UBOT — DIREXION SHARES ETF TRUST
As of Q2 2026, 2 SEC-registered investment managers reported holding UBOT (DIREXION SHARES ETF TRUST) in their latest 13F filings, with a combined reported value of $226.12K across 8.70K shares. That is -28.1% by share count (-3.40K shares) versus the previous quarter, while reported value moved -9.9%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 8.70K | $226.08K | 0.00% | Reduce |
| Morgan Stanley history | 1 | $46 | 0.00% | Hold |
Q1 2026 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 12.10K | $250.83K | 0.00% | Add |
| Morgan Stanley history | 1 | $37 | 0.00% | Hold |
Q4 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 8.50K | $217.43K | 0.00% | New |
| Morgan Stanley history | 1 | $48 | 0.00% | Reduce |
Q3 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 1.79K | $44.74K | 0.00% | Add |
| Morgan Stanley history | 2 | $71 | 0.00% | Reduce |
Q2 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 540 | $11.83K | 0.00% | Reduce |
| Morgan Stanley history | 95 | $2.10K | 0.00% | Reduce |
Q1 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 1.15K | $20.06K | 0.00% | New |
| Morgan Stanley history | 225 | $3.95K | 0.00% | Add |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 5 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Citadel Advisors | 8.70K | 12.10K | 8.50K | — | — | — | — | — | — | — | — | — | — | — | 30.95K | 27.21K | 15.40K | 18.49K | — | — |
| Morgan Stanley | 1 | 1 | 1 | 2 | 95 | 225 | 177 | 259 | 177 | 178 | 178 | 177 | 176 | 176 | 176 | 176 | 176 | 176 | 176 | 176 |
| UBS Group AG | — | — | — | 1.79K | 540 | 1.15K | — | 1.52K | 1.52K | 96 | — | 2.19K | 780 | 1.88K | 3.77K | 468 | 20 | 1.95K | 500 | 686 |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1 | — |
| PNC Financial Services | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.00K | 1.00K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details