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Direxion DLY S&P 500 Bear 1X (SPDN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Leuthold Group, LLC
INCREASED
Shares3,989,784 from 3,035,510
Change+954,274 (+31%)
Value$33.8M (+$7.5M)
Filed 2026-11-04
Rockport Wealth LLC
NEW
Shares3,024,498
Change+3,024,498
Value$25.6M
Filed 2026-11-03
Robinson Value Management, Ltd.
DECREASED
Shares2,010,588 from 2,090,279
Change-79,691 (-4%)
Value$17.0M (-$1.1M)
Filed 2026-10-20
One Plus One Wealth Management, LLC
DECREASED
Shares1,529,191 from 1,789,101
Change-259,910 (-15%)
Value$13.0M (-$2.5M)
Filed 2026-10-16
Wise Wealth Partners
UNCHANGED
Shares298,975 from 298,975
Change0 (0%)
Value$2.5M (-$56.8K)
Filed 2026-10-14
First Pacific Financial
NEW
Shares272,984
Change+272,984
Value$2.3M
Filed 2026-10-14
LPL Financial LLC
INCREASED
Shares251,857 from 151,497
Change+100,360 (+66%)
Value$2.1M (+$822.3K)
Filed 2026-11-06
Cushing Capital Partners, LLC
INCREASED
Shares236,523 from 178,621
Change+57,902 (+32%)
Value$2.0M (+$457.1K)
Filed 2026-10-20
Ascentis Independent Advisors
NEW
Shares223,521
Change+223,521
Value$1.9M
Filed 2026-11-03
Choreo, LLC
INCREASED
Shares213,377 from 153,674
Change+59,703 (+39%)
Value$1.8M (+$477.1K)
Filed 2026-10-28
Simplex Trading, LLC
INCREASED
Shares182,002 from 7,966
Change+174,036 (+2185%)
Value$1.5M (+$1.5M)
Filed 2026-11-04
Verus Capital Partners, LLC
INCREASED
Shares166,989 from 130,413
Change+36,576 (+28%)
Value$1.4M (+$285.4K)
Filed 2026-11-03
Harmony Asset Management LLC
INCREASED
Shares152,335 from 26,489
Change+125,846 (+475%)
Value$1.3M (+$1.1M)
Filed 2026-10-20
Imc-Chicago, LLC
DECREASED
Shares112,125 from 266,397
Change-154,272 (-58%)
Value$950.8K (-$1.4M)
Filed 2026-11-05
4Wealth Advisors, Inc.
INCREASED
Shares111,047 from 80,212
Change+30,835 (+38%)
Value$940.6K (+$239.5K)
Filed 2026-10-13
Maltin Wealth Management, Inc.
DECREASED
Shares76,827 from 124,831
Change-48,004 (-38%)
Value$651.5K (-$430.8K)
Filed 2026-10-13
StoneX Group Inc.
INCREASED
Shares72,195 from 21,796
Change+50,399 (+231%)
Value$619.0K (+$429.7K)
Filed 2026-11-03
Resonant Capital Advisors, LLC
INCREASED
Shares67,574 from 51,477
Change+16,097 (+31%)
Value$573.0K (+$126.7K)
Filed 2026-10-15
RW Investment Management LLC
NEW
Shares44,225
Change+44,225
Value$375.0K
Filed 2026-11-03
Daytona Street Capital LLC
UNCHANGED
Shares38,800 from 38,800
Change0 (0%)
Value$324.8K (-$8.9K)
Filed 2026-10-15
Aspiriant, LLC
UNCHANGED
Shares29,790 from 29,790
Change0 (0%)
Value$252.6K (-$5.7K)
Filed 2026-10-16
Moulton Wealth Management, Inc
INCREASED
Shares25,355 from 25,014
Change+341 (+1%)
Value$214.8K (-$1.9K)
Filed 2026-10-13
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares25,000 from 10,000
Change+15,000 (+150%)
Value$212.0K (+$125.3K)
Filed 2026-11-03
Moors & Cabot, Inc.
DECREASED
Shares20,265 from 145,462
Change-125,197 (-86%)
Value$171.8K (-$1.1M)
Filed 2026-11-06
Belpointe Asset Management LLC
UNCHANGED
Shares20,110 from 20,110
Change0 (0%)
Value$170.5K (-$3.8K)
Filed 2026-11-09
A. D. Beadell Investment Counsel, Inc.
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$169.0K (+$168.8K)
Filed 2026-10-14
HBK Sorce Advisory LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$177.0K (+$8.0K)
Filed 2026-11-06
Vima LLC
INCREASED
Shares18,424 from 16,890
Change+1,534 (+9%)
Value$156.2K (+$9.8K)
Filed 2026-10-23
VestGen Advisors, LLC
NEW
Shares15,780
Change+15,780
Value$133.8K
Filed 2026-10-27
HBW Advisory Services LLC
NEW
Shares14,523
Change+14,523
Value$123.2K
Filed 2026-10-15
Cornerstone Wealth Management, LLC
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$93.3K (-$2.1K)
Filed 2026-11-04
Define Financial, LLC
NEW
Shares10,727
Change+10,727
Value$91.0K
Filed 2026-10-14
Transce3nd, LLC
NEW
Shares3,323
Change+3,323
Value$27.9K
Filed 2026-10-26
Spire Wealth Management
INCREASED
Shares990 from 977
Change+13 (+1%)
Value$8.4K (-$73)
Filed 2026-10-30
SBI Securities Co., Ltd.
INCREASED
Shares855 from 842
Change+13 (+2%)
Value$7.3K (-$50)
Filed 2026-10-22
Farther Finance Advisors, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$4.2K (-$95)
Filed 2026-10-08
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 304,253
Change-304,253 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-21
NewEdge Advisors, LLC
N/A
Shares— from 569,021
Change-569,021 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 529,597
Change-529,597 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 473,825
Change-473,825 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 233,080
Change-233,080 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 224,771
Change-224,771 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 223,660
Change-223,660 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 193,457
Change-193,457 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 135,607
Change-135,607 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 103,130
Change-103,130 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 65,052
Change-65,052 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 41,846
Change-41,846 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 41,494
Change-41,494 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 37,060
Change-37,060 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 33,894
Change-33,894 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 33,713
Change-33,713 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 20,751
Change-20,751 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 18,243
Change-18,243 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 17,100
Change-17,100 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 14,068
Change-14,068 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 10,082
Change-10,082 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 5,149
Change-5,149 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,218
Change-3,218 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 137
Change-137 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 13
Change-13 (-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—
Status
Leuthold Group, LLC
INCREASED3,989,7843,035,510+954,274+31%$26.3M$33.8M+$7.5M2026-11-04
Rockport Wealth LLC
NEW3,024,498—+3,024,498——$25.6M—2026-11-03
Robinson Value Management, Ltd.
DECREASED2,010,5882,090,279-79,691-4%$18.1M$17.0M-$1.1M2026-10-20
One Plus One Wealth Management, LLC
DECREASED1,529,1911,789,101-259,910-15%$15.5M$13.0M-$2.5M2026-10-16
Wise Wealth Partners
UNCHANGED298,975298,97500%$2.6M$2.5M-$56.8K2026-10-14
First Pacific Financial
NEW272,984—+272,984——$2.3M—2026-10-14
LPL Financial LLC
INCREASED251,857151,497+100,360+66%$1.3M$2.1M+$822.3K2026-11-06
Cushing Capital Partners, LLC
INCREASED236,523178,621+57,902+32%$1.5M$2.0M+$457.1K2026-10-20
Ascentis Independent Advisors
NEW223,521—+223,521——$1.9M—2026-11-03
Choreo, LLC
INCREASED213,377153,674+59,703+39%$1.3M$1.8M+$477.1K2026-10-28
Simplex Trading, LLC
INCREASED182,0027,966+174,036+2185%$69.1K$1.5M+$1.5M2026-11-04
Verus Capital Partners, LLC
INCREASED166,989130,413+36,576+28%$1.1M$1.4M+$285.4K2026-11-03
Harmony Asset Management LLC
INCREASED152,33526,489+125,846+475%$229.7K$1.3M+$1.1M2026-10-20
Imc-Chicago, LLC
DECREASED112,125266,397-154,272-58%$2.3M$950.8K-$1.4M2026-11-05
4Wealth Advisors, Inc.
INCREASED111,04780,212+30,835+38%$701.0K$940.6K+$239.5K2026-10-13
Maltin Wealth Management, Inc.
DECREASED76,827124,831-48,004-38%$1.1M$651.5K-$430.8K2026-10-13
StoneX Group Inc.
INCREASED72,19521,796+50,399+231%$189.3K$619.0K+$429.7K2026-11-03
Resonant Capital Advisors, LLC
INCREASED67,57451,477+16,097+31%$446.3K$573.0K+$126.7K2026-10-15
RW Investment Management LLC
NEW44,225—+44,225——$375.0K—2026-11-03
Daytona Street Capital LLC
UNCHANGED38,80038,80000%$333.7K$324.8K-$8.9K2026-10-15
Aspiriant, LLC
UNCHANGED29,79029,79000%$258.3K$252.6K-$5.7K2026-10-16
Moulton Wealth Management, Inc
INCREASED25,35525,014+341+1%$216.6K$214.8K-$1.9K2026-10-13
Mirae Asset Global Investments Co., Ltd.
INCREASED25,00010,000+15,000+150%$86.7K$212.0K+$125.3K2026-11-03
Moors & Cabot, Inc.
DECREASED20,265145,462-125,197-86%$1.3M$171.8K-$1.1M2026-11-06
Belpointe Asset Management LLC
UNCHANGED20,11020,11000%$174.4K$170.5K-$3.8K2026-11-09
A. D. Beadell Investment Counsel, Inc.
UNCHANGED20,00020,00000%$173$169.0K+$168.8K2026-10-14
HBK Sorce Advisory LLC
UNCHANGED20,00020,00000%$169.0K$177.0K+$8.0K2026-11-06
Vima LLC
INCREASED18,42416,890+1,534+9%$146.4K$156.2K+$9.8K2026-10-23
VestGen Advisors, LLC
NEW15,780—+15,780——$133.8K—2026-10-27
HBW Advisory Services LLC
NEW14,523—+14,523——$123.2K—2026-10-15
Cornerstone Wealth Management, LLC
UNCHANGED11,00011,00000%$95.4K$93.3K-$2.1K2026-11-04
Define Financial, LLC
NEW10,727—+10,727——$91.0K—2026-10-14
Transce3nd, LLC
NEW3,323—+3,323——$27.9K—2026-10-26
Spire Wealth Management
INCREASED990977+13+1%$8.5K$8.4K-$732026-10-30
SBI Securities Co., Ltd.
INCREASED855842+13+2%$7.3K$7.3K-$502026-10-22
Farther Finance Advisors, LLC
UNCHANGED50050000%$4.3K$4.2K-$952026-10-08
Axxcess Wealth Management, LLC
CLOSED0304,253-304,253-100%$2.6M$0-$2.6M2026-10-21
NewEdge Advisors, LLC
N/A—569,021-569,021-100%$4.9M———
Envestnet Asset Management Inc
N/A—529,597-529,597-100%$4.6M———
Citadel Advisors LLC
N/A—473,825-473,825-100%$4.1M———
Jane Street Group, LLC
N/A—233,080-233,080-100%$2.0M———
Jump Financial, LLC
N/A—224,771-224,771-100%$1.9M———
Mercer Global Advisors Inc
N/A—223,660-223,660-100%$1.9M———
Shepherd Kaplan Krochuk, LLC
N/A—193,457-193,457-100%$1.7M———
Allred Capital Management, LLC
N/A—135,607-135,607-100%$1.2M———
Fortis Advisors, LLC
N/A—103,130-103,130-100%$894.1K———
Flow Traders U.S. LLC
N/A—65,052-65,052-100%$564.0K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—41,846-41,846-100%$362.8K———
Goldman Sachs Group Inc
N/A—41,494-41,494-100%$359.8K———
Two Sigma Securities, LLC
N/A—37,060-37,060-100%$321.3K———
XTX Topco Ltd
N/A—33,894-33,894-100%$293.9K———
GTS Securities LLC
N/A—33,713-33,713-100%$292.2K———
Captrust Financial Advisors
N/A—20,751-20,751-100%$179.9K———
Lifeworks Advisors, LLC
N/A—18,243-18,243-100%$158.2K———
Quadrature Capital Ltd
N/A—17,100-17,100-100%$148.3K———
Waverly Advisors, LLC
N/A—14,068-14,068-100%$122.0K———
Strait & Sound Wealth Management LLC
N/A—11,000-11,000-100%$95.4K———
Capstone Financial Advisors, Inc.
N/A—10,082-10,082-100%$87.4K———
Steward Partners Investment Advisory, LLC
N/A—5,149-5,149-100%$44.6K———
UBS Group AG
N/A—3,218-3,218-100%$27.9K———
Tower Research Capital LLC (TRC)
N/A—137-137-100%$1.2K———
JPMorgan Chase & Co
N/A—13-13-100%$114———
Morgan Stanley
N/A—2-2-100%$17———
Wells Fargo & Company
N/A—1-1-100%$10———
Showing 64 of 64 institutions