Security record · archived quarter
SOXL
Direxion Daily Semiconductor Bull 3X ETF · Financial Services · Asset Management - Leveraged
35Tracked holders
+4Δ holders
3.93MShares held
$187.06MReported value
+11New positions
−7Exits
Momentum inputs (comparable managers):
holder breadth +12.9% ·
share flow -30.0% ·
net new positions +11.4%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 3.66K | $521,745 | n/a | n/a |
| Q2 2026 | 39 | +5 | 1.88M | $499.73M | +11 | −6 |
| Q1 2026 | 35 | +4 | 3.93M | $187.06M | +11 | −7 |
| Q4 2025 | 31 | 0 | 6.85M | $287.89M | +1 | −1 |
| Q3 2025 | 5 | -1 | 1.00M | $35.00M | n/a | −1 |
| Q2 2025 | 3 | 0 | 2.07M | $51.90M | n/a | n/a |
| Q1 2025 | 2 | +1 | 3.68M | $58.66M | +1 | n/a |
| Q4 2024 | 1 | -2 | 4.90M | $133.91M | n/a | −2 |
| Q3 2024 | 3 | +1 | 151.45K | $5.56M | +1 | n/a |
| Q2 2024 | 2 | n/a | 59.74K | $3.31M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jane Street Group, Llc | 1.66M | +32574.6% | $79.41M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Susquehanna International Group, Llp | 489.11K | +1.8% | $23.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | IMC-Chicago, LLC | 383.82K | +550.1% | $18.39M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 4 | Optiver Holding B.V. | 281.86K | +831.0% | $13.53M | 0.5% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | UBS Group AG | 241.61K | -75.9% | $11.58M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Hrt Financial Lp | 179.62K | New | $8.61M | 0.0% | New | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 203.23K | +1.3% | $8.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Belvedere Trading LLC | 83.03K | New | $3.98M | 0.5% | New | 1 | SEC ↗ |
| 9 | Mariner, LLC | 79.80K | +23.1% | $3.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 79.44K | -20.4% | $3.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 52.89K | New | $2.53M | 0.0% | New | 1 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 43.57K | +29.2% | $2.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Squarepoint Ops LLC | 30.60K | New | $1.47M | 0.0% | New | 1 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 28.78K | -31.3% | $1.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Corient Private Wealth LP | 24.44K | -50.4% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Creative Planning | 16.50K | -44.8% | $790,368 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Lido Advisors, LLC | 13.08K | +120.6% | $626,657 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Captrust Financial Advisors | 10.53K | New | $504,444 | 0.0% | New | 1 | SEC ↗ |
| 19 | Bnp Paribas Financial Markets | 8.00K | New | $383,280 | 0.0% | New | 1 | SEC ↗ |
| 20 | Millennium Management ✦ | 7.21K | -81.2% | $345,431 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 5.30K | +52.0% | $253,923 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 4.55K | -4.2% | $240,013 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | LPL Financial LLC | 4.59K | -36.3% | $219,763 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Citigroup Inc | 2.72K | +482.1% | $130,507 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Cwm, Llc | 566 | New | $27,117 | 0.0% | New | 1 | SEC ↗ |
| 26 | Fifth Third Bancorp | 500 | New | $23,955 | 0.0% | New | 1 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 474 | 0.0% | $22,724 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 28 | Northwestern Mutual Wealth… | 267 | -49.9% | $12,792 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Us Bancorp \De\ | 245 | 0.0% | $11,738 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Federated Hermes, Inc. | 225 | New | $10,780 | 0.0% | New | 1 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 215 | 0.0% | $10,301 | 0.0% | Held | 2 | SEC ↗ |
| 32 | BlackRock ✦ (passive) | 101 | 0.0% | $4,820 | 0.0% | Held | 4 | SEC ↗ ×2 |
| 33 | Jones Financial Companies Lllp | 60 | New | $2,797 | 0.0% | New | 1 | SEC ↗ |
| 34 | National Bank Of Canada /Fi/ | 45 | New | $2,157 | 0.0% | New | 1 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 1 | -50.0% | $58 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $8.61M | 0.0% |
| Belvedere Trading LLC | $3.98M | 0.5% |
| Goldman Sachs Group | $2.53M | 0.0% |
| Squarepoint Ops LLC | $1.47M | 0.0% |
| Captrust Financial Advisors | $504,444 | 0.0% |
| Bnp Paribas Financial Markets | $383,280 | 0.0% |
| Cwm, Llc | $27,117 | 0.0% |
| Fifth Third Bancorp | $23,955 | 0.0% |
| Federated Hermes, Inc. | $10,780 | 0.0% |
| Jones Financial Companies Lllp | $2,797 | 0.0% |
| National Bank Of Canada /Fi/ | $2,157 | 0.0% |
Exited
| Citadel Advisors | $127.81M | was 0.1% |
| Simplex Trading, Llc | $51.97M | was 1.5% |
| Group One Trading Llc | $14.19M | was 0.4% |
| Walleye Trading LLC | $1.59M | was 0.0% |
| Mercer Global Advisors Inc… | $1.29M | was 0.0% |
| Bank Of America Corp /De/ | $163,034 | was 0.0% |
| Toronto Dominion Bank | $58,927 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 129 holders, 10.95M shares, $507.69M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
Get this via the API