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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
Stockman Wealth Management, Inc. 1389400 SCHP Schwab U.S. TIPS ETF 39,715 1,463,034 +3583.8% +1,423,319
Henshaw Capital LLC 2131483 ASML Asml Holding NV 1,020 37,468 +3573.3% +36,448
Invesco Ltd. 914208 BTDR Bitdeer Technologies Group 79,143 2,904,847 +3570.4% +2,825,704
OMERS ADMINISTRATION Corp 1053321 STZ Constellation Brands, Inc. 8,417 308,501 +3565.2% +300,084
Hudson Bay Capital Management LP 1393825 CRWV CoreWeave, Inc. 16,485 603,080 +3558.4% +586,595
BESSEMER GROUP INC 1054074 NOW ServiceNow, Inc. 45,996 1,680,755 +3554.1% +1,634,759
Assenagon Asset Management S.A. 1546007 DVN Devon Energy Corp 121,690 4,436,116 +3545.4% +4,314,426
TIAA Wealth Investment Management LLC 2124867 MUB iShares National Muni Bond ETF 20,618 749,953 +3537.4% +729,335
Qube Research & Technologies Ltd 1729829 ADM Archer-Daniels-Midland Co 44,756 1,626,943 +3535.1% +1,582,187
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1520354 LMT Lockheed Martin Corp 2,668 96,332 +3510.6% +93,664
Invesco Ltd. 914208 IRTC iRhythm Holdings, Inc. 22,146 796,731 +3497.6% +774,585
WESTFIELD CAPITAL MANAGEMENT CO LP 1177719 DPC DPC Holdings PLC 30,000 1,073,721 +3479.1% +1,043,721
BANK OF MONTREAL /CAN/ 927971 SGI Somnigroup International Inc. 29,972 1,070,034 +3470.1% +1,040,062
Walleye Capital LLC 1758720 INTC Intel Corp 662,726 23,650,264 +3468.6% +22,987,538
MORGAN STANLEY 895421 PSCI Invesco Ltd. 18,279 650,602 +3459.3% +632,323
JANE STREET GROUP, LLC 1595888 NUDM Nuveen ESG International Developed Markets Equity ETF 47,788 1,700,000 +3457.4% +1,652,212
Walleye Capital LLC 1758720 DAC Danaos Corp 13,748 488,792 +3455.4% +475,044
BANK OF MONTREAL /CAN/ 927971 BTI British American Tobacco p.l.c. 67,317 2,384,384 +3442.0% +2,317,067
Alberta Investment Management Corp 1463559 MDA MDA Space Ltd. 36,766 1,293,696 +3418.7% +1,256,930
AMERICAN CENTURY COMPANIES INC 748054 BOX Box Inc 50,168 1,763,609 +3415.4% +1,713,441
JANE STREET GROUP, LLC 1595888 HONA Honeywell Aerospace Inc. 112,690 3,955,800 +3410.3% +3,843,110
FMR LLC 315066 QLYS Qualys, Inc. 16,271 569,705 +3401.4% +553,434
BARCLAYS PLC 312069 RBA Rb Global Inc. 22,086 772,530 +3397.8% +750,444
Tema ETFs LLC 2056807 LITE Lumentum Holdings Inc. 1,331 46,447 +3389.6% +45,116
PEAK6 LLC 1389958 AIT Applied Industrial Technologies Inc 3,402 118,118 +3372.0% +114,716
PICTON MAHONEY ASSET MANAGEMENT 1539041 MFC Manulife Financial Corp 68,773 2,386,492 +3370.1% +2,317,719
Private Advisor Group, LLC 1567755 FNDF Schwab Fundamental International Equity ETF 30,918 1,067,610 +3353.0% +1,036,692
FMR LLC 315066 KRSA Korsana Biosciences, Inc. 92,792 3,201,135 +3349.8% +3,108,343
Walleye Capital LLC 1758720 APP AppLovin Corp 13,300 457,952 +3343.2% +444,652
Brooklands Fund Management Ltd 2036388 RKT Rocket Companies, Inc. 75,860 2,602,700 +3330.9% +2,526,840
Walleye Capital LLC 1758720 DOCN DigitalOcean Holdings, Inc. 29,303 1,003,492 +3324.5% +974,189
VICTORY CAPITAL MANAGEMENT INC 1040188 RYN Rayonier Inc 47,453 1,624,154 +3322.7% +1,576,701
Jump Financial, LLC 1831577 MDB MongoDB, Inc. 10,480 358,617 +3321.9% +348,137
Walleye Capital LLC 1758720 AZO Autozone Inc 333 11,339 +3305.1% +11,006
JANE STREET GROUP, LLC 1595888 IJR iShares Core S&P Small-Cap ETF 48,523 1,638,011 +3275.7% +1,589,488
FMR LLC 315066 MFC Manulife Financial Corp 409,170 13,800,552 +3272.8% +13,391,382
NATIXIS 1274981 TXN Texas Instruments Inc 5,865 197,691 +3270.7% +191,826
Squarepoint Ops LLC 1642575 CMS Cms Energy Corp 14,790 497,600 +3264.4% +482,810
DekaBank Deutsche Girozentrale 1456228 VST Vistra Corp. 23,785 799,047 +3259.5% +775,262
Robeco Institutional Asset Management B.V. 1418773 APD Air Products & Chemicals, Inc. 13,927 467,674 +3258.0% +453,747
JPMORGAN CHASE & CO 19617 XME State Street(R) SPDR(R) S&P(R) Metals & Mining ETF 47,660 1,597,632 +3252.1% +1,549,972
GEODE CAPITAL MANAGEMENT, LLC 1214717 QNT Quantinuum Inc. 15,527 520,336 +3251.2% +504,809
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1164508 INIO Innio N.V. 32,463 1,083,525 +3237.7% +1,051,062
JUPITER ASSET MANAGEMENT LTD 1215838 TRNO Terreno Realty Corp 17,327 578,327 +3237.7% +561,000
Wilshire Advisors LLC 1616628 IJR iShares Core S&P Small-Cap ETF 8,259 274,175 +3219.7% +265,916
Trivest Advisors Ltd 1555623 AMZN Amazon Com Inc 64,960 2,151,187 +3211.6% +2,086,227
CAPITOLIS LIQUID GLOBAL MARKETS LLC 2094379 MS Morgan Stanley 23,026 759,500 +3198.4% +736,474
B. Metzler seel. Sohn & Co. AG 1847838 BIIB Biogen Inc. 12,258 403,636 +3192.8% +391,378
PEAK6 LLC 1389958 MCD Mcdonalds Corp 4,400 144,696 +3188.5% +140,296
Elequin Capital, LP 1810873 MU Micron Technology Inc 2,116 69,474 +3183.3% +67,358
MARSHALL WACE, LLP 1318757 FPS Forgent Power Solutions, Inc. 143,944 4,712,443 +3173.8% +4,568,499
Quadrature Capital Ltd 1651424 ALL Allstate Corp 7,601 248,788 +3173.1% +241,187
FMR LLC 315066 STEP StepStone Group Inc. 121,628 3,976,473 +3169.4% +3,854,845
RENAISSANCE TECHNOLOGIES LLC 1037389 APO Apollo Global Management, Inc. 21,186 690,186 +3157.7% +669,000
JONES FINANCIAL COMPANIES LLLP 815917 DFGP Dimensional Global Core Plus Fixed Income ETF 482,694 15,721,634 +3157.1% +15,238,940
AMERICAN CENTURY COMPANIES INC 748054 MGRC Mcgrath Rentcorp 15,621 507,073 +3146.1% +491,452
Thrivent Financial for Lutherans 314984 SPCX Space Exploration Technologies Corp 19,875 644,402 +3142.3% +624,527
JANE STREET GROUP, LLC 1595888 DFNM Dimensional National Municipal Bond ETF 26,950 872,417 +3137.2% +845,467
Qube Research & Technologies Ltd 1729829 DHI Horton D R Inc 36,844 1,190,864 +3132.2% +1,154,020
Altshuler Shaham Ltd 1324290 SPOT Spotify Technology S.A. 3,801 122,842 +3131.8% +119,041
HRT FINANCIAL LP 1475597 TKO TKO Group Holdings, Inc. 5,604 180,894 +3127.9% +175,290
Capital World Investors 1422849 AA Alcoa Corp 29,876 943,253 +3057.2% +913,377
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1535845 CFG Citizens Financial Group Inc 26,439 831,486 +3044.9% +805,047
Walleye Capital LLC 1758720 COIN Coinbase Global, Inc. 56,499 1,776,668 +3044.6% +1,720,169
Covalis Capital LLP 1698819 DTM DT Midstream, Inc. 13,280 417,090 +3040.7% +403,810
JANE STREET GROUP, LLC 1595888 EFAV iShares MSCI EAFE Min Vol Factor ETF 19,849 623,214 +3039.8% +603,365
Calamos Advisors LLC 1316507 CLS Celestica Inc 3,350 105,026 +3035.1% +101,676
Walleye Capital LLC 1758720 ORA Ormat Technologies, Inc. 22,153 694,413 +3034.6% +672,260
Fayez Sarofim & Co 937729 AMD Advanced Micro Devices Inc 18,826 589,414 +3030.9% +570,588
RENAISSANCE TECHNOLOGIES LLC 1037389 SHAZ SharonAI Holdings Inc. 17,654 549,254 +3011.2% +531,600
Walleye Capital LLC 1758720 FICO Fair Isaac Corp 1,500 46,656 +3010.4% +45,156
Walleye Capital LLC 1758720 ECHO EchoStar CORP 107,327 3,337,442 +3009.6% +3,230,115
VOYA INVESTMENT MANAGEMENT LLC 1068837 RUSHA Rush Enterprises Inc Tx 18,170 564,582 +3007.2% +546,412
Clearbridge Investments, LLC 1348883 EVRG Evergy, Inc. 63,254 1,952,840 +2987.3% +1,889,586
Jump Financial, LLC 1831577 ALAB Astera Labs, Inc. 12,915 398,714 +2987.2% +385,799
DEUTSCHE BANK AG\ 948046 HTO H2o America 57,029 1,760,193 +2986.5% +1,703,164
MUFG Securities EMEA plc 1597694 CFG Citizens Financial Group Inc 16,641 513,342 +2984.8% +496,701
Columbus Hill Capital Management, L.P. 1384982 CRDO Credo Technology Group Holding Ltd 5,815 179,134 +2980.6% +173,319
Walleye Capital LLC 1758720 CCJ Cameco Corp 34,704 1,068,436 +2978.7% +1,033,732
Walleye Capital LLC 1758720 ASML Asml Holding NV 6,096 187,592 +2977.3% +181,496
JANE STREET GROUP, LLC 1595888 ALLE Allegion plc 13,789 422,390 +2963.2% +408,601
Capital World Investors 1422849 NFE New Fortress Energy Inc. 69,315 2,123,090 +2963.0% +2,053,775
BARCLAYS PLC 312069 SLF Sun Life Financial Inc 72,484 2,214,665 +2955.4% +2,142,181
BARCLAYS PLC 312069 CBRS Cerebras Systems Inc. 18,001 547,909 +2943.8% +529,908
Invesco Ltd. 914208 SPCX Space Exploration Technologies Corp 3,859,467 116,889,012 +2928.6% +113,029,545
AustralianSuper Pty Ltd 1694164 ALNY Alnylam Pharmaceuticals, Inc. 4,803 145,003 +2919.0% +140,200
Madison Wealth Partners, Inc 1844424 XAGG Eaton Vance Income Opportunities ETF 21,892 660,081 +2915.2% +638,189
KBC Group NV 1411133 CDW CDW Corp 19,972 601,804 +2913.2% +581,832
Nippon Life Global Investors Americas, Inc. 1040190 DE Deere & Co 2,910 87,630 +2911.3% +84,720
OSSIAM 1767471 BAC Bank Of America Corp 61,034 1,837,504 +2910.6% +1,776,470
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1535845 URI United Rentals, Inc. 3,917 117,885 +2909.6% +113,968
Sound Income Strategies, LLC 1730960 FDUS FIDUS INVESTMENT Corp 72,904 2,193,829 +2909.2% +2,120,925
FengHe Fund Management Pte. Ltd. 1660531 GOOGL Alphabet Inc. 14,800 445,060 +2907.2% +430,260
CITIGROUP INC 831001 BBD Bank Bradesco 293,535 8,814,790 +2903.0% +8,521,255
Wealthcare Advisory Partners LLC 1683059 AVDE Avantis International Equity ETF 11,282 338,022 +2896.1% +326,740
HUB Investment Partners, LLC 1841815 SNDK Sandisk Corp 1,935 57,952 +2894.9% +56,017
OSSIAM 1767471 TPR Tapestry, Inc. 9,836 294,269 +2891.8% +284,433
PARADIGM CAPITAL MANAGEMENT INC/NY 1037792 AHCO AdaptHealth Corp. 121,214 3,624,900 +2890.5% +3,503,686
Assenagon Asset Management S.A. 1546007 PRMB Primo Brands Corp 65,544 1,954,180 +2881.5% +1,888,636
MUFG Securities EMEA plc 1597694 A Agilent Technologies, Inc. 11,075 329,816 +2878.0% +318,741