SEC 13F Intelligence

SPXLDIREXION SHARES ETF TRUST

CUSIP 25459W862 · Yahoo Finance ↗ · Google Finance ↗

Direxion Shares Etf Trust (SPXL) has 138 institutional holders in Filings Flow’s 13F database, together reporting 3.77M shares worth $682M as of Q1 2026. The largest reported holders are Ppsc Investment Service Corp, Susquehanna International Group, LLP, and Potomac Fund Management Inc /Adv.

Institutional Holders
138
Q1 2026
Reported Value
$682M
Ticker
SPXL
Quarters Tracked
9

Ownership Trend

Institutional holders
Q4 ’18: 44Q4 ’18Q1 ’19: 41Q2 ’19: 45Q2 ’19Q3 ’19: 39Q2 ’21: 68Q2 ’21Q4 ’21: 91Q4 ’22: 79Q4 ’22Q4 ’25: 153Q1 ’26: 138Q1 ’26filingsflow.com
Total reported value
Q4 ’18: $116MQ4 ’18Q1 ’19: $135MQ2 ’19: $125MQ2 ’19Q3 ’19: $72MQ2 ’21: $232MQ2 ’21Q4 ’21: $288MQ4 ’22: $290MQ4 ’22Q4 ’25: $1.1BQ1 ’26: $682MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
PPSC Investment Service Corp$1.3B AUM36.93%$468M2.53MQ1 2026
Wealthstar Advisors, LLC$213M AUM12.81%$27M147.7KQ1 2026
POTOMAC FUND MANAGEMENT INC /ADV$2.9B AUM9.92%$234M1.11MQ3 2025OLDER
Finward Bancorp$125M AUM2.60%$3M17.6KQ1 2026
Insight Wealth Partners, LLC$713M AUM2.56%$18M98.6KQ1 2026
Blue Sky Capital Consultants Group, Inc.$210M AUM1.51%$3M17.1KQ1 2026
Westwood Wealth Management$255M AUM1.39%$4M19.2KQ1 2026
Revere Asset Management, Inc$195M AUM1.33%$3M14.0KQ1 2026
SBI Securities Co., Ltd.$3.6B AUM0.67%$24M132.3KQ1 2026
Encompass More Asset Management$597M AUM0.58%$3M14.3KQ4 2025OLDER
Blueprint Financial Advisors LLC$675M AUM0.55%$4M16.4KQ4 2025OLDER
Millennium Capital Advisors, LLC$162M AUM0.52%$866,5594.1KQ4 2025OLDER
Traynor Capital Management, Inc.$1.7B AUM0.48%$8M48.2KQ1 2026
Millington Financial Advisors, LLC$237M AUM0.42%$999,5314.1KQ1 2026
Blueprint Investment Partners LLC$980M AUM0.40%$4M17.0KQ4 2025OLDER
QTR Family Wealth, LLC$240M AUM0.39%$823,4143.9KQ3 2025OLDER
RAMSEY QUANTITATIVE SYSTEMS$112M AUM0.38%$369,7802.0KQ1 2026
Mittelman Wealth Management$160M AUM0.36%$577,2263.1KQ1 2026
BXM Wealth LLC$130M AUM0.35%$460,7462.5KQ1 2026
Park Capital Management, LLC / WI$170M AUM0.26%$277,6481.6KQ2 2025OLDER
SMITH CHAS P & ASSOCIATES PA CPAS$1.8B AUM0.25%$5M25.3KQ1 2026
CPR Investments Inc.$150M AUM0.25%$368,2462.0KQ1 2026
Alternative Investment Advisors, LLC.$229M AUM0.25%$562,9353.0KQ1 2026
Kelly Financial Services LLC$467M AUM0.24%$984,1495.3KQ1 2026
Discipline Wealth Solutions, LLC$950M AUM0.23%$2M11.9KQ1 2026
Spire Wealth Management$3.3B AUM0.23%$7M35.8KQ1 2026
TrueMark Investments, LLC$514M AUM0.22%$1M6.1KQ3 2025OLDER
Flavin Financial Services, Inc.$149M AUM0.22%$320,2291.7KQ1 2026
Excelsior Advisor Network LLC$263M AUM0.19%$508,4482.8KQ1 2026
Silverleafe Capital Partners, LLC$367M AUM0.19%$654,2363.5KQ1 2026
Gainplan LLC$254M AUM0.19%$496,3732.3KQ4 2025OLDER
Charter Oak Capital Management, LLC$1.3B AUM0.18%$2M12.3KQ1 2026
Headlands Technologies LLC$878M AUM0.17%$2M9.0KQ4 2025OLDER
Walser Wealth Management Company, A Ltd Liability Co$223M AUM0.16%$365,7122.0KQ1 2026
Quadrature Capital Ltd$8.4B AUM0.15%$13M61.2KQ3 2025OLDER
Wealth Watch Advisors, INC$239M AUM0.15%$364,7882.0KQ1 2026
BANTAMAC CAPITAL, LLC$186M AUM0.15%$284,1761.5KQ1 2026
Scientech Research LLC$120M AUM0.15%$236,2731.1KQ4 2025OLDER
Members Advisory Group LLC$292M AUM0.13%$347,5261.6KQ4 2025OLDER
Trinity Legacy Partners, LLC$462M AUM0.12%$565,8852.5KQ1 2026
J. Safra Sarasin Holding AG$5.9B AUM0.11%$7M36.4KQ1 2026
Triton Wealth Management, PLLC$270M AUM0.11%$268,3731.4KQ2 2025OLDER
Net Worth Advisory Group$482M AUM0.11%$540,6932.9KQ1 2026
RAELIPSKIE PARTNERSHIP$236M AUM0.10%$225,5891.3KQ2 2025OLDER
New Perspectives, Inc$289M AUM0.10%$286,5801.6KQ1 2026
GTS SECURITIES LLC$2.8B AUM0.10%$3M15.1KQ1 2026
Evolution Wealth Advisors, LLC$981M AUM0.10%$966,9755.2KQ1 2026
Massar Capital Management, LP$934M AUM0.09%$860,1583.9KQ4 2025OLDER
LifeGuide Financial Advisors, LLC$351M AUM0.09%$269,9391.5KQ1 2026
HAP TRADING, LLC$1.4B AUM0.09%$1M16.7KQ3 2025OLDER
XTX Topco Ltd$5.8B AUM0.08%$5M25.6KQ1 2026
HAP Trading, LLC$1.1B AUM0.07%$775,89122.9KQ2 2025OLDER
Modern Wealth Management, LLC$5.8B AUM0.07%$4M17.2KQ4 2025OLDER
Ellis Investment Partners, LLC$576M AUM0.05%$307,0291.7KQ1 2026
Wealth Management Nebraska$987M AUM0.05%$509,8488.1KQ1 2026
Quattro Advisors LLC$115M AUM0.05%$64,436292Q4 2025OLDER
WEST MICHIGAN ADVISORS, LLC$455M AUM0.05%$220,6101.0KQ4 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.05%$2M9.0KQ1 2026
CreativeOne Wealth, LLC$4.3B AUM0.05%$2M11.7KQ1 2026
FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM0.05%$778,3123.5KQ4 2025OLDER
Summit Financial Strategies, Inc.$1.3B AUM0.04%$534,5172.9KQ1 2026
Howard Capital Management Inc.$6.1B AUM0.04%$3M13.7KQ1 2026
Jump Financial, LLC$7.5B AUM0.04%$3M16.7KQ1 2026
Main Street Group, LTD$340M AUM0.04%$136,251737Q1 2026
FINANCIAL MANAGEMENT NETWORK INC$653M AUM0.04%$219,8121.2KQ2 2025OLDER
Virtus Wealth Solutions LLC$525M AUM0.04%$201,089912Q4 2025OLDER
Iron Gate Global Advisors LLC$947M AUM0.04%$371,9481.7KQ4 2025OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.04%$86,042464Q1 2026
Edge Wealth Management LLC$594M AUM0.03%$203,3791.1KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.03%$213M1.15MQ1 2026
CRA Financial Services, LLC$770M AUM0.03%$252,5601.4KQ1 2026
Stratos Wealth Advisors, LLC$1.6B AUM0.03%$518,5722.8KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.03%$274M1.48MQ1 2026
Strengthening Families & Communities, LLC$401M AUM0.03%$122,222661Q1 2026
Clear Harbor Asset Management, LLC$1.4B AUM0.03%$369,7802.0KQ1 2026
TWO SIGMA SECURITIES, LLC$861M AUM0.02%$211,6991.1KQ1 2026
Stone House Investment Management, LLC$558M AUM0.02%$134,655728Q1 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.02%$1M7.8KQ1 2026
Onyx Bridge Wealth Group LLC$930M AUM0.02%$203,0521.1KQ1 2026
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.02%$452,9812.5KQ1 2026
FSA Wealth Management LLC$273M AUM0.02%$53,794310Q2 2025OLDER
Pineridge Advisors LLC$350M AUM0.02%$71,148336Q3 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.02%$779,8664.2KQ1 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM0.02%$37,718150Q1 2026
JANE STREET GROUP, LLC$777.2B AUM0.02%$149M807.4KQ1 2026
Edgestream Partners, L.P.$3.0B AUM0.02%$669,3313.0KQ4 2025OLDER
AlphaStar Capital Management, LLC$1.4B AUM0.02%$225,3811.2KQ1 2026
Larson Financial Group LLC$3.1B AUM0.02%$515,2132.8KQ1 2026
Westend Capital Management, LLC$333M AUM0.02%$50,845275Q1 2026
CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM0.01%$973,8165.3KQ1 2026
Beacon Capital Management, LLC$567M AUM0.01%$98,867570Q2 2025OLDER
NorthRock Partners, LLC$6.2B AUM0.01%$816,8444.4KQ1 2026
Dynamic Advisor Solutions LLC$3.5B AUM0.01%$268,0911.4KQ1 2026
Parkworth Wealth Management, Inc.$139M AUM0.01%$11,65167Q2 2025OLDER
BARRETT & COMPANY, INC.$291M AUM0.01%$21,402123Q2 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.01%$4M21.2KQ3 2025OLDER
DRW Securities, LLC$7.2B AUM0.01%$289,8811.3KQ4 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$5M22.3KQ4 2025OLDER
Summit Financial, LLC$7.8B AUM0.01%$578,9003.1KQ1 2026
Corient Private Wealth LLC$69.9B AUM0.01%$5M26.4KQ1 2026
Ashton Thomas Private Wealth, LLC$4.2B AUM0.01%$285,3061.3KQ4 2025OLDER
SWAN Capital LLC$272M AUM0.01%$15,79191Q2 2025OLDER
Independence Bank of Kentucky$789M AUM0.01%$50,845275Q1 2026
IFP Advisors, Inc$4.8B AUM0.01%$305,4381.7KQ1 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.01%$465,3682.5KQ1 2026
Anchor Investment Management, LLC$1.2B AUM0.01%$66,183300Q4 2025OLDER
Empowered Funds, LLC$15.7B AUM0.01%$790,0354.3KQ1 2026
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$568,5763.1KQ1 2026
Curi Capital, LLC$5.6B AUM0.00%$275,9841.3KQ4 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$587,9513.2KQ1 2026
AMERIFLEX GROUP, INC.$198M AUM0.00%$8,32045Q1 2026
AE Wealth Management LLC$18.5B AUM0.00%$705,4733.2KQ4 2025OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$717,3123.9KQ1 2026
Strive Financial Group ,LLC$189M AUM0.00%$7,00037Q1 2026
EP Wealth Advisors, LLC$20.3B AUM0.00%$732,3734.0KQ1 2026
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$291,9411.6KQ1 2026
Vontobel Holding Ltd.$29.1B AUM0.00%$867,6894.7KQ1 2026
Marex Group Ltd$15.8B AUM0.00%$453,1652.5KQ1 2026
Cresset Asset Management, LLC$23.1B AUM0.00%$727,8773.4KQ3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$23M125.4KQ1 2026
PlanVest Financial, Inc$131M AUM0.00%$3,32818Q1 2026
Brookstone Capital Management$8.7B AUM0.00%$207,515979Q3 2025OLDER
Riggs Asset Managment Co. Inc.$486M AUM0.00%$9,19853Q2 2025OLDER
Morse Asset Management, Inc$481M AUM0.00%$10,16955Q1 2026
EFG International AG$4.7B AUM0.00%$97,992530Q1 2026
Squarepoint Ops LLC$85.1B AUM0.00%$2M9.6KQ1 2026
Pathway Financial Advisers, LLC$354M AUM0.00%$7,00734Q3 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$6M31.4KQ1 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM0.00%$34,542187Q1 2026
Lido Advisors, LLC$32.7B AUM0.00%$538,5852.9KQ1 2026
Vermillion & White Wealth Management Group, LLC$174M AUM0.00%$2,86813Q4 2025OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.00%$41,875226Q1 2026
IMC-Chicago, LLC$278.4B AUM0.00%$4M22.6KQ1 2026
Walleye Trading LLC$60.0B AUM0.00%$832,0054.5KQ1 2026
Mariner, LLC$85.7B AUM0.00%$1M6.1KQ1 2026
Private Advisor Group, LLC$21.3B AUM0.00%$268,8301.5KQ1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$124,157656Q1 2026
GLENMEDE TRUST CO NA$20.4B AUM0.00%$238,2581.1KQ4 2025OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$228,8521.1KQ3 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$748,9123.4KQ4 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$60,179325Q1 2026
NFSG Corp$608M AUM0.00%$6,464155Q3 2025OLDER
Tanglewood Legacy Advisors, LLC$276M AUM0.00%$2,40413Q1 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$238,9861.1KQ4 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$239,9871.3KQ1 2026
CoreCap Advisors, LLC$3.4B AUM0.00%$25,145136Q1 2026
CWM, LLC$38.1B AUM0.00%$297,6441.6KQ1 2026
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$413,2292.2KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$539,1302.9KQ1 2026
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$319,6761.4KQ4 2025OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$394,5872.1KQ1 2026
Creative Planning$147.4B AUM0.00%$768,0474.2KQ1 2026
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$81,352440Q1 2026
Belvedere Trading LLC$84.4B AUM0.00%$372,7382.0KQ1 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$302,6571.3KQ4 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$362,9392.0KQ1 2026
Western Wealth Management, LLC$2.6B AUM0.00%$10,72458Q1 2026
SIGNATUREFD, LLC$6.5B AUM0.00%$25,472138Q1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$406,7582.2KQ1 2026
HighTower Advisors, LLC$94.2B AUM0.00%$350,5341.9KQ1 2026
Baird Financial Group, Inc.$64.0B AUM0.00%$222,1541.0KQ4 2025OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$1,6659Q1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$3M17.5KQ1 2026
Fisher Asset Management, LLC$294.9B AUM0.00%$485,2082.6KQ1 2026
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$161,144929Q2 2025OLDER
UBS Group AG$666.3B AUM0.00%$894,1284.8KQ1 2026
Smartleaf Asset Management LLC$2.8B AUM0.00%$3,40720Q1 2026
CIBC Private Wealth Group LLC$59.2B AUM0.00%$72,367328Q4 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$433,3412.3KQ1 2026
SHP Wealth Management$1.3B AUM0.00%$1,4798Q1 2026
IMA Advisory Services, Inc.$1.0B AUM0.00%$9245Q1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$261,0651.4KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$205,388931Q4 2025OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$1,1356Q1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$23,829129Q1 2026
SIMPLEX TRADING, LLC$149.1B AUM0.00%$64,000304Q3 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$1,13231Q1 2026
CITIGROUP INC$234.5B AUM0.00%$55,373251Q4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$37,348202Q1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$239,3621.1KQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$152,780692Q1 2026
Bogart Wealth, LLC$2.6B AUM0.00%$1891Q1 2026
BARCLAYS PLC$416.3B AUM0.00%$26,030150Q4 2025OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$1,89110Q1 2026
TORONTO DOMINION BANK$69.7B AUM0.00%$3,30315Q4 2025OLDER
Tradewinds Capital Management, LLC$504M AUM0.00%$240Q1 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$9,61452Q1 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$3702Q1 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$1,4798Q1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$2,00010Q1 2026
FMR LLC$1.90T AUM0.00%$3,47120Q2 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2982Q1 2026

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