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Double-Down Report

Positions where an institution increased its share count by 50%+ quarter over quarter, from a prior position worth at least $1M — ranked by conviction

Comparing Sep 30, 2026 vs prior quarter Jun 30, 2026
5,000 positions
Institution Stock Prior Shares Current Shares Change
Qube Research & Technologies Ltd 1729829 CRCL Circle Internet Group, Inc. 21,905 364,272 +1563.0% +342,367
VICTORY CAPITAL MANAGEMENT INC 1040188 SLGN Silgan Holdings Inc 33,321 553,263 +1560.4% +519,942
Walleye Capital LLC 1758720 EMBJ Embraer S.A. 20,894 346,502 +1558.4% +325,608
Walleye Capital LLC 1758720 SM SM Energy Co 38,438 635,598 +1553.6% +597,160
NEUBERGER BERMAN GROUP LLC 1465109 AXON Axon Enterprise, Inc. 7,379 121,982 +1553.1% +114,603
TCW GROUP INC 850401 ON On Semiconductor Corp 20,362 336,341 +1551.8% +315,979
New York Life Investment Management LLC 1133639 JEPI JPMorgan Equity Premium Income ETF 40,125 661,625 +1548.9% +621,500
CI INVESTMENTS INC. 1163648 UBER Uber Technologies, Inc 52,499 864,905 +1547.5% +812,406
BARCLAYS PLC 312069 VKTX Viking Therapeutics, Inc. 52,991 872,696 +1546.9% +819,705
Daiwa Securities Group Inc. 1481045 BYND Beyond Meat, Inc. 63,530 1,045,344 +1545.4% +981,814
Mirae Asset Global Investments Co., Ltd. 1569395 LSCC Lattice Semiconductor Corp 14,029 230,425 +1542.5% +216,396
Arax Advisory Partners 1586767 ACYN First Trust Exchange-Traded Fund 128,630 2,112,462 +1542.3% +1,983,832
BI Asset Management Fondsmaeglerselskab A/S 1778131 MPC Marathon Petroleum Corp 8,424 138,298 +1541.7% +129,874
Walleye Capital LLC 1758720 VST Vistra Corp. 84,595 1,388,309 +1541.1% +1,303,714
NEUBERGER BERMAN GROUP LLC 1465109 VMRK Vivmark Residential 41,303 677,417 +1540.1% +636,114
Pathstone Holdings, LLC 2011612 SCHM Schwab U.S. Mid-Cap ETF 35,804 587,220 +1540.1% +551,416
NORDEA INVESTMENT MANAGEMENT AB 1218210 KKR KKR & Co. Inc. 39,008 639,488 +1539.4% +600,480
Jump Financial, LLC 1831577 PNW Pinnacle West Capital Corp 13,500 221,314 +1539.4% +207,814
NWI MANAGEMENT LP 1103887 SLV iShares Silver Trust 65,000 1,065,000 +1538.5% +1,000,000
Connor, Clark & Lunn Investment Management Ltd. 1596800 PANW Palo Alto Networks Inc 26,272 430,271 +1537.8% +403,999
Walleye Capital LLC 1758720 SEDG Solaredge Technologies, Inc. 134,908 2,208,843 +1537.3% +2,073,935
PRINCIPAL SECURITIES, INC. 12600 SHV iShares 0-1 Year Treasury Bond ETF 37,573 614,026 +1534.2% +576,453
BANK OF NOVA SCOTIA 9631 CLX Clorox Co 15,727 256,936 +1533.7% +241,209
SOROS CAPITAL MANAGEMENT LLC 1748240 META Meta Platforms, Inc. 2,615 42,682 +1532.2% +40,067
Walleye Capital LLC 1758720 AAP Advance Auto Parts Inc 16,466 268,692 +1531.8% +252,226
Assenagon Asset Management S.A. 1546007 MU Micron Technology Inc 172,319 2,805,455 +1528.1% +2,633,136
FIRST TRUST ADVISORS LP 1125816 DOCS Doximity, Inc. 48,776 793,646 +1527.1% +744,870
Lido Advisors, LLC 1650150 MBB iShares MBS ETF 14,125 229,810 +1527.0% +215,685
Baird Financial Group, Inc. 1648711 VBIL Vanguard Institutional Index Funds 19,820 321,880 +1524.0% +302,060
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1164508 MFC Manulife Financial Corp 132,249 2,147,383 +1523.7% +2,015,134
MUFG Securities EMEA plc 1597694 NTAP NetApp, Inc. 7,756 125,926 +1523.6% +118,170
ACADIAN ASSET MANAGEMENT LLC 916542 FAST Fastenal Co 36,095 585,758 +1522.8% +549,663
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1535845 EL Estee Lauder Companies Inc 15,460 250,460 +1520.1% +235,000
CITIGROUP INC 831001 EDU New Oriental Education & Technology Group Inc. 22,551 365,099 +1519.0% +342,548
NATIXIS 1274981 COP Conocophillips 14,847 240,288 +1518.4% +225,441
Walleye Capital LLC 1758720 SMCI Super Micro Computer, Inc. 274,923 4,447,764 +1517.8% +4,172,841
BARCLAYS PLC 312069 FCEL Fuelcell Energy Inc 34,629 560,227 +1517.8% +525,598
Fisher Asset Management, LLC 850529 GILD Gilead Sciences, Inc. 18,926 305,850 +1516.0% +286,924
Advisors Asset Management, Inc. 1297376 AZO Autozone Inc 667 10,773 +1515.1% +10,106
ERSTE TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH S.A. 2156072 LITE Lumentum Holdings Inc. 1,841 29,732 +1515.0% +27,891
MEITAV INVESTMENT HOUSE LTD 1398346 SNDK Sandisk Corp 595 9,595 +1512.6% +9,000
Bank Julius Baer & Co. Ltd, Zurich 1544599 WAT Waters Corp 12,326 198,542 +1510.8% +186,216
Walleye Capital LLC 1758720 PBF PBF Energy Inc. 22,941 369,277 +1509.7% +346,336
Walleye Capital LLC 1758720 ALAB Astera Labs, Inc. 41,706 670,314 +1507.2% +628,608
RENAISSANCE TECHNOLOGIES LLC 1037389 STUB StubHub Holdings, Inc. 262,900 4,223,200 +1506.4% +3,960,300
SNS Financial Group, LLC 1557485 BSCT Invesco BulletShares 2029 Corporate Bond ETF 58,788 943,489 +1504.9% +884,701
SCOTIA CAPITAL INC. 1335644 PFFD Global X U.S. Preferred ETF 62,971 1,009,646 +1503.4% +946,675
RBF Capital, LLC 1134621 TSLA Tesla, Inc. 4,000 64,000 +1500.0% +60,000
Assenagon Asset Management S.A. 1546007 AA Alcoa Corp 44,899 717,838 +1498.8% +672,939
VICTORY CAPITAL MANAGEMENT INC 1040188 SGI Somnigroup International Inc. 89,060 1,423,631 +1498.5% +1,334,571
NORDEA INVESTMENT MANAGEMENT AB 1218210 CMG Chipotle Mexican Grill Inc 149,757 2,393,500 +1498.3% +2,243,743
BESSEMER GROUP INC 1054074 MPC Marathon Petroleum Corp 28,836 460,498 +1497.0% +431,662
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1644956 MU Micron Technology Inc 14,060 224,405 +1496.1% +210,345
MARSHALL WACE, LLP 1318757 DB Deutsche Bank Aktiengesellschaft 285,768 4,558,173 +1495.1% +4,272,405
Capital CS Group, LLC 1830008 SPY Spdr S&P 500 ETF Trust 2,233 35,605 +1494.5% +33,372
BNP PARIBAS ARBITRAGE, SA 1166588 OLLI Ollie's Bargain Outlet Holdings, Inc. 30,734 489,611 +1493.1% +458,877
CenterBook Partners LP 1872738 ORCL Oracle Corp 8,865 140,622 +1486.3% +131,757
FMR LLC 315066 PRGO PERRIGO Co plc 394,034 6,247,989 +1485.6% +5,853,955
Merit Financial Group, LLC 1621225 DFAX Dimensional World ex. U.S. Core Equity 2 ETF 57,820 915,784 +1483.9% +857,964
Jump Financial, LLC 1831577 BNTX BioNTech SE 10,900 172,600 +1483.5% +161,700
Horizon Investments, LLC 1560717 MCHP Microchip Technology Inc 12,383 196,053 +1483.2% +183,670
Qube Research & Technologies Ltd 1729829 AYI Acuity Inc. (De) 16,982 268,797 +1482.8% +251,815
UniSuper Management Pty Ltd 1989400 GPN Global Payments Inc 21,825 345,225 +1481.8% +323,400
RENAISSANCE TECHNOLOGIES LLC 1037389 HUM Humana Inc 8,600 135,980 +1481.2% +127,380
DekaBank Deutsche Girozentrale 1456228 DECK Deckers Outdoor Corp 10,122 159,978 +1480.5% +149,856
Transamerica Financial Advisors, LLC 1502149 QQQ Invesco Qqq Trust, Series 1 2,511 39,686 +1480.5% +37,175
Sequoia Financial Advisors, LLC 1599900 VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND 88,219 1,393,961 +1480.1% +1,305,742
Walleye Capital LLC 1758720 PDD PDD Holdings Inc. 150,126 2,371,835 +1479.9% +2,221,709
DekaBank Deutsche Girozentrale 1456228 GEHC GE HealthCare Technologies Inc. 54,371 858,410 +1478.8% +804,039
Heck Capital Advisors, LLC 2046227 IUSB iShares Core Universal USD Bond ETF 105,140 1,659,822 +1478.7% +1,554,682
JANE STREET GROUP, LLC 1595888 EMLC VanEck J.P. Morgan EM Local Currency Bond ETF 59,200 933,913 +1477.6% +874,713
Allianz SE 1127508 VOO VANGUARD 500 INDEX FUND 75,646 1,193,276 +1477.4% +1,117,630
Pictet Asset Management Holding SA 1993888 IWM iShares Russell 2000 ETF 5,480 86,443 +1477.4% +80,963
BARCLAYS PLC 312069 MBB iShares MBS ETF 184,420 2,907,852 +1476.8% +2,723,432
JANE STREET GROUP, LLC 1595888 WSC WillScot Holdings Corp 54,177 853,181 +1474.8% +799,004
Qube Research & Technologies Ltd 1729829 MRSH Marsh & Mclennan Companies, Inc. 19,501 306,922 +1473.9% +287,421
ROYAL LONDON ASSET MANAGEMENT LTD 863748 TPR Tapestry, Inc. 7,153 112,563 +1473.6% +105,410
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 315297 SOLS Solstice Advanced Materials Inc. 14,942 234,942 +1472.4% +220,000
Calamos Advisors LLC 1316507 FN Fabrinet 3,300 51,800 +1469.7% +48,500
Walleye Capital LLC 1758720 VALE Vale S.A. 371,836 5,834,476 +1469.1% +5,462,640
Amundi 1330387 FPS Forgent Power Solutions, Inc. 155,658 2,439,990 +1467.5% +2,284,332
EVENTIDE ASSET MANAGEMENT, LLC 1442891 ROP Roper Technologies Inc 4,230 66,244 +1466.1% +62,014
Walleye Capital LLC 1758720 STX Seagate Technology Holdings plc 35,321 552,901 +1465.4% +517,580
Sterling Capital Management LLC 1329883 QCOM Qualcomm Inc 5,444 85,206 +1465.1% +79,762
Performance Wealth Partners, LLC 1908765 JNJ Johnson & Johnson 5,820 91,078 +1464.9% +85,258
Walleye Capital LLC 1758720 NEE Nextera Energy Inc 93,492 1,461,936 +1463.7% +1,368,444
FIRST TRUST ADVISORS LP 1125816 FN Fabrinet 3,034 47,406 +1462.5% +44,372
Hudson Bay Capital Management LP 1393825 LITE Lumentum Holdings Inc. 36,000 561,797 +1460.5% +525,797
Qube Research & Technologies Ltd 1729829 IJR iShares Core S&P Small-Cap ETF 50,729 791,648 +1460.5% +740,919
DekaBank Deutsche Girozentrale 1456228 TTC Toro Co 11,039 172,187 +1459.8% +161,148
MARSHALL WACE, LLP 1318757 REZI Resideo Technologies, Inc. 96,604 1,504,928 +1457.8% +1,408,324
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1164508 CRH Crh Public Ltd Co 19,946 309,911 +1453.8% +289,965
HRT FINANCIAL LP 1475597 IQV Iqvia Holdings Inc. 25,559 397,074 +1453.6% +371,515
LPL Financial LLC 1403438 TFLR T. Rowe Price Floating Rate ETF 77,977 1,211,361 +1453.5% +1,133,384
Qube Research & Technologies Ltd 1729829 BGC BGC Group, Inc. 154,455 2,394,899 +1450.5% +2,240,444
OFI INVEST ASSET MANAGEMENT 1977602 TRV Travelers Companies, Inc. 4,036 62,571 +1450.3% +58,535
DekaBank Deutsche Girozentrale 1456228 BRK-A Berkshire Hathaway Inc 4 62 +1450.0% +58
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1535845 WST West Pharmaceutical Services Inc 4,417 68,392 +1448.4% +63,975
TBH Global Asset Management, LLC 1787125 IVV iShares Core S&P 500 ETF 40,073 619,347 +1445.5% +579,274
Walleye Capital LLC 1758720 EL Estee Lauder Companies Inc 62,282 962,436 +1445.3% +900,154