TZA Institutional Ownership & Shareholders

DIRX DLY SMAL CAP B3X ETF-UI (TZA) is currently held by 32 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $17.47M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Morgan Stanley is currently the largest disclosed institutional shareholder of TZA tracked by InsiderSet, reporting ownership valued at approximately $3.32M 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 $40.90M, representing an estimated gain of +1133.51% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 88% of the total disclosed TZA value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Jane Street Group, Llc, Susquehanna International Group, Llp, and several other long-term asset managers with concentrated positions in DIRX DLY SMAL CAP B3X ETF-UI (TZA).

This page ranks the largest institutional TZA 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

32

Total Reported Value

$17.47M

Largest Holder

Morgan Stanley

Largest Position

$3.32M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

60

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Morgan Stanley0.00%874,903$3,315,886$40,901,715+$37,585,829+1133.51%
Jane Street Group, Llc0.00%773,111$2,930,091$36,142,939+$33,212,848+1133.51%
Susquehanna International Group, Llp0.00%668,488$2,533,569$31,251,814+$28,718,245+1133.51%
Brc Group Holdings, Inc.0.44%500,000$1,895,000$23,375,000+$21,480,000+1133.51%
Squarepoint Ops Llc0.00%356,503$1,351,146$16,666,515+$15,315,369+1133.51%
Headlands Technologies Llc0.09%226,716$859,254$10,598,973+$9,739,719+1133.51%
Ubs Group Ag0.00%205,302$778,095$9,597,869+$8,819,774+1133.51%
Bank Of New York Mellon Corp0.00%200,002$758,008$9,350,094+$8,592,086+1133.51%
Belvedere Trading Llc0.05%150,167$569,133$7,020,307+$6,451,174+1133.51%
Qube Research & Technologies Ltd0.00%112,750$427,323$5,271,063+$4,843,740+1133.51%
Group One Trading Llc0.01%76,103$288,430$3,557,815+$3,269,385+1133.51%
Raffles Associates Lp0.24%75,000$284,250$3,506,250+$3,222,000+1133.51%
Stonex Group Inc.0.01%53,000$201,012$2,477,750+$2,276,738+1132.64%
Integrated Wealth Concepts Llc0.00%52,894$200,468$2,472,795+$2,272,327+1133.51%
Flow Traders U.S. Llc0.01%51,382$195,000$2,402,109+$2,207,109+1131.85%
Sg Americas Securities, Llc0.00%50,000$190,000$2,337,500+$2,147,500+1130.26%
Optiver Holding B.V.0.00%29,169$110,551$1,363,651+$1,253,100+1133.50%
Xtx Topco Ltd0.00%27,828$105,468$1,300,959+$1,195,491+1133.51%
Goldman Sachs Group Inc0.00%26,474$100,336$1,237,660+$1,137,324+1133.51%
Royal Bank Of Canada0.00%22,621$86,000$1,057,532+$971,532+1129.69%
Tower Research Capital Llc (Trc)0.00%18,801$71,256$878,947+$807,691+1133.51%
Significant Wealth Partners Llc0.07%16,976$64,339$793,628+$729,289+1133.51%
Carrera Capital Advisors0.01%10,117$38,345$472,970+$434,625+1133.46%
Mariner, Llc0.00%10,090$38,241$471,708+$433,467+1133.51%
Cerity Partners Llc0.00%10,000$37,900$467,500+$429,600+1133.51%
Ashton Thomas Private Wealth, Llc0.00%9,628$36,490$450,109+$413,619+1133.51%
Pinnacle Holdings, Llc0.00%1,695$6,424$79,241+$72,817+1133.52%
Bank Of Montreal0.00%322$1,220$15,054+$13,834+1133.89%
Toronto Dominion Bank0.00%34$130$1,590+$1,460+1122.69%
Continuum Advisory, Llc0.00%5$19$234+$215+1130.26%
Wells Fargo & Company/Mn0.00%3$13$140+$127+978.85%
Newedge Advisors, Llc0.00%2$8$94+$86+1068.75%
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Frequently asked questions about TZA

  • Who are the largest institutional holders of TZA?

    The largest institutional holders of TZA reported in the latest SEC Form 13F filings include Morgan Stanley, Jane Street Group, Llc, Susquehanna International Group, Llp, Brc Group Holdings, Inc., and Squarepoint Ops Llc. InsiderSet ranks institutional holders by their latest reported TZA position.

  • What is TZA institutional ownership?

    This page tracks TZA positions reported by institutional investment managers through SEC Form 13F. DIRX DLY SMAL CAP B3X ETF-UI (TZA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own TZA?

    InsiderSet currently tracks 32 institutional managers reporting TZA 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 TZA shareholders.

  • How much TZA stock do institutions own?

    Institutional investment managers disclosed approximately $17.47M in TZA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was TZA institutional ownership last updated?

    The latest TZA 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 TZA 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 TZA position after the reporting date.

  • Are institutions buying or selling TZA?

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

  • How has TZA institutional ownership changed over time?

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