Who owns SPXL (SPXL)
Which tracked institutional funds hold SPXL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPXL company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
19 tracked funds added or opened SPXL while 45 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SPXL’s largest tracked holder by dollar value, PPSC Investment Service Corp, sizes it at 36.9% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 36.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SPXL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 139 tracked filers holding SPXL, 68 increased or opened the position and 84 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SPXL between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 6
- Westwood Wealth Management$4M
- JANE STREET GROUP, LLC$2M
- Squarepoint Ops LLC$2M
- Evolution Wealth Advisors, LLC$967K
- Vontobel Holding Ltd.$868K
- Beacon Pointe Advisors, LLC$717K
Full exits 14
- Virtu Financial LLC$12M
- RENAISSANCE TECHNOLOGIES LLC$5M
- Modern Wealth Management, LLC$4M
- Blueprint Investment Partners LLC$4M
- HRT FINANCIAL LP$4M
- Blueprint Financial Advisors LLC$4M
Largest adds
- CITADEL ADVISORS LLC$207M
- GOLDMAN SACHS GROUP INC$18M
- FLOW TRADERS U.S. LLC$6M
- XTX Topco Ltd$4M
- J. Safra Sarasin Holding AG$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
Largest trims
- Howard Capital Management Inc.$318M
- PPSC Investment Service Corp$94M
- Wealthstar Advisors, LLC$10M
- SBI Securities Co., Ltd.$6M
- Insight Wealth Partners, LLC$4M
- IMC-Chicago, LLC$3M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| PPSC Investment Service Corp trimmed | 2,532,812 | $468M | 38.8% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,150,800 | $213M | 17.6% | 2026-Q1 |
| Wealthstar Advisors, LLC trimmed | 147,742 | $27M | 2.3% | 2026-Q1 |
| SBI Securities Co., Ltd. trimmed | 132,311 | $24M | 2.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 125,397 | $23M | 1.9% | 2026-Q1 |
| Insight Wealth Partners, LLC trimmed | 96,589 | $18M | 1.5% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 53,860 | $10M | 0.8% | 2026-Q1 |
| Traynor Capital Management, Inc. added | 48,156 | $8M | 0.7% | 2026-Q1 |
| J. Safra Sarasin Holding AG added | 36,400 | $7M | 0.6% | 2026-Q1 |
| Spire Wealth Management added | 35,812 | $7M | 0.5% | 2026-Q1 |
| Optiver Holding B.V. added | 31,380 | $6M | 0.5% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 26,370 | $5M | 0.4% | 2026-Q1 |
| XTX Topco Ltd added | 25,595 | $5M | 0.4% | 2026-Q1 |
| SMITH CHAS P & ASSOCIATES PA CPAS trimmed | 25,256 | $5M | 0.4% | 2026-Q1 |
| IMC-Chicago, LLC trimmed | 22,570 | $4M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 19,522 | $4M | 0.3% | 2026-Q1 |
| Westwood Wealth Management trimmed | 19,210 | $4M | 0.3% | 2026-Q1 |
| Finward Bancorp | 17,600 | $3M | 0.3% | 2026-Q1 |
| Blue Sky Capital Consultants Group, Inc. trimmed | 17,099 | $3M | 0.3% | 2026-Q1 |
| Jump Financial, LLC trimmed | 16,659 | $3M | 0.3% | 2026-Q1 |
| Q3 Asset Management added | 16,581 | $3M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 17,496 | $3M | 0.2% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 15,064 | $3M | 0.2% | 2026-Q1 |
| Revere Asset Management, Inc trimmed | 14,000 | $3M | 0.2% | 2026-Q1 |
| Howard Capital Management Inc. trimmed | 13,739 | $3M | 0.2% | 2026-Q1 |
| Charter Oak Capital Management, LLC added | 12,332 | $2M | 0.2% | 2026-Q1 |
| Discipline Wealth Solutions, LLC added | 11,869 | $2M | 0.2% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 11,688 | $2M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 10,557 | $2M | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC added | 9,581 | $2M | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 7,768 | $1M | 0.1% | 2026-Q1 |
| Mariner, LLC trimmed | 6,123 | $1M | 0.1% | 2026-Q1 |
| Millington Financial Advisors, LLC | 4,108 | $1,000K | 0.1% | 2026-Q1 |
| Kelly Financial Services LLC added | 5,323 | $984K | 0.1% | 2026-Q1 |
| CITIZENS FINANCIAL GROUP INC/RI | 5,267 | $974K | 0.1% | 2026-Q1 |
| Evolution Wealth Advisors, LLC added | 5,230 | $967K | 0.1% | 2026-Q1 |
| Covestor Ltd trimmed | 5,138 | $950K | 0.1% | 2026-Q1 |
| UBS Group AG added | 4,836 | $894K | 0.1% | 2026-Q1 |
| Vontobel Holding Ltd. trimmed | 4,693 | $868K | 0.1% | 2026-Q1 |
| NorthRock Partners, LLC added | 4,418 | $817K | 0.1% | 2026-Q1 |
| Empowered Funds, LLC trimmed | 4,273 | $790K | 0.1% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 4,218 | $780K | 0.1% | 2026-Q1 |
| Creative Planning trimmed | 4,154 | $768K | 0.1% | 2026-Q1 |
| PMV Capital Advisers, LLC trimmed | 4,076 | $754K | 0.1% | 2026-Q1 |
| EP Wealth Advisors, LLC | 3,961 | $732K | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 3,880 | $717K | 0.1% | 2026-Q1 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 3,600 | $666K | 0.1% | 2026-Q1 |
| Wealthspire Advisors, LLC added | 3,180 | $588K | 0.0% | 2026-Q1 |
| Summit Financial, LLC added | 3,131 | $579K | 0.0% | 2026-Q1 |
| Mittelman Wealth Management | 3,122 | $577K | 0.0% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 3,075 | $569K | 0.0% | 2026-Q1 |
| Trinity Legacy Partners, LLC added | 2,530 | $566K | 0.0% | 2026-Q1 |
| Alternative Investment Advisors, LLC. added | 3,044 | $563K | 0.0% | 2026-Q1 |
| Net Worth Advisory Group added | 2,924 | $541K | 0.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 2,916 | $539K | 0.0% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 2,913 | $539K | 0.0% | 2026-Q1 |
| Summit Financial Strategies, Inc. added | 2,891 | $535K | 0.0% | 2026-Q1 |
| Stratos Wealth Advisors, LLC added | 2,804 | $519K | 0.0% | 2026-Q1 |
| Larson Financial Group LLC | 2,787 | $515K | 0.0% | 2026-Q1 |
| Wealth Management Nebraska added | 8,080 | $510K | 0.0% | 2026-Q1 |
| Excelsior Advisor Network LLC | 2,750 | $508K | 0.0% | 2026-Q1 |
| Wallace Advisory Group, LLC added | 2,659 | $492K | 0.0% | 2026-Q1 |
| Fisher Asset Management, LLC new | 2,624 | $485K | 0.0% | 2026-Q1 |
| Foundations Investment Advisors, LLC new | 2,517 | $465K | 0.0% | 2026-Q1 |
| BXM Wealth LLC trimmed | 2,492 | $461K | 0.0% | 2026-Q1 |
| Significant Wealth Partners LLC trimmed | 2,479 | $458K | 0.0% | 2026-Q1 |
| Marex Group plc trimmed | 2,451 | $453K | 0.0% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 2,450 | $453K | 0.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,344 | $433K | 0.0% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL trimmed | 2,235 | $413K | 0.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP | 2,200 | $407K | 0.0% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 2,134 | $395K | 0.0% | 2026-Q1 |
| Belvedere Trading LLC trimmed | 2,016 | $373K | 0.0% | 2026-Q1 |
| POTOMAC FUND MANAGEMENT INC /ADV trimmed | 1,105,270 | $234M | 19.4% | 2025-Q3 stale |
| Quadrature Capital Ltd added | 61,207 | $13M | 1.1% | 2025-Q3 stale |
| Virtu Financial LLC added | 55,957 | $12M | 1.0% | 2025-Q4 stale |
| GROUP ONE TRADING LLC added | 45,492 | $8M | 0.7% | 2025-Q2 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 22,300 | $5M | 0.4% | 2025-Q4 stale |
| Modern Wealth Management, LLC | 17,158 | $4M | 0.3% | 2025-Q4 stale |
| Blueprint Investment Partners LLC added | 17,009 | $4M | 0.3% | 2025-Q4 stale |
| HRT FINANCIAL LP added | 16,884 | $4M | 0.3% | 2025-Q4 stale |
| Blueprint Financial Advisors LLC added | 16,406 | $4M | 0.3% | 2025-Q4 stale |
| Encompass More Asset Management trimmed | 14,259 | $3M | 0.3% | 2025-Q4 stale |
| Smithfield Trust Co trimmed | 15,900 | $2M | 0.2% | 2025-Q1 stale |
| October Effect Ltd new | 9,589 | $2M | 0.2% | 2025-Q4 stale |
| Headlands Technologies LLC trimmed | 8,971 | $2M | 0.2% | 2025-Q4 stale |
| TrueMark Investments, LLC trimmed | 6,070 | $1M | 0.1% | 2025-Q3 stale |
| TOWNSQUARE CAPITAL LLC added | 6,190 | $869K | 0.1% | 2025-Q1 stale |
| Millennium Capital Advisors, LLC trimmed | 4,089 | $867K | 0.1% | 2025-Q3 stale |
| Massar Capital Management, LP new | 3,899 | $860K | 0.1% | 2025-Q4 stale |
| StoneX Group Inc. added | 5,904 | $829K | 0.1% | 2025-Q1 stale |
| QTR Family Wealth, LLC new | 3,886 | $823K | 0.1% | 2025-Q3 stale |
| FOUNDERS FINANCIAL SECURITIES LLC trimmed | 3,528 | $778K | 0.1% | 2025-Q4 stale |
| Cerity Partners LLC added | 3,395 | $749K | 0.1% | 2025-Q4 stale |
| AE Wealth Management LLC added | 3,198 | $705K | 0.1% | 2025-Q4 stale |
| Edgestream Partners, L.P. added | 3,034 | $669K | 0.1% | 2025-Q4 stale |
| Gainplan LLC trimmed | 2,250 | $496K | 0.0% | 2025-Q4 stale |
| Cresset Asset Management, LLC | 3,210 | $452K | 0.0% | 2025-Q1 stale |
| Legacy Capital Wealth Partners, LLC new | 3,099 | $435K | 0.0% | 2025-Q1 stale |
| FIRST TRUST ADVISORS LP new | 2,938 | $412K | 0.0% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.