SEC 13F Intelligence

DIREXION SHARES ETF TRUST

CUSIP 25460E307

Direxion Shares Etf Trust has 71 institutional holders in Filings Flow’s 13F database, together reporting 3.56M shares worth $113M as of Q1 2026. The largest reported holders are Pitcairn Wealth Advisors LLC, Hightower Advisors, LLC, and Lpl Financial LLC.

Institutional Holders
71
Q1 2026
Reported Value
$113M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 8Q4 ’18Q1 ’19: 7Q2 ’19: 9Q2 ’19Q3 ’19: 9Q2 ’21: 28Q2 ’21Q4 ’21: 44Q4 ’22: 50Q4 ’22Q4 ’25: 59Q1 ’26: 71Q1 ’26Q2 ’26: 5filingsflow.com
Total reported value
Q4 ’18: $44MQ4 ’18Q1 ’19: $41MQ2 ’19: $40MQ2 ’19Q3 ’19: $38MQ2 ’21: $137MQ2 ’21Q4 ’21: $991MQ4 ’22: $122MQ4 ’22Q4 ’25: $103MQ1 ’26: $113MQ1 ’26Q2 ’26: $2Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Pasadena Private Wealth, LLC$723M AUM1.66%$12M357.3KQ1 2026OLDER
Pitcairn Wealth Advisors LLC$1.1B AUM1.64%$18M603.1KQ1 2026OLDER
WBI INVESTMENTS, LLC$362M AUM1.42%$5M184.8KQ4 2025OLDER
Global View Capital Management LLC$377M AUM1.17%$4M131.0KQ1 2026OLDER
TriaGen Wealth Management LLC$366M AUM1.06%$4M115.6KQ1 2026OLDER
Ifrah Financial Services, Inc.$378M AUM1.05%$4M118.9KQ1 2026OLDER
PETRA FINANCIAL ADVISORS INC$162M AUM0.89%$2M51.5KQ4 2025OLDER
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV$188M AUM0.72%$1M40.3KQ2 2026
Riverbend Wealth Management, LLC$175M AUM0.47%$818,20124.4KQ1 2026OLDER
Rooted Wealth Advisors, Inc.$379M AUM0.36%$1M40.9KQ1 2026OLDER
Essential Partners LLC$250M AUM0.35%$888,50432.1KQ1 2026OLDER
BASSO CAPITAL MANAGEMENT, L.P.$163M AUM0.35%$564,07716.8KQ1 2026OLDER
Maridea Wealth Management LLC$688M AUM0.34%$2M76.8KQ4 2025OLDER
Stratos Investment Management, LLC$2.5B AUM0.22%$6M165.1KQ1 2026OLDER
Wilkerson Advisory Group LLC$291M AUM0.21%$621,88018.5KQ1 2026OLDER
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM0.16%$3M93.0KQ1 2026OLDER
Gen-Wealth Partners Inc$317M AUM0.14%$449,56113.4KQ1 2026OLDER
IRON Financial LLC$229M AUM0.13%$290,2388.6KQ1 2026OLDER
WESPAC Advisors, LLC$183M AUM0.12%$225,3226.7KQ1 2026OLDER
Avestar Capital, LLC$1.6B AUM0.08%$1M37.0KQ1 2026OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.08%$1M37.2KQ1 2026OLDER
Integrity Advisory Solutions, LLC$757M AUM0.08%$578,51817.2KQ1 2026OLDER
GWN SECURITIES INC.$523M AUM0.08%$398,38011.9KQ1 2026OLDER
Brookwood Investment Group LLC$810M AUM0.07%$536,98216.0KQ1 2026OLDER
Mach-1 Financial Group, LLC$284M AUM0.07%$415,03814.4KQ3 2025OLDER
Nvest Wealth Strategies, Inc.$143M AUM0.06%$83,8922.5KQ1 2026OLDER
Signal Advisors Wealth, LLC$1.5B AUM0.05%$673,60820.1KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.03%$2M48.4KQ1 2026OLDER
Lifeworks Advisors, LLC$779M AUM0.03%$245,4288.5KQ3 2025OLDER
NTV ASSET MANAGEMENT LLC$910M AUM0.03%$277,2888.3KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.03%$2M60.9KQ1 2026OLDER
PFG Advisors$2.1B AUM0.03%$527,92215.7KQ1 2026OLDER
VestGen Advisors, LLC$3.8B AUM0.02%$702,00724.4KQ3 2025OLDER
Mosley Wealth Management$221M AUM0.02%$51,5461.8KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.02%$204,3636.1KQ1 2026OLDER
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$220M AUM0.02%$35,4481.1KQ1 2026OLDER
VERUS CAPITAL PARTNERS, LLC$1.5B AUM0.02%$244,5088.3KQ4 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.01%$14M414.9KQ1 2026OLDER
Wealthcare Advisory Partners LLC$5.3B AUM0.01%$730,40322.4KQ2 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.01%$788,92923.5KQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$493M AUM0.01%$23,499700Q1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$177,8205.3KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$341,05110.2KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.00%$310,1209.2KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$40,3111.2KQ2 2026
Ameritas Advisory Services, LLC$2.6B AUM0.00%$52,4191.8KQ3 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$12M358.4KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$972,06229.1KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$280,4738.4KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$2M51.1KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$2M68.9KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$76,1702.3KQ1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$19,216572Q1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$46,9981.4KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$261,7157.8KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$278,9678.3KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$4M127.8KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$649,10819.3KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$290,7608.7KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$2M62.0KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$3M74.7KQ1 2026OLDER
DHJJ Financial Advisors, Ltd.$302M AUM0.00%$94028Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$679,65820.2KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$106,2733.2KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$13,428400Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$15,308456Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$364,60410.9KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$732,56521.8KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$1,72460Q3 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$2,21666Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$95,1372.8KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$799,43827.0KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$4,310150Q3 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$236,7697.1KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$32611Q4 2025OLDER
UBS Group AG$666.3B AUM0.00%$14,469431Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$622Q4 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$291Q2 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$1,25637Q2 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$43613Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.