DRX DLY AERO & DEF BULL 3X (DFEN) Institutional Shareholders

DRX DLY AERO & DEF BULL 3X (DFEN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $42.88M in DFEN holdings during the latest filing period.

Traynor Capital Management, Inc. is currently the largest disclosed institutional shareholder of DFEN tracked by InsiderSet, reporting ownership valued at approximately $26.60M 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 $17.36M, representing an estimated loss of -34.72% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed DFEN value among the investors covered in this analysis. Major shareholders include Traynor Capital Management, Inc., Susquehanna International Group, Llp, Citadel Advisors Llc, and several other long-term asset managers with concentrated positions in DRX DLY AERO & DEF BULL 3X (DFEN).

This page ranks the largest institutional DFEN 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

34

Total Reported Value

$42.88M

Largest Holder

Traynor Capital Management, Inc.

Largest Position

$26.60M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

48

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Traynor Capital Management, Inc.1.25%332,905$26,599,130$17,364,325-$9,234,805-34.72%
Susquehanna International Group, Llp0.00%36,211$2,893,259$1,888,766-$1,004,493-34.72%
Citadel Advisors Llc0.00%29,633$2,367,677$1,545,657-$822,020-34.72%
Goldman Sachs Group Inc0.00%28,683$2,291,772$1,496,105-$795,667-34.72%
Jane Street Group, Llc0.00%18,060$1,442,994$942,010-$500,984-34.72%
Tower Research Capital Llc (Trc)0.03%13,915$1,111,809$725,806-$386,003-34.72%
Gts Securities Llc0.02%10,923$872,748$569,744-$303,004-34.72%
Verus Capital Partners, Llc0.04%10,253$819,207$534,796-$284,411-34.72%
Jpmorgan Chase & Co0.00%10,225$784,769$533,336-$251,433-32.04%
True Private Wealth Advisors0.06%9,153$731,290$477,420-$253,870-34.72%
Hrt Financial Lp0.00%7,163$572,000$373,622-$198,378-34.68%
Burney Co/0.01%6,668$532,773$347,803-$184,970-34.72%
Flow Traders U.S. Llc0.01%3,295$263,000$171,867-$91,133-34.65%
Two Sigma Securities, Llc0.02%2,652$211,895$138,328-$73,567-34.72%
Axxcess Wealth Management, Llc0.00%2,635$210,501$137,442-$73,059-34.71%
Darwin Wealth Management, Llc0.06%2,634$210,501$137,389-$73,112-34.73%
Northrock Partners, Llc0.00%2,526$201,795$131,756-$70,039-34.71%
Ep Wealth Advisors, Llc0.00%2,027$161,957$105,728-$56,229-34.72%
Tidemark, Llc0.04%1,994$159,321$104,007-$55,314-34.72%
Sbi Securities Co., Ltd.0.00%1,772$141,583$92,428-$49,155-34.72%
Ubs Group Ag0.00%1,566$125,123$81,683-$43,440-34.72%
Simplex Trading, Llc0.00%930$74,307$48,509-$25,798-34.72%
Spire Wealth Management0.00%513$40,977$26,758-$14,219-34.70%
Atlantic Union Bankshares Corp0.00%234$18,712$12,205-$6,507-34.77%
Consultiva Wealth Management, Corp.0.03%150$11,985$7,824-$4,161-34.72%
Assetmark, Inc0.00%123$9,828$6,416-$3,412-34.72%
Osaic Holdings, Inc.0.00%100$7,990$5,216-$2,774-34.72%
Bnp Paribas Financial Markets0.00%58$4,634$3,025-$1,609-34.72%
Farther Finance Advisors, Llc0.00%18$1,475$939-$536-36.35%
Concord Wealth Partners0.00%8$639$417-$222-34.70%
Morgan Stanley0.00%2$201$104-$97-48.10%
Huntington National Bank0.00%1$80$52-$28-34.80%
Wells Fargo & Company/Mn0.00%1$65$52-$13-19.75%
Signature Resources Capital Management, Llc0.00%1$53$52-$1-1.58%
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Frequently asked questions about DFEN

  • Who owns the most DFEN stock?

    The largest holders of DFEN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DRX DLY AERO & DEF BULL 3X (DFEN).

  • Is DFEN widely held by superinvestors?

    Many widely followed stocks like DFEN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DFEN is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.