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Direxion Daily Energy Bull 2 (ERX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
FNY Investment Advisers, LLC
NEW
Shares12,000
Change+12,000
Value$1.2M
Filed 2026-10-16
True Private Wealth Advisors
DECREASED
Shares4,620 from 10,312
Change-5,692 (-55%)
Value$464.0K (-$321.9K)
Filed 2026-10-19
Atria Investments, Inc
DECREASED
Shares3,557 from 3,713
Change-156 (-4%)
Value$357.2K (+$74.3K)
Filed 2026-10-15
Traynor Capital Management, Inc.
INCREASED
Shares3,130 from 2,947
Change+183 (+6%)
Value$314.3K (+$89.7K)
Filed 2026-10-29
StoneX Group Inc.
NEW
Shares2,365
Change+2,365
Value$232.7K
Filed 2026-11-03
Toth Financial Advisory Corp
INCREASED
Shares1,042 from 1,037
Change+5 (+0%)
Value$104.6K (+$25.6K)
Filed 2026-10-08
SBI Securities Co., Ltd.
DECREASED
Shares757 from 1,054
Change-297 (-28%)
Value$76.0K (-$4.3K)
Filed 2026-10-22
Root Financial Partners, LLC
NEW
Shares409
Change+409
Value$41.1K
Filed 2026-10-21
Farther Finance Advisors, LLC
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$22.6K (+$5.4K)
Filed 2026-10-08
Signature Resources Capital Management, LLC
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$13.3K (+$3.2K)
Filed 2026-10-16
Russell Investments Group, Ltd.
NEW
Shares100
Change+100
Value$10.0K
Filed 2026-11-06
Parallel Advisors, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$7.0K (+$1.7K)
Filed 2026-11-03
Spire Wealth Management
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$3.6K (+$873)
Filed 2026-10-30
Global Trust Asset Management, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.2K (+$283)
Filed 2026-10-19
Simplex Trading, LLC
CLOSED
Shares0 from 8,770
Change-8,770 (-100%)
Value$0 (-$668.4K)
Filed 2026-11-04
Imc-Chicago, LLC
CLOSED
Shares0 from 8,288
Change-8,288 (-100%)
Value$0 (-$631.6K)
Filed 2026-11-05
Pension & Wealth Management Advisors, Inc.
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-16
IFP Advisors, Inc
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$457)
Filed 2026-10-16
US Bancorp \de\
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$152)
Filed 2026-11-05
Citadel Advisors LLC
N/A
Shares— from 201,503
Change-201,503 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 99,993
Change-99,993 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 50,295
Change-50,295 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 36,504
Change-36,504 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 33,147
Change-33,147 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 23,538
Change-23,538 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 20,714
Change-20,714 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 19,076
Change-19,076 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 17,300
Change-17,300 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 16,533
Change-16,533 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 13,288
Change-13,288 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 12,925
Change-12,925 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 7,603
Change-7,603 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 6,345
Change-6,345 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 2,957
Change-2,957 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,454
Change-1,454 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,243
Change-1,243 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 185
Change-185 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 8
Change-8 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
FNY Investment Advisers, LLC
NEW12,000—+12,000——$1.2M—2026-10-16
True Private Wealth Advisors
DECREASED4,62010,312-5,692-55%$785.9K$464.0K-$321.9K2026-10-19
Atria Investments, Inc
DECREASED3,5573,713-156-4%$282.9K$357.2K+$74.3K2026-10-15
Traynor Capital Management, Inc.
INCREASED3,1302,947+183+6%$224.6K$314.3K+$89.7K2026-10-29
StoneX Group Inc.
NEW2,365—+2,365——$232.7K—2026-11-03
Toth Financial Advisory Corp
INCREASED1,0421,037+5+0%$79.0K$104.6K+$25.6K2026-10-08
SBI Securities Co., Ltd.
DECREASED7571,054-297-28%$80.3K$76.0K-$4.3K2026-10-22
Root Financial Partners, LLC
NEW409—+409——$41.1K—2026-10-21
Farther Finance Advisors, LLC
UNCHANGED22522500%$17.1K$22.6K+$5.4K2026-10-08
Signature Resources Capital Management, LLC
UNCHANGED13213200%$10.1K$13.3K+$3.2K2026-10-16
Russell Investments Group, Ltd.
NEW100—+100——$10.0K—2026-11-06
Parallel Advisors, LLC
UNCHANGED707000%$5.3K$7.0K+$1.7K2026-11-03
Spire Wealth Management
UNCHANGED363600%$2.7K$3.6K+$8732026-10-30
Global Trust Asset Management, LLC
UNCHANGED121200%$878$1.2K+$2832026-10-19
Simplex Trading, LLC
CLOSED08,770-8,770-100%$668.4K$0-$668.4K2026-11-04
Imc-Chicago, LLC
CLOSED08,288-8,288-100%$631.6K$0-$631.6K2026-11-05
Pension & Wealth Management Advisors, Inc.
CLOSED020-20-100%$1.5K$0-$1.5K2026-10-16
IFP Advisors, Inc
CLOSED06-6-100%$457$0-$4572026-10-16
US Bancorp \de\
CLOSED02-2-100%$152$0-$1522026-11-05
Citadel Advisors LLC
N/A—201,503-201,503-100%$15.4M———
Susquehanna International Group, LLP
N/A—99,993-99,993-100%$7.6M———
Goldman Sachs Group Inc
N/A—50,295-50,295-100%$3.8M———
Jane Street Group, LLC
N/A—36,504-36,504-100%$2.8M———
Envestnet Asset Management Inc
N/A—33,147-33,147-100%$2.5M———
Tower Research Capital LLC (TRC)
N/A—23,538-23,538-100%$1.8M———
Squarepoint Ops LLC
N/A—20,714-20,714-100%$1.6M———
Two Sigma Securities, LLC
N/A—19,076-19,076-100%$1.5M———
Renaissance Technologies LLC
N/A—17,300-17,300-100%$1.3M———
J. M. Brown & Associates Inc.
N/A—16,533-16,533-100%$1.3M———
GTS Securities LLC
N/A—13,288-13,288-100%$1.0M———
AlTi Global, Inc.
N/A—12,925-12,925-100%$985.0K———
Qube Research & Technologies Ltd
N/A—7,603-7,603-100%$579.4K———
HRT Financial LP
N/A—6,345-6,345-100%$483.0K———
Marshall Wace, LLP
N/A—3,500-3,500-100%$266.7K———
X-Square Capital, LLC
N/A—2,957-2,957-100%$225.0K———
JPMorgan Chase & Co
N/A—1,454-1,454-100%$112.4K———
UBS Group AG
N/A—1,243-1,243-100%$94.7K———
Harbour Investments, Inc.
N/A—185-185-100%$14.1K———
Fiduciary Financial Advisors
N/A—8-8-100%$18.3K———
Morgan Stanley
N/A—2-2-100%$172———
Showing 40 of 40 institutions