Stock Pickers

Funds that buy things because someone decided to. ARK, Avantis, Corgi, Sprott and Amplify's thematic line. Option-income funds are excluded here on purpose — their stock book is collateral for an overlay and churns by design, so counting it as conviction was putting other people's mechanics on this board.

Sep 10, 2026 · active-equity funds only

What are institutions as a whole doing?

53 stock-picking funds ($263.8B combined, income funds excluded) blended by AUM — net position changes since yesterday.

↑ Accumulating

META

META PLATFORMS INC CLASS A COMMON STOCK USD.000006

+0.140%

1.88→2.02% · 13 funds

BABA

ALIBABA GROUP HOLDING SP ADR ADR USD.000025

+0.076%

0.00→0.08% · 2 funds

KSS

KOHLS CORP COMMON STOCK USD.01

+0.039%

0.00→0.04% · 4 funds

SPM

SAIPEM SPA COMMON STOCK

+0.037%

0.01→0.05% · 3 funds

NET

CLOUDFLARE INC CLASS A COMMON STOCK USD.001

+0.036%

0.34→0.37% · 9 funds

MU

MICRON TECHNOLOGY INC COMMON STOCK USD.1

+0.031%

1.06→1.09% · 7 funds

GLE

SOCIETE GENERALE SA COMMON STOCK EUR1.25

+0.024%

0.04→0.07% · 2 funds

DINO

HF SINCLAIR CORP COMMON STOCK

+0.021%

0.01→0.03% · 3 funds

A000660

SK HYNIX INC COMMON STOCK KRW5000.0

+0.018%

0.97→0.99% · 4 funds

SIG

SIGNET JEWELERS LTD COMMON STOCK USD.18

+0.014%

0.06→0.07% · 4 funds

BNY

BANK OF NEW YORK MELLON CORP COMMON STOCK

+0.013%

0.00→0.01% · 2 funds

LLY

ELI LILLY + CO COMMON STOCK

+0.009%

0.93→0.94% · 9 funds

↓ Trimming

GOOGL

ALPHABET INC CL A COMMON STOCK USD.001

-0.032%

1.23→1.20% · 12 funds

CMCSA

COMCAST CORP CLASS A COMMON STOCK USD.01

-0.028%

0.46→0.44% · 3 funds

RCL

ROYAL CARIBBEAN CRUISES LTD COMMON STOCK USD.01

-0.021%

0.68→0.66% · 8 funds

AMZN

AMAZON.COM INC COMMON STOCK USD.01

-0.018%

1.40→1.38% · 14 funds

TSM

TAIWAN SEMICONDUCTOR SP ADR ADR

-0.017%

1.70→1.69% · 11 funds

GE

GENERAL ELECTRIC COMMON STOCK USD.01

-0.015%

0.65→0.64% · 6 funds

SMSN

SAMSUNG ELECTR GDR REG S GDR

-0.013%

0.61→0.59% · 1 fund

IP

INTERNATIONAL PAPER CO COMMON STOCK USD1.0

-0.013%

0.29→0.27% · 5 funds

SHOP

SHOPPERS STOP LTD COMMON STOCK INR5.0

-0.013%

0.31→0.30% · 9 funds

AVGO

BROADCOM INC COMMON STOCK

-0.010%

1.73→1.72% · 11 funds

VSAT

VIASAT INC COMMON STOCK USD.0001

-0.010%

0.12→0.11% · 4 funds

GOOG

ALPHABET INC CL C COMMON STOCK USD.001

-0.009%

0.58→0.57% · 8 funds

Accumulating

Conviction-scored buys across stock-picking funds

BABA
ALIBABA GROUP HOLDING SP ADR ADR USD.000025CONSUMER DISCRETIONARY
+0.693%
≈ $201.2M
KSS
KOHLS CORP COMMON STOCK USD.01CONSUMER DISCRETIONARY
+0.322%
≈ $102.0M
SPM
SAIPEM SPA COMMON STOCKENERGY
+0.468%
≈ $96.9M
BNY2 fam
BANK OF NEW YORK MELLON CORP COMMON STOCKFINANCIALS
+0.527%
≈ $34.7M
GLE
SOCIETE GENERALE SA COMMON STOCK EUR1.25FINANCIALS
+0.330%
≈ $62.6M
NVDA2 fam🔥3d
NVIDIA CORP COMMON STOCK USD.001INFORMATION TECHNOLOGY
+0.264%
≈ $47.6M
DINO
HF SINCLAIR CORP COMMON STOCKENERGY
+0.246%
≈ $54.1M
META
META PLATFORMS INC CLASS A COMMON STOCK USD.000006COMMUNICATION SERVICES
+0.554%
≈ $27.9M
SNDK🔥5d
SANDISK CORP COMMON STOCKINFORMATION TECHNOLOGY
+0.102%
≈ $22.3M
A005930
SAMSUNG ELECTRONICS CO LTD COMMON STOCK KRW100.0
+0.226%
≈ $15.9M

Reducing

Conviction-scored sells across stock-picking funds

SNEX2 fam
STONEX GROUP INC COMMON STOCK USD.01FINANCIALS
-0.348%
≈ $4.0M
GOOGL
Alphabet IncCOMMUNICATION SERVICES
-0.580%
≈ $27.8M
RCL
ROYAL CARIBBEAN CRUISES LTD COMMON STOCK USD.01
-0.086%
≈ $33.3M
AAPL
APPLE INC COMMON STOCK USD.00001INFORMATION TECHNOLOGY
-0.091%
≈ $18.1M
TSM
TAIWAN SEMICONDUCTOR SP ADR ADRINFORMATION TECHNOLOGY
-0.104%
≈ $30.2M
A000660
SK HYNIX INC COMMON STOCK KRW5000.0INFORMATION TECHNOLOGY
-0.100%
≈ $29.1M
SMSN
SAMSUNG ELECTR GDR REG S GDRINFORMATION TECHNOLOGY
-0.089%
≈ $26.0M
MSFT
MICROSOFT CORP COMMON STOCK USD.00000625INFORMATION TECHNOLOGY
-0.063%
≈ $12.3M
META
META PLATFORMS INC CLASS A COMMON STOCK USD.000006COMMUNICATION SERVICES
-0.053%
≈ $10.9M
MU
MICRON TECHNOLOGY INC COMMON STOCK USD.1INFORMATION TECHNOLOGY
-0.046%
≈ $9.2M

Buying streaks

Accumulated for 3+ consecutive trading days by at least one fund

▲ 5d
SNDK
SANDISK CORP COMMON STOCK
+0.102%≈ $22.3M1 fund
▲ 3d
NVDA
NVIDIA CORP COMMON STOCK USD.001
+0.264%≈ $47.6M2 funds

Selling streaks

Distributed for 3+ consecutive trading days by at least one fund

No multi-day selling streaks right now.

Divergences

Same name, opposite directions — stock-pickers only

NVDAINTRA-SHOP
AVLV, CMAG vs AVUS
UBSINTRA-SHOP
AVDE vs AVIV
EXPINTRA-SHOP
AVUV vs AVMV
FASTINTRA-SHOP
AVLV vs AVMV
NWSA
AVMV vs NYNY
GOOGL
CMAG vs ARKK, ARKW
META
ARKK, ARKW vs AVLV, AVUS
VZ
NYNY vs AVLV
GS
NYNY vs AVLV
TRV
NYNY vs AVLV
MET
NYNY vs AVLV

Sector flow

Drift-adjusted weight movement by sector

FINANCIALS+1.786%
COMMUNICATION SERVICES+0.604%
CONSUMER DISCRETIONARY+0.236%
ENERGY+0.181%
MATERIALS-0.809%
INDUSTRIALS-0.508%
HEALTH CARE-0.269%
INFORMATION TECHNOLOGY-0.245%
UTILITIES-0.189%