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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 ‘26
JEPI icon
101
JPMorgan Equity Premium Income ETF
JEPI
$45.6B
180 673 493 0.32%
DFSD
102
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.26B
179 275 96 2.43%
AVDV icon
103
Avantis International Small Cap Value ETF
AVDV
$20.4B
175 349 174 7.58%
VZ icon
104
Verizon
VZ
$195B
175 1,438 1,263 11%
OKE icon
105
Oneok
OKE
$57.5B
174 707 533 4.9%
CWEN icon
106
Clearway Energy Class C
CWEN
$6.28B
174 247 73 10.5%
BAC icon
107
Bank of America
BAC
$392B
173 1,528 1,355 1.68%
ACWX icon
108
iShares MSCI ACWI ex US ETF
ACWX
$12.4B
173 348 175 0.96%
FENI icon
109
Fidelity Enhanced International ETF
FENI
$11.3B
172 246 74 0.42%
AVLV icon
110
Avantis US Large Cap Value ETF
AVLV
$21.4B
172 285 113 0.86%
JMUB icon
111
JPMorgan Municipal ETF
JMUB
$8.36B
168 282 114 4.8%
RDVY icon
112
First Trust Rising Dividend Achievers ETF
RDVY
$25B
167 397 230 2.23%
KHC icon
113
The Kraft Heinz Company
KHC
$28B
167 482 315 0.04%
TJX icon
114
TJX Companies
TJX
$145B
167 1,210 1,043 13.2%
MFG icon
115
Mizuho Financial
MFG
$130B
167 245 78 12.4%
PPL
116
PPL Corp
PPL
$24.4B
166 458 292 10.8%
NOW icon
117
ServiceNow
NOW
$144B
165 963 798 39.9%
WEC icon
118
WEC Energy
WEC
$33.2B
165 582 417 12.8%
CORO
119
iShares International Country Rotation Active ETF
CORO
$8.45B
164 185 21 0.71%
HOOD icon
120
Robinhood
HOOD
$113B
164 571 407 25.2%
SAN icon
121
Banco Santander
SAN
$208B
162 312 150 4.06%
FE icon
122
FirstEnergy
FE
$25.4B
162 414 252 7.49%
DTE icon
123
DTE Energy
DTE
$25.6B
162 438 276 19.2%
XEL icon
124
Xcel Energy
XEL
$44.3B
161 555 394 11.7%
IDEF
125
BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF
IDEF
$4.36B
160 177 17 1.01%
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