Dir DLY SP 500 BR 1X ETF-UsiSPDNETF
13F holders, Q1 2025 (March 31)60holders +17
29new positions
11sold out
2famous investors
$11.59avg. 13F price*
At the end of Q1 2025, 60 institutions reported holding Dir DLY SP 500 BR 1X ETF-Usi (SPDN) in their 13F filings, up 17 from Q4 2024. 29 opened new positions and 11 sold out. The largest holders were Leuthold Group, LLC ($22.0M), Envestnet Asset Management Inc. ($16.6M) and TTP Investments, Inc. ($13.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dir DLY SP 500 BR 1X ETF-Usi
- Filed as
- DIREXION SHS ETF TR (Q1 2025)
- CUSIP
- 25460E869
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $57.7M |
| Exits | 11 | $27.2M |
All 13F filers, Q4 2024 → Q1 2025: 6,965,275 shares bought and 2,961,681 shares sold, net +4,003,594 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Leuthold Group, LLC | 2.86% | Add +32.4% | 1,899,136 | $22.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +431.2% | 1,434,041 | $16.6M |
| TTP Investments, Inc. | 5.59% | New | 1,144,065 | $13.3M |
| Legacy Capital Wealth Partners, LLC | 2.90% | New | 1,017,329 | $11.8M |
| One Plus One Wealth Management, LLC | 6.06% | Add +21.9% | 959,992 | $11.1M |
| Moulton Wealth Management, Inc. | 4.02% | New | 455,097 | $5.3M |
| PVG Asset Management Corp. | 17.75% | New | 351,871 | $4.1M |
| Virtu Financial LLC | 0.20% | New | 312,877 | $3.6M |
| LPL Financial LLC | 0.00% | New | 280,413 | $3.2M |
| Shepherd Kaplan Krochuk, LLC | 2.65% | Add +0.0% | 266,595 | $3.1M |
| Belpointe Asset Management LLC | 0.15% | Add +45.9% | 256,546 | $3.0M |
| NewEdge Advisors, LLC | 0.02% | New | 229,024 | $2.7M |
| Quadrature Capital Ltd | 0.05% | New | 200,306 | $2.3M |
| Advisory Services Network, LLC | 0.04% | Reduce -1.6% | 158,312 | $1.8M |
| Renaissance Technologies | 0.00% | New | 151,900 | $1.8M |
| Citadel Advisors | 0.00% | Reduce -30.2% | 145,296 | $1.7M |
| Rockport Wealth LLC | 0.51% | New | 124,947 | $1.4M |
| RIA Advisory Group LLC | 0.43% | New | 114,990 | $1.3M |
| Axxcess Wealth Management, LLC | 0.03% | Add +38.2% | 106,400 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -18.7% | 88,650 | $1.0M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +96.2% | 83,197 | $964K |
| Allred Capital Management, LLC | 0.36% | New | 78,220 | $907K |
| Moors & Cabot, Inc. | 0.04% | New | 70,990 | $823K |
| IMC-Chicago, LLC | 0.03% | New | 66,001 | $765K |
| Maltin Wealth Management, Inc. | 0.34% | Add +34.8% | 62,223 | $721K |
| Harmony Asset Management LLC | 0.29% | New | 60,001 | $695K |
| Cushing Capital Partners, LLC | 0.47% | New | 44,717 | $522K |
| Nvwm, LLC | 0.14% | New | 44,600 | $517K |
| Susquehanna International Group, LLP | 0.00% | New | 43,854 | $508K |
| Atria Investments, Inc | 0.01% | New | 39,454 | $457K |
| Two Sigma Securities, LLC | 0.06% | Reduce -66.9% | 36,002 | $417K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | New | 34,641 | $404K |
| Choreo, LLC | 0.01% | Reduce -56.5% | 33,457 | $390K |
| Verus Capital Partners, LLC | 0.04% | New | 30,455 | $353K |
| Aspiriant, LLC | 0.01% | No change | 29,790 | $345K |
| Resonant Capital Advisors, LLC | 0.02% | Add +33.2% | 28,403 | $331K |
| NovaPoint Capital, LLC | 0.10% | New | 27,376 | $317K |
| Oxinas Partners, LLC | 0.18% | New | 26,109 | $303K |
| 4WEALTH Advisors, Inc. | 0.33% | New | 25,961 | $301K |
| Captrust Financial Advisors | 0.00% | Add +1.2% | 20,351 | $236K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -56.5% | 20,000 | $233K |
| SwitchPoint Financial Planning, LLC | 0.21% | No change | 19,354 | $224K |
| Townsquare Capital LLC | 0.00% | Reduce -10.8% | 16,159 | $187K |
| Focus Partners Wealth | 0.00% | Reduce -25.7% | 13,996 | $162K |
| Allium Financial Advisors, LLC | 0.11% | — | 10,716 | $124K |
| SBI Securities Co., Ltd. | 0.00% | Add +414.6% | 4,472 | $52K |
| ORG Partners LLC | 0.01% | Reduce -97.2% | 3,631 | $42K |
| Headlands Technologies LLC | 0.00% | Add +55.4% | 3,558 | $41K |
| Belmont Capital, LLC | 0.01% | New | 3,243 | $38K |
| UBS Group AG | 0.00% | Add +2886.0% | 2,777 | $32K |
| Simplex Trading, LLC | 0.00% | New | 1,100 | $12K |
| Spire Wealth Management | 0.00% | No change | 929 | $11K |
| Qube Research & Technologies Ltd | 0.00% | Add +270.5% | 715 | $8K |
| Morgan Stanley | 0.00% | Add +5392.3% | 714 | $8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 420 | $5K |
| Darwin Wealth Management, LLC | 0.00% | No change | 350 | $4K |
| Osaic Holdings, Inc. | 0.00% | New | 225 | $3K |
| AllSquare Wealth Management LLC | 0.00% | No change | 100 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | New | 20 | $232 |
| Wells Fargo & Company | 0.00% | Reduce -50.0% | 1 | $8 |
"% of holder's portfolio" is SPDN's weight in each manager's 13F, not the share of Dir DLY SP 500 BR 1X ETF-Usi the manager owns.