SOXS Institutional Ownership & Shareholders
DIREXION DAILY SEMI BEAR 3X (SOXS) is currently held by 22 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $55.23M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Citigroup Inc is currently the largest disclosed institutional shareholder of SOXS tracked by InsiderSet, reporting ownership valued at approximately $20.25M in its September 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 $43.42M, representing an estimated gain of +114.48% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed SOXS value among the investors covered in this analysis. Major shareholders include Citigroup Inc, Imc-Chicago, Llc, Stonex Group Inc., and several other long-term asset managers with concentrated positions in DIREXION DAILY SEMI BEAR 3X (SOXS).
This page ranks the largest institutional SOXS 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
22
Total Reported Value
$55.23M
Largest Holder
Citigroup Inc
Largest Position
$20.25M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
59
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Citigroup Inc | 0.01% | 612,003 | $20,245,059 | $43,421,613 | +$23,176,554 | +114.48% | |
| Imc-Chicago, Llc | 0.14% | 483,788 | $16,003,707 | $34,324,759 | +$18,321,052 | +114.48% | |
| Stonex Group Inc. | 0.31% | 164,977 | $8,482,319 | $11,705,118 | +$3,222,799 | +37.99% | |
| Belvedere Trading Llc | 0.57% | 138,086 | $4,567,885 | $9,797,202 | +$5,229,317 | +114.48% | |
| Creative Planning | 0.00% | 83,183 | $2,751,680 | $5,901,834 | +$3,150,154 | +114.48% | |
| Sbi Securities Co., Ltd. | 0.03% | 33,988 | $1,124,323 | $2,411,449 | +$1,287,126 | +114.48% | |
| Simplex Trading, Llc | 0.02% | 20,856 | $689,916 | $1,479,733 | +$789,817 | +114.48% | |
| Bank Of New York Mellon Corp | 0.00% | 15,002 | $496,264 | $1,064,392 | +$568,128 | +114.48% | |
| Ferguson Shapiro Llc | 0.09% | 9,585 | $317,088 | $680,056 | +$362,968 | +114.47% | |
| Bogart Wealth, Llc | 0.00% | 41,932 | $135,861 | $2,975,075 | +$2,839,214 | +2089.79% | |
| Paypay Securities Corp | 4.51% | 3,957 | $130,898 | $280,749 | +$149,851 | +114.48% | |
| Daytona Street Capital Llc | 0.06% | 3,000 | $89,880 | $212,850 | +$122,970 | +136.82% | |
| Redwood Park Advisors Llc | 0.05% | 2,419 | $80,015 | $171,628 | +$91,613 | +114.49% | |
| Larson Financial Group Llc | 0.00% | 2,285 | $75,588 | $162,121 | +$86,533 | +114.48% | |
| Ramsey Quantitative Systems | 0.03% | 870 | $28,780 | $61,727 | +$32,947 | +114.48% | |
| Pinnacle Holdings, Llc | 0.00% | 1,205 | $3,904 | $85,495 | +$81,591 | +2089.93% | |
| Eversource Wealth Advisors, Llc | 0.00% | 40 | $1,323 | $2,838 | +$1,515 | +114.51% | |
| Anchor Investment Management, Llc | 0.00% | 100 | $324 | $7,095 | +$6,771 | +2089.81% | |
| Nbc Securities, Inc. | 0.00% | 9 | $298 | $639 | +$341 | +114.28% | |
| Tradewinds Capital Management, Llc | 0.00% | 2 | $67 | $142 | +$75 | +111.79% | |
| Td Waterhouse Canada Inc. | 0.00% | 2 | $64 | $142 | +$78 | +121.72% | |
| Hollencrest Capital Management | 0.00% | 2 | $6 | $142 | +$136 | +2265.00% |
Frequently asked questions about SOXS
Who are the largest institutional holders of SOXS?
The largest institutional holders of SOXS reported in the latest SEC Form 13F filings include Citigroup Inc, Imc-Chicago, Llc, Stonex Group Inc., Belvedere Trading Llc, and Creative Planning. InsiderSet ranks institutional holders by their latest reported SOXS position.
What is SOXS institutional ownership?
This page tracks SOXS positions reported by institutional investment managers through SEC Form 13F. DIREXION DAILY SEMI BEAR 3X (SOXS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SOXS?
InsiderSet currently tracks 22 institutional managers reporting SOXS 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 SOXS shareholders.
How much SOXS stock do institutions own?
Institutional investment managers disclosed approximately $55.23M in SOXS holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SOXS institutional ownership last updated?
The latest SOXS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 SOXS 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 SOXS position after the reporting date.
Are institutions buying or selling SOXS?
Institutional buying and selling can be analyzed by comparing SOXS positions across consecutive 13F reporting periods. InsiderSet's SOXS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SOXS ownership changes.
How has SOXS institutional ownership changed over time?
InsiderSet tracks SOXS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.