SOXL — Direxion Shares ETF Trust Institutional Holders · Q3 2026
Who owns Direxion Shares ETF Trust (SOXL)? 5 institutions reported holding $8.52M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Client First Investment Management LLC ($4.8M), Private Client Services, LLC ($1.5M), Kaizen Financial Strategies ($950,592).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Client First Investment Management LLC | $4.8M | 32,643 | Added |
| 2 | PRIVATE CLIENT SERVICES, LLC | $1.5M | 10,324 | Added |
| 3 | Kaizen Financial Strategies | $950,592 | 6,429 | Trimmed |
| 4 | Farther Finance Advisors, LLC | $854,933 | 5,782 | Added |
| 5 | TOTH FINANCIAL ADVISORY CORP | $357,824 | 2,420 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30