Filing Research | Direxion Daily Semi Bull 3X ETF Institutional Holdings

Snapshot holdings

50 / 54 loaded

#		Instrument	quantity
1	SBI Securities Co., Ltd.	Shares	388.1KSH	$103.5M
2	Traynor Capital Management, Inc.	Shares	278.7KSH	$74.3M
3	SteelPeak Wealth, LLC	Shares	27.9KSH	$7.4M
4	Merit Financial Group, LLC	Shares	17.7KSH	$4.7M
5	Client First Investment Management LLC	Shares	15.0KSH	$4.0M
6	October Effect Ltd	Shares	11.6KSH	$3.1M
7	Discipline Wealth Solutions, LLC	Shares	10.1KSH	$2.7M
8	BLVD Private Wealth, LLC	Shares	9.9KSH	$2.6M
9	BURNEY CO/	Shares	9.8KSH	$2.6M
10	PRIVATE CLIENT SERVICES, LLC	Shares	7.9KSH	$2.1M
11	Strategic Blueprint, LLC	Shares	6.7KSH	$1.8M
12	TRUE Private Wealth Advisors	Shares	5.5KSH	$1.5M
13	Beta Wealth Group, Inc.	Shares	5.0KSH	$1.3M
14	Allegheny Financial Group	Shares	4.9KSH	$1.3M
15	StoneCrest Wealth Management, Inc.	Shares	4.2KSH	$1.1M
16	Farther Finance Advisors, LLC	Shares	3.0KSH	$801.5K
17	Granite Group Advisors, LLC	Shares	2.9KSH	$775.9K
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.5KSH	$675.6K
19	Peak Wealth Management LLC	Shares	2.5KSH	$666.8K
20	TOTH FINANCIAL ADVISORY CORP	Shares	2.5KSH	$662.8K
21	Kelly Financial Services LLC	Shares	2.0KSH	$523.6K
22	Vigilare Wealth Management	Shares	1.9KSH	$497.7K
23	Key Client Fiduciary Advisors, LLC	Shares	1.8KSH	$474.2K
24	Crewe Advisors LLC	Shares	1.8KSH	$466.7K
25	PRAIRIE ADVISORY, LLC	Shares	1.7KSH	$453.4K
26	Onyx Bridge Wealth Group LLC	Shares	1.6KSH	$432.8K
27	HALBERT HARGROVE GLOBAL ADVISORS, LLC	Shares	1.5KSH	$400.6K
28	Westmount Partners, LLC	CALL	1.4KSH	$373.4K
29	SeaCrest Wealth Management, LLC	Shares	1.4KSH	$365.3K
30	CPR Investments Inc.	Shares	1.3KSH	$340.9K
31	Aegis Wealth Management, Inc.	Shares	1.0KSH	$274.4K
32	INDEPENDENT FINANCIAL GROUP, LLC	Shares	1.0KSH	$266.7K
33	Rathbones Group PLC	Shares	1.0KSH	$266.7K
34	SLT Holdings LLC	Shares	1.0KSH	$266.7K
35	Larry Mathis Financial Planning, LLC	Shares	965SH	$257.4K
36	Spire Wealth Management	Shares	925SH	$246.6K
37	J. M. Brown & Associates Inc.	Shares	914SH	$243.8K
38	Intrua Financial, LLC	Shares	800SH	$213.4K
39	Virtus Wealth Solutions LLC	Shares	798SH	$212.8K
40	Encompass More Asset Management	Shares	761SH	$203.0K
41	Townsend & Associates, Inc	Shares	1.4KSH	$191.7K
42	SIGNATUREFD, LLC	Shares	651SH	$173.7K
43	PayPay Securities Corp	Shares	416SH	$111.0K
44	EverSource Wealth Advisors, LLC	Shares	400SH	$106.7K
45	IFP Advisors, Inc	Shares	190SH	$50.7K
46	Westmount Partners, LLC	Shares	150SH	$40.0K
47	Activest Wealth Management	Shares	120SH	$32.0K
48	PRAIRIE ADVISORY, LLC	PUT	100SH	$26.7K
49	Main Street Group, LTD	Shares	59SH	$15.7K
50	Townsend & Associates, Inc	CALL	100SH	$13.7K

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Manager changes2026-06-30 vs 2026-03-31

50 / 54 loaded

#		Instrument
1	SBI Securities Co., Ltd. trimmed	Shares	-170.2K	+$76.8M	$103.5M
2	Traynor Capital Management, Inc. trimmed	Shares	-499.1K	+$42.7M	$74.3M
3	SteelPeak Wealth, LLC added	Shares	+5.1K	+$6.3M	$7.4M
4	Client First Investment Management LLC new	Shares	+15.0K	+$4.0M	$4.0M
5	Merit Financial Group, LLC trimmed	Shares	-431	+$3.8M	$4.7M
6	Discipline Wealth Solutions, LLC trimmed	Shares	-520	+$2.2M	$2.7M
7	BLVD Private Wealth, LLC unchanged	Shares	0	+$2.2M	$2.6M
8	BURNEY CO/ added	Shares	+144	+$2.1M	$2.6M
9	PRIVATE CLIENT SERVICES, LLC trimmed	Shares	-5.9K	+$1.5M	$2.1M
10	Strategic Blueprint, LLC trimmed	Shares	-600	+$1.4M	$1.8M
11	Beta Wealth Group, Inc. new	Shares	+5.0K	+$1.3M	$1.3M
12	TRUE Private Wealth Advisors added	Shares	+1.3K	+$1.3M	$1.5M
13	Allegheny Financial Group trimmed	Shares	-582	+$1.0M	$1.3M
14	Granite Group Advisors, LLC new	Shares	+2.9K	+$775.9K	$775.9K
15	Peak Wealth Management LLC new	Shares	+2.5K	+$666.8K	$666.8K
16	StoneCrest Wealth Management, Inc. trimmed	Shares	-5.2K	+$660.6K	$1.1M
17	Kelly Financial Services LLC new	Shares	+2.0K	+$523.6K	$523.6K
18	Vigilare Wealth Management new	Shares	+1.9K	+$497.7K	$497.7K
19	Key Client Fiduciary Advisors, LLC new	Shares	+1.8K	+$474.2K	$474.2K
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-1.0K	+$435.6K	$675.6K
21	Onyx Bridge Wealth Group LLC new	Shares	+1.6K	+$432.8K	$432.8K
22	HALBERT HARGROVE GLOBAL ADVISORS, LLC added	Shares	+939	+$373.6K	$400.6K
23	Westmount Partners, LLC new	CALL	+1.4K	+$373.4K	$373.4K
24	Farther Finance Advisors, LLC trimmed	Shares	-5.3K	+$365.4K	$801.5K
25	SeaCrest Wealth Management, LLC new	Shares	+1.4K	+$365.3K	$365.3K
26	Crewe Advisors LLC trimmed	Shares	-600	+$354.2K	$466.7K
27	CPR Investments Inc. new	Shares	+1.3K	+$340.9K	$340.9K
28	Aegis Wealth Management, Inc. new	Shares	+1.0K	+$274.4K	$274.4K
29	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+1.0K	+$266.7K	$266.7K
30	Rathbones Group PLC new	Shares	+1.0K	+$266.7K	$266.7K
31	SLT Holdings LLC new	Shares	+1.0K	+$266.7K	$266.7K
32	Larry Mathis Financial Planning, LLC new	Shares	+965	+$257.4K	$257.4K
33	TOTH FINANCIAL ADVISORY CORP trimmed	Shares	-6.5K	+$230.9K	$662.8K
34	Intrua Financial, LLC new	Shares	+800	+$213.4K	$213.4K
35	Virtus Wealth Solutions LLC new	Shares	+798	+$212.8K	$212.8K
36	October Effect Ltd trimmed	Shares	-48.6K	+$206.5K	$3.1M
37	Encompass More Asset Management new	Shares	+761	+$203.0K	$203.0K
38	Townsend & Associates, Inc new	Shares	+1.4K	+$191.7K	$191.7K
39	EverSource Wealth Advisors, LLC new	Shares	+400	+$106.7K	$106.7K
40	Spire Wealth Management trimmed	Shares	-2.0K	+$106.5K	$246.6K
41	SIGNATUREFD, LLC trimmed	Shares	-1.5K	+$72.7K	$173.7K
42	IFP Advisors, Inc trimmed	Shares	-6	+$41.3K	$50.7K
43	Westmount Partners, LLC new	Shares	+150	+$40.0K	$40.0K
44	Activest Wealth Management trimmed	Shares	-43	+$24.2K	$32.0K
45	Townsend & Associates, Inc new	CALL	+100	+$13.7K	$13.7K
46	Main Street Group, LTD unchanged	Shares	0	+$12.8K	$15.7K
47	Dogwood Wealth Management LLC new	Shares	+47	+$12.5K	$12.5K
48	SALEM INVESTMENT COUNSELORS INC new	Shares	+36	+$9.6K	$9.6K
49	BIRCHBROOK, INC. added	Shares	+7	+$5.7K	$6.6K
50	Clarity Asset Management, Inc. exited	Shares	-73	-$3.5K	$0

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