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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 Sep ‘24
JCPB icon
76
JPMorgan Core Plus Bond ETF
JCPB
$15.8B
140 183 43 6.51%
IBDS icon
77
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.99B
140 187 47 1.15%
SCHF icon
78
Schwab International Equity ETF
SCHF
$67B
136 523 387 31.4%
MSTR icon
79
Strategy Inc
MSTR
$64.1B
136 283 147 10.3%
ARM icon
80
Arm
ARM
$261B
135 271 136 71.2%
IBDT icon
81
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.14B
134 176 42 2.23%
EQIX icon
82
Equinix
EQIX
$98.3B
134 500 366 12.2%
DFSV icon
83
U.S. Small Cap Value Portfolio ETF Class Shares
DFSV
$8.12B
134 196 62 24.3%
DFAS icon
84
U.S. Small Cap Portfolio ETF Class Shares
DFAS
$15B
134 310 176 20.8%
AMLP icon
85
Alerian MLP ETF
AMLP
$12.5B
134 303 169 10.1%
SPIB icon
86
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.4B
133 255 122 3.68%
VRT icon
87
Vertiv
VRT
$82.7B
130 421 291 116%
ARCC icon
88
Ares Capital
ARCC
$13.6B
130 328 198 9.65%
PLD icon
89
Prologis
PLD
$121B
129 642 513 0.52%
O icon
90
Realty Income
O
$52.6B
128 534 406 12.4%
XMHQ icon
91
Invesco S&P MidCap Quality ETF
XMHQ
$5.5B
127 194 67 12.3%
MRSH icon
92
Marsh
MRSH
$89B
127 628 501 16.4%
DT icon
93
Dynatrace
DT
$18.4B
127 266 139 19.2%
DGRW icon
94
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.2B
127 294 167 19.6%
FNDX icon
95
Schwab Fundamental US Large Company Index ETF
FNDX
$28.1B
126 258 132 36.2%
KDP icon
96
Keurig Dr Pepper
KDP
$46.5B
125 350 225 8.8%
CRM icon
97
Salesforce
CRM
$203B
125 1,139 1,014 9.85%
ETN icon
98
Eaton
ETN
$156B
124 866 742 21.4%
CGUS icon
99
Capital Group Core Equity ETF
CGUS
$12.2B
124 165 41 31.5%
SPYV icon
100
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.8B
123 421 298 19.4%
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