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SOXL · Direxion Daily Semiconductor Bull 3X Shares · Holdings ETF

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$83.35 -19.89 (-19.27%)
Volume · Oct 22 172.86M Avg daily vol (3M) 67.95M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Recent SEC filings are still being reconciled. Holder totals and changes may be incomplete until processing catches up.
Holders: 39
Total Value: $61,902,610
Total Shares: 419,407

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 39 13F filers · Δ vs Jun 30, 2026
Top Holder
26.2%
Dec 2023 → Sep 2026 · range 26.2% – 50.3%
−23.5 pts
Top 5
66.3%
Dec 2023 → Sep 2026 · range 66.3% – 95.5%
−28.1 pts
Top 10
82.2%
Dec 2023 → Sep 2026 · range 82.2% – 97.2%
−14.2 pts
HHI
1,258
Dec 2023 → Sep 2026 · range 1,258 – 3,463
Broadly held−2,125

Who Holds SOXL

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 204 filers, like-for-like change -47.5%; actively managed books -48.2%; index-like books +35.8%.

Holder type Share Filers Change
Registered adviser 23.4% 130 -37.6%
Exempt adviser 0.2% 2 new
Bank 4.2% 11 -45.9%
Broker-dealer 0.1% 1 -18.9%
Non-US 7.5% 2 -22.8%
Holding company 2.2% 4 +33.8%
Adviser 0.0% 0 -100.0%
Unknown 62.5% 54 -53.3%

The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 4 holders with no observed 2026-03-31 13F and 2 holders with no observed 2026-06-30 13F.

Conviction and Crowding

204 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
1
0.490% of filers hold it in their top 10
Mar 31, 2026: 1
Holders above 5%
0
median weight —
Mar 31, 2026: 0
Crowding
—
shares outstanding is an issuer-wide count, not one listing's
Private-fund advisers
—
of shares outstanding
Institutional ownership
—
shares outstanding is an issuer-wide count, not one listing's
Top 10 holders
70.7%
of 13F shares, Herfindahl 0.115
Active holders
-48.2%
like-for-like share change of active filers
5% stakes on record
0
0 13D, 0 13G

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Fund Ownership of SOXL by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 0 shares.

Fund type Shares
Index funds 0
Index ETFs 0
Active ETFs 1,886
Active funds 0
Unclassified 0
All registered funds 1,886
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Quarterly Activity

vs Jun 30, 2026
New
12
Increased
13
Decreased
11
Sold Out
6
Unchanged
3

New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.

Holder count: -173
Institutional value: -99.7%
Shares held: -99.4%

Top Buyers

vs Jun 30, 2026
Institution Added Now Holds Open
Client First Investment Management LLC +17,621 32,643
October Effect Ltd +6,614 18,190
Farther Finance Advisors, LLC +2,774 5,782
PRIVATE CLIENT SERVICES, LLC +2,393 10,324
PRAIRIE ADVISORY, LLC +1,800 3,600

Top Sellers

vs Jun 30, 2026
Institution Sold Now Holds Open
ELEVATUS WELATH MANAGEMENT −19,589 35,506
Discipline Wealth Solutions, LLC −6,492 3,615
Howard Capital Management Inc. −6,033 76,496
SteelPeak Wealth, LLC −4,588 23,270
Kaizen Financial Strategies −1,161 6,429

Top New Positions

vs Jun 30, 2026
Institution Acquired Value (USD) Open
Variant Private Wealth, LLC 18,297 $2,705,394
Retirement Planning Co of New England, Inc. 4,400 $650,584
Trilogy Capital Inc. 3,636 $537,618
Concurrent Investment Advisors, LLC 2,981 $440,770
ENTREWEALTH, LLC 2,426 $358,708

Top Sold-Out Positions

vs Jun 30, 2026
Institution Previously Held Last Value (USD) Open
INDEPENDENT FINANCIAL GROUP, LLC 1,000 $266,710
SLT Holdings LLC 1,000 $266,710
Blue Capital, Inc. 905 $241,372
Encompass More Asset Management 761 $202,966
Cherry Tree Wealth Management, LLC 76 $20,269
Filter: New 12 Increased 13 Reduced 11 Sold out 6 Unchanged 3
Holder type: Registered adviser 28 Unknown 11
Showing 40 of 40
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Timothy G. Youngquist 2020 Irrevocable Trust SOXL $16,226,156 26.21% 109,740
Howard Capital Management Inc. SOXL $11,310,698 18.27% 76,496
ELEVATUS WELATH MANAGEMENT SOXL $5,249,917 8.48% 35,506
Client First Investment Management LLC SOXL $4,826,593 7.80% 32,643
SteelPeak Wealth, LLC SOXL $3,440,702 5.56% 23,270
Variant Private Wealth, LLC SOXL $2,705,394 4.37% 18,297
October Effect Ltd SOXL $2,689,573 4.34% 18,190
PRIVATE CLIENT SERVICES, LLC SOXL $1,526,506 2.47% 10,324
BLVD Private Wealth, LLC SOXL $1,457,308 2.35% 9,856
BURNEY CO/ SOXL $1,436,016 2.32% 9,712
Prime Capital Investment Advisors, LLC SOXL $1,366,965 2.21% 9,245
Kaizen Financial Strategies SOXL $950,591 1.54% 6,429
Farther Finance Advisors, LLC SOXL $854,926 1.38% 5,782
TRUE Private Wealth Advisors SOXL $741,370 1.20% 5,014
Clay Northam Wealth Management, LLC SOXL $697,159 1.13% 4,715
Retirement Planning Co of New England, Inc. SOXL $650,584 1.05% 4,400
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC SOXL $541,315 0.87% 3,661
Trilogy Capital Inc. SOXL $537,618 0.87% 3,636
Discipline Wealth Solutions, LLC SOXL $534,513 0.86% 3,615
Concurrent Investment Advisors, LLC SOXL $440,770 0.71% 2,981
Granite Group Advisors, LLC SOXL $430,272 0.70% 2,910
ENTREWEALTH, LLC SOXL $358,708 0.58% 2,426
TOTH FINANCIAL ADVISORY CORP SOXL $357,821 0.58% 2,420
Sowell Financial Services LLC SOXL $296,163 0.48% 2,003
Kelly Financial Services LLC SOXL $291,875 0.47% 1,974
PRAIRIE ADVISORY, LLC SOXL $266,148 0.43% 1,800
PRAIRIE ADVISORY, LLC SOXL $266,148 0.43% 1,800
Key Client Fiduciary Advisors, LLC SOXL $258,607 0.42% 1,749
Onyx Bridge Wealth Group LLC SOXL $241,898 0.39% 1,636
HALBERT HARGROVE GLOBAL ADVISORS, LLC SOXL $222,085 0.36% 1,502
Optivise Advisory Services LLC SOXL $203,455 0.33% 1,376
SeaCrest Wealth Management, LLC SOXL $201,089 0.32% 1,360
PROATHLETE WEALTH MANAGEMENT LLC SOXL $147,860 0.24% 1,000
FNY Investment Advisers, LLC SOXL $110,898 0.18% 1,500
IFP Advisors, Inc SOXL $23,066 0.04% 156
Activest Wealth Management SOXL $22,179 0.04% 150
Berbice Capital Management LLC SOXL $8,871 0.01% 60
IFS Advisors, LLC SOXL $4,879 0.01% 33
BIRCHBROOK, INC. SOXL $3,992 0.01% 27
MATHER GROUP, LLC. SOXL $1,922 0.00% 13