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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
Geremia Financial Services, LLC 2104898 F Ford Motor Co 887,800 8,909,559 +903.6% +8,021,759
Connor, Clark & Lunn Investment Management Ltd. 1596800 VVV Valvoline Inc 30,582 306,898 +903.5% +276,316
BAILARD, INC. 750641 TFLO iShares Treasury Floating Rate Bond ETF 104,315 1,046,602 +903.3% +942,287
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1164508 TEVA Teva Pharmaceutical Industries Ltd 525,435 5,269,626 +902.9% +4,744,191
Connor, Clark & Lunn Investment Management Ltd. 1596800 LVS Las Vegas Sands Corp 102,967 1,032,265 +902.5% +929,298
Bull Harbor Capital LLC 2135047 SPY Spdr S&P 500 ETF Trust 1,462 14,650 +902.1% +13,188
Mariner, LLC 1373442 APTV Aptiv PLC 20,856 208,897 +901.6% +188,041
TD Waterhouse Canada Inc. 1999606 PGR Progressive Corp 12,332 123,412 +900.7% +111,080
Walleye Capital LLC 1758720 KNX Knight-Swift Transportation Holdings Inc. 65,410 654,257 +900.2% +588,847
Aft, Forsyth & Sober, LLC 1566801 KLAC Kla Corp 3,950 39,500 +900.0% +35,550
Murchinson Ltd. 1838556 SHOP Shopify Inc. 10,000 100,000 +900.0% +90,000
Waratah Capital Advisors Ltd. 1539919 GLD Spdr Gold Trust 12,500 125,000 +900.0% +112,500
DOCK STREET ASSET MANAGEMENT INC 1172779 LRCX Lam Research Corp 2,793 27,925 +899.8% +25,132
RENAISSANCE TECHNOLOGIES LLC 1037389 FICO Fair Isaac Corp 5,720 57,180 +899.7% +51,460
EXCHANGE TRADED CONCEPTS, LLC 1457320 CRWV CoreWeave, Inc. 10,208 101,963 +898.9% +91,755
MARSHALL WACE, LLP 1318757 PBH Prestige Consumer Healthcare Inc. 31,011 309,635 +898.5% +278,624
JANE STREET GROUP, LLC 1595888 AGCO Agco Corp 19,446 194,129 +898.3% +174,683
Walleye Capital LLC 1758720 MRVL Marvell Technology, Inc. 363,132 3,625,086 +898.3% +3,261,954
Maxi Investments CY Ltd 1838222 SGOV iShares 0-3 Month Treasury Bond ETF 47,033 469,500 +898.2% +422,467
DAVENPORT & Co LLC 887777 ECHO EchoStar CORP 14,602 145,703 +897.8% +131,101
Ridgeline Wealth Planning, LLC 2013788 VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 17,649 176,074 +897.6% +158,425
Jefferies Financial Group Inc. 96223 UBS UBS Group AG 123,024 1,227,117 +897.5% +1,104,093
Ninety One UK Ltd 1418329 TBBB Bbb Foods Inc 112,431 1,121,446 +897.5% +1,009,015
BARCLAYS PLC 312069 CPB CAMPBELL'S Co 58,484 583,161 +897.1% +524,677
BNP PARIBAS ARBITRAGE, SA 1166588 TM Toyota Motor Corp 16,138 160,877 +896.9% +144,739
DEUTSCHE BANK AG\ 948046 RHP Ryman Hospitality Properties, Inc. 104,162 1,037,967 +896.5% +933,805
Qube Research & Technologies Ltd 1729829 ACLS Axcelis Technologies Inc 23,094 229,945 +895.7% +206,851
TD Asset Management Inc 1056053 RACE Ferrari N.V. 59,683 594,120 +895.5% +534,437
VICTORY CAPITAL MANAGEMENT INC 1040188 SPCX Space Exploration Technologies Corp 237,874 2,366,565 +894.9% +2,128,691
ELEVATION POINT WEALTH PARTNERS, LLC 1744349 FIXD First Trust Smith Opportunistic Fixed Income ETF 23,076 229,542 +894.7% +206,466
Walleye Capital LLC 1758720 DUOL Duolingo, Inc. 21,889 217,729 +894.7% +195,840
LOS ANGELES CAPITAL MANAGEMENT LLC 1177206 AU AngloGold Ashanti PLC 189,934 1,889,054 +894.6% +1,699,120
Squarepoint Ops LLC 1642575 LYV Live Nation Entertainment, Inc. 17,070 169,535 +893.2% +152,465
ARGA Investment Management, LP 1556915 WFC Wells Fargo & Company 18,802 186,698 +893.0% +167,896
BNP PARIBAS ARBITRAGE, SA 1166588 PULS PGIM Ultra Short Bond ETF 54,612 541,894 +892.3% +487,282
Walleye Capital LLC 1758720 CHRW C. H. Robinson Worldwide, Inc. 15,100 149,736 +891.6% +134,636
HRT FINANCIAL LP 1475597 JXN Jackson Financial Inc. 42,453 420,950 +891.6% +378,497
BANK OF MONTREAL /CAN/ 927971 ZION Zions Bancorporation, National Association 35,400 350,786 +890.9% +315,386
Assenagon Asset Management S.A. 1546007 CMI Cummins Inc 42,407 419,952 +890.3% +377,545
Anson Funds Management LP 1491072 META Meta Platforms, Inc. 5,000 49,500 +890.0% +44,500
Qube Research & Technologies Ltd 1729829 THC Tenet Healthcare Corp 72,808 720,675 +889.8% +647,867
IFG Advisory, LLC 1728319 AVUV Avantis U.S. Small Cap Value ETF 8,568 84,760 +889.3% +76,192
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 2032331 SNDK Sandisk Corp 2,008 19,852 +888.6% +17,844
Aberdeen Group plc 1716774 PHM Pultegroup Inc 16,423 162,184 +887.5% +145,761
Walleye Capital LLC 1758720 CEG Constellation Energy Corp 43,559 430,092 +887.4% +386,533
Walleye Capital LLC 1758720 IBN Icici Bank Ltd 53,400 527,104 +887.1% +473,704
Assenagon Asset Management S.A. 1546007 ALAB Astera Labs, Inc. 7,574 74,746 +886.9% +67,172
Verition Fund Management LLC 1454027 KT Kt Corp 126,663 1,250,000 +886.9% +1,123,337
DEUTSCHE BANK AG\ 948046 SBRA Sabra Health Care REIT, Inc. 363,245 3,583,453 +886.5% +3,220,208
Essex LLC 1889147 FBND Fidelity Total Bond ETF 24,147 238,204 +886.5% +214,057
MORGAN STANLEY 895421 HAWK HawkEye 360, Inc. 154,357 1,522,164 +886.1% +1,367,807
HRT FINANCIAL LP 1475597 WEC Wec Energy Group, Inc. 44,238 435,902 +885.4% +391,664
VANGUARD FIDUCIARY TRUST CO 933478 INGM Ingram Micro Holding Corp 39,547 389,549 +885.0% +350,002
CAPITAL INTERNATIONAL SARL 1065349 JNJ Johnson & Johnson 8,915 87,780 +884.6% +78,865
Walleye Capital LLC 1758720 VIK Viking Holdings Ltd 41,231 405,820 +884.3% +364,589
EP Wealth Advisors, LLC 1540569 SPCX Space Exploration Technologies Corp 13,833 136,062 +883.6% +122,229
Fort Vancouver Investment Management, LLC 2032698 AVLC Avantis U.S. Large Cap Equity ETF 18,755 184,364 +883.0% +165,609
AustralianSuper Pty Ltd 1694164 JPM Jpmorgan Chase & Co 21,257 208,950 +883.0% +187,693
HRT FINANCIAL LP 1475597 NXRT NexPoint Residential Trust, Inc. 51,974 510,635 +882.5% +458,661
Aberdeen Group plc 1716774 LITE Lumentum Holdings Inc. 5,803 56,981 +881.9% +51,178
Parallel Advisors, LLC 1690010 SNOW Snowflake Inc. 4,747 46,609 +881.9% +41,862
EASTERLY INVESTMENT PARTNERS LLC 1766150 APTV Aptiv PLC 31,600 310,140 +881.5% +278,540
Steadview Capital Management LLC 1844008 SPCX Space Exploration Technologies Corp 47,665 467,790 +881.4% +420,125
CHOREO, LLC 1679031 VEU Vanguard International Equity Index Funds 13,396 131,467 +881.4% +118,071
Twin Tree Management, LP 1535588 WAB Westinghouse Air Brake Technologies Corp 5,516 54,100 +880.8% +48,584
Dakota Wealth Management 1631353 IEF iShares 7-10 Year Treasury Bond ETF 37,946 371,927 +880.1% +333,981
BNP PARIBAS ARBITRAGE, SA 1166588 ICLR Icon PLC 7,788 76,333 +880.1% +68,545
Global Retirement Partners, LLC 1749744 PYLD 86,104 843,747 +879.9% +757,643
Walleye Capital LLC 1758720 PBR Petrobras - Petroleo Brasileiro SA 1,129,610 11,064,714 +879.5% +9,935,104
VICTORY CAPITAL MANAGEMENT INC 1040188 BDX Becton Dickinson & Co 155,876 1,526,688 +879.4% +1,370,812
JANE STREET GROUP, LLC 1595888 SOXS Direxion Daily Semiconductor Bear 3X Shares 953,233 9,328,186 +878.6% +8,374,953
Squarepoint Ops LLC 1642575 GAP Gap Inc 115,700 1,132,152 +878.5% +1,016,452
LOS ANGELES CAPITAL MANAGEMENT LLC 1177206 GLW Corning Inc 22,437 219,448 +878.1% +197,011
Brookstone Capital Management 1599584 HWM Howmet Aerospace Inc. 3,930 38,435 +878.0% +34,505
BARCLAYS PLC 312069 NVS Novartis AG 102,927 1,006,119 +877.5% +903,192
Calamos Advisors LLC 1316507 JBHT Hunt J B Transport Services Inc 11,532 112,600 +876.4% +101,068
LORD, ABBETT & CO. LLC 728100 MRVL Marvell Technology, Inc. 42,500 414,863 +876.1% +372,363
ANTIPODES PARTNERS Ltd 1652442 FRMI Fermi Inc. 209,485 2,044,225 +875.8% +1,834,740
Edgestream Partners, L.P. 1535061 OZK Bank OZK 25,901 252,720 +875.7% +226,819
Private Advisor Group, LLC 1567755 JPIE JPMorgan Income ETF 67,764 660,949 +875.4% +593,185
EXCHANGE TRADED CONCEPTS, LLC 1457320 COF Capital One Financial Corp 10,301 100,469 +875.3% +90,168
OSSIAM 1767471 PPG Ppg Industries Inc 8,611 83,978 +875.2% +75,367
Quantinno Capital Management LP 1759654 CRWV CoreWeave, Inc. 20,747 202,306 +875.1% +181,559
RENAISSANCE TECHNOLOGIES LLC 1037389 COR Cencora, Inc. 23,620 230,180 +874.5% +206,560
Walleye Capital LLC 1758720 SPGI S&P Global Inc. 9,534 92,883 +874.2% +83,349
Mariner, LLC 1373442 CASY Caseys General Stores Inc 17,085 166,419 +874.1% +149,334
CONFLUENCE INVESTMENT MANAGEMENT LLC 1442056 NKE NIKE, Inc. 279,383 2,720,616 +873.8% +2,441,233
CIBC Bancorp USA Inc. 1711924 FWONK Liberty Media Corp 16,741 162,970 +873.5% +146,229
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1535845 STE STERIS plc 6,132 59,685 +873.3% +53,553
Walleye Capital LLC 1758720 XP XP Inc. 169,600 1,650,509 +873.2% +1,480,909
DUMAC, INC. 1584258 GOOGL Alphabet Inc. 31,935 310,635 +872.7% +278,700
AlphaCore Capital LLC 1713662 SMH VanEck Semiconductor ETF 1,757 17,089 +872.6% +15,332
JANE STREET GROUP, LLC 1595888 VMC Vulcan Materials CO 145,453 1,414,088 +872.2% +1,268,635
FRANKLIN RESOURCES INC 38777 TWST Twist Bioscience Corp 51,436 499,873 +871.8% +448,437
HRT FINANCIAL LP 1475597 GFS GLOBALFOUNDRIES Inc. 99,855 970,199 +871.6% +870,344
FORA Capital, LLC 1742435 BBY Best Buy Co Inc 13,877 134,777 +871.2% +120,900
SEI INVESTMENTS CO 350894 RVMD Revolution Medicines, Inc. 50,560 490,660 +870.5% +440,100
GDS Wealth Management 1940869 JNJ Johnson & Johnson 4,556 44,201 +870.2% +39,645
Concurrent Investment Advisors, LLC 2001015 SHV iShares 0-1 Year Treasury Bond ETF 16,860 163,564 +870.1% +146,704
Nuveen, LLC 1871926 GRND Grindr Inc. 81,150 787,055 +869.9% +705,905