SOXL DIREXION SHARES ETF TRUST
FollowDAI SEM BUL ETF (fund)
Filings received so far for Q3 2026: 9 13F filers report a position in SOXL shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Timothy G. Youngquist 2020 Irrevocable … | 109,740 | $16.2M | 3.22% | 0 | 13F-HRTimeline |
| Client First Investment Management LLC | 32,643 | $4.83M | 2.3% | +17,621 | 13F-HRTimeline |
| PRIVATE CLIENT SERVICES, LLC | 10,324 | $1.53M | 0.41% | +2,393 | 13F-HRTimeline |
| Kaizen Financial Strategies | 6,429 | $951K | 0.37% | -1,161 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 5,782 | $855K | 0.01% | +2,774 | 13F-HRTimeline |
| Clay Northam Wealth Management, LLC | 4,715 | $697K | 0.33% | +300 | 13F-HRTimeline |
| WEALTH ENHANCEMENT ADVISORY SERVICES, L… | 3,661 | $522K | <0.01% | +147 | 13F-HRTimeline |
| TOTH FINANCIAL ADVISORY CORP | 2,420 | $358K | 0.04% | -65 | 13F-HRTimeline |
| Berbice Capital Management LLC | 60 | $8.87K | <0.01% | new | 13F-HRTimeline |