DRX DLY Aero & DEF Bull 3X (DFEN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Traynor Capital Management, Inc.

INCREASED

Shares334,215 from 332,905

Change+1,310 (+0%)

Value$15.7M (-$10.9M)

Filed 2026-10-29

Verus Capital Partners, LLC

DECREASED

Shares9,804 from 10,253

Change-449 (-4%)

Value$461.6K (-$357.6K)

Filed 2026-11-03

Imc-Chicago, LLC

NEW

Shares7,472

Change+7,472

Value$351.9K

Filed 2026-11-05

Burney Co/

UNCHANGED

Shares6,668 from 6,668

Change0 (0%)

Value$314.0K (-$218.8K)

Filed 2026-10-15

Quadrant Private Wealth Management, LLC

NEW

Shares6,139

Change+6,139

Value$289.1K

Filed 2026-11-04

HUB Investment Partners, LLC

NEW

Shares6,059

Change+6,059

Value$285.3K

Filed 2026-11-03

True Private Wealth Advisors

DECREASED

Shares4,602 from 9,153

Change-4,551 (-50%)

Value$216.7K (-$514.5K)

Filed 2026-10-19

Ascentis Independent Advisors

NEW

Shares3,905

Change+3,905

Value$184.7K

Filed 2026-11-03

SBI Securities Co., Ltd.

INCREASED

Shares2,721 from 1,772

Change+949 (+54%)

Value$128.1K (-$13.5K)

Filed 2026-10-22

Spire Wealth Management

UNCHANGED

Shares513 from 513

Change0 (0%)

Value$24.2K (-$16.8K)

Filed 2026-10-30

Simplex Trading, LLC

DECREASED

Shares137 from 930

Change-793 (-85%)

Value$6.5K (-$67.9K)

Filed 2026-11-04

Assetmark, Inc

DECREASED

Shares113 from 123

Change-10 (-8%)

Value$5.3K (-$4.5K)

Filed 2026-10-21

GK Wealth Management LLC

NEW

Shares25

Change+25

Value$1.2K

Filed 2026-10-09

Farther Finance Advisors, LLC

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$870 (-$605)

Filed 2026-10-08

Concord Wealth Partners

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$377 (-$262)

Filed 2026-11-02

Axxcess Wealth Management, LLC

CLOSED

Shares0 from 2,635

Change-2,635 (-100%)

Value$0 (-$210.5K)

Filed 2026-10-21

Signature Resources Capital Management, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$53)

Filed 2026-10-16

Susquehanna International Group, LLP

N/A

Shares— from 36,211

Change-36,211 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 29,633

Change-29,633 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 28,683

Change-28,683 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 18,060

Change-18,060 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 13,915

Change-13,915 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 10,923

Change-10,923 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 10,225

Change-10,225 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 7,163

Change-7,163 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 3,295

Change-3,295 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 2,652

Change-2,652 (-100%)

Value—

Darwin Wealth Management, LLC

N/A

Shares— from 2,634

Change-2,634 (-100%)

Value—

NorthRock Partners, LLC

N/A

Shares— from 2,526

Change-2,526 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 2,027

Change-2,027 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 1,994

Change-1,994 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,566

Change-1,566 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 234

Change-234 (-100%)

Value—

Consultiva Wealth Management, Corp.

N/A

Shares— from 150

Change-150 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 100

Change-100 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 58

Change-58 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 2

Change-2 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1

Change-1 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Traynor Capital Management, Inc.	INCREASED	334,215	332,905	+1,310	+0%	$26.6M	$15.7M	-$10.9M	2026-10-29
Verus Capital Partners, LLC	DECREASED	9,804	10,253	-449	-4%	$819.2K	$461.6K	-$357.6K	2026-11-03
Imc-Chicago, LLC	NEW	7,472	—	+7,472	—	—	$351.9K	—	2026-11-05
Burney Co/	UNCHANGED	6,668	6,668	0	0%	$532.8K	$314.0K	-$218.8K	2026-10-15
Quadrant Private Wealth Management, LLC	NEW	6,139	—	+6,139	—	—	$289.1K	—	2026-11-04
HUB Investment Partners, LLC	NEW	6,059	—	+6,059	—	—	$285.3K	—	2026-11-03
True Private Wealth Advisors	DECREASED	4,602	9,153	-4,551	-50%	$731.3K	$216.7K	-$514.5K	2026-10-19
Ascentis Independent Advisors	NEW	3,905	—	+3,905	—	—	$184.7K	—	2026-11-03
SBI Securities Co., Ltd.	INCREASED	2,721	1,772	+949	+54%	$141.6K	$128.1K	-$13.5K	2026-10-22
Spire Wealth Management	UNCHANGED	513	513	0	0%	$41.0K	$24.2K	-$16.8K	2026-10-30
Simplex Trading, LLC	DECREASED	137	930	-793	-85%	$74.3K	$6.5K	-$67.9K	2026-11-04
Assetmark, Inc	DECREASED	113	123	-10	-8%	$9.8K	$5.3K	-$4.5K	2026-10-21
GK Wealth Management LLC	NEW	25	—	+25	—	—	$1.2K	—	2026-10-09
Farther Finance Advisors, LLC	UNCHANGED	18	18	0	0%	$1.5K	$870	-$605	2026-10-08
Concord Wealth Partners	UNCHANGED	8	8	0	0%	$639	$377	-$262	2026-11-02
Axxcess Wealth Management, LLC	CLOSED	0	2,635	-2,635	-100%	$210.5K	$0	-$210.5K	2026-10-21
Signature Resources Capital Management, LLC	CLOSED	0	1	-1	-100%	$53	$0	-$53	2026-10-16
Susquehanna International Group, LLP	N/A	—	36,211	-36,211	-100%	$2.9M	—	—	—
Citadel Advisors LLC	N/A	—	29,633	-29,633	-100%	$2.4M	—	—	—
Goldman Sachs Group Inc	N/A	—	28,683	-28,683	-100%	$2.3M	—	—	—
Jane Street Group, LLC	N/A	—	18,060	-18,060	-100%	$1.4M	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	13,915	-13,915	-100%	$1.1M	—	—	—
GTS Securities LLC	N/A	—	10,923	-10,923	-100%	$872.7K	—	—	—
JPMorgan Chase & Co	N/A	—	10,225	-10,225	-100%	$784.8K	—	—	—
HRT Financial LP	N/A	—	7,163	-7,163	-100%	$572.0K	—	—	—
Flow Traders U.S. LLC	N/A	—	3,295	-3,295	-100%	$263.0K	—	—	—
Two Sigma Securities, LLC	N/A	—	2,652	-2,652	-100%	$211.9K	—	—	—
Darwin Wealth Management, LLC	N/A	—	2,634	-2,634	-100%	$210.5K	—	—	—
NorthRock Partners, LLC	N/A	—	2,526	-2,526	-100%	$201.8K	—	—	—
EP Wealth Advisors, LLC	N/A	—	2,027	-2,027	-100%	$162.0K	—	—	—
Tidemark, LLC	N/A	—	1,994	-1,994	-100%	$159.3K	—	—	—
UBS Group AG	N/A	—	1,566	-1,566	-100%	$125.1K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	234	-234	-100%	$18.7K	—	—	—
Consultiva Wealth Management, Corp.	N/A	—	150	-150	-100%	$12.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	100	-100	-100%	$8.0K	—	—	—
BNP Paribas Financial Markets	N/A	—	58	-58	-100%	$4.6K	—	—	—
Morgan Stanley	N/A	—	2	-2	-100%	$201	—	—	—
Wells Fargo & Company	N/A	—	1	-1	-100%	$65	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$80	—	—	—

Showing 39 of 39 institutions