DIR DLY SP 500 BR 1X ETF-USI SPDN
$8.71
+0.2% 52w: $8.53 – $10.37
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data8.539.4510.37
Jun 20, 2025 Jul 2, 2026
Institutional holders
52
+6 QoQ
13F value
$137.5M
+37.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
0.1×
$139K calls / $948K puts
Institutional value by quarter
Number of holders
Who owns SPDN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LEUTHOLD GROUP, LLC | Other | 3.1M | $30.6M | 3.3% | +31.3% |
| Rockport Wealth LLC | Wealth advisor | 2.9M | $28.9M | 5.3% | +3.8% |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | Wealth advisor | 1.4M | $14.0M | 5.9% | +35.9% |
| CITADEL ADVISORS LLC | Multistrat pod | 996.5K | $9.9M | 0.0% | -16.4% |
| IMC-Chicago, LLC | Market maker | 974.3K | $9.7M | 0.1% | +306.9% |
| NewEdge Advisors, LLC | Diversified mechanical | 841.7K | $8.4M | 0.0% | +69.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 531.7K | $5.3M | 0.0% | +105.0% |
| LPL Financial LLC | Bank broker | 245.6K | $2.4M | 0.0% | +100.9% |
| Ascentis Independent Advisors | Other | 223.8K | $2.2M | 0.2% | New |
| AXXCESS WEALTH MANAGEMENT, LLC | Wealth advisor | 219.6K | $2.2M | 0.1% | +21.6% |
| January Capital Advisors LLC | Wealth advisor | 198.7K | $2.0M | 2.7% | — |
| Allred Capital Management, LLC | Other | 186.1K | $1.9M | 0.7% | +49.2% |
| Moors & Cabot, Inc. | Other | 166.7K | $1.7M | 0.1% | +793.5% |
| CHOREO, LLC | Wealth advisor | 154.5K | $1.5M | 0.0% | +6.3% |
| Cushing Capital Partners, LLC | Wealth advisor | 152.7K | $1.5M | 1.2% | +25.1% |
| XTX Topco Ltd | Market maker | 146.8K | $1.5M | 0.0% | New |
| VERUS CAPITAL PARTNERS, LLC | Other | 142.9K | $1.4M | 0.1% | +119.0% |
| Tidal Investments LLC | Diversified mechanical | 135.7K | $1.4M | 0.0% | +37.5% |
| SHEPHERD KAPLAN KROCHUK, LLC | Wealth advisor | 134.7K | $1.3M | 1.1% | -2.5% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 129.5K | $1.3M | 0.0% | New |
| Maltin Wealth Management, Inc. | Wealth advisor | 124.2K | $1.2M | 0.5% | +24.9% |
| Fortis Advisors, LLC | Wealth advisor | 102.3K | $1.0M | 0.5% | +0.5% |
| 4WEALTH ADVISORS, INC. | Wealth advisor | 80.7K | $826K | 0.7% | +80.8% |
| TWO SIGMA SECURITIES, LLC | Market maker | 58.2K | $579K | 0.1% | +69.7% |
| Resonant Capital Advisors, LLC | Wealth advisor | 51.5K | $512K | 0.0% | +28.2% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | Wealth advisor | 49.2K | $490K | 0.1% | +59.9% |
| Galvin, Gaustad & Stein, LLC | Wealth advisor | 47.9K | $477K | 0.0% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 42.2K | $420K | 0.0% | -28.9% |
| FLOW TRADERS U.S. LLC | Market maker | 37.4K | $372K | 0.0% | -23.9% |
| Mirae Asset Global Investments Co., Ltd. | Index provider | 35.9K | $357K | 0.0% | +14.0% |
| ASPIRIANT, LLC | Wealth advisor | 29.8K | $296K | 0.0% | Held |
| HARMONY ASSET MANAGEMENT LLC | Other | 26.7K | $266K | 0.1% | -79.6% |
| Lifeworks Advisors, LLC | Other | 24.5K | $243K | 0.0% | +55.2% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 20.6K | $205K | 0.0% | -0.4% |
| Belpointe Asset Management LLC | Wealth advisor | 20.1K | $200K | 0.0% | -2.1% |
| A. D. Beadell Investment Counsel, Inc. | Other | 20.0K | $199K | 0.1% | +60.0% |
| HBK Sorce Advisory LLC | Wealth advisor | 20.0K | $176K | 0.0% | New |
| Waverly Advisors, LLC | Wealth advisor | 13.7K | $136K | 0.0% | New |
| Cornerstone Wealth Management, LLC | Wealth advisor | 11.0K | $109K | 0.0% | New |
| Capstone Financial Advisors, Inc. | Wealth advisor | 10.5K | $105K | 0.0% | New |
| Strait & Sound Wealth Management LLC | Other | 10.0K | $100K | 0.0% | New |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 5.1K | $51K | 0.0% | Held |
| SBI Securities Co., Ltd. | Diversified mechanical | 3.5K | $35K | 0.0% | -22.2% |
| Advisory Services Network, LLC | Diversified mechanical | 3.4K | $34K | 0.0% | -91.0% |
| Qube Research & Technologies Ltd | Quant stat arb | 2.1K | $21K | 0.0% | -60.9% |
| Spire Wealth Management | Wealth advisor | 969 | $10K | 0.0% | +0.5% |
| SIMPLEX TRADING, LLC | Market maker | 829 | $8K | 0.0% | +523.3% |
| UBS Group AG | Bank broker | 201 | $2K | 0.0% | +20000.0% |
| Tower Research Capital LLC (TRC) | Market maker | 110 | $1K | 0.0% | +1000.0% |
| JPMORGAN CHASE & CO | Bank broker | 13 | $133 | 0.0% | -99.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.