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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
SOROS FUND MANAGEMENT LLC 1029160 XLE State Street(R) Energy Select Sector SPDR(R) ETF 2,000,000 10,898,300 +444.9% +8,898,300
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 714142 PODD Insulet Corp 31,888 173,737 +444.8% +141,849
CHASE INVESTMENT COUNSEL CORP 19475 APH Amphenol Corp 12,262 66,795 +444.7% +54,533
Fideuram Asset Management (Ireland) dac 2109923 TDY Teledyne Technologies Inc 2,921 15,908 +444.6% +12,987
Private Advisor Group, LLC 1567755 RPV Invesco S&P 500 Pure Value ETF 17,104 93,143 +444.6% +76,039
VICTORY FINANCIAL GROUP, LLC 2011333 RDVY First Trust Rising Dividend Achievers ETF 17,087 93,045 +444.5% +75,958
OSAIC HOLDINGS, INC. 1677044 SPBX AllianzIM 6 Month Buffer10 Allocation ETF 41,577 226,348 +444.4% +184,771
Walleye Capital LLC 1758720 PEP Pepsico Inc 182,974 995,982 +444.3% +813,008
IEQ CAPITAL, LLC 1779789 UDR UDR, Inc. 30,703 167,119 +444.3% +136,416
NORDEA INVESTMENT MANAGEMENT AB 1218210 CNP Centerpoint Energy Inc 652,415 3,550,902 +444.3% +2,898,487
Cerity Partners LLC 1566475 LII Lennox International Inc 3,251 17,694 +444.3% +14,443
Fideuram Asset Management (Ireland) dac 2109923 CNQ CANADIAN NATURAL RESOURCES Ltd 30,838 167,800 +444.1% +136,962
UBS Group AG 1610520 PWP Perella Weinberg Partners 197,295 1,073,519 +444.1% +876,224
Global Endowment Management, LP 1512237 FEZ State Street(R) SPDR(R) EURO STOXX 50(R) ETF 17,160 93,360 +444.1% +76,200
Private Wealth Asset Management, LLC 1883006 QCOM Qualcomm Inc 5,731 31,178 +444.0% +25,447
Orion Porfolio Solutions, LLC 1360533 CDNS Cadence Design Systems Inc 11,814 64,223 +443.6% +52,409
LBP AM SA 1970075 SNA Snap-on Inc 2,862 15,554 +443.5% +12,692
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1632972 STWD Starwood Property Trust, Inc. 108,870 591,537 +443.3% +482,667
ACADIAN ASSET MANAGEMENT LLC 916542 VERX Vertex, Inc. 111,009 603,081 +443.3% +492,072
Sterling Capital Management LLC 1329883 TJX Tjx Companies Inc 36,544 198,527 +443.3% +161,983
Intrepid Financial Planning Group LLC 1641296 LLY ELI LILLY & Co 7,991 43,409 +443.2% +35,418
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 1540880 AEE Ameren Corp 22,850 124,103 +443.1% +101,253
Vestcor Inc 1536925 TXNM Txnm Energy Inc 20,839 113,142 +442.9% +92,303
CITIGROUP INC 831001 BCO Brinks Co 28,626 155,401 +442.9% +126,775
Achmea Investment Management B.V. 1697765 WM Waste Management Inc 26,064 141,480 +442.8% +115,416
ACADIAN ASSET MANAGEMENT LLC 916542 TFPM Triple Flag Precious Metals Corp. 42,408 230,161 +442.7% +187,753
Pictet Asset Management Holding SA 1993888 AWK American Water Works Company, Inc. 223,657 1,213,669 +442.6% +990,012
Horizon Investments, LLC 1560717 USHY iShares Broad USD High Yield Corporate Bond ETF 151,744 823,211 +442.5% +671,467
KINGSWOOD WEALTH ADVISORS, LLC 1987855 MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 18,051 97,915 +442.4% +79,864
SEI INVESTMENTS CO 350894 CMG Chipotle Mexican Grill Inc 405,565 2,199,311 +442.3% +1,793,746
KBC Group NV 1411133 HPQ Hp Inc 682,046 3,698,484 +442.3% +3,016,438
FIRST TRUST ADVISORS LP 1125816 RXO RXO, Inc. 68,837 373,229 +442.2% +304,392
ING GROEP NV 1039765 APP AppLovin Corp 4,170 22,608 +442.2% +18,438
MACKENZIE FINANCIAL CORP 919859 MLKN Millerknoll, Inc. 162,277 879,738 +442.1% +717,461
PEAK6 LLC 1389958 IGV iShares Expanded Tech-Software Sector ETF 123,162 667,568 +442.0% +544,406
WESTFIELD CAPITAL MANAGEMENT CO LP 1177719 UNH Unitedhealth Group Inc 3,377 18,303 +442.0% +14,926
MIZUHO MARKETS AMERICAS LLC 1825516 AWK American Water Works Company, Inc. 83,200 450,900 +441.9% +367,700
RAYMOND JAMES FINANCIAL INC 720005 IBTO iShares iBonds Dec 2033 Term Treasury ETF 90,891 492,572 +441.9% +401,681
COLUMBIA ADVISORY PARTNERS LLC 1808179 USFR WisdomTree Floating Rate Treasury Fund 41,392 224,253 +441.8% +182,861
OSSIAM 1767471 MAR Marriott International Inc 19,706 106,761 +441.8% +87,055
CAPITAL FUND MANAGEMENT S.A. 1323645 VLO Valero Energy Corp 61,223 331,632 +441.7% +270,409
FLOSSBACH VON STORCH SE 1575677 COP Conocophillips 23,640 128,017 +441.5% +104,377
F/m Investments LLC 1834499 FANG Diamondback Energy, Inc. 9,631 52,152 +441.5% +42,521
Steward Partners Investment Advisory, LLC 1723397 VNLA Janus Henderson Short Duration Income ETF 76,636 414,984 +441.5% +338,348
Passive Capital Management, LLC. 1958250 VOO VANGUARD 500 INDEX FUND 3,196 17,305 +441.5% +14,109
KBC Group NV 1411133 VICI Vici Properties Inc. 284,117 1,536,785 +440.9% +1,252,668
Allspring Global Investments Holdings, LLC 1890906 CIEN Ciena Corp 30,669 165,887 +440.9% +135,218
JANE STREET GROUP, LLC 1595888 PTF Victory Portfolios II 8,200 44,347 +440.8% +36,147
FIRST TRUST ADVISORS LP 1125816 CF CF Industries Holdings, Inc. 284,054 1,536,025 +440.8% +1,251,971
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1423442 TLH iShares 10-20 Year Treasury Bond ETF 10,046 54,310 +440.6% +44,264
Plancorp, LLC 1599579 AVMC Avantis U.S. Mid Cap Equity ETF 18,101 97,822 +440.4% +79,721
Arax Advisory Partners 1586767 FEGE First Eagle Global Equity ETF 25,647 138,589 +440.4% +112,942
Walleye Capital LLC 1758720 SOUN Soundhound Ai, Inc. 156,503 845,558 +440.3% +689,055
Peterson Wealth Services 1906799 AMD Advanced Micro Devices Inc 3,951 21,344 +440.2% +17,393
Quadrature Capital Ltd 1651424 TSM Taiwan Semiconductor Manufacturing Co Ltd 222,645 1,202,708 +440.2% +980,063
CIBC Asset Management Inc 1021926 RDDT Reddit, Inc. 6,263 33,829 +440.1% +27,566
Quadrature Capital Ltd 1651424 TLN Talen Energy Corp 4,178 22,565 +440.1% +18,387
STATE STREET CORP 93751 JAN Janus Living, Inc. 460,915 2,489,066 +440.0% +2,028,151
Private Advisor Group, LLC 1567755 VIGI Vanguard Whitehall Funds 35,890 193,815 +440.0% +157,925
BNP PARIBAS ARBITRAGE, SA 1166588 PRIM Primoris Services Corp 29,109 157,195 +440.0% +128,086
BANK OF NOVA SCOTIA 9631 XLU State Street(R) Utilities Select Sector SPDR(R) ETF 225,991 1,220,200 +439.9% +994,209
Marathon Trading Investment Management LLC 1572748 SPY Spdr S&P 500 ETF Trust 57,541 310,608 +439.8% +253,067
Invesco Ltd. 914208 CURB Curbline Properties Corp. 522,404 2,819,049 +439.6% +2,296,645
Entropy Technologies, LP 1976151 DGX Quest Diagnostics Inc 5,779 31,185 +439.6% +25,406
Private Advisor Group, LLC 1567755 SCHB Schwab U.S. Broad Market ETF 63,367 341,924 +439.6% +278,557
RENAISSANCE TECHNOLOGIES LLC 1037389 VWO VANGUARD EMERGING MARKETS STOCK INDEX FUND 37,900 204,500 +439.6% +166,600
JANE STREET GROUP, LLC 1595888 ZVRA Zevra Therapeutics, Inc. 407,304 2,197,400 +439.5% +1,790,096
MARSHALL WACE, LLP 1318757 SMTC Semtech Corp 42,543 229,450 +439.3% +186,907
FengHe Fund Management Pte. Ltd. 1660531 WDC Western Digital Corp 25,661 138,361 +439.2% +112,700
MEITAV INVESTMENT HOUSE LTD 1398346 PSUS Pershing Square USA, Ltd. 410,915 2,215,442 +439.1% +1,804,527
GATEWAY INVESTMENT ADVISERS LLC 1114618 QCOM Qualcomm Inc 25,502 137,444 +439.0% +111,942
MARSHALL WACE, LLP 1318757 TWLO Twilio Inc 20,685 111,475 +438.9% +90,790
JUPITER ASSET MANAGEMENT LTD 1215838 CART Maplebear Inc. 439,239 2,366,481 +438.8% +1,927,242
NewEdge Advisors, LLC 1633516 CORO 912,834 4,917,781 +438.7% +4,004,947
HRT FINANCIAL LP 1475597 LINC Lincoln Educational Services Corp 81,812 440,690 +438.7% +358,878
Qube Research & Technologies Ltd 1729829 UE Urban Edge Properties 277,837 1,496,449 +438.6% +1,218,612
JANE STREET GROUP, LLC 1595888 FTHY First Trust High Yield Opportunities 2027 Term Fund 128,560 692,327 +438.5% +563,767
Entropy Technologies, LP 1976151 UDR UDR, Inc. 28,438 153,129 +438.5% +124,691
NATIXIS 1274981 INFY Infosys Ltd 185,728 1,000,000 +438.4% +814,272
Qube Research & Technologies Ltd 1729829 HLMN Hillman Solutions Corp. 195,955 1,054,960 +438.4% +859,005
FIL Ltd 318989 XLE State Street(R) Energy Select Sector SPDR(R) ETF 238,366 1,282,676 +438.1% +1,044,310
Generate Investment Management Ltd 2025905 CEG Constellation Energy Corp 25,000 134,499 +438.0% +109,499
CAPITAL FUND MANAGEMENT S.A. 1323645 HLT Hilton Worldwide Holdings Inc. 49,226 264,803 +437.9% +215,577
CITIGROUP INC 831001 XYZ Block, Inc. 800,286 4,304,978 +437.9% +3,504,692
DJE Kapital AG 1659196 V Visa Inc. 41,383 222,606 +437.9% +181,223
BANK OF MONTREAL /CAN/ 927971 TLN Talen Energy Corp 6,396 34,401 +437.9% +28,005
Concurrent Investment Advisors, LLC 2001015 ATI Ati Inc 6,808 36,611 +437.8% +29,803
Walleye Capital LLC 1758720 PAAS Pan American Silver Corp 106,540 572,926 +437.8% +466,386
Qube Research & Technologies Ltd 1729829 MNDY monday.com Ltd. 100,558 540,654 +437.7% +440,096
Nuveen, LLC 1871926 PRKS United Parks & Resorts Inc. 70,765 380,434 +437.6% +309,669
Daiwa Securities Group Inc. 1481045 ALLE Allegion plc 15,623 83,979 +437.5% +68,356
Squarepoint Ops LLC 1642575 ZM Zoom Communications, Inc. 138,589 744,726 +437.4% +606,137
Walleye Capital LLC 1758720 MAX MediaAlpha, Inc. 80,306 431,460 +437.3% +351,154
Excelsior Advisor Network LLC 2110679 CB Chubb Ltd 3,936 21,141 +437.1% +17,205
Centiva Capital, LP 1692507 CIFR Cipher Digital Inc. 48,600 260,998 +437.0% +212,398
Andra AP-fonden 1535452 AXON Axon Enterprise, Inc. 7,427 39,883 +437.0% +32,456
Farther Finance Advisors, LLC 1992825 JMUB JPMorgan Municipal ETF 31,376 168,474 +437.0% +137,098
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1164508 SMTC Semtech Corp 120,327 646,063 +436.9% +525,736
Advisors Asset Management, Inc. 1297376 GEF-B Greif, Inc 85,671 459,899 +436.8% +374,228
Connor, Clark & Lunn Investment Management Ltd. 1596800 GEV GE Vernova Inc. 9,445 50,687 +436.7% +41,242