DIREXION SHARES ETF TRUST (SOXS)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
68
Reporting holders
$239.9M
Reported value
59.4%
Held as options
+32
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $94.7M | 1,321,357 | 0.01% | 2q | +5136.0%+$92.9M |
| CITADEL ADVISORS LLC | $38.3M | 63,425 | 0.00% | 2q | HELD |
| CITIGROUP INC | $31.6M | 9,744,200 | 0.01% | 2q | +550419.8%+$31.6M |
| JANE STREET GROUP, LLC | $30.9M | 5,239,578 | 0.00% | 2q | HELD |
| UBS Group AG | $9.8M | 3,028,440 | 0.00% | 2q | +3022.7%+$9.5M |
| Belvedere Trading LLC | $7.2M | 2,219,988 | 0.01% | 2q | +2114.9%+$6.9M |
| TWO SIGMA SECURITIES, LLC | $3.1M | 964,840 | 0.27% | 2q | +12952.5%+$3.1M |
| Creative Planning | $2.7M | 830,465 | 0.00% | new | NEW |
| MORGAN STANLEY | $2.2M | 669,738 | 0.00% | 2q | +1117.2%+$2.0M |
| Avestar Capital, LLC | $2.1M | 653,482 | 0.12% | new | NEW |
| XTX Topco Ltd | $1.9M | 583,117 | 0.02% | 2q | +1774.3%+$1.8M |
| GOLDMAN SACHS GROUP INC | $1.5M | 453,379 | 0.00% | 2q | +41.4%+$430.3K |
| Monaco Asset Management SAM | $1.3M | 400,000 | 0.10% | new | NEW |
| SBI Securities Co., Ltd. | $1.2M | 376,256 | 0.03% | 2q | +667.7%+$1.1M |
| StoneX Group Inc. | $1.2M | 157,577 | 0.05% | 2q | +695.9%+$1.0M |
| SIMPLEX TRADING, LLC | $1.1M | 352,488 | 0.00% | new | NEW |
| PayPay Securities Corp | $1.1M | 34,324 | 27.13% | 2q | +1191.3%+$1.0M |
| GTS SECURITIES LLC | $1.1M | 342,360 | 0.02% | 2q | +5106.2%+$1.1M |
| BARCLAYS PLC | $1.0M | 318,250 | 0.00% | 2q | +212066.7%+$1.0M |
| IMC-Chicago, LLC | $894.4K | 276,037 | 0.00% | 2q | +362.5%+$701.0K |
| OceanIQ Capital, LLC | $592.2K | 13,449 | 0.36% | new | FIRST |
| KEYWISE CAPITAL MANAGEMENT (HK) Ltd | $589.0K | 181,800 | 0.08% | new | NEW |
| Farther Finance Advisors, LLC | $583.2K | 180,000 | 0.00% | new | NEW |
| Bank of New York Mellon Corp | $486.0K | 150,001 | 0.00% | new | NEW |
| ZAZOVE ASSOCIATES LLC | $453.6K | 140,000 | 0.04% | new | NEW |
| Encompass More Asset Management | $453.6K | 139,996 | 0.07% | new | NEW |
| Lighthouse Investment Partners, LLC | $421.2K | 130,000 | 0.01% | 2q | +217.1%+$288.4K |
| Jump Financial, LLC | $378.8K | 116,917 | 0.00% | 2q | +1897.9%+$359.9K |
| Hamilton Wealth, LLC | $291.0K | 89,820 | 0.05% | new | NEW |
| Lido Advisors, LLC | $234.2K | 72,282 | 0.00% | new | NEW |
| WJ Financial Advisors LLC | $201.9K | 62,300 | 0.15% | new | NEW |
| EASTERN BANK | $192.5K | 59,420 | 0.00% | new | NEW |
| Ballew Advisors, Inc | $180.5K | 40,019 | 0.09% | 2q | +356.9%+$141.0K |
| Corient Private Wealth LP | $156.3K | 48,232 | 0.00% | new | NEW |
| Marex Group Ltd | $151.4K | 46,740 | 0.00% | new | NEW |
| Allworth Financial LP | $129.6K | 40,000 | 0.00% | new | NEW |
| Vontobel Holding Ltd. | $122.4K | 37,776 | 0.00% | new | NEW |
| Tidal Investments LLC | $116.6K | 36,000 | 0.00% | new | NEW |
| Brookstone Capital Management | $106.7K | 32,936 | 0.00% | new | NEW |
| Rothschild Wealth LLC | $97.2K | 30,000 | 0.01% | new | NEW |
| Edgestream Partners, L.P. | $71.6K | 22,109 | 0.00% | new | NEW |
| HOWARD FINANCIAL SERVICES, LTD. | $64.8K | 20,000 | 0.01% | new | NEW |
| Orin Green Financial, LLC | $62.4K | 19,250 | 0.02% | new | NEW |
| PCG Wealth Advisors, LLC | $54.8K | 16,899 | 0.01% | new | NEW |
| Redwood Park Advisors LLC | $54.7K | 16,896 | 0.04% | new | NEW |
| Private Advisor Group, LLC | $48.6K | 15,000 | 0.00% | new | NEW |
| AVAII WEALTH MANAGEMENT, LLC | $48.6K | 15,000 | 0.01% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $45.7K | 11,200 | 0.00% | new | NEW |
| Headlands Technologies LLC | $45.6K | 14,066 | 0.00% | 2q | -47.9%-$41.8K |
| Fragasso Financial Advisors Inc | $36.8K | 11,347 | 0.00% | new | NEW |
| Steadtrust LLC | $35.6K | 11,000 | 0.02% | new | NEW |
| Savvy Advisors, Inc. | $33.6K | 10,375 | 0.00% | new | NEW |
| Samalin Investment Counsel, LLC | $32.7K | 10,093 | 0.01% | new | NEW |
| VestGen Advisors, LLC | $19.4K | 6,000 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $16.7K | 5,150 | 0.00% | new | NEW |
| Qube Research & Technologies Ltd | $16.2K | 5,015 | 0.00% | new | NEW |
| SUMMIT SECURITIES GROUP LLC | $16.2K | 5,000 | 0.00% | new | NEW |
| Arax Advisory Partners | $8.1K | 2,500 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $6.8K | 2,100 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $6.3K | 1,938 | 0.00% | new | NEW |
| Pinnacle Holdings, LLC | $3.9K | 1,205 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $3.3K | 14,027 | 0.00% | new | NEW |
| TORONTO DOMINION BANK | $2.3K | 713 | 0.00% | new | NEW |
| BANK OF MONTREAL /CAN/ | $1.6K | 500 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $1.6K | 500 | 0.00% | new | NEW |
| Boreal Capital Management LLC | $1.4K | 426 | 0.00% | new | NEW |
| SHP Wealth Management | $1.1K | 350 | 0.00% | new | NEW |
| LANARK FINANCIAL, INC. | $583 | 180 | 0.00% | 2q | +100.0% |
| Smithfield Trust Co | $286 | 88,275 | 0.01% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $49 | 15 | 0.00% | 2q | -100.0%-$1.5M |
| FNY Investment Advisers, LLC | $38 | 12,000 | 0.01% | new | NEW |
| Tower Research Capital LLC (TRC) | $6 | 2 | 0.00% | 2q | -100.0%-$15.4K |
| ROYAL BANK OF CANADA | $0 | 138 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 68 | $239.9M | 29,854,183 | 46 | 17 | 3 | 59.4% |
| Q1 2026 | 36 | $415.5M | 1,692,640 | 34 | 0 | 1 | 83.8% |
| Q4 2025 | 40 | $108.9M | 16,015,762 | 9 | 17 | 4 | 54.3% |
| Q3 2025 | 53 | $146.2M | 8,276,134 | 17 | 21 | 7 | 70.9% |
| Q2 2025 | 39 | $149.8M | 4,923,776 | 17 | 13 | 5 | 74.1% |
| Q1 2025 | 32 | $427.1M | 6,482,278 | 9 | 9 | 8 | 56.0% |
| Q4 2024 | 31 | $259.3M | 3,555,975 | 10 | 7 | 7 | 69.2% |
| Q3 2024 | 26 | $253.2M | 3,122,995 | 7 | 10 | 7 | 75.0% |
| Q2 2024 | 33 | $266.2M | 4,779,922 | 33 | 0 | 0 | 59.3% |
| Q1 2024 | 3 | $80.9K | 32,700 | 3 | 0 | 0 | 32.5% |
| Q4 2023 | 1 | $118.5K | 20,362 | 1 | 0 | 0 | 0.0% |
| Q4 2021 | 23 | $29.6M | 3,539,970 | 4 | 12 | 4 | 58.9% |
| Q3 2021 | 26 | $32.7M | 1,721,944 | 4 | 12 | 5 | 62.8% |
| Q2 2021 | 22 | $34.3M | 1,206,395 | 8 | 6 | 6 | 75.1% |
| Q1 2021 | 14 | $29.3M | 1,251,273 | 5 | 5 | 3 | 58.1% |
| Q4 2020 | 15 | $49.1M | 1,083,733 | 7 | 6 | 2 | 60.4% |
| Q3 2020 | 12 | $34.2M | 178,615 | 12 | 0 | 0 | 79.5% |
| Q1 2019 | 18 | $19.2M | 2,516,015 | 9 | 6 | 0 | 14.0% |
| Q4 2018 | 10 | $15.0M | 809,585 | 1 | 0 | 0 | 28.8% |