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Stocks With The Most
New Fund Positions

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
Name Net new
positions 		New positions Closed positions Return since
31 Mar ‘26
VNQ icon
376
Vanguard Real Estate ETF
VNQ
$39.2B
44 148 104 11.4%
IEF icon
377
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
44 133 89 2.51%
SDVY icon
378
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.9B
44 66 22 13.7%
HL icon
379
Hecla Mining
HL
$12.3B
44 126 82 1.4%
AVUS icon
380
Avantis US Equity ETF
AVUS
$14.5B
44 59 15 19.1%
BAI
381
iShares A.I. Innovation and Tech Active ETF
BAI
$14.4B
44 83 39 41.9%
DTE icon
382
DTE Energy
DTE
$29.3B
43 140 97 3.68%
SUB icon
383
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
43 82 39 0.21%
DFAT icon
384
Dimensional US Targeted Value ETF
DFAT
$14.9B
43 68 25 16.4%
ESGD icon
385
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
43 68 25 12.7%
DINO icon
386
HF Sinclair
DINO
$16.7B
43 119 76 50.1%
FRT icon
387
Federal Realty Investment Trust
FRT
$10.3B
43 83 40 11.5%
VIK icon
388
Viking Holdings
VIK
$43.7B
43 112 69 33.4%
JPIE icon
389
JPMorgan Income ETF
JPIE
$10.3B
43 70 27 0.39%
IAG icon
390
IAMGOLD
IAG
$10.4B
43 66 23 2.76%
QQQI icon
391
NEOS Nasdaq 100 High Income ETF
QQQI
$14.1B
43 69 26 12.3%
XEL icon
392
Xcel Energy
XEL
$49.5B
42 130 88 0.34%
VT icon
393
Vanguard Total World Stock ETF
VT
$81.8B
42 107 65 17.3%
LNT icon
394
Alliant Energy
LNT
$18.3B
42 107 65 1.62%
RKT icon
395
Rocket Companies
RKT
$41.8B
42 150 108 3.58%
FBND icon
396
Fidelity Total Bond ETF
FBND
$27.3B
42 78 36 1.47%
DUHP icon
397
Dimensional US High Profitability ETF
DUHP
$12.8B
42 61 19 16.4%
SMTC icon
398
Semtech
SMTC
$13.1B
42 91 49 82.5%
PBA icon
399
Pembina Pipeline
PBA
$28.7B
42 68 26 10.2%
UI icon
400
Ubiquiti
UI
$34.7B
42 88 46 27.5%
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