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

Report Date Min % Increase Min Prior Position ($M)

Comparing Sep 30, 2026 vs prior quarter Jun 30, 2026

5,000 positions

Institution	Stock	Prior Shares	Current Shares	Change	Prior Value	Current Value
Clearbridge Investments, LLC 1348883	ALAB Astera Labs, Inc.	7,308	376,431	+5050.9% +369,123	$3,529k	$133,998k
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 1228242	HYG iShares iBoxx $ High Yield Corporate Bond ETF	315,000	16,205,000	+5044.4% +15,890,000	$25,190k	$1,251,188k
DRW Securities, LLC 1481986	SNDK Sandisk Corp	513	26,344	+5035.3% +25,831	$1,166k	$45,835k
FMR LLC 315066	BIO Bio-Rad Laboratories, Inc.	4,305	220,119	+5013.1% +215,814	$1,263k	$83,141k
Walleye Capital LLC 1758720	CAVA Cava Group, Inc.	15,487	785,531	+4972.2% +770,044	$1,215k	$42,497k
Lido Advisors, LLC 1650150	DGRW WisdomTree U.S. Quality Dividend Growth Fund	10,536	534,308	+4971.3% +523,772	$1,007k	$51,956k
Kensington Asset Management, LLC 1979884	QQQ Invesco Qqq Trust, Series 1	8,100	408,013	+4937.2% +399,913	$5,964k	$42,423k
JANE STREET GROUP, LLC 1595888	APTV Aptiv PLC	114,210	5,741,170	+4926.9% +5,626,960	$7,010k	$246,985k
Grantham, Mayo, Van Otterloo & Co. LLC 1352662	MLM Martin Marietta Materials Inc	9,516	476,741	+4909.9% +467,225	$5,487k	$228,745k
Wilshire Advisors LLC 1616628	IEFA iShares Core MSCI EAFE ETF	41,128	2,038,077	+4855.4% +1,996,949	$3,972k	$197,448k
UBS Group AG 1610520	VFMF Vanguard Wellington Fund	8,360	411,343	+4820.4% +402,983	$1,479k	$73,428k
WealthCare Investment Partners, LLC 1908462	VZ Verizon Communications Inc	34,331	1,677,802	+4787.1% +1,643,471	$1,453k	$1,677k
Brookstone Capital Management 1599584	BSEP	21,012	1,023,175	+4769.5% +1,002,163	$1,107k	$55,220k
FMR LLC 315066	HAFN Hafnia Ltd	256,520	12,446,042	+4751.9% +12,189,522	$1,703k	$123,713k
MANUFACTURERS LIFE INSURANCE COMPANY, THE 928047	QQQ Invesco Qqq Trust, Series 1	28,485	1,375,589	+4729.2% +1,347,104	$20,976k	$1,017,619k
Assenagon Asset Management S.A. 1546007	BR Broadridge Financial Solutions, Inc.	9,122	431,641	+4631.9% +422,519	$1,249k	$69,537k
North of South Capital LLP 2033334	BAP Credicorp Ltd	4,453	209,752	+4610.4% +205,299	$1,734k	$79,678k
Employees Retirement System of Texas 1398739	MCK Mckesson Corp	1,380	64,780	+4594.2% +63,400	$1,042k	$55,309k
MARSHALL WACE, LLP 1318757	DOV DOVER Corp	15,258	710,240	+4554.9% +694,982	$3,422k	$132,850k
Pathstone Holdings, LLC 2011612	EVR Evercore Inc.	8,770	408,142	+4553.8% +399,372	$2,994k	$2,550k
Jump Financial, LLC 1831577	COHR Coherent Corp.	4,168	193,813	+4550.0% +189,645	$1,644k	$55,781k
Assenagon Asset Management S.A. 1546007	CB Chubb Ltd	13,267	612,668	+4518.0% +599,401	$4,520k	$199,270k
First Command Advisory Services, Inc. 1727336	MGNR American Beacon GLG Natural Resources ETF	146,016	6,737,769	+4514.4% +6,591,753	$7,089k	$332,306k
BNP PARIBAS ARBITRAGE, SA 1166588	SFM Sprouts Farmers Market, Inc.	15,035	693,703	+4513.9% +678,668	$1,271k	$46,027k
NEUBERGER BERMAN GROUP LLC 1465109	NOK Nokia Corp	124,462	5,710,619	+4488.2% +5,586,157	$1,652k	$57,905k
VICTORY CAPITAL MANAGEMENT INC 1040188	HLI Houlihan Lokey, Inc.	21,970	1,006,556	+4481.5% +984,586	$2,946k	$127,168k
VICTORY CAPITAL MANAGEMENT INC 1040188	WOR Worthington Enterprises, Inc.	20,335	928,244	+4464.8% +907,909	$1,093k	$55,267k
Quadrature Capital Ltd 1651424	B Barrick Mining Corp	29,132	1,327,901	+4458.2% +1,298,769	$1,070k	$54,005k
GenTrust, LLC 1697110	SHY iShares 1-3 Year Treasury Bond ETF	15,055	685,447	+4453.0% +670,392	$1,236k	$55,658k
BANK OF MONTREAL /CAN/ 927971	SPLV Invesco S&P 500 Low Volatility ETF	49,043	2,226,971	+4440.9% +2,177,928	$3,673k	$157,023k
ARMSTRONG ADVISORY GROUP, INC 1932952	IEF iShares 7-10 Year Treasury Bond ETF	13,733	623,109	+4437.3% +609,376	$1,298k	$55,649k
Jump Financial, LLC 1831577	MS Morgan Stanley	8,400	380,664	+4431.7% +372,264	$1,755k	$71,595k
Walleye Capital LLC 1758720	AXON Axon Enterprise, Inc.	5,817	262,132	+4406.3% +256,315	$3,261k	$110,756k
Jefferies Financial Group Inc. 96223	MU Micron Technology Inc	1,393	62,723	+4402.7% +61,330	$1,607k	$66,806k
Canoe Financial LP 1908219	EFX Equifax Inc	17,812	796,817	+4373.5% +779,005	$2,827k	$109,355k
AMERICAN CENTURY COMPANIES INC 748054	APLD Applied Digital Corp.	30,011	1,332,201	+4339.0% +1,302,190	$1,119k	$32,465k
Allspring Global Investments Holdings, LLC 1890906	ADSK Autodesk, Inc.	22,018	974,966	+4328.0% +952,948	$4,280k	$203,767k
CIBC WORLD MARKET INC. 1421224	MTZ Mastec Inc	2,519	111,326	+4319.5% +108,807	$1,048k	$23,781k
BNP PARIBAS ARBITRAGE, SA 1166588	SCHD Schwab U.S. Dividend Equity ETF	61,365	2,700,642	+4300.9% +2,639,277	$1,945k	$87,851k
CIBC Bancorp USA Inc. 1711924	SPCX Space Exploration Technologies Corp	31,263	1,375,295	+4299.1% +1,344,032	$5,341k	$207,477k
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 912938	PLTR Palantir Technologies Inc.	34,539	1,516,766	+4291.5% +1,482,227	$4,029k	$283,711k
Checchi Capital Advisers, LLC 1598186	VTV VANGUARD VALUE INDEX FUND	5,535	242,596	+4282.9% +237,061	$1,206k	$52,420k
BNP PARIBAS ARBITRAGE, SA 1166588	AAL American Airlines Group Inc.	146,119	6,390,595	+4273.6% +6,244,476	$2,640k	$85,442k
GARDA CAPITAL PARTNERS LP 1666905	IWM iShares Russell 2000 ETF	6,130	265,285	+4227.7% +259,155	$1,841k	$73,720k
Qube Research & Technologies Ltd 1729829	DOV DOVER Corp	11,144	480,811	+4214.5% +469,667	$2,499k	$89,935k
BNP PARIBAS ARBITRAGE, SA 1166588	TSEM Tower Semiconductor Ltd	4,432	189,733	+4181.0% +185,301	$1,155k	$43,150k
BW Gestao de Investimentos Ltda. 1568280	ORCL Oracle Corp	11,917	508,177	+4164.3% +496,260	$1,746k	$69,772k
WCM INVESTMENT MANAGEMENT, LLC 1061186	ENTG Entegris Inc	11,178	473,609	+4137.0% +462,431	$2,010k	$72,964k
Walleye Capital LLC 1758720	NTRS Northern Trust Corp	6,200	261,746	+4121.7% +255,546	$1,077k	$44,329k
Invesco Ltd. 914208	IMAX Imax Corp	30,807	1,298,549	+4115.1% +1,267,742	$1,227k	$71,160k
FMR LLC 315066	CHYM Chime Financial, Inc.	65,573	2,749,575	+4093.2% +2,684,002	$1,342k	$73,248k
Walleye Capital LLC 1758720	MET Metlife Inc	24,784	1,037,350	+4085.6% +1,012,566	$2,096k	$97,676k
WCM INVESTMENT MANAGEMENT, LLC 1061186	MKSI Mks Inc	6,174	258,408	+4085.4% +252,234	$2,746k	$68,571k
PANAGORA ASSET MANAGEMENT INC 883677	WSM Williams Sonoma Inc	4,560	190,573	+4079.2% +186,013	$1,062k	$43,439k
DONALDSON CAPITAL MANAGEMENT, LLC 1487438	PFE Pfizer Inc	52,832	2,205,319	+4074.2% +2,152,487	$1,272k	$62,895k
MIZUHO MARKETS AMERICAS LLC 1825516	AMD Advanced Micro Devices Inc	2,856	118,921	+4063.9% +116,065	$1,659k	$72,751k
Brookstone Capital Management 1599584	BJUL	24,410	1,012,350	+4047.3% +987,940	$1,325k	$56,104k
Walleye Capital LLC 1758720	SMH VanEck Semiconductor ETF	18,299	758,555	+4045.3% +740,256	$12,002k	$461,959k
Squarepoint Ops LLC 1642575	GGG Graco Inc	13,975	577,295	+4030.9% +563,320	$1,056k	$44,359k
Walleye Capital LLC 1758720	AVGO Broadcom Inc.	95,336	3,914,680	+4006.2% +3,819,344	$36,013k	$1,374,796k
Walleye Capital LLC 1758720	EVR Evercore Inc.	3,926	160,609	+3990.9% +156,683	$1,340k	$41,356k
AMERICAN CENTURY COMPANIES INC 748054	AJG Arthur J. Gallagher & Co.	17,515	716,102	+3988.5% +698,587	$4,020k	$163,350k
OneDigital Investment Advisors LLC 1690370	AIQ Global X Artificial Intelligence & Technology ETF	16,191	661,225	+3983.9% +645,034	$1,062k	$43,085k
Walleye Capital LLC 1758720	ARM Arm Holdings PLC	67,209	2,732,522	+3965.7% +2,665,313	$23,830k	$791,502k
JPMORGAN CHASE & CO 19617	SPIB State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF	106,115	4,311,495	+3963.0% +4,205,380	$3,550k	$139,175k
Thrivent Financial for Lutherans 314984	NTAP NetApp, Inc.	23,094	937,647	+3960.1% +914,553	$3,574k	$196,980k
Bank Julius Baer & Co. Ltd, Zurich 1544599	NOW ServiceNow, Inc.	18,155	736,917	+3959.0% +718,762	$1,802k	$98,754k
HOLLENCREST CAPITAL MANAGEMENT 1161722	ZALT	41,309	1,673,249	+3950.6% +1,631,940	$1,399k	$57,794k
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 912938	SANM Sanmina Corp	8,647	349,958	+3947.2% +341,311	$2,188k	$75,209k
HRT FINANCIAL LP 1475597	GGG Graco Inc	15,914	643,237	+3942.0% +627,323	$1,203k	$49,426k
Quadrature Capital Ltd 1651424	TRP Tc Energy Corp	50,200	2,028,500	+3940.8% +1,978,300	$3,327k	$117,206k
JUPITER ASSET MANAGEMENT LTD 1215838	SNDK Sandisk Corp	856	34,506	+3931.1% +33,650	$1,946k	$60,036k
BANK OF MONTREAL /CAN/ 927971	NET Cloudflare, Inc.	7,788	312,028	+3906.5% +304,240	$1,910k	$108,361k
Strive Financial Group ,LLC 2090040	SCHD Schwab U.S. Dividend Equity ETF	71,254	2,853,150	+3904.2% +2,781,896	$2,259k	$2,853k
NATIXIS 1274981	PAA Plains All American Pipeline LP	50,000	1,999,700	+3899.4% +1,949,700	$1,113k	$47,432k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1632972	M Macy's, Inc.	43,929	1,756,537	+3898.6% +1,712,608	$1,034k	$39,996k
MORGAN STANLEY 895421	RSPS Victory Portfolios II	183,405	7,296,062	+3878.1% +7,112,657	$5,498k	$0k
BNP PARIBAS ARBITRAGE, SA 1166588	XME State Street(R) SPDR(R) S&P(R) Metals & Mining ETF	40,496	1,604,352	+3861.8% +1,563,856	$4,330k	$166,146k
Assenagon Asset Management S.A. 1546007	SPGI S&P Global Inc.	11,141	439,877	+3848.3% +428,736	$4,537k	$173,518k
MARSHALL WACE, LLP 1318757	FHN First Horizon Corp	44,735	1,762,362	+3839.6% +1,717,627	$1,147k	$40,569k
MARSHALL WACE, LLP 1318757	WAL Western Alliance Bancorporation	13,493	530,525	+3831.9% +517,032	$1,109k	$39,842k
DRW Securities, LLC 1481986	EEM iShares MSCI Emerging Markets ETF	36,437	1,429,795	+3824.0% +1,393,358	$2,492k	$95,496k
Dodge & Cox 200217	DHR Danaher Corp	257,039	10,078,442	+3821.0% +9,821,403	$48,960k	$2,232,878k
Amundi 1330387	CRS Carpenter Technology Corp	5,296	206,917	+3807.0% +201,621	$3,266k	$80,453k
Meeder Advisory Services, Inc. 1792167	IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	28,330	1,100,847	+3785.8% +1,072,517	$1,484k	$56,396k
DAVENPORT & Co LLC 887777	CCJ Cameco Corp	13,744	533,117	+3778.9% +519,373	$1,399k	$46,205k
ASSETMARK, INC 1344551	SCHR Schwab Intermediate-Term U.S. Treasury ETF	119,389	4,629,738	+3777.9% +4,510,349	$2,944k	$109,724k
LOS ANGELES CAPITAL MANAGEMENT LLC 1177206	CDNS Cadence Design Systems Inc	3,603	139,007	+3758.1% +135,404	$1,352k	$45,898k
VICTORY CAPITAL MANAGEMENT INC 1040188	CWST Casella Waste Systems Inc	19,661	747,961	+3704.3% +728,300	$1,906k	$60,098k
CAXTON ASSOCIATES LLP 2051323	GM General Motors Co	62,231	2,359,100	+3690.9% +2,296,869	$4,796k	$181,650k
Jefferies Financial Group Inc. 96223	HYG iShares iBoxx $ High Yield Corporate Bond ETF	77,806	2,948,676	+3689.8% +2,870,870	$6,222k	$227,667k
Verition Fund Management LLC 1454027	XME State Street(R) SPDR(R) S&P(R) Metals & Mining ETF	10,600	401,500	+3687.7% +390,900	$1,133k	$41,579k
Walleye Capital LLC 1758720	WDC Western Digital Corp	27,032	1,021,430	+3678.6% +994,398	$17,265k	$464,199k
AMERICAN CENTURY COMPANIES INC 748054	CLBK Columbia Financial, Inc.	147,470	5,527,491	+3648.2% +5,380,021	$1,422k	$61,134k
SNS Financial Group, LLC 1557485	RSP Victory Portfolios II	5,897	220,244	+3634.8% +214,347	$1,254k	$0k
BNP PARIBAS ARBITRAGE, SA 1166588	CART Maplebear Inc.	25,515	943,893	+3599.4% +918,378	$1,208k	$40,700k
FORA Capital, LLC 1742435	AZO Autozone Inc	322	11,909	+3598.4% +11,587	$1,029k	$33,702k
FRANKLIN RESOURCES INC 38777	DCO Ducommun Inc	11,165	411,991	+3590.0% +400,826	$2,067k	$70,672k
ACADIAN ASSET MANAGEMENT LLC 916542	PDD PDD Holdings Inc.	33,126	1,221,392	+3587.1% +1,188,266	$2,526k	$95,195k
Banco Santander, S.A. 891478	CRM Salesforce, Inc.	132,997	4,901,787	+3585.6% +4,768,790	$20,835k	$1,125,303k