ETF Holders

Who owns MSOX?

Leveraged, inverse or options

AdvisorShares MSOS Daily Leveraged ETF · AdvisorShares

16 institutions reported holding MSOX, worth $2.5M, in Form 13F filings for June 30, 2026.

13F holders
16
Institutional value
$2.5M
Change from prior quarter
+60.2%
+$953K, with price moves
New and sold-out firms
7 / 8
2 added, 2 trimmed

Top 10 institutional holders of MSOX

FirmLocationValueSharesChange
Raffles Associates LPNew York, NY$1.3M391,494New position
Howard Financial Services, Ltd.Dallas, TX$402K120,000No change
Susquehanna International Group, LLPBala Cynwyd, PA$203K60,595−170,071 shares
StoneX Group Inc.New York, NY$135K37,155New position
Heritage Family Offices, LLPScottsdale, AZ$111K33,100No change
Pacific Excel Wealth Advisors, Inc.Walnut Creek, CA$111K33,100New position
UBS Group AGZurich, Switzerland$77K22,841+15,118 shares
Citadel Advisors LLCMiami, FL$44K13,214New position
Farringdon Capital, Ltd.London, United Kingdom$43K12,825New position
Beacon Pointe Advisors, LLCNewport Beach, CA$42K12,500No change
6 more firms

The full list comes with the Advisors and Institutions package.

Sign up to see them all

From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

Similar ETFs

Compare what they hold: MSOX vs AAPX, MSOX vs PANG, MSOX vs SPAL, MSOX vs NVTX.

Frequently asked questions

Who owns MSOX?

16 institutional managers reported holding MSOX in Form 13F filings for June 30, 2026, worth $2.5M in total. The largest reported position was held by Raffles Associates LP, at $1.3M.

Did institutions buy or sell MSOX last quarter?

Reported 13F value rose 60.2% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 8 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is MSOX ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.