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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
Verition Fund Management LLC 1454027 SMTC Semtech Corp 15,328 171,827 +1021.0% +156,499
AMERICAN CENTURY COMPANIES INC 748054 SN SharkNinja, Inc. 21,967 246,204 +1020.8% +224,237
Assenagon Asset Management S.A. 1546007 CRDO Credo Technology Group Holding Ltd 5,860 65,653 +1020.4% +59,793
BlackRock, Inc. 2012383 MBBA 94,089 1,053,884 +1020.1% +959,795
OSSIAM 1767471 LVS Las Vegas Sands Corp 22,543 252,492 +1020.0% +229,949
Public Sector Pension Investment Board 1396318 LUV Southwest Airlines Co 139,565 1,562,940 +1019.9% +1,423,375
Walleye Capital LLC 1758720 ASTS AST SpaceMobile, Inc. 144,602 1,619,312 +1019.8% +1,474,710
JUPITER ASSET MANAGEMENT LTD 1215838 ENOV Enovis CORP 65,392 731,764 +1019.0% +666,372
BARCLAYS PLC 312069 BROS Dutch Bros Inc. 21,723 243,068 +1018.9% +221,345
BANK OF NOVA SCOTIA 9631 DLTR Dollar Tree, Inc. 14,891 166,617 +1018.9% +151,726
Agave Capital Management Ltd 2099846 AMZN Amazon Com Inc 38,222 427,400 +1018.2% +389,178
Counterpoint Mutual Funds LLC 1698461 TDOC Teladoc Health, Inc. 147,677 1,650,165 +1017.4% +1,502,488
Walleye Capital LLC 1758720 LEU Centrus Energy Corp 27,991 312,597 +1016.8% +284,606
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1710477 TJX Tjx Companies Inc 10,569 117,899 +1015.5% +107,330
LPL Financial LLC 1403438 MLPI NEOS MLP & Energy Infrastructure High Income ETF 18,360 204,768 +1015.3% +186,408
OSSIAM 1767471 ZTS Zoetis Inc. 16,929 188,698 +1014.6% +171,769
WOLVERINE ASSET MANAGEMENT LLC 1279891 ETH Grayscale Ethereum Staking Mini ETF 175,816 1,959,639 +1014.6% +1,783,823
CI INVESTMENTS INC. 1163648 GLDM World Gold Trust 55,034 613,397 +1014.6% +558,363
Quadrature Capital Ltd 1651424 GILD Gilead Sciences, Inc. 13,731 153,026 +1014.5% +139,295
AMERICAN CENTURY COMPANIES INC 748054 KD Kyndryl Holdings, Inc. 347,743 3,874,640 +1014.2% +3,526,897
CenterStar Asset Management, LLC 1722053 SNDK Sandisk Corp 1,000 11,142 +1014.2% +10,142
Verition Fund Management LLC 1454027 RYAAY Ryanair Holdings PLC 83,686 932,238 +1014.0% +848,552
Eurizon Capital SGR S.p.A. 2107286 CME Cme Group Inc. 50,446 561,661 +1013.4% +511,215
Brookstone Capital Management 1599584 UAUG 116,061 1,291,566 +1012.8% +1,175,505
Russell Investments Group, Ltd. 1692234 VIRT Virtu Financial, Inc. 28,085 312,397 +1012.3% +284,312
GATEWAY INVESTMENT ADVISERS LLC 1114618 FDX Fedex Corp 13,982 155,453 +1011.8% +141,471
VOYA INVESTMENT MANAGEMENT LLC 1068837 BLSH Bullish 72,789 807,778 +1009.8% +734,989
Qube Research & Technologies Ltd 1729829 JBLU Jetblue Airways Corp 354,793 3,936,321 +1009.5% +3,581,528
PARTNERS WEALTH MANAGEMENT, LLC 2054714 QQQ Invesco Qqq Trust, Series 1 1,883 20,884 +1009.1% +19,001
Quadrature Capital Ltd 1651424 FANG Diamondback Energy, Inc. 11,054 122,558 +1008.7% +111,504
FEDERATED HERMES, INC. 1056288 MYRG Myr Group Inc. 9,551 105,890 +1008.7% +96,339
Qube Research & Technologies Ltd 1729829 SYNA SYNAPTICS Inc 24,687 273,537 +1008.0% +248,850
ING GROEP NV 1039765 MCK Mckesson Corp 1,485 16,452 +1007.9% +14,967
MORGAN STANLEY 895421 MMED MiniMed Group, Inc. 71,080 787,157 +1007.4% +716,077
VANGUARD CAPITAL MANAGEMENT LLC 2100119 LCLN Lincoln International, Inc. 87,185 965,293 +1007.2% +878,108
JANE STREET GROUP, LLC 1595888 CGIC Capital Group International Core Equity ETF 42,688 472,583 +1007.1% +429,895
CITIGROUP INC 831001 FPS Forgent Power Solutions, Inc. 19,216 212,617 +1006.5% +193,401
Encompass More Asset Management 2011218 SPY Spdr S&P 500 ETF Trust 5,858 64,806 +1006.3% +58,948
MEEDER ASSET MANAGEMENT INC 809443 IEF iShares 7-10 Year Treasury Bond ETF 54,062 597,957 +1006.1% +543,895
OMERS ADMINISTRATION Corp 1053321 PBA Pembina Pipeline Corp 56,200 621,200 +1005.3% +565,000
Mirae Asset Global Investments Co., Ltd. 1569395 NUAI New ERA Energy & Digital, Inc. 865,500 9,561,500 +1004.7% +8,696,000
Fulcrum Asset Management LLP 1353395 BEN Franklin Templeton Inc 96,568 1,065,673 +1003.5% +969,105
Smith & Howard Wealth Management, LLC 1543991 MMIT NYLIM ETF Trust 84,916 937,023 +1003.5% +852,107
Quantbot Technologies LP 1512991 ALL Allstate Corp 5,394 59,491 +1002.9% +54,097
Walleye Capital LLC 1758720 FLUT Flutter Entertainment plc 20,349 224,364 +1002.6% +204,015
Thrivent Financial for Lutherans 314984 SHC Sotera Health Co 66,064 728,056 +1002.0% +661,992
PEAK6 LLC 1389958 PLAB Photronics Inc 31,000 341,519 +1001.7% +310,519
ASR Vermogensbeheer N.V. 1916757 TDG TransDigm Group INC 1,073 11,820 +1001.6% +10,747
CenterBook Partners LP 1872738 MEC Mayville Engineering Company, Inc. 30,992 341,000 +1000.3% +310,008
PICTON MAHONEY ASSET MANAGEMENT 1539041 NWAX New America Acquisition I Corp. 100,000 1,100,000 +1000.0% +1,000,000
Anson Funds Management LP 1491072 SPY Spdr S&P 500 ETF Trust 30,000 330,000 +1000.0% +300,000
PICTON MAHONEY ASSET MANAGEMENT 1539041 BEAG Bold Eagle Acquisition Corp. 100,000 1,100,000 +1000.0% +1,000,000
Portman Square Capital LLP 1966898 TLT iShares 20+ Year Treasury Bond ETF 15,000 165,000 +1000.0% +150,000
Invesco Ltd. 914208 TRAX First Tracks Biotherapeutics, Inc. 71,014 780,972 +999.7% +709,958
Walleye Capital LLC 1758720 ELV Elevance Health, Inc. 11,480 126,242 +999.7% +114,762
Generate Investment Management Ltd 2025905 SPCX Space Exploration Technologies Corp 9,107 100,129 +999.5% +91,022
SAVA PENZISKO DRUSHTVO A.D. SKOPJE 2094371 VPL VANGUARD PACIFIC STOCK INDEX FUND 16,029 176,230 +999.4% +160,201
Provenance Wealth Advisors, LLC 2081584 AMZN Amazon Com Inc 8,581 94,209 +997.9% +85,628
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1535845 COIN Coinbase Global, Inc. 128,285 1,408,285 +997.8% +1,280,000
CenterBook Partners LP 1872738 FRMI Fermi Inc. 171,251 1,879,838 +997.7% +1,708,587
CAPITOLIS LIQUID GLOBAL MARKETS LLC 2094379 GEV GE Vernova Inc. 8,887 97,520 +997.3% +88,633
COMMERZBANK AKTIENGESELLSCHAFT /FI 852933 HONA Honeywell Aerospace Inc. 20,942 229,726 +997.0% +208,784
BANK OF NOVA SCOTIA 9631 BHF Brighthouse Financial, Inc. 53,000 581,200 +996.6% +528,200
Vontobel Holding Ltd. 1588340 LFUS Littelfuse Inc 8,160 89,463 +996.4% +81,303
HRT FINANCIAL LP 1475597 YETI YETI Holdings, Inc. 43,814 480,193 +996.0% +436,379
Walleye Capital LLC 1758720 DGX Quest Diagnostics Inc 10,288 112,681 +995.3% +102,393
NATIXIS ADVISORS, LLC 1018331 CLS Celestica Inc 11,988 131,262 +994.9% +119,274
MARSHALL WACE, LLP 1318757 IIIV i3 Verticals, Inc. 48,713 532,560 +993.3% +483,847
Sylvest Advisors, LLC 2044121 AVLV Avantis U.S. Large Cap Value ETF 16,291 177,946 +992.3% +161,655
FMR LLC 315066 BFH Bread Financial Holdings, Inc. 12,654 138,209 +992.2% +125,555
CAPITAL FUND MANAGEMENT S.A. 1323645 PLD Prologis, Inc. 10,438 113,954 +991.7% +103,516
CoreCap Advisors, LLC 1902501 QQQM Invesco Ltd. 7,151 78,010 +990.9% +70,859
VAN ECK ASSOCIATES CORP 869178 LOW Lowes Companies Inc 77,535 845,642 +990.7% +768,107
MARSHALL WACE, LLP 1318757 WRB Berkley W R Corp 136,322 1,485,726 +989.9% +1,349,404
MARSHALL WACE, LLP 1318757 PINS Pinterest, Inc. 795,000 8,664,264 +989.8% +7,869,264
Migdal Insurance & Financial Holdings Ltd. 1415912 CSCO Cisco Systems, Inc. 40,648 442,536 +988.7% +401,888
CITIGROUP INC 831001 OMCL Omnicell, Inc. 25,113 273,396 +988.7% +248,283
Calamos Wealth Management LLC 1455258 CAGE Calamos ETF Trust 49,345 537,026 +988.3% +487,681
Assenagon Asset Management S.A. 1546007 RVMD Revolution Medicines, Inc. 200,486 2,181,185 +987.9% +1,980,699
EVENTIDE ASSET MANAGEMENT, LLC 1442891 KGS Kodiak Gas Services, Inc. 32,585 354,426 +987.7% +321,841
BlueCrest Capital Management Ltd 1610880 IWM iShares Russell 2000 ETF 20,666 224,623 +986.9% +203,957
Strategic Wealth Partners, Ltd. 1720777 CAT Caterpillar Inc 1,140 12,385 +986.4% +11,245
Quintet Private Bank (Europe) S.A. 1977290 MCD Mcdonalds Corp 9,380 101,887 +986.2% +92,507
BANK OF MONTREAL /CAN/ 927971 IHI iShares U.S. Medical Devices ETF 53,353 579,515 +986.2% +526,162
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1164508 WDC Western Digital Corp 183,267 1,987,904 +984.7% +1,804,637
Fideuram Asset Management (Ireland) dac 2109923 UTHR UNITED THERAPEUTICS Corp 4,146 44,963 +984.5% +40,817
KBC Group NV 1411133 HON Honeywell International Inc 57,342 621,573 +984.0% +564,231
Walleye Capital LLC 1758720 SPCX Space Exploration Technologies Corp 208,700 2,262,254 +984.0% +2,053,554
BridgePort Financial Solutions, LLC 2031775 VO VANGUARD MID-CAP INDEX FUND 14,759 159,981 +984.0% +145,222
KBC Group NV 1411133 TXT Textron Inc 27,844 301,753 +983.7% +273,909
FLPUTNAM INVESTMENT MANAGEMENT CO 1140334 ROK Rockwell Automation, Inc 2,022 21,871 +981.7% +19,849
JANE STREET GROUP, LLC 1595888 CACI Caci International Inc 9,131 98,765 +981.6% +89,634
Empirical Capital Management, LLC 1642274 FOXA Fox Corp 63,400 685,000 +980.4% +621,600
JONES FINANCIAL COMPANIES LLLP 815917 EFV iShares MSCI EAFE Value ETF 15,085,268 162,987,020 +980.4% +147,901,752
NORDEA INVESTMENT MANAGEMENT AB 1218210 ONTO Onto Innovation Inc. 77,184 833,138 +979.4% +755,954
BNP PARIBAS 872786 MP MP Materials Corp. 28,000 302,127 +979.0% +274,127
IMC-Chicago, LLC 1452861 CAVA Cava Group, Inc. 19,518 210,359 +977.8% +190,841
JPMORGAN CHASE & CO 19617 ESTC Elastic N.V. 345,479 3,723,406 +977.8% +3,377,927
Walleye Capital LLC 1758720 EVRG Evergy, Inc. 11,793 127,061 +977.4% +115,268
OPPENHEIMER & CO INC 822581 SPMO Invesco Ltd. 20,815 224,266 +977.4% +203,451