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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 Mar ‘26
SM icon
126
SM Energy
SM
$6.87B
157 213 56 7.38%
COST icon
127
Costco
COST
$420B
155 1,783 1,628 4.88%
NEE icon
128
NextEra Energy
NEE
$177B
154 1,287 1,133 8.86%
DGRO icon
129
iShares Core Dividend Growth ETF
DGRO
$43.5B
154 572 418 13.2%
SPYI icon
130
NEOS S&P 500 High Income ETF
SPYI
$11.3B
154 217 63 9.74%
BSCT icon
131
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.92B
153 207 54 0.59%
JMUB icon
132
JPMorgan Municipal ETF
JMUB
$8.47B
153 270 117 0.12%
MELI icon
133
Mercado Libre
MELI
$92.3B
152 634 482 5.3%
FE icon
134
FirstEnergy
FE
$27.5B
152 385 233 6.3%
DFEM icon
135
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.2B
152 302 150 13.6%
HWM icon
136
Howmet Aerospace
HWM
$112B
150 605 455 22.3%
ES icon
137
Eversource Energy
ES
$27.2B
150 453 303 4.4%
PM icon
138
Philip Morris
PM
$295B
149 1,193 1,044 14.7%
VGK icon
139
Vanguard FTSE Europe ETF
VGK
$31.4B
149 367 218 12.3%
D icon
140
Dominion Energy
D
$59.3B
149 615 466 9.01%
BSCU icon
141
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.67B
147 184 37 0.9%
VCRB icon
142
Vanguard Core Bond ETF
VCRB
$7.19B
147 176 29 1.68%
CGMS icon
143
Capital Group US Multi-Sector Income ETF
CGMS
$5.35B
145 207 62 0.15%
FBTC icon
144
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.1B
145 291 146 4.24%
OWL icon
145
Blue Owl Capital
OWL
$18.5B
144 243 99 30%
YUM icon
146
Yum! Brands
YUM
$41.1B
144 550 406 3.04%
PVAL icon
147
Putnam Focused Large Cap Value ETF
PVAL
$13.7B
143 180 37 16.9%
TM icon
148
Toyota
TM
$225B
142 301 159 7.76%
DFAS icon
149
Dimensional US Small Cap ETF
DFAS
$15.7B
142 402 260 17.4%
DFAC icon
150
Dimensional US Core Equity 2 ETF
DFAC
$49.4B
142 495 353 18.2%
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