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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
Vise Technologies, Inc. 1812090 SCHZ Schwab U.S. Aggregate Bond ETF 54,100 340,911 +530.1% +286,811
MUFG Securities EMEA plc 1597694 CAT Caterpillar Inc 18,028 113,602 +530.1% +95,574
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 842180 DDOG Datadog, Inc. 11,693 73,682 +530.1% +61,989
Edenbrook Capital, LLC 1666682 IWM iShares Russell 2000 ETF 100,000 630,000 +530.0% +530,000
CAPITAL FUND MANAGEMENT S.A. 1323645 EQT EQT Corp 187,900 1,183,699 +530.0% +995,799
Squarepoint Ops LLC 1642575 CRBG Corebridge Financial, Inc. 446,670 2,812,000 +529.5% +2,365,330
FEDERATED HERMES, INC. 1056288 DAL Delta Air Lines, Inc. 134,179 844,589 +529.4% +710,410
OMERS ADMINISTRATION Corp 1053321 NEM NEWMONT Corp 78,687 495,155 +529.3% +416,468
1900 WEALTH MANAGEMENT LLC 1791996 VTEB VANGUARD TAX-EXEMPT BOND INDEX FUND 85,066 535,280 +529.3% +450,214
Thrivent Financial for Lutherans 314984 TEX Terex Corp 161,907 1,018,780 +529.2% +856,873
ASR Vermogensbeheer N.V. 1916757 CW Curtiss Wright Corp 2,843 17,884 +529.1% +15,041
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1520354 RYN Rayonier Inc 377,607 2,375,177 +529.0% +1,997,570
Y-Intercept (Hong Kong) Ltd 1772875 FICO Fair Isaac Corp 2,097 13,189 +528.9% +11,092
BARCLAYS PLC 312069 AVNT Avient Corp 28,889 181,693 +528.9% +152,804
Invesco Ltd. 914208 NVAX Novavax Inc 236,004 1,483,912 +528.8% +1,247,908
Y-Intercept (Hong Kong) Ltd 1772875 SWKS Skyworks Solutions, Inc. 14,755 92,734 +528.5% +77,979
Robeco Institutional Asset Management B.V. 1418773 ATI Ati Inc 8,606 54,084 +528.4% +45,478
CAPTRUST FINANCIAL ADVISORS 1512024 BBVA Banco Bilbao Vizcaya Argentaria, S.A. 112,034 703,914 +528.3% +591,880
Nuveen, LLC 1871926 CHDN Churchill Downs Inc 118,725 745,876 +528.2% +627,151
Cannell & Spears LLC 1426319 EQT EQT Corp 180,463 1,133,594 +528.2% +953,131
One Capital Management, LLC 1606588 VUG VANGUARD GROWTH INDEX FUND 111,641 701,215 +528.1% +589,574
Thrivent Financial for Lutherans 314984 CRM Salesforce, Inc. 35,822 224,974 +528.0% +189,152
THOMPSON SIEGEL & WALMSLEY LLC 1008322 AGG iShares Core U.S. Aggregate Bond ETF 22,989 144,368 +528.0% +121,379
JANE STREET GROUP, LLC 1595888 GMUB Goldman Sachs Municipal Income ETF 20,504 128,758 +528.0% +108,254
Vise Technologies, Inc. 1812090 DFGP Dimensional Global Core Plus Fixed Income ETF 80,221 503,710 +527.9% +423,489
ING GROEP NV 1039765 APG APi Group Corp 33,320 209,200 +527.9% +175,880
PEAK6 LLC 1389958 VG Venture Global, Inc. 425,586 2,672,000 +527.8% +2,246,414
Invesco Ltd. 914208 DSGX Descartes Systems Group Inc 41,024 257,411 +527.5% +216,387
ING GROEP NV 1039765 ADP Automatic Data Processing Inc 19,042 119,480 +527.5% +100,438
CX Institutional 1737089 LMT Lockheed Martin Corp 2,935 18,415 +527.4% +15,480
CITIGROUP INC 831001 TRMD TORM plc 60,769 381,198 +527.3% +320,429
Jump Financial, LLC 1831577 AXP American Express Co 16,344 102,509 +527.2% +86,165
Edgestream Partners, L.P. 1535061 ARMK Aramark 21,350 133,893 +527.1% +112,543
Horizon Investments, LLC 1560717 ASML Asml Holding NV 1,390 8,717 +527.1% +7,327
FMR LLC 315066 INFY Infosys Ltd 7,114,899 44,613,001 +527.0% +37,498,102
CAPITAL FUND MANAGEMENT S.A. 1323645 VRSK Verisk Analytics, Inc. 31,300 196,258 +527.0% +164,958
VANGUARD CAPITAL MANAGEMENT LLC 2100119 SSMR Sunshine Silver Mining & Refining Co 152,933 958,860 +527.0% +805,927
CAPITAL FUND MANAGEMENT S.A. 1323645 WRB Berkley W R Corp 64,173 402,057 +526.5% +337,884
LOS ANGELES CAPITAL MANAGEMENT LLC 1177206 BLK BlackRock, Inc. 4,067 25,478 +526.5% +21,411
Cullen Capital Management, LLC 1362535 EFV iShares MSCI EAFE Value ETF 76,190 477,258 +526.4% +401,068
TBH Global Asset Management, LLC 1787125 JBND JPMorgan Active Bond ETF 103,310 647,016 +526.3% +543,706
PING CAPITAL MANAGEMENT, INC. 1804352 ADBE Adobe Inc. 9,200 57,600 +526.1% +48,400
First Pacific Financial 1810089 CGDV Capital Group Dividend Value ETF 170,555 1,067,781 +526.1% +897,226
JPMORGAN CHASE & CO 19617 BWIN Baldwin Insurance Group, Inc. 410,190 2,567,411 +525.9% +2,157,221
BARCLAYS PLC 312069 CAKE Cheesecake Factory Inc 16,071 100,577 +525.8% +84,506
MARSHALL WACE, LLP 1318757 HSY Hershey Co 35,459 221,905 +525.8% +186,446
JPMORGAN CHASE & CO 19617 FORM Formfactor Inc 250,700 1,567,098 +525.1% +1,316,398
Privium Fund Management B.V. 1795097 SPCX Space Exploration Technologies Corp 40,000 250,000 +525.0% +210,000
Allspring Global Investments Holdings, LLC 1890906 INCY Incyte Corp 123,231 770,121 +524.9% +646,890
Y-Intercept (Hong Kong) Ltd 1772875 JNJ Johnson & Johnson 4,405 27,522 +524.8% +23,117
Verition Fund Management LLC 1454027 ETN Eaton Corp plc 14,709 91,897 +524.8% +77,188
1832 Asset Management L.P. 944388 PWR Quanta Services, Inc. 37,901 236,750 +524.7% +198,849
Connor, Clark & Lunn Investment Management Ltd. 1596800 ACM Aecom 69,689 435,043 +524.3% +365,354
Madison Wealth Partners, Inc 1844424 FENI Fidelity Enhanced International ETF 125,355 782,486 +524.2% +657,131
Quantinno Capital Management LP 1759654 MTN Vail Resorts Inc 17,459 108,975 +524.2% +91,516
Walleye Capital LLC 1758720 LYV Live Nation Entertainment, Inc. 165,347 1,031,979 +524.1% +866,632
Robeco Institutional Asset Management B.V. 1418773 TRGP Targa Resources Corp. 16,953 105,803 +524.1% +88,850
OpenArc Corporate Advisory, LLC 2111345 VTEB VANGUARD TAX-EXEMPT BOND INDEX FUND 26,924 168,017 +524.0% +141,093
MUFG Securities EMEA plc 1597694 ZTS Zoetis Inc. 16,409 102,394 +524.0% +85,985
Savant Capital, LLC 1482880 MTZ Mastec Inc 2,569 16,026 +523.8% +13,457
HRT FINANCIAL LP 1475597 SYY Sysco Corp 103,105 643,035 +523.7% +539,930
Lutz Financial Services LLC 1737112 VMBS VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND 39,757 247,905 +523.6% +208,148
Squarepoint Ops LLC 1642575 BMNR Bitmine Immersion Technologies, Inc. 437,138 2,724,931 +523.4% +2,287,793
JPMORGAN CHASE & CO 19617 MBLY Mobileye Global Inc. 408,565 2,546,491 +523.3% +2,137,926
JANE STREET GROUP, LLC 1595888 RIVN Rivian Automotive, Inc. 15,684,359 97,752,732 +523.2% +82,068,373
Y-Intercept (Hong Kong) Ltd 1772875 VISN Vistance Networks, Inc. 176,601 1,099,976 +522.9% +923,375
Squarepoint Ops LLC 1642575 EQT EQT Corp 187,650 1,168,479 +522.7% +980,829
Jump Financial, LLC 1831577 BAH Booz Allen Hamilton Holding Corp 25,801 160,554 +522.3% +134,753
Advisors Asset Management, Inc. 1297376 BMI Badger Meter Inc 10,904 67,843 +522.2% +56,939
Concurrent Investment Advisors, LLC 2001015 PAAA PGIM AAA CLO ETF 56,235 349,792 +522.0% +293,557
BARCLAYS PLC 312069 PACS PACS Group, Inc. 30,895 192,155 +522.0% +161,260
HRT FINANCIAL LP 1475597 CWEN Clearway Energy, Inc. 115,347 717,384 +521.9% +602,037
CX Institutional 1737089 ADI Analog Devices Inc 4,818 29,958 +521.8% +25,140
PICTON MAHONEY ASSET MANAGEMENT 1539041 PLTR Palantir Technologies Inc. 10,957 68,124 +521.7% +57,167
Tidal Investments LLC 1600064 KGS Kodiak Gas Services, Inc. 31,572 196,239 +521.6% +164,667
Walleye Capital LLC 1758720 A Agilent Technologies, Inc. 42,886 266,548 +521.5% +223,662
JANE STREET GROUP, LLC 1595888 RGA Reinsurance Group Of America Inc 6,503 40,415 +521.5% +33,912
CX Institutional 1737089 HWM Howmet Aerospace Inc. 6,144 38,183 +521.5% +32,039
JANE STREET GROUP, LLC 1595888 EWG iShares MSCI Germany ETF 113,100 702,864 +521.5% +589,764
AustralianSuper Pty Ltd 1694164 WMT Walmart Inc. 20,637 128,246 +521.4% +107,609
Daiwa Securities Group Inc. 1481045 ONDS Ondas Inc. 201,600 1,252,800 +521.4% +1,051,200
FMR LLC 315066 HALO Halozyme Therapeutics, Inc. 63,112 392,195 +521.4% +329,083
Edgestream Partners, L.P. 1535061 SHLS Shoals Technologies Group, Inc. 135,084 839,432 +521.4% +704,348
EDMOND DE ROTHSCHILD HOLDING S.A. 1649647 ECL Ecolab Inc. 3,701 22,996 +521.3% +19,295
Tidal Investments LLC 1600064 SPCX Space Exploration Technologies Corp 390,312 2,424,819 +521.3% +2,034,507
Fiera Capital Corp 1505817 FDS Factset Research Systems Inc 21,648 134,480 +521.2% +112,832
PEAK6 LLC 1389958 SGHC Super Group (SGHC) Ltd 100,800 626,100 +521.1% +525,300
MORGAN STANLEY 895421 ALC Alcon Inc 1,343,873 8,347,019 +521.1% +7,003,146
Concurrent Investment Advisors, LLC 2001015 EMB iShares J.P. Morgan USD Emerging Markets Bond ETF 25,917 160,974 +521.1% +135,057
OMERS ADMINISTRATION Corp 1053321 GTX Garrett Motion Inc. 66,265 411,578 +521.1% +345,313
Korea Investment CORP 1441689 MTD Mettler Toledo International Inc 1,589 9,869 +521.1% +8,280
Thrivent Financial for Lutherans 314984 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND 224,833 1,396,298 +521.0% +1,171,465
COMMERCE BANK 1009076 DTM DT Midstream, Inc. 20,298 126,042 +521.0% +105,744
Entropy Technologies, LP 1976151 AAL American Airlines Group Inc. 209,443 1,299,912 +520.7% +1,090,469
SAVA PENZISKO DRUSHTVO A.D. SKOPJE 2094371 FNCL Fidelity MSCI Financials Index ETF 55,086 341,872 +520.6% +286,786
Excelsior Advisor Network LLC 2110679 CAT Caterpillar Inc 2,818 17,485 +520.5% +14,667
MARSHALL WACE, LLP 1318757 VST Vistra Corp. 47,306 293,500 +520.4% +246,194
Fortis Capital Advisors, LLC 1959790 IVW iShares S&P 500 Growth ETF 11,682 72,478 +520.4% +60,796
Verition Fund Management LLC 1454027 ALAB Astera Labs, Inc. 8,711 54,045 +520.4% +45,334
EDGEWOOD MANAGEMENT LLC 860561 SPY Spdr S&P 500 ETF Trust 10,947 67,907 +520.3% +56,960