COM Institutional Ownership & Shareholders
DIREXION AUSPICE BRD CMDTY (COM) is currently held by 71 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $84.26M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Pitcairn Wealth Advisors Llc is currently the largest disclosed institutional shareholder of COM tracked by InsiderSet, reporting ownership valued at approximately $14.68M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $15.18M, representing an estimated gain of +3.40% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed COM value among the investors covered in this analysis. Major shareholders include Pitcairn Wealth Advisors Llc, Pasadena Private Wealth, Llc, Global View Capital Management Llc, and several other long-term asset managers with concentrated positions in DIREXION AUSPICE BRD CMDTY (COM).
This page ranks the largest institutional COM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
71
Total Reported Value
$84.26M
Largest Holder
Pitcairn Wealth Advisors Llc
Largest Position
$14.68M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
95
Funds Exiting Positions
2
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Pitcairn Wealth Advisors Llc | 1.61% | 450,318 | $14,680,368 | $15,180,220 | +$499,852 | +3.40% | |
| Pasadena Private Wealth, Llc | 1.11% | 265,233 | $8,646,583 | $8,941,004 | +$294,421 | +3.41% | |
| Global View Capital Management Llc | 1.64% | 211,028 | $7,350,107 | $7,113,754 | -$236,353 | -3.22% | |
| Encompass More Asset Management | 0.89% | 180,941 | $6,302,175 | $6,099,521 | -$202,654 | -3.22% | |
| Royal Bank Of Canada | 0.00% | 131,283 | $4,279,000 | $4,425,550 | +$146,550 | +3.42% | |
| Ifrah Financial Services, Inc. | 1.03% | 117,184 | $4,081,516 | $3,950,273 | -$131,243 | -3.22% | |
| Commonwealth Equity Services, Llc | 0.01% | 117,001 | $4,075,140 | $3,944,104 | -$131,036 | -3.22% | |
| Nations Financial Group Inc | 0.17% | 98,911 | $3,445,081 | $3,334,290 | -$110,791 | -3.22% | |
| Lpl Financial Llc | 0.00% | 101,833 | $3,319,756 | $3,432,790 | +$113,034 | +3.40% | |
| Compass Financial Group, Inc. | 0.86% | 62,158 | $2,026,351 | $2,095,346 | +$68,995 | +3.40% | |
| Umb Bank, N.A. | 0.03% | 60,862 | $1,984,101 | $2,051,658 | +$67,557 | +3.40% | |
| Envestnet Asset Management Inc | 0.00% | 55,180 | $1,798,876 | $1,860,118 | +$61,242 | +3.40% | |
| Essential Partners Llc | 0.78% | 49,160 | $1,712,236 | $1,657,184 | -$55,052 | -3.22% | |
| Ifp Advisors, Inc | 0.03% | 48,847 | $1,701,341 | $1,646,632 | -$54,709 | -3.22% | |
| Rooted Wealth Advisors, Inc. | 0.37% | 46,655 | $1,520,953 | $1,572,740 | +$51,787 | +3.40% | |
| Avestar Capital, Llc | 0.12% | 39,352 | $1,370,630 | $1,326,556 | -$44,074 | -3.22% | |
| Td Waterhouse Canada Inc. | 0.00% | 32,946 | $1,147,268 | $1,110,610 | -$36,658 | -3.20% | |
| Hrt Financial Lp | 0.00% | 33,305 | $1,085,000 | $1,122,712 | +$37,712 | +3.48% | |
| B. Riley Wealth Advisors, Inc. | 0.04% | 30,801 | $1,072,782 | $1,038,302 | -$34,480 | -3.21% | |
| Morgan Stanley | 0.00% | 26,822 | $874,406 | $904,170 | +$29,764 | +3.40% | |
| Stratos Investment Management, Llc | 0.03% | 26,374 | $859,820 | $889,068 | +$29,248 | +3.40% | |
| Integrity Advisory Solutions, Llc | 0.09% | 23,521 | $819,244 | $792,893 | -$26,351 | -3.22% | |
| Susquehanna International Group, Llp | 0.00% | 24,178 | $788,203 | $815,040 | +$26,837 | +3.40% | |
| Wealthcare Advisory Partners Llc | 0.01% | 21,017 | $732,022 | $708,483 | -$23,539 | -3.22% | |
| Jane Street Group, Llc | 0.00% | 18,177 | $592,570 | $612,747 | +$20,177 | +3.40% | |
| Stifel Financial Corp | 0.00% | 16,700 | $544,434 | $562,957 | +$18,523 | +3.40% | |
| Wilkerson Advisory Group Llc | 0.15% | 14,921 | $519,700 | $502,987 | -$16,713 | -3.22% | |
| Flow Traders U.S. Llc | 0.02% | 14,910 | $486,000 | $502,616 | +$16,616 | +3.42% | |
| Cetera Investment Advisers | 0.00% | 14,406 | $469,638 | $485,626 | +$15,988 | +3.40% | |
| Ignite Planners, Llc | 0.06% | 12,897 | $449,262 | $434,758 | -$14,504 | -3.23% | |
| Envision Financial Transparency, Llc | 0.33% | 11,936 | $389,114 | $402,363 | +$13,249 | +3.40% | |
| Signal Advisors Wealth, Llc | 0.02% | 11,032 | $384,228 | $371,889 | -$12,339 | -3.21% | |
| Raymond James Financial Inc | 0.00% | 11,665 | $380,279 | $393,227 | +$12,948 | +3.40% | |
| Gwn Securities Inc. | 0.06% | 11,236 | $366,295 | $378,766 | +$12,471 | +3.40% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 11,000 | $358,600 | $370,810 | +$12,210 | +3.40% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 9,469 | $308,713 | $319,200 | +$10,487 | +3.40% | |
| Partners Wealth Management, Llc | 0.03% | 8,434 | $293,753 | $284,310 | -$9,443 | -3.21% | |
| Sbi Securities Co., Ltd. | 0.01% | 7,412 | $258,160 | $249,859 | -$8,301 | -3.22% | |
| Iron Financial Llc | 0.10% | 7,064 | $246,053 | $238,127 | -$7,926 | -3.22% | |
| Ntv Asset Management Llc | 0.02% | 6,560 | $228,485 | $221,138 | -$7,347 | -3.22% | |
| Farther Finance Advisors, Llc | 0.00% | 6,528 | $227,370 | $220,059 | -$7,311 | -3.22% | |
| Occidental Asset Management, Llc | 0.02% | 6,492 | $226,116 | $218,845 | -$7,271 | -3.22% | |
| Viewpoint Investment Partners Corp | 0.07% | 5,895 | $210,356 | $198,720 | -$11,636 | -5.53% | |
| Verus Capital Partners, Llc | 0.01% | 6,000 | $208,980 | $202,260 | -$6,720 | -3.22% | |
| Ballast Rock Private Wealth Llc | 0.10% | 5,848 | $203,686 | $197,136 | -$6,550 | -3.22% | |
| Brookwood Investment Group Llc | 0.02% | 6,148 | $200,425 | $207,249 | +$6,824 | +3.40% | |
| Action Point Financial Planning, Llc | 0.02% | 5,350 | $174,410 | $180,349 | +$5,939 | +3.40% | |
| Gen-Wealth Partners Inc | 0.04% | 4,551 | $158,515 | $153,414 | -$5,101 | -3.22% | |
| Geneos Wealth Management Inc. | 0.00% | 4,097 | $133,562 | $138,110 | +$4,548 | +3.41% | |
| Osaic Holdings, Inc. | 0.00% | 3,364 | $109,659 | $113,400 | +$3,741 | +3.41% |
Frequently asked questions about COM
Who are the largest institutional holders of COM?
The largest institutional holders of COM reported in the latest SEC Form 13F filings include Pitcairn Wealth Advisors Llc, Pasadena Private Wealth, Llc, Global View Capital Management Llc, Encompass More Asset Management, and Royal Bank Of Canada. InsiderSet ranks institutional holders by their latest reported COM position.
What is COM institutional ownership?
This page tracks COM positions reported by institutional investment managers through SEC Form 13F. DIREXION AUSPICE BRD CMDTY (COM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own COM?
InsiderSet currently tracks 71 institutional managers reporting COM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of COM shareholders.
How much COM stock do institutions own?
Institutional investment managers disclosed approximately $84.26M in COM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was COM institutional ownership last updated?
The latest COM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional COM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its COM position after the reporting date.
Are institutions buying or selling COM?
Institutional buying and selling can be analyzed by comparing COM positions across consecutive 13F reporting periods. InsiderSet's COM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View COM ownership changes.
How has COM institutional ownership changed over time?
InsiderSet tracks COM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.