Core Fixed Income ETF
DFCF
$11.1B
201 302 101 4.78%
RDVY icon
75
First Trust Rising Dividend Achievers ETF
RDVY
$25.1B
201 404 203 16.1%