SPDN Institutional Ownership & Shareholders
DIREXION DLY S&P 500 BEAR 1X (SPDN) is currently held by 61 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $138.63M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Leuthold Group, Llc is currently the largest disclosed institutional shareholder of SPDN tracked by InsiderSet, reporting ownership valued at approximately $33.83M 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 $35.27M, representing an estimated gain of +4.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed SPDN value among the investors covered in this analysis. Major shareholders include Leuthold Group, Llc, Rockport Wealth Llc, Robinson Value Management, Ltd., and several other long-term asset managers with concentrated positions in DIREXION DLY S&P 500 BEAR 1X (SPDN).
This page ranks the largest institutional SPDN 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
61
Total Reported Value
$138.63M
Largest Holder
Leuthold Group, Llc
Largest Position
$33.83M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
73
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Leuthold Group, Llc | 3.16% | 3,989,784 | $33,833,368 | $35,269,691 | +$1,436,323 | +4.25% | |
| Rockport Wealth Llc | 4.49% | 3,024,498 | $25,647,742 | $26,736,562 | +$1,088,820 | +4.25% | |
| Robinson Value Management, Ltd. | 9.34% | 2,010,588 | $17,049,786 | $17,773,598 | +$723,812 | +4.25% | |
| One Plus One Wealth Management, Llc | 5.48% | 1,529,191 | $12,967,540 | $13,518,048 | +$550,508 | +4.25% | |
| Newedge Advisors, Llc | 0.01% | 569,021 | $4,933,418 | $5,030,146 | +$96,728 | +1.96% | |
| Envestnet Asset Management Inc | 0.00% | 529,597 | $4,591,603 | $4,681,637 | +$90,034 | +1.96% | |
| Citadel Advisors Llc | 0.00% | 473,825 | $4,108,063 | $4,188,613 | +$80,550 | +1.96% | |
| Wise Wealth Partners | 4.64% | 298,975 | $2,535,308 | $2,642,939 | +$107,631 | +4.25% | |
| First Pacific Financial | 0.24% | 272,984 | $2,314,905 | $2,413,179 | +$98,274 | +4.25% | |
| Lpl Financial Llc | 0.00% | 251,857 | $2,135,747 | $2,226,416 | +$90,669 | +4.25% | |
| Jane Street Group, Llc | 0.00% | 233,080 | $2,020,803 | $2,060,427 | +$39,624 | +1.96% | |
| Cushing Capital Partners, Llc | 1.23% | 236,523 | $2,005,715 | $2,090,863 | +$85,148 | +4.25% | |
| Jump Financial, Llc | 0.02% | 224,771 | $1,948,765 | $1,986,976 | +$38,211 | +1.96% | |
| Mercer Global Advisors Inc | 0.00% | 223,660 | $1,939,132 | $1,977,154 | +$38,022 | +1.96% | |
| Ascentis Independent Advisors | 0.11% | 214,533 | $1,819,133 | $1,896,472 | +$77,339 | +4.25% | |
| Choreo, Llc | 0.02% | 213,377 | $1,809,437 | $1,886,253 | +$76,816 | +4.25% | |
| Shepherd Kaplan Krochuk, Llc | 1.33% | 193,457 | $1,677,272 | $1,710,160 | +$32,888 | +1.96% | |
| Simplex Trading, Llc | 0.05% | 182,002 | $1,543,376 | $1,608,898 | +$65,522 | +4.25% | |
| Verus Capital Partners, Llc | 0.07% | 166,989 | $1,416,070 | $1,476,183 | +$60,113 | +4.25% | |
| Harmony Asset Management Llc | 0.32% | 152,335 | $1,291,802 | $1,346,641 | +$54,839 | +4.25% | |
| Allred Capital Management, Llc | 0.39% | 135,607 | $1,175,713 | $1,198,766 | +$23,053 | +1.96% | |
| Imc-Chicago, Llc | 0.01% | 112,125 | $950,820 | $991,185 | +$40,365 | +4.25% | |
| 4Wealth Advisors, Inc. | 0.65% | 111,047 | $940,570 | $981,655 | +$41,085 | +4.37% | |
| Fortis Advisors, Llc | 0.42% | 103,130 | $894,140 | $911,669 | +$17,529 | +1.96% | |
| Maltin Wealth Management, Inc. | 0.21% | 76,827 | $651,490 | $679,151 | +$27,661 | +4.25% | |
| Stonex Group Inc. | 0.02% | 72,195 | $618,962 | $638,204 | +$19,242 | +3.11% | |
| Resonant Capital Advisors, Llc | 0.03% | 67,574 | $573,028 | $597,354 | +$24,326 | +4.25% | |
| Flow Traders U.S. Llc | 0.02% | 65,052 | $564,000 | $575,060 | +$11,060 | +1.96% | |
| Rw Investment Management Llc | 0.03% | 44,225 | $375,028 | $390,949 | +$15,921 | +4.25% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.04% | 41,846 | $362,807 | $369,919 | +$7,112 | +1.96% | |
| Goldman Sachs Group Inc | 0.00% | 41,494 | $359,753 | $366,807 | +$7,054 | +1.96% | |
| Daytona Street Capital Llc | 0.23% | 38,800 | $324,756 | $342,992 | +$18,236 | +5.62% | |
| Two Sigma Securities, Llc | 0.03% | 37,060 | $321,310 | $327,610 | +$6,300 | +1.96% | |
| Xtx Topco Ltd | 0.00% | 33,894 | $293,861 | $299,623 | +$5,762 | +1.96% | |
| Gts Securities Llc | 0.01% | 33,713 | $292,182 | $298,023 | +$5,841 | +2.00% | |
| Aspiriant, Llc | 0.01% | 29,790 | $252,619 | $263,344 | +$10,725 | +4.25% | |
| Moulton Wealth Management, Inc | 0.15% | 25,355 | $214,754 | $224,138 | +$9,384 | +4.37% | |
| Captrust Financial Advisors | 0.00% | 20,751 | $179,911 | $183,439 | +$3,528 | +1.96% | |
| Hbk Sorce Advisory Llc | 0.00% | 20,000 | $177,000 | $176,800 | -$200 | -0.11% | |
| Belpointe Asset Management Llc | 0.01% | 20,110 | $174,360 | $177,772 | +$3,412 | +1.96% | |
| Moors & Cabot, Inc. | 0.01% | 20,265 | $171,847 | $179,143 | +$7,296 | +4.25% | |
| Lifeworks Advisors, Llc | 0.02% | 18,243 | $158,167 | $161,268 | +$3,101 | +1.96% | |
| Quadrature Capital Ltd | 0.00% | 17,100 | $148,257 | $151,164 | +$2,907 | +1.96% | |
| Vestgen Advisors, Llc | 0.00% | 15,780 | $133,814 | $139,495 | +$5,681 | +4.25% | |
| Hbw Advisory Services Llc | 0.01% | 14,523 | $123,153 | $128,383 | +$5,230 | +4.25% | |
| Waverly Advisors, Llc | 0.00% | 14,068 | $121,967 | $124,361 | +$2,394 | +1.96% | |
| Strait & Sound Wealth Management Llc | 0.03% | 11,000 | $95,370 | $97,240 | +$1,870 | +1.96% | |
| Cornerstone Wealth Management, Llc | 0.00% | 11,000 | $93,280 | $97,240 | +$3,960 | +4.25% | |
| Define Financial, Llc | 0.04% | 10,727 | $90,965 | $94,827 | +$3,862 | +4.25% | |
| Capstone Financial Advisors, Inc. | 0.00% | 10,082 | $87,410 | $89,125 | +$1,715 | +1.96% |
Frequently asked questions about SPDN
Who are the largest institutional holders of SPDN?
The largest institutional holders of SPDN reported in the latest SEC Form 13F filings include Leuthold Group, Llc, Rockport Wealth Llc, Robinson Value Management, Ltd., One Plus One Wealth Management, Llc, and Newedge Advisors, Llc. InsiderSet ranks institutional holders by their latest reported SPDN position.
What is SPDN institutional ownership?
This page tracks SPDN positions reported by institutional investment managers through SEC Form 13F. DIREXION DLY S&P 500 BEAR 1X (SPDN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPDN?
InsiderSet currently tracks 61 institutional managers reporting SPDN 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 SPDN shareholders.
How much SPDN stock do institutions own?
Institutional investment managers disclosed approximately $138.63M in SPDN holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPDN institutional ownership last updated?
The latest SPDN 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 SPDN 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 SPDN position after the reporting date.
Are institutions buying or selling SPDN?
Institutional buying and selling can be analyzed by comparing SPDN positions across consecutive 13F reporting periods. InsiderSet's SPDN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPDN ownership changes.
How has SPDN institutional ownership changed over time?
InsiderSet tracks SPDN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.