DIREXION SHS ETF TR (WFH)
Institutional ownership reported to the SEC as of Q3 2025, across 27 quarters.
16
Reporting holders
$4.3M
Reported value
0.0%
Calls
0.0%
Puts
-2
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Virtu Financial LLC | $1.3M | 17,818 | 0.07% | 8q | +119.6%+$691.2K |
| CITADEL ADVISORS LLC | $1.1M | 15,801 | 0.00% | 2q | +333.4%+$865.9K |
| Tradition Wealth Management, LLC | $539.1K | 7,567 | 0.04% | 20q | -91.9%-$6.1M |
| ROYAL BANK OF CANADA | $496.0K | 6,956 | 0.00% | 21q | -50.0%-$496.0K |
| UBS Group AG | $279.8K | 3,928 | 0.00% | 7q | -33.4%-$140.6K |
| Rockefeller Capital Management L.P. | $235.1K | 3,300 | 0.00% | new | NEW |
| Vontobel Holding Ltd. | $218.7K | 3,070 | 0.00% | 2q | HELD |
| BANK OF AMERICA CORP /DE/ | $99.7K | 1,399 | 0.00% | 17q | +3079.5%+$96.5K |
| MORGAN STANLEY | $27.2K | 382 | 0.00% | 21q | -20.9%-$7.2K |
| Allworth Financial LP | $11.3K | 158 | 0.00% | 4q | +0.6% |
| OSAIC HOLDINGS, INC. | $9.4K | 133 | 0.00% | 22q | -35.7%-$5.2K |
| Parallel Advisors, LLC | $7.1K | 100 | 0.00% | 11q | HELD |
| Archer Investment Corp | $3.3K | 46 | 0.00% | 10q | HELD |
| AE Wealth Management LLC | $712 | 10 | 0.00% | new | NEW |
| Advisory Services Network, LLC | $142 | 2 | 0.00% | new | NEW |
| SBI Securities Co., Ltd. | $71 | 1 | 0.00% | 4q | HELD |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2025 | 16 | $4.3M | 60,671 | 3 | 4 | 5 | 0.0% |
| Q2 2025 | 18 | $9.6M | 138,209 | 3 | 1 | 6 | 0.0% |
| Q1 2025 | 15 | $8.1M | 141,792 | 1 | 4 | 5 | 0.0% |
| Q4 2024 | 17 | $11.6M | 180,898 | 1 | 6 | 5 | 0.0% |
| Q3 2024 | 17 | $8.5M | 144,919 | 1 | 4 | 6 | 0.0% |
| Q2 2024 | 19 | $10.6M | 199,212 | 1 | 4 | 6 | 0.0% |
| Q1 2024 | 18 | $8.6M | 150,063 | 4 | 5 | 4 | 0.8% |
| Q4 2023 | 15 | $7.3M | 130,422 | 2 | 4 | 5 | 2.2% |
| Q3 2023 | 16 | $7.7M | 161,027 | 2 | 3 | 4 | 0.1% |
| Q2 2023 | 20 | $8.8M | 179,069 | 3 | 2 | 6 | 0.0% |
| Q1 2023 | 21 | $8.4M | 184,205 | 4 | 3 | 8 | 0.0% |
| Q4 2022 | 26 | $8.6M | 213,436 | 4 | 6 | 10 | 0.0% |
| Q3 2022 | 29 | $10.2M | 240,258 | 1 | 5 | 14 | 0.0% |
| Q2 2022 | 37 | $14.5M | 305,305 | 1 | 5 | 22 | 0.0% |
| Q1 2022 | 45 | $23.3M | 355,552 | 8 | 12 | 17 | 0.0% |
| Q4 2021 | 50 | $25.8M | 347,773 | 3 | 12 | 15 | 0.0% |
| Q3 2021 | 49 | $27.8M | 375,783 | 8 | 13 | 8 | 0.0% |
| Q2 2021 | 48 | $29.8M | 392,436 | 7 | 9 | 17 | 0.1% |
| Q1 2021 | 50 | $33.0M | 474,921 | 8 | 13 | 15 | 1.6% |
| Q4 2020 | 50 | $57.0M | 836,868 | 19 | 11 | 6 | 0.8% |
| Q3 2020 | 31 | $44.2M | 726,820 | 24 | 3 | 1 | 11.1% |
| Q2 2020 | 8 | $16.9M | 329,280 | 7 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $57.0K | 752 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $57.0K | 752 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $57.0K | 752 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $57.0K | 752 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $57.0K | 752 | 1 | 0 | 0 | 0.0% |