Basic Stats
| Institutional Owners | 13 total, 13 long only, 0 short only, 0 long/short - change of -14.29% MRQ |
| Average Portfolio Allocation | 0.0009 % - change of 27.03% MRQ |
| Institutional Shares (Long) | 71,257 (ex 13D/G) - change of -0.02MM shares -16.52% MRQ |
| Institutional Value (Long) | $ 986 USD ($1000) |
Institutional Ownership and Shareholders
Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2X Shares (MX:UBOT) has 13 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 71,257 shares. Largest shareholders include Virtu Financial LLC, Meridian Wealth Management, LLC, Susquehanna International Group, Llp, Advisor Group Holdings, Inc., SBI Securities Co., Ltd., Simplex Trading, Llc, Barclays Plc, Avion Wealth, UBS Group AG, and Harbour Investments, Inc. .
Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2X Shares (BMV:UBOT) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.
Fund Sentiment Score
The Fund Sentiment Score (fka Ownership Accumulation Score) finds the stocks that are being most bought by funds. It is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of institutional accumulation. The scoring model uses a combination of the total increase in disclosed owners, the changes in portfolio allocations in those owners and other metrics. The number ranges from 0 to 100, with higher numbers indicating a higher level of accumulation to its peers, and 50 being the average.
Update Frequency: Daily
See Ownership Explorer, which provides a list of highest-ranking companies.
13F and NPORT Filings
Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F/A | Avion Wealth | 1,220 | 32.90 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 100 | 0.00 | 2 | 100.00 | ||||
| 2025-05-06 | 13F | AE Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2,450 | 2.08 | 54 | 29.27 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 95 | -57.78 | 2 | -33.33 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 21,399 | -7.50 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 133 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 100 | 2 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 540 | -53.00 | 12 | -45.00 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 20,686 | 10.70 | 453 | 38.96 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 1,500 | 50.00 | 0 | |||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1,909 | 298.54 | 0 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1,915 | 169.72 | 42 | 241.67 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 19,210 | -16.96 | 421 | 4.22 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 |
Other Listings
| US:UBOT | $22.69 |
