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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
Savant Capital, LLC 1482880 FIX Comfort Systems USA Inc 710 8,319 +1071.7% +7,609
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1520354 NOC Northrop Grumman Corp 9,982 116,811 +1070.2% +106,829
North Dakota State Investment Board 2064039 AGG iShares Core U.S. Aggregate Bond ETF 26,460 309,611 +1070.1% +283,151
CAPITAL FUND MANAGEMENT S.A. 1323645 ARMK Aramark 31,258 365,595 +1069.6% +334,337
JPMORGAN CHASE & CO 19617 AG First Majestic Silver Corp 127,687 1,493,413 +1069.6% +1,365,726
MUFG Securities EMEA plc 1597694 FIX Comfort Systems USA Inc 1,378 16,109 +1069.0% +14,731
Walleye Capital LLC 1758720 ONDS Ondas Inc. 271,404 3,171,833 +1068.7% +2,900,429
Fisher Asset Management, LLC 850529 DNTH Dianthus Therapeutics, Inc. 23,353 272,863 +1068.4% +249,510
CITIGROUP INC 831001 SOXX iShares Semiconductor ETF 552,045 6,445,179 +1067.5% +5,893,134
Assenagon Asset Management S.A. 1546007 ALK Alaska Air Group, Inc. 26,959 314,093 +1065.1% +287,134
FIRST COMMUNITY TRUST NA 1130344 GARP iShares MSCI USA Quality GARP ETF 36,380 423,820 +1065.0% +387,440
Aware Super Pty Ltd as trustee of Aware Super 2012816 UNP Union Pacific Corp 6,217 72,346 +1063.7% +66,129
Senator Investment Group LP 1443689 GOOG Alphabet Inc. 10,000 116,138 +1061.4% +106,138
Pathstone Holdings, LLC 2011612 VOE VANGUARD MID-CAP VALUE INDEX FUND 8,821 102,424 +1061.1% +93,603
Advisors Asset Management, Inc. 1297376 CDW CDW Corp 9,952 115,539 +1061.0% +105,587
PICTON MAHONEY ASSET MANAGEMENT 1539041 TECH BIO-TECHNE Corp 50,000 580,039 +1060.1% +530,039
Cerity Partners Retirement Plan Advisors LLC 2128338 VOO VANGUARD 500 INDEX FUND 6,595 76,478 +1059.6% +69,883
Squarepoint Ops LLC 1642575 HONA Honeywell Aerospace Inc. 15,095 174,768 +1057.8% +159,673
Cerity Partners LLC 1566475 SPCX Space Exploration Technologies Corp 35,512 411,060 +1057.5% +375,548
MARSHALL WACE, LLP 1318757 TCOM Trip.com Group Ltd 30,773 355,895 +1056.5% +325,122
RENAISSANCE TECHNOLOGIES LLC 1037389 OPLN OPENLANE, Inc. 38,400 443,100 +1053.9% +404,700
Horizon Investments, LLC 1560717 ROK Rockwell Automation, Inc 3,971 45,814 +1053.7% +41,843
RAYMOND JAMES FINANCIAL INC 720005 SKM Sk Telecom Co Ltd 37,186 428,930 +1053.5% +391,744
FIRST TRUST ADVISORS LP 1125816 TGTX Tg Therapeutics, Inc. 166,654 1,921,540 +1053.0% +1,754,886
IMC-Chicago, LLC 1452861 GS Goldman Sachs Group Inc 2,300 26,518 +1053.0% +24,218
DEUTSCHE BANK AG\ 948046 COLD Americold Realty Trust 209,324 2,411,554 +1052.1% +2,202,230
Douglass Winthrop Advisors, LLC 1308527 META Meta Platforms, Inc. 12,474 143,679 +1051.8% +131,205
Boston Partners 1386060 ASO Academy Sports & Outdoors, Inc. 58,860 677,883 +1051.7% +619,023
Walleye Capital LLC 1758720 OKTA Okta, Inc. 95,787 1,103,052 +1051.6% +1,007,265
Qube Research & Technologies Ltd 1729829 GTLB Gitlab Inc. 122,900 1,414,951 +1051.3% +1,292,051
E Fund Management Co., Ltd. 1842296 TSEM Tower Semiconductor Ltd 14,903 171,576 +1051.3% +156,673
Walleye Capital LLC 1758720 TECK Teck Resources Ltd 20,292 233,480 +1050.6% +213,188
Walleye Capital LLC 1758720 OUST Ouster, Inc. 35,285 405,954 +1050.5% +370,669
Mariner, LLC 1373442 PPG Ppg Industries Inc 14,046 161,517 +1049.9% +147,471
Walleye Capital LLC 1758720 TOST Toast, Inc. 120,305 1,383,301 +1049.8% +1,262,996
Squarepoint Ops LLC 1642575 CAKE Cheesecake Factory Inc 83,800 962,387 +1048.4% +878,587
Laurion Capital Management LP 1390202 TER Teradyne, Inc 19,700 225,830 +1046.3% +206,130
HRT FINANCIAL LP 1475597 MATW Matthews International Corp 42,860 491,297 +1046.3% +448,437
CIBC WORLD MARKET INC. 1421224 TPL Texas Pacific Land Corp 2,371 27,171 +1046.0% +24,800
Artisan Partners Limited Partnership 1466153 IBN Icici Bank Ltd 157,489 1,804,430 +1045.7% +1,646,941
AXIOM INVESTORS LLC /DE 1109147 IBN Icici Bank Ltd 242,180 2,772,881 +1045.0% +2,530,701
Walleye Capital LLC 1758720 UPS United Parcel Service Inc 152,375 1,742,632 +1043.6% +1,590,257
Korea Investment CORP 1441689 VOO VANGUARD 500 INDEX FUND 34,342 392,146 +1041.9% +357,804
Korea Investment CORP 1441689 PAAS Pan American Silver Corp 22,988 262,384 +1041.4% +239,396
Erste Asset Management GmbH 2024532 VLTO Veralto Corp 30,437 347,391 +1041.3% +316,954
NATIXIS 1274981 HD Home Depot, Inc. 19,774 225,657 +1041.2% +205,883
LBP AM SA 1970075 ASTS AST SpaceMobile, Inc. 38,500 439,332 +1041.1% +400,832
BlackRock, Inc. 2012383 HAWK HawkEye 360, Inc. 611,116 6,970,966 +1040.7% +6,359,850
CREATIVE FINANCIAL DESIGNS INC /ADV 819864 JAAA Janus Henderson AAA CLO ETF 30,648 349,577 +1040.6% +318,929
HRT FINANCIAL LP 1475597 ELAN Elanco Animal Health Inc 123,295 1,406,151 +1040.5% +1,282,856
RENAISSANCE TECHNOLOGIES LLC 1037389 CDE Coeur Mining, Inc. 513,887 5,859,087 +1040.2% +5,345,200
Meridian Wealth Management, LLC 1697300 SNDK Sandisk Corp 694 7,908 +1039.5% +7,214
Qube Research & Technologies Ltd 1729829 HMN Horace Mann Educators Corp 57,472 654,715 +1039.2% +597,243
Robeco Institutional Asset Management B.V. 1418773 HONA Honeywell Aerospace Inc. 8,458 96,342 +1039.1% +87,884
JANE STREET GROUP, LLC 1595888 LNT Alliant Energy Corp 32,914 374,867 +1038.9% +341,953
JONES FINANCIAL COMPANIES LLLP 815917 VTEI VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF 65,926 749,740 +1037.2% +683,814
WINTON GROUP Ltd 1612063 APH Amphenol Corp 33,000 375,251 +1037.1% +342,251
NATIXIS 1274981 MPWR Monolithic Power Systems, Inc. 13,169 149,718 +1036.9% +136,549
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 315297 SOLV Solventum Corp 13,579 154,379 +1036.9% +140,800
Bank of New York Mellon Corp 1390777 TAXE T. Rowe Price Intermediate Municipal Income ETF 109,751 1,247,725 +1036.9% +1,137,974
MONETA GROUP INVESTMENT ADVISORS LLC 1120927 SPCX Space Exploration Technologies Corp 12,510 142,130 +1036.1% +129,620
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1535845 MRK Merck & Co., Inc. 306,379 3,479,576 +1035.7% +3,173,197
Allspring Global Investments Holdings, LLC 1890906 CLS Celestica Inc 3,258 36,982 +1035.1% +33,724
Walleye Capital LLC 1758720 AAPL Apple Inc. 686,752 7,792,563 +1034.7% +7,105,811
Rockefeller Capital Management L.P. 1739439 DKS Dick's Sporting Goods, Inc. 14,177 160,846 +1034.6% +146,669
AMERICAN CENTURY COMPANIES INC 748054 QLYS Qualys, Inc. 67,466 765,229 +1034.2% +697,763
JANE STREET GROUP, LLC 1595888 ALMS Alumis Inc. 64,600 732,325 +1033.6% +667,725
PRUDENTIAL PLC 898419 TRGP Targa Resources Corp. 6,275 71,118 +1033.4% +64,843
MUFG Securities EMEA plc 1597694 APH Amphenol Corp 96,268 1,090,890 +1033.2% +994,622
VAN ECK ASSOCIATES CORP 869178 ADSK Autodesk, Inc. 69,930 791,988 +1032.5% +722,058
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1710477 PEP Pepsico Inc 11,855 134,247 +1032.4% +122,392
Artemis Investment Management LLP 1535385 AIR Aar Corp 20,306 229,783 +1031.6% +209,477
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 315297 L Loews Corp 11,839 133,839 +1030.5% +122,000
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1141802 FEGE First Eagle Global Equity ETF 34,630 391,047 +1029.2% +356,417
COMMERZBANK AKTIENGESELLSCHAFT /FI 852933 HON Honeywell International Inc 21,099 238,203 +1029.0% +217,104
SIERRA SUMMIT ADVISORS LLC 2012614 CRDO Credo Technology Group Holding Ltd 7,581 85,584 +1028.9% +78,003
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 1280487 FLUT Flutter Entertainment plc 18,157 204,950 +1028.8% +186,793
Rockefeller Capital Management L.P. 1739439 VIK Viking Holdings Ltd 30,855 348,002 +1027.9% +317,147
JPMORGAN CHASE & CO 19617 CBZ CBIZ, Inc. 47,098 531,169 +1027.8% +484,071
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1535845 DHI Horton D R Inc 16,488 185,885 +1027.4% +169,397
NATIXIS 1274981 LOW Lowes Companies Inc 29,114 328,189 +1027.3% +299,075
MARSHALL WACE, LLP 1318757 VKTX Viking Therapeutics, Inc. 42,767 482,060 +1027.2% +439,293
AMF Tjanstepension AB 1553562 ITT Itt Inc. 44,854 505,575 +1027.2% +460,721
NATIXIS 1274981 C Citigroup Inc 66,685 751,489 +1026.9% +684,804
FMR LLC 315066 PFBC Preferred Bank 73,380 826,611 +1026.5% +753,231
Edgestream Partners, L.P. 1535061 NEE Nextera Energy Inc 17,635 198,646 +1026.4% +181,011
Walleye Capital LLC 1758720 BMY Bristol Myers Squibb Co 277,384 3,122,717 +1025.8% +2,845,333
Advisors Asset Management, Inc. 1297376 WSM Williams Sonoma Inc 13,526 152,248 +1025.6% +138,722
Thrivent Financial for Lutherans 314984 BWA Borgwarner Inc 116,634 1,312,826 +1025.6% +1,196,192
Arvin Capital Management LP 1961738 IWM iShares Russell 2000 ETF 24,000 270,000 +1025.0% +246,000
PICTON MAHONEY ASSET MANAGEMENT 1539041 PGR Progressive Corp 5,515 62,030 +1024.8% +56,515
Rockefeller Capital Management L.P. 1739439 NBSD Neuberger Short Duration Income ETF 28,648 322,048 +1024.2% +293,400
SUMMIT WEALTH GROUP LLC / CO 2081278 FBND Fidelity Total Bond ETF 23,979 269,482 +1023.8% +245,503
Andra AP-fonden 1535452 GWW W.W. Grainger, Inc. 1,347 15,137 +1023.8% +13,790
MUFG Securities EMEA plc 1597694 HUM Humana Inc 4,699 52,788 +1023.4% +48,089
BARCLAYS PLC 312069 WYNN Wynn Resorts Ltd 127,677 1,433,392 +1022.7% +1,305,715
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1730896 NDSN Nordson Corp 6,280 70,480 +1022.3% +64,200
Qube Research & Technologies Ltd 1729829 SLF Sun Life Financial Inc 14,767 165,686 +1022.0% +150,919
Twin Tree Management, LP 1535588 SOFI SoFi Technologies, Inc. 57,116 640,367 +1021.2% +583,251
Allianz SE 1127508 SNDK Sandisk Corp 489 5,482 +1021.1% +4,993