Skip to main content
Institutional Ownership · SEC Form 13F

Who owns Direxion Daily Small Cap Bull 3X Shares (TNA)


Which tracked institutional funds hold TNA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TNA company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-21). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

94
Institutional holders
2M
Shares held (tracked funds)

How tracked funds are positioned

53 tracked funds added shares of TNA or opened a position while 39 sold shares or exited between 2026-Q1 and 2026-Q2 — the funds were divided. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

Adds and trims are measured by share count, adjusted for stock splits; the dollar figure beside a change is the value of the shares added or sold at the newer filing's price, shown for context only. 7 funds had no complete filing on file for 2026-Q1 or 2026-Q2: no 13F stored, a filing under a fifth the size of the quarter beside it (usually an amendment stored on its own, sometimes a fund that sold most of its holdings), or a first 13F, as when a book moves to a new CIK. They are left out of the new buyers, exits and changes.

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

TNA’s largest tracked holder by dollar value, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in TNA 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 2026-Q1 and 2026-Q2, across 94 tracked filers holding TNA, 53 increased or opened the position and 39 reduced or closed it, by share count adjusted for splits; 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 TNA between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence.

Adds and trims are measured by share count, adjusted for stock splits; the dollar figure beside a change is the value of the shares added or sold at the newer filing's price, shown for context only. 7 funds had no complete filing on file for 2026-Q1 or 2026-Q2: no 13F stored, a filing under a fifth the size of the quarter beside it (usually an amendment stored on its own, sometimes a fund that sold most of its holdings), or a first 13F, as when a book moves to a new CIK. They are left out of the new buyers, exits and changes.

New buyers 40

  • Chicago Partners Investment Group LLC$10M
  • Gainplan LLC$6M
  • Encompass More Asset Management$3M
  • SIMPLEX TRADING, LLC$2M
  • TWO SIGMA SECURITIES, LLC$1M
  • Vise Technologies, Inc.$1M

Full exits 15

  • Baker Avenue Asset Management, LP$3M
  • Quadrature Capital Ltd$1M
  • Jump Financial, LLC$983K
  • Orion Porfolio Solutions, LLC$738K
  • XTX Topco Ltd$569K
  • TUDOR INVESTMENT CORP ET AL$287K

Largest adds

  • Timothy G. Youngquist 2020 Irrevocable Trust$6M
  • ROYAL BANK OF CANADA$3M
  • Momentum Wealth Planning, LLC$2M
  • GOLDMAN SACHS GROUP INC$579K
  • Mariner, LLC$558K
  • Larson Financial Group LLC$157K

Largest trims

  • UBS Group AG$29M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$8M
  • GTS SECURITIES LLC$8M
  • ICON ADVISERS INC/CO$6M
  • JANE STREET GROUP, LLC$3M
  • Parkshore Wealth Management, Inc.$1M

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).

FundSharesReported value% of valueQuarter
ROYAL BANK OF CANADA added246,845$19M8.8%2026-Q2
Timothy G. Youngquist 2020 Irrevocable Trust added163,850$12M5.8%2026-Q2
Chicago Partners Investment Group LLC new152,000$10M4.9%2026-Q2
GOLDMAN SACHS GROUP INC added101,725$8M3.6%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed96,674$7M3.4%2026-Q2
Momentum Wealth Planning, LLC added86,418$6M3.1%2026-Q2
Gainplan LLC new77,000$6M2.7%2026-Q2
Physician Wealth Advisors, Inc.42,581$3M1.5%2026-Q2
Encompass More Asset Management new40,316$3M1.4%2026-Q2
SIMPLEX TRADING, LLC new32,406$2M1.1%2026-Q2
GTS SECURITIES LLC trimmed30,198$2M1.1%2026-Q2
Viewpoint Capital Management LLC27,800$2M1.0%2026-Q2
IMC-Chicago, LLC trimmed27,578$2M1.0%2026-Q2
Tower Research Capital LLC (TRC) trimmed21,067$2M0.7%2026-Q2
JANE STREET GROUP, LLC trimmed20,217$2M0.7%2026-Q2
TWO SIGMA SECURITIES, LLC new18,596$1M0.7%2026-Q2
Blue Sky Capital Consultants Group, Inc. trimmed17,836$1M0.6%2026-Q2
UBS Group AG trimmed15,046$1M0.5%2026-Q2
Vise Technologies, Inc. new14,874$1M0.5%2026-Q2
Mariner, LLC added14,122$1M0.5%2026-Q2
Discipline Wealth Solutions, LLC new14,058$1M0.5%2026-Q2
Retirement Planning Co of New England, Inc. trimmed13,896$1M0.5%2026-Q2
FOUNDERS FINANCIAL SECURITIES LLC new13,617$1M0.5%2026-Q2
OLD MISSION CAPITAL LLC13,326$1M0.5%2026-Q2
Westwood Wealth Management trimmed13,240$994K0.5%2026-Q2
Ellis Investment Partners, LLC trimmed11,758$883K0.4%2026-Q2
Significant Wealth Partners LLC added11,461$861K0.4%2026-Q2
CPR Investments Inc. new10,564$793K0.4%2026-Q2
JPMORGAN CHASE & CO trimmed9,303$689K0.3%2026-Q2
ICON ADVISERS INC/CO trimmed8,800$661K0.3%2026-Q2
NATIXIS8,735$651K0.3%2026-Q2
CITADEL ADVISORS LLC7,776$584K0.3%2026-Q2
Belvedere Trading LLC trimmed7,557$568K0.3%2026-Q2
DRW Securities, LLC new7,450$560K0.3%2026-Q2
Parkshore Wealth Management, Inc. trimmed6,857$515K0.2%2026-Q2
Summit Financial, LLC added6,489$487K0.2%2026-Q2
Empowered Funds, LLC new5,596$420K0.2%2026-Q2
Massar Capital Management, LP new5,138$386K0.2%2026-Q2
Integras Partners LLC added4,958$372K0.2%2026-Q2
Headlands Technologies LLC new4,810$361K0.2%2026-Q2
Private Capital Management, LLC4,700$353K0.2%2026-Q2
Ashton Thomas Private Wealth, LLC new4,652$349K0.2%2026-Q2
McGuire Investment Group, LLC trimmed4,525$340K0.2%2026-Q2
Verdence Capital Advisors LLC trimmed4,326$325K0.2%2026-Q2
WASHINGTON GROWTH STRATEGIES LLC new4,157$312K0.1%2026-Q2
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors new4,142$311K0.1%2026-Q2
Sanctuary Advisors, LLC new4,017$302K0.1%2026-Q2
SBI Securities Co., Ltd. trimmed3,989$300K0.1%2026-Q2
Focus Partners Wealth new3,965$298K0.1%2026-Q2
KINGSWOOD WEALTH ADVISORS, LLC trimmed3,936$296K0.1%2026-Q2
StoneX Group Inc. new3,987$288K0.1%2026-Q2
Genesee Capital Advisors, LLC new3,819$287K0.1%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new3,632$260K0.1%2026-Q2
Composition Wealth, LLC new3,400$255K0.1%2026-Q2
J. Safra Sarasin Holding AG new3,260$245K0.1%2026-Q2
CROSSPOINT FINANCIAL, LLC trimmed3,256$245K0.1%2026-Q2
Belpointe Asset Management LLC new3,174$238K0.1%2026-Q2
NewEdge Advisors, LLC new3,157$237K0.1%2026-Q2
MORGAN STANLEY trimmed3,132$235K0.1%2026-Q2
LPL Financial LLC new3,034$228K0.1%2026-Q2
Millington Financial Advisors, LLC new3,238$227K0.1%2026-Q2
Scientech Research LLC new2,932$220K0.1%2026-Q2
GREAT OAK CAPITAL PARTNERS, LLC new3,143$219K0.1%2026-Q2
Creative Planning new2,809$211K0.1%2026-Q2
SYM FINANCIAL Corp new2,794$210K0.1%2026-Q2
Clay Northam Wealth Management, LLC new2,780$209K0.1%2026-Q2
OpenArc Corporate Advisory, LLC new2,711$204K0.1%2026-Q2
Larson Financial Group LLC added2,126$160K0.1%2026-Q2
Spire Wealth Management added2,039$153K0.1%2026-Q2
Bernard Wealth Management Corp. added1,894$142K0.1%2026-Q2
AE Wealth Management LLC new1,181$89K0.0%2026-Q2
OSAIC HOLDINGS, INC. trimmed1,164$87K0.0%2026-Q2
Stone House Investment Management, LLC new965$72K0.0%2026-Q2
MRP Capital Investments, LLC878$66K0.0%2026-Q2
Integrated Wealth Concepts LLC new822$62K0.0%2026-Q2
HARBOUR INVESTMENTS, INC. added689$52K0.0%2026-Q2
BANK OF MONTREAL /CAN/ new800$45K0.0%2026-Q2
FIFTH THIRD BANCORP400$30K0.0%2026-Q2
CONSULTIVA WEALTH MANAGEMENT, CORP.300$23K0.0%2026-Q2
Parallel Advisors, LLC trimmed205$15K0.0%2026-Q2
HOLLENCREST CAPITAL MANAGEMENT200$15K0.0%2026-Q2
Copia Wealth Management184$14K0.0%2026-Q2
TOTH FINANCIAL ADVISORY CORP130$10K0.0%2026-Q2
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. trimmed110$8K0.0%2026-Q2
JONES FINANCIAL COMPANIES LLLP new100$7K0.0%2026-Q2
Atlantic Union Bankshares Corp new89$7K0.0%2026-Q2
EverSource Wealth Advisors, LLC trimmed85$6K0.0%2026-Q2
Boreal Capital Management LLC80$6K0.0%2026-Q2
CoreCap Advisors, LLC63$5K0.0%2026-Q2
Main Street Group, LTD58$4K0.0%2026-Q2
AMERIFLEX GROUP, INC.26$2K0.0%2026-Q2
Signature Resources Capital Management, LLC21$2K0.0%2026-Q2
CITIGROUP INC new3$2250.0%2026-Q2
WELLS FARGO & COMPANY/MN added2$1460.0%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added869,747$44M21.0%2025-Q4 stale (2 quarters behind)
Tidal Investments LLC new154,248$7M3.3%2025-Q4 stale (2 quarters behind)
Sollinda Capital Management LLC new436,625$20M9.3%2025-Q3 stale (3 quarters behind)
ELEVATUS WELATH MANAGEMENT trimmed198,275$9M4.2%2025-Q3 stale (3 quarters behind)
PEREGRINE INVESTMENT MANAGEMENT INC new300,000$10M4.8%2025-Q2 stale (4 quarters behind)
Squarepoint Ops LLC trimmed200,466$7M3.2%2025-Q2 stale (4 quarters behind)

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.

HoldersTotal shares

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.

Learn how to read institutional ownership