Vault-13

DIREXION SHS ETF TR COM

AUSPCE CMD STG · ETP · CUSIP 25460E307

71 institutional holders -1 vs Q1 2026
3,384,9583.4m shares reported held*
$110.3mreported value*
12 new 21 added 27 reduced 14 sold out net sold ≈ $5.0m (-224.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($31.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $32.60.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 59Q4 22: 60Q1 23: 55Q2 23: 67Q3 23: 65Q4 23: 73Q1 24: 68Q2 24: 70Q3 24: 71Q4 24: 77Q1 25: 71Q2 25: 74Q3 25: 62Q4 25: 60Q1 26: 72Q2 26: 7171Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202259
Q4 202260
Q1 202355
Q2 202367
Q3 202365
Q4 202373
Q1 202468
Q2 202470
Q3 202471
Q4 202477
Q1 202571
Q2 202574
Q3 202562
Q4 202560
Q1 202672
Q2 202671

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 24: 35 bought or addedQ3 24: 33 cut or sold outQ4 24: 31 bought or addedQ4 24: 36 cut or sold outQ4 24Q1 25: 30 bought or addedQ1 25: 34 cut or sold outQ2 25: 34 bought or addedQ2 25: 31 cut or sold outQ2 25Q3 25: 21 bought or addedQ3 25: 41 cut or sold outQ4 25: 25 bought or addedQ4 25: 31 cut or sold outQ4 25Q1 26: 43 bought or addedQ1 26: 24 cut or sold outQ2 26: 33 bought or addedQ2 26: 41 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243533
Q4 20243136
Q1 20253034
Q2 20253431
Q3 20252141
Q4 20252531
Q1 20264324
Q2 20263341

Biggest buyers

HighTower Advisors, LLC Added +426,852+426.9k
Cambridge Investment Research Advisors, Inc. Added +98,364+98.4k
Encompass More Asset Management New +64,938+64.9k
Compass Financial Group, Inc. New +62,158+62.2k
Global View Capital Management LLC Added +44,551+44.6k
COMMONWEALTH EQUITY SERVICES, LLC Added +38,931+38.9k
HRT FINANCIAL LP New +33,305+33.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +17,125+17.1k
CVS HEALTH Corp New +15,000+15.0k
Federation des caisses Desjardins du Quebec New +11,000+11.0k

Biggest sellers

LPL Financial LLC Reduced -256,614-256.6k
Pitcairn Wealth Advisors LLC Reduced -152,742-152.7k
Stratos Investment Management, LLC Reduced -138,761-138.8k
TriaGen Wealth Management LLC Sold out -115,648-115.6k
Pasadena Private Wealth, LLC Reduced -92,084-92.1k
JANE STREET GROUP, LLC Reduced -56,548-56.5k
STIFEL FINANCIAL CORP Reduced -52,183-52.2k
Riverbend Wealth Management, LLC Sold out -24,373-24.4k
Foundations Investment Advisors, LLC Sold out -23,501-23.5k
CITADEL ADVISORS LLC Sold out -21,822-21.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 841,746841.7k $27.4m $27.4m 0.03% Added +426.9k +426,852
2 Pitcairn Wealth Advisors LLC 1.61% of their portfolio CONSHOHOCKEN, PA 450,318450.3k $14.7m $14.7m 1.61% Reduced -152.7k -152,742
3 Pasadena Private Wealth, LLC 1.11% of their portfolio PASADENA, CA 265,233265.2k $8.6m $8.6m 1.11% Reduced -92.1k -92,084
4 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 182,680182.7k $6.0m $6.0m 0.01% Added +98.4k +98,364
5 Global View Capital Management LLC 1.18% of their portfolio WAUKESHA, WI 175,550175.6k $5.7m $5.7m 1.18% Added +44.6k +44,551
6 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 131,283131.3k $4.3m $4.3m 0.00% Added +3.5k +3,496
7 Ifrah Financial Services, Inc. 0.94% of their portfolio Little Rock, AR 117,595117.6k $3.8m $3.8m 0.94% Reduced -1.3k -1,265
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 101,833101.8k $3.3m $3.3m 0.00% Reduced -256.6k -256,614
9 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.15% of their portfolio CEDAR RAPIDS, IA 95,71995.7k $3.1m $3.1m 0.15% Added +2.7k +2,747
10 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 90,00590.0k $2.9m $2.9m 0.00% Added +38.9k +38,931
11 Encompass More Asset Management 0.31% of their portfolio Danville, CA 64,93864.9k $2.1m $2.1m 0.31% New
12 Compass Financial Group, Inc. 0.86% of their portfolio DEERFIELD BEACH, FL 62,15862.2k $2.0m $2.0m 0.86% New
13 UMB Bank, n.a. 0.03% of their portfolio Kansas City, MO 60,86260.9k $2.0m $2.0m 0.03% Unchanged
14 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 55,18055.2k $1.8m $1.8m 0.00% Reduced -6.8k -6,836
15 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 48,82548.8k $1.6m $1.6m 0.03% Added +468 +468
16 Rooted Wealth Advisors, Inc. 0.37% of their portfolio BOURBONNAIS, IL 46,65546.7k $1.5m $1.5m 0.37% Added +5.8k +5,767
17 Essential Partners LLC 0.69% of their portfolio RANCHO SANTA FE, CA 46,26746.3k $1.5m $1.5m 0.69% Added +5.7k +5,733
18 THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 0.75% of their portfolio CINCINNATI, OH 40,22640.2k $1.3m $1.3m 0.75% Reduced -42 -42
19 Avestar Capital, LLC 0.07% of their portfolio New York, NY 37,00037.0k $1.2m $1.2m 0.07% Unchanged
20 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 33,30533.3k $1.1m $1.1m 0.00% New
21 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 32,76832.8k $1.1m $1.1m 0.00% Added +3.6k +3,619
22 B. Riley Wealth Advisors, Inc. 0.05% of their portfolio MEMPHIS, TN 30,70530.7k $997.9k $997.9k 0.05% Reduced -6.5k -6,514
23 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 26,82226.8k $874.4k $874.4k 0.00% Added +2 +2
24 Stratos Investment Management, LLC 0.03% of their portfolio BEACHWOOD, OH 26,37426.4k $859.8k $859.8k 0.03% Reduced -138.8k -138,761
25 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 24,17824.2k $788.2k $788.2k 0.00% Added +17.1k +17,125
26 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 22,40522.4k $730.4k $730.4k 0.01% Reduced -2.5k -2,492
27 Integrity Advisory Solutions, LLC 0.07% of their portfolio DALLAS, TX 20,52020.5k $669.0k $669.0k 0.07% Added +3.3k +3,287
28 Wilkerson Advisory Group LLC 0.19% of their portfolio COLUMBIA, MO 18,64118.6k $607.7k $607.7k 0.19% Added +116 +116
29 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 18,17718.2k $592.6k $592.6k 0.00% Reduced -56.5k -56,548
30 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 16,70016.7k $544.4k $544.4k 0.00% Reduced -52.2k -52,183
31 CVS HEALTH Corp 0.22% of their portfolio WOONSOCKET, RI 15,00015.0k $489.0k $489.0k 0.22% New
32 FLOW TRADERS U.S. LLC 0.02% of their portfolio NEW YORK, NY 14,91014.9k $486.0k $486.0k 0.02% Reduced -9.4k -9,379
33 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 14,40614.4k $469.6k $469.6k 0.00% Reduced -4.9k -4,930
34 Gen-Wealth Partners Inc 0.11% of their portfolio ZEELAND, MI 12,54012.5k $408.8k $408.8k 0.11% Reduced -852 -852
35 Envision Financial Transparency, LLC 0.33% of their portfolio GREENSBORO, NC 11,93611.9k $389.1k $389.1k 0.33% Added +2.7k +2,693
36 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 11,66511.7k $380.3k $380.3k 0.00% Reduced -8.6k -8,581
37 GWN SECURITIES INC. 0.06% of their portfolio Palm Beach Gardens, FL 11,23611.2k $366.3k $366.3k 0.06% Reduced -631 -631
38 Signal Advisors Wealth, LLC 0.02% of their portfolio DETROIT, MI 11,20711.2k $365.3k $365.3k 0.02% Reduced -8.9k -8,859
39 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 11,00011.0k $358.6k $358.6k 0.00% New
40 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 9,4699.5k $308.7k $308.7k 0.00% Reduced -690 -690
41 IRON Financial LLC 0.12% of their portfolio NORTHBROOK, IL 8,6828.7k $283.0k $283.0k 0.12% Added +36 +36
42 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 7,9948.0k $260.6k $260.6k 0.00% Added +198 +198
43 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 7,3167.3k $238.5k $238.5k 0.00% Reduced -1.1k -1,094
44 NTV Asset Management LLC 0.02% of their portfolio Charleston, WV 6,5606.6k $213.9k $213.9k 0.02% Reduced -1.7k -1,700
45 Occidental Asset Management, LLC 0.02% of their portfolio Burlingame, CA 6,4926.5k $211.6k $211.6k 0.02% New
46 VERUS CAPITAL PARTNERS, LLC 0.01% of their portfolio SCOTTSDALE, AZ 6,2666.3k $204.3k $204.3k 0.01% New
47 Brookwood Investment Group LLC 0.02% of their portfolio PHOENIX, AZ 6,1486.1k $200.4k $200.4k 0.02% Reduced -9.8k -9,848
48 FIDUCIARY FINANCIAL ADVISORS 0.02% of their portfolio GRAND RAPIDS, MI 5,5505.5k $180.9k $180.9k 0.02% New
49 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 4,0974.1k $133.6k $133.6k 0.00% Reduced -1.2k -1,200
50 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 3,3643.4k $109.7k $109.7k 0.00% Added +198 +198
51 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 3,3413.3k $108.9k $108.9k 0.00% Added +1.1k +1,072
52 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 2,8222.8k $92.0k $92.0k 0.00% Reduced -12 -12
53 Wilmington Savings Fund Society, FSB 0.00% of their portfolio WILMINGTON, DE 1,4001.4k $45.6k $45.6k 0.00% Unchanged
54 Versant Capital Management, Inc 0.00% of their portfolio PHOENIX, AZ 1,2371.2k $40.3k $40.3k 0.00% Unchanged
55 Nvest Wealth Strategies, Inc. 0.02% of their portfolio POWELL, OH 1,1571.2k $37.7k $37.7k 0.02% Reduced -1.3k -1,342
56 MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 0.01% of their portfolio MILWAUKEE, WI 1,0561.1k $34.4k $34.4k 0.01% Unchanged
57 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 985985 $32.1k $32.1k 0.00% Reduced -9.9k -9,876
58 TORONTO DOMINION BANK 0.00% of their portfolio TORONTO, ONTARIO, A6 961961 $31.3k $31.3k 0.00% New
59 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 577577 $18.8k $18.8k 0.00% Added +5 +5
60 Signature Resources Capital Management, LLC 0.01% of their portfolio NEWPORT BEACH, CA 455455 $14.8k $14.8k 0.01% New
61 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 400400 $13.0k $13.0k 0.00% Unchanged
62 Mosley Wealth Management 0.00% of their portfolio ANAHEIM, CA 327327 $10.7k $10.7k 0.00% Reduced -1.5k -1,467
63 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 298298 $9.7k $9.7k 0.00% New
64 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 220220 $7.2k $7.2k 0.00% Reduced -236 -236
65 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 6666 $2.2k $2.2k 0.00% Unchanged
66 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 3737 $1.2k $1.2k 0.00% Unchanged
67 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 3030 $978 $978 0.00% New
68 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 2828 $913 $913 0.00% Unchanged
69 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1313 $423 $423 0.00% Unchanged
70 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 22 $69 $69 0.00% First filing
71 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 11 $29 $29 0.00% Added +1 +1