SOXL Institutional Ownership & Shareholders

DIREXION DAILY SEMI BULL 3X (SOXL) is currently held by 198 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.39B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Jump Financial, Llc is currently the largest disclosed institutional shareholder of SOXL tracked by InsiderSet, reporting ownership valued at approximately $452.92M 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 $130.84M, representing an estimated loss of -71.11% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed SOXL value among the investors covered in this analysis. Major shareholders include Jump Financial, Llc, Susquehanna International Group, Llp, Tower Research Capital Llc (Trc), and several other long-term asset managers with concentrated positions in DIREXION DAILY SEMI BULL 3X (SOXL).

This page ranks the largest institutional SOXL 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

198

Total Reported Value

$1.39B

Largest Holder

Jump Financial, Llc

Largest Position

$452.92M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

114

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Jump Financial, Llc4.05%1,698,174$452,919,987$130,844,307-$322,075,680-71.11%
Susquehanna International Group, Llp0.19%798,025$212,841,248$61,487,826-$151,353,422-71.11%
Tower Research Capital Llc (Trc)1.56%238,921$63,722,620$18,408,863-$45,313,757-71.11%
Sbi Securities Co., Ltd.1.18%348,714$51,560,852$26,868,414-$24,692,438-47.89%
Gts Securities Llc0.99%177,044$47,219,405$13,641,240-$33,578,165-71.11%
Ubs Group Ag0.01%174,783$46,616,373$13,467,030-$33,149,343-71.11%
Traynor Capital Management, Inc.1.89%276,693$40,911,866$21,319,196-$19,592,670-47.89%
Simplex Trading, Llc0.96%138,147$36,845,186$10,644,226-$26,200,960-71.11%
Mariner, Llc0.03%115,513$30,808,407$8,900,277-$21,908,130-71.11%
Westwood Wealth Management7.75%178,465$26,387,838$13,750,728-$12,637,110-47.89%
Goldman Sachs Group Inc0.00%95,725$25,530,815$7,375,611-$18,155,204-71.11%
Focus Partners Wealth0.03%92,759$24,739,988$7,147,081-$17,592,907-71.11%
Hrt Financial Lp0.04%80,251$21,403,000$6,183,340-$15,219,660-71.11%
Stonex Group Inc.0.75%85,974$18,508,989$6,624,297-$11,884,692-64.21%
Optiver Holding B.V.0.24%63,261$16,880,952$4,874,260-$12,006,692-71.13%
Sg Americas Securities, Llc0.01%54,158$14,444,000$4,172,874-$10,271,126-71.11%
Jane Street Group, Llc0.01%47,670$12,714,066$3,672,974-$9,041,093-71.11%
Larson Financial Group Llc0.32%45,747$12,201,292$3,524,806-$8,676,486-71.11%
Drw Securities, Llc0.72%45,566$12,152,907$3,510,860-$8,642,047-71.11%
Howard Capital Management Inc.0.14%76,496$11,310,655$5,894,017-$5,416,638-47.89%
M Holdings Securities, Inc.1.47%45,553$10,733,000$3,509,859-$7,223,141-67.30%
Integrated Wealth Concepts Llc0.07%40,021$10,674,001$3,083,618-$7,590,383-71.11%
Jpmorgan Chase & Co0.00%44,006$10,408,299$3,390,662-$7,017,637-67.42%
Two Sigma Securities, Llc0.73%31,759$8,470,443$2,447,031-$6,023,412-71.11%
Belvedere Trading Llc0.60%26,828$7,155,296$2,067,097-$5,088,199-71.11%
Corient Private Wealth Llc0.01%24,310$6,483,702$1,873,086-$4,610,617-71.11%
Citigroup Inc0.00%23,956$6,389,305$1,845,810-$4,543,495-71.11%
Blackrock, Inc.0.00%23,617$6,298,784$1,819,690-$4,479,094-71.11%
Torno Capital, Llc2.74%130,000$6,228,300$10,016,500+$3,788,200+60.82%
Schonfeld Strategic Advisors Llc0.03%21,300$5,680,923$1,641,165-$4,039,758-71.11%
Citadel Advisors Llc0.00%21,096$5,626,514$1,625,447-$4,001,067-71.11%
Elevatus Welath Management1.26%35,506$5,249,875$2,735,737-$2,514,138-47.89%
Client First Investment Management Llc2.30%32,643$4,826,543$2,515,143-$2,311,400-47.89%
Merit Financial Group, Llc0.03%17,666$4,711,784$1,361,165-$3,350,619-71.11%
Clearwater Capital Advisors, Llc0.32%16,353$4,361,464$1,259,999-$3,101,465-71.11%
Steelpeak Wealth, Llc0.09%23,270$3,440,702$1,792,954-$1,647,749-47.89%
Rollins Financial Advisors, Llc0.44%12,613$3,363,912$971,832-$2,392,080-71.11%
Lido Advisors, Llc0.01%11,471$3,059,661$883,841-$2,175,820-71.11%
Alchemi Wealth, Llc1.40%11,231$2,995,460$865,349-$2,130,111-71.11%
Xtx Topco Ltd0.04%10,326$2,754,047$795,618-$1,958,429-71.11%
Variant Private Wealth, Llc2.40%18,297$2,705,421$1,409,784-$1,295,637-47.89%
October Effect Ltd2.74%18,190$2,689,573$1,401,540-$1,288,034-47.89%
Commonwealth Equity Services, Llc0.00%18,012$2,663,219$1,387,825-$1,275,394-47.89%
Morgan Stanley0.00%9,839$2,624,296$758,095-$1,866,201-71.11%
Lm Advisors Llc0.30%9,750$2,600,000$751,238-$1,848,763-71.11%
Polymer Capital Management (Hk) Ltd0.24%8,800$2,347,048$678,040-$1,669,008-71.11%
Sassicaia Capital Advisers Llc0.98%8,296$2,212,626$639,207-$1,573,419-71.11%
Meridian Wealth Management, Llc0.06%7,722$2,059,643$594,980-$1,464,663-71.11%
Scientech Research Llc1.51%6,982$1,862,169$537,963-$1,324,206-71.11%
J. Safra Sarasin Holding Ag0.03%12,216$1,806,258$941,243-$865,015-47.89%
Showing 50 of 198

Frequently asked questions about SOXL

  • Who are the largest institutional holders of SOXL?

    The largest institutional holders of SOXL reported in the latest SEC Form 13F filings include Jump Financial, Llc, Susquehanna International Group, Llp, Tower Research Capital Llc (Trc), Sbi Securities Co., Ltd., and Gts Securities Llc. InsiderSet ranks institutional holders by their latest reported SOXL position.

  • What is SOXL institutional ownership?

    This page tracks SOXL positions reported by institutional investment managers through SEC Form 13F. DIREXION DAILY SEMI BULL 3X (SOXL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own SOXL?

    InsiderSet currently tracks 198 institutional managers reporting SOXL 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 SOXL shareholders.

  • How much SOXL stock do institutions own?

    Institutional investment managers disclosed approximately $1.39B in SOXL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was SOXL institutional ownership last updated?

    The latest SOXL 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 SOXL 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 SOXL position after the reporting date.

  • Are institutions buying or selling SOXL?

    Institutional buying and selling can be analyzed by comparing SOXL positions across consecutive 13F reporting periods. InsiderSet's SOXL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SOXL ownership changes.

  • How has SOXL institutional ownership changed over time?

    InsiderSet tracks SOXL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.