Stock ownership · SEC 13F · Q3 2025

DIREXION DLY SM CAP BULL 3X

Who owns DIREXION DLY SM CAP BULL 3X (CUSIP 25459W847)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$2.0M
Reported value
2
Institutions
100%
Top-5 share

The verdict

As of Q3 2025, 2 institutions report $2.0M in DIREXION DLY SM CAP BULL 3X positions, ownership that is dominated by its top few institutional owners.

2
institutions hold it
$2.0M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 25459W847 · Q3 2025 $2M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-MID

  • VALUE-TRACE $2.0M
  • HOLDERS-FOCUS 2 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 2 new
  • BOOK-MID 5Q history

Read with: Ownership concentration guide - DIREXION DLY SM CAP BULL 3X's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Institutional ownership over time

The number of institutions reporting a DIREXION DLY SM CAP BULL 3X position has risen from 1 to 2 over the last 5 quarters of 13F filings.

0.511.522.533.5 Q3'24Q4'24Q1'25Q2'25Q3'25 2
Distinct 13F filers holding DIREXION DLY SM CAP BULL 3X, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Watts Gwilliam & Co., LLC 33,636 $1.5M 74.9%
2 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 11,269 $510K 25.1%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among DIREXION DLY SM CAP BULL 3X's reported holders for Q3 2025, by reported value:

Sole discretion (SOLE)
74.9%
Shared-defined discretion (DFND)
25.1%

Latest Quarter Activity · Q3 2025

New positions (2)

Watts Gwilliam & Co., LLC $1.5M
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $510K

Complete exits (3)

Squarepoint Ops LLC exited
Orion Porfolio Solutions, LLC exited
CENTAURUS FINANCIAL, INC. exited

Frequently Asked Questions

How many institutions hold DIREXION DLY SM CAP BULL 3X?▼
DIREXION DLY SM CAP BULL 3X is held by 2 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of DIREXION DLY SM CAP BULL 3X?▼
Institutions report $2.0M of DIREXION DLY SM CAP BULL 3X as of Q3 2025.
How concentrated is ownership of DIREXION DLY SM CAP BULL 3X?▼
The top five institutional holders account for 100% of the reported institutional value in DIREXION DLY SM CAP BULL 3X, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of DIREXION DLY SM CAP BULL 3X?▼
Watts Gwilliam & Co., LLC is the largest reported holder of DIREXION DLY SM CAP BULL 3X with $1.5M across 33,636 shares as of Q3 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.