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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
PSN icon
1001
Parsons
PSN
$4.44B
33 142 109 42%
POR icon
1002
Portland General Electric
POR
$5.2B
33 184 151 8.74%
PLNT icon
1003
Planet Fitness
PLNT
$3.06B
33 162 129 62.9%
NE icon
1004
Noble Corp
NE
$6.8B
33 126 93 60.5%
MPB icon
1005
Mid Penn Bancorp
MPB
$913M
33 54 21 27.8%
MLPA icon
1006
Global X MLP ETF
MLPA
$2.29B
33 95 62 7.89%
MEAR icon
1007
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.45B
33 83 50 1.27%
LOB icon
1008
Live Oak Bancshares
LOB
$1.7B
33 92 59 23.4%
KIM icon
1009
Kimco Realty
KIM
$15.1B
33 232 199 6.99%
IVV icon
1010
iShares Core S&P 500 ETF
IVV
$880B
33 1,500 1,467 23.8%
IVR icon
1011
Invesco Mortgage Capital
IVR
$681M
33 64 31 20.3%
IRON icon
1012
Disc Medicine
IRON
$2.49B
33 69 36 22.6%
IREN icon
1013
Iris Energy
IREN
$16.4B
33 74 41 186%
IBMR icon
1014
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$480M
33 50 17 2.34%
GLUE icon
1015
Monte Rosa Therapeutics
GLUE
$999M
33 50 17 160%
DFAR icon
1016
DFA Real Estate Securities Portfolio ETF Class Shares
DFAR
$1.64B
33 111 78 4.01%
CLDX icon
1017
Celldex Therapeutics
CLDX
$2.47B
33 75 42 54.7%
BZ icon
1018
Kanzhun
BZ
$6.21B
33 107 74 20.5%
AWR icon
1019
American States Water
AWR
$3.22B
33 145 112 6.12%
AVIV icon
1020
Avantis International Large Cap Value ETF
AVIV
$2.08B
33 62 29 29.9%
AOM icon
1021
iShares Core Moderate Allocation ETF
AOM
$1.89B
33 118 85 6.23%
AME icon
1022
Ametek
AME
$57.7B
33 395 362 39.1%
AGL icon
1023
Agilon Health
AGL
$1.34B
33 80 47 38.3%
BSCY
1024
Invesco BulletShares 2034 Corporate Bond ETF
BSCY
$592M
33 41 8 5.78%
GRDN
1025
Guardian Pharmacy Services
GRDN
$2.58B
32 46 14 91.2%
39 40
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42 43