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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
BARCLAYS PLC 312069 TKR Timken Co 29,913 384,311 +1184.8% +354,398
Walleye Capital LLC 1758720 SRE Sempra 10,979 141,029 +1184.5% +130,050
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1520354 KEY Keycorp 368,361 4,729,767 +1184.0% +4,361,406
BIP Wealth, LLC 1590214 IWV iShares Russell 3000 ETF 4,405 56,540 +1183.5% +52,135
ALPS ADVISORS INC 1376113 JKHY Jack Henry & Associates Inc 8,368 107,309 +1182.4% +98,941
DUMAC, INC. 1584258 NVDA Nvidia Corp 58,868 754,768 +1182.1% +695,900
Walleye Capital LLC 1758720 CBOE Cboe Global Markets, Inc. 15,976 204,746 +1181.6% +188,770
OMERS ADMINISTRATION Corp 1053321 VMRK Vivmark Residential 18,897 241,846 +1179.8% +222,949
Perpetual Ltd 1647273 ORCL Oracle Corp 17,232 220,331 +1178.6% +203,099
Pictet Asset Management Holding SA 1993888 H Hyatt Hotels Corp 19,393 247,954 +1178.6% +228,561
Walleye Capital LLC 1758720 SWK Stanley Black & Decker, Inc. 18,800 240,200 +1177.7% +221,400
Pathstone Holdings, LLC 2011612 SPCX Space Exploration Technologies Corp 25,466 325,289 +1177.3% +299,823
EVENTIDE ASSET MANAGEMENT, LLC 1442891 NOW ServiceNow, Inc. 18,065 230,687 +1177.0% +212,622
Impax Asset Management Group plc 1749768 FERG Ferguson Enterprises Inc. 70,177 895,921 +1176.7% +825,744
Parallel Advisors, LLC 1690010 CORO 97,035 1,238,615 +1176.5% +1,141,580
HRT FINANCIAL LP 1475597 KIM Kimco Realty Corp 53,305 679,973 +1175.6% +626,668
EULAV Asset Management 1540826 LITE Lumentum Holdings Inc. 2,700 34,436 +1175.4% +31,736
Qube Research & Technologies Ltd 1729829 IVT InvenTrust Properties Corp. 40,177 511,975 +1174.3% +471,798
49 WEALTH MANAGEMENT, LLC 2022291 PFOE Pathfinder Focused Opportunities ETF 255,580 3,256,630 +1174.2% +3,001,050
Mediolanum International Funds Ltd 2022028 OTIS Otis Worldwide Corp 16,184 206,126 +1173.6% +189,942
CAPITAL FUND MANAGEMENT S.A. 1323645 ASTS AST SpaceMobile, Inc. 54,000 687,600 +1173.3% +633,600
JANE STREET GROUP, LLC 1595888 AVTR Avantor, Inc. 255,300 3,249,172 +1172.7% +2,993,872
VOYA INVESTMENT MANAGEMENT LLC 1068837 USAR USA Rare Earth, Inc. 91,265 1,161,473 +1172.6% +1,070,208
Qube Research & Technologies Ltd 1729829 CPNG Coupang, Inc. 76,100 968,154 +1172.2% +892,054
JANE STREET GROUP, LLC 1595888 RVMD Revolution Medicines, Inc. 711,715 9,047,951 +1171.3% +8,336,236
Jump Financial, LLC 1831577 ESTC Elastic N.V. 22,453 285,167 +1170.1% +262,714
TCW GROUP INC 850401 DHR Danaher Corp 15,107 191,861 +1170.0% +176,754
BARCLAYS PLC 312069 VSXY Victoria's Secret & Co. 45,701 580,156 +1169.5% +534,455
DEUTSCHE BANK AG\ 948046 AHR American Healthcare REIT, Inc. 239,293 3,037,579 +1169.4% +2,798,286
JANE STREET GROUP, LLC 1595888 QDTE Roundhill Innovation-100 0DTE Covered Call Strategy ETF 42,100 534,372 +1169.3% +492,272
NEUBERGER BERMAN GROUP LLC 1465109 ABNB Airbnb, Inc. 92,569 1,172,808 +1167.0% +1,080,239
Walleye Capital LLC 1758720 AKAM Akamai Technologies Inc 115,590 1,464,393 +1166.9% +1,348,803
SNS Financial Group, LLC 1557485 CGCB Capital Group Fixed Income ETF Trust 96,486 1,221,828 +1166.3% +1,125,342
HRT FINANCIAL LP 1475597 FIVE Five Below, Inc 8,321 105,353 +1166.1% +97,032
Nippon Life Global Investors Americas, Inc. 1040190 WMT Walmart Inc. 11,470 145,140 +1165.4% +133,670
Walleye Capital LLC 1758720 GD General Dynamics Corp 19,852 251,132 +1165.0% +231,280
Qube Research & Technologies Ltd 1729829 RUN Sunrun Inc. 179,391 2,268,360 +1164.5% +2,088,969
Rockefeller Capital Management L.P. 1739439 HUBB Hubbell Inc 5,718 72,290 +1164.3% +66,572
Jump Financial, LLC 1831577 DKS Dick's Sporting Goods, Inc. 10,828 136,850 +1163.9% +126,022
Erste Asset Management GmbH 2024532 MRSH Marsh & Mclennan Companies, Inc. 7,692 97,069 +1161.9% +89,377
MARSHALL WACE, LLP 1318757 DLTR Dollar Tree, Inc. 31,725 400,330 +1161.9% +368,605
BANK OF MONTREAL /CAN/ 927971 NTES NetEase, Inc. 32,090 404,792 +1161.4% +372,702
BARCLAYS PLC 312069 IWF iShares Russell 1000 Growth ETF 12,386 156,175 +1160.9% +143,789
MARSHALL WACE, LLP 1318757 CHD Church & Dwight Co Inc 17,216 217,031 +1160.6% +199,815
Ensign Peak Advisors, Inc 1454984 RBC RBC Bearings INC 10,374 130,736 +1160.2% +120,362
BARCLAYS PLC 312069 ORA Ormat Technologies, Inc. 20,145 253,861 +1160.2% +233,716
FIRST TRUST ADVISORS LP 1125816 LEVI Levi Strauss & Co 104,242 1,313,076 +1159.6% +1,208,834
Bank of New York Mellon Corp 1390777 BZ Kanzhun Ltd 535,004 6,738,928 +1159.6% +6,203,924
LOS ANGELES CAPITAL MANAGEMENT LLC 1177206 ODFL Old Dominion Freight Line, Inc. 20,031 252,183 +1159.0% +232,152
ING GROEP NV 1039765 AES Aes Corp 87,684 1,103,530 +1158.5% +1,015,846
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 869353 CBRE Cbre Group, Inc. 17,467 219,677 +1157.7% +202,210
BNP PARIBAS ARBITRAGE, SA 1166588 WH Wyndham Hotels & Resorts, Inc. 22,438 282,123 +1157.3% +259,685
DEUTSCHE BANK AG\ 948046 CRS Carpenter Technology Corp 7,276 91,405 +1156.3% +84,129
Private Advisor Group, LLC 1567755 SCHP Schwab U.S. TIPS ETF 49,929 627,193 +1156.2% +577,264
UBS Group AG 1610520 AIAI AIAI Holdings Corp 135,206 1,696,224 +1154.5% +1,561,018
BESSEMER GROUP INC 1054074 TMO Thermo Fisher Scientific Inc. 28,431 356,502 +1153.9% +328,071
Advisors Asset Management, Inc. 1297376 NXST Nexstar Media Group, Inc. 23,491 294,472 +1153.6% +270,981
AustralianSuper Pty Ltd 1694164 KLAC Kla Corp 4,240 53,123 +1152.9% +48,883
Qube Research & Technologies Ltd 1729829 TAP Molson Coors Beverage Co 117,017 1,465,026 +1152.0% +1,348,009
Tortoise Investment Management, LLC 1599511 VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND 22,485 281,474 +1151.8% +258,989
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1520354 MYRG Myr Group Inc. 6,696 83,541 +1147.6% +76,845
MARSHALL WACE, LLP 1318757 GSK GSK plc 23,174 288,988 +1147.0% +265,814
Walleye Capital LLC 1758720 AON Aon plc 3,087 38,460 +1145.9% +35,373
Walleye Capital LLC 1758720 JBL Jabil Inc 31,764 395,657 +1145.6% +363,893
MACQUARIE GROUP LTD 1418333 COO Cooper Companies, Inc. 14,416 179,555 +1145.5% +165,139
Walleye Capital LLC 1758720 SYY Sysco Corp 71,052 884,109 +1144.3% +813,057
Walleye Capital LLC 1758720 CVNA Carvana Co. 205,897 2,561,295 +1144.0% +2,355,398
Squarepoint Ops LLC 1642575 FTAI FTAI Aviation Ltd. 8,200 101,978 +1143.6% +93,778
JANE STREET GROUP, LLC 1595888 NXST Nexstar Media Group, Inc. 9,600 119,330 +1143.0% +109,730
WCM INVESTMENT MANAGEMENT, LLC 1061186 TYL Tyler Technologies Inc 3,640 45,235 +1142.7% +41,595
EVERGREEN CAPITAL MANAGEMENT LLC 1260824 LQD iShares iBoxx $ Investment Grade Corporate Bond ETF 9,395 116,468 +1139.7% +107,073
Delta Wealth Advisors LLC 1970701 IBTI iShares iBonds Dec 2028 Term Treasury ETF 66,767 827,443 +1139.3% +760,676
JANE STREET GROUP, LLC 1595888 BITI ProShares Short Bitcoin ETF 48,100 595,998 +1139.1% +547,898
MIZUHO MARKETS AMERICAS LLC 1825516 SBRA Sabra Health Care REIT, Inc. 60,000 742,600 +1137.7% +682,600
MARSHALL WACE, LLP 1318757 SPCX Space Exploration Technologies Corp 140,952 1,743,810 +1137.2% +1,602,858
ALPS ADVISORS INC 1376113 GGG Graco Inc 17,605 217,767 +1137.0% +200,162
Advisors Asset Management, Inc. 1297376 MTD Mettler Toledo International Inc 1,468 18,155 +1136.7% +16,687
Walleye Capital LLC 1758720 CI Cigna Group 49,993 618,257 +1136.7% +568,264
Finivi Inc. 2101641 VUSB VANGUARD ULTRA-SHORT BOND ETF 22,234 274,947 +1136.6% +252,713
VOYA INVESTMENT MANAGEMENT LLC 1068837 MMSI Merit Medical Systems Inc 26,818 331,577 +1136.4% +304,759
Advisors Asset Management, Inc. 1297376 TT Trane Technologies plc 3,305 40,852 +1136.1% +37,547
Squarepoint Ops LLC 1642575 ALL Allstate Corp 43,898 542,401 +1135.6% +498,503
Assenagon Asset Management S.A. 1546007 BKR Baker Hughes Co 87,130 1,075,981 +1134.9% +988,851
BANK OF NOVA SCOTIA 9631 DG Dollar General Corp 19,014 234,627 +1134.0% +215,613
RENAISSANCE TECHNOLOGIES LLC 1037389 HYG iShares iBoxx $ High Yield Corporate Bond ETF 171,100 2,109,538 +1132.9% +1,938,438
Walleye Capital LLC 1758720 AA Alcoa Corp 98,885 1,218,492 +1132.2% +1,119,607
Militia Capital Management LLC 2130487 BABA Alibaba Group Holding Ltd 49,500 609,500 +1131.3% +560,000
JONES FINANCIAL COMPANIES LLLP 815917 NU Nu Holdings Ltd. 255,069 3,140,326 +1131.2% +2,885,257
BARCLAYS PLC 312069 LTH Life Time Group Holdings, Inc. 40,978 504,341 +1130.8% +463,363
LEVEL FOUR ADVISORY SERVICES, LLC 1696715 DFAX Dimensional World ex. U.S. Core Equity 2 ETF 28,242 347,588 +1130.7% +319,346
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 1672142 AVGO Broadcom Inc. 20,000 246,000 +1130.0% +226,000
FMR LLC 315066 PII Polaris Inc. 43,329 532,779 +1129.6% +489,450
MUFG Securities EMEA plc 1597694 ATO Atmos Energy Corp 6,533 80,231 +1128.1% +73,698
Qube Research & Technologies Ltd 1729829 MTUM iShares MSCI USA Momentum Factor ETF 13,924 170,956 +1127.8% +157,032
BNP PARIBAS ARBITRAGE, SA 1166588 SHAZ SharonAI Holdings Inc. 49,198 603,634 +1126.9% +554,436
FULTON BREAKEFIELD BROENNIMAN LLC 1119254 STX Seagate Technology Holdings plc 1,052 12,905 +1126.7% +11,853
Smith Salley Wealth Management 1482012 TSM Taiwan Semiconductor Manufacturing Co Ltd 2,518 30,874 +1126.1% +28,356
Mitsubishi UFJ Trust & Banking Corp 1462160 BXP BXP, Inc. 15,917 195,047 +1125.4% +179,130
49 WEALTH MANAGEMENT, LLC 2022291 VUG VANGUARD GROWTH INDEX FUND 35,959 440,294 +1124.4% +404,335
Mirae Asset Global Investments Co., Ltd. 1569395 IOO iShares Global 100 ETF 10,652 130,371 +1123.9% +119,719