BRF
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B. Riley Financial’s Direxion Daily Small Cap Bear 3x ETF TZA Stock Holding History

B. Riley Financial’s Portfolio TZA Stock Details TZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.9M Buy
+50,000
New +$2.42M 0.44% 8
2022
Q1 		– Sell
-129,492
Closed -$35M – 53
2021
Q4 		$35M Buy
+129,492
New +$35.3M 3.94% 8

Other funds holding TZA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $510M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
HT
Headlands Technologies Chicago, Illinois $943M AUM 48.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

B. Riley Financial's TZA Position: Q2 2026 in Review

B. Riley Financial opened a new position in Direxion Daily Small Cap Bear 3x ETF (TZA) in Q2 2026: 50,000 shares worth $1.9M. The stake represents 0.44% of the portfolio and ranks #8 among its holdings. This is a return to the name: B. Riley Financial previously reported a position in TZA as recently as Q4 2021.

B. Riley Financial first reported a position in TZA in Q4 2021 and has held it in 2 quarters since. The position peaked at $35M in Q4 2021. 42 funds tracked by Wall St. Rank hold TZA as of Q2 2026.

  • B. Riley Financial held 50,000 shares of Direxion Daily Small Cap Bear 3x ETF worth $1.9M as of Q2 2026.
  • Direxion Daily Small Cap Bear 3x ETF was a new B. Riley Financial position in Q2 2026.
  • Direxion Daily Small Cap Bear 3x ETF made up 0.44% of B. Riley Financial's portfolio in Q2 2026, its #8 holding.
  • B. Riley Financial first reported a position in Direxion Daily Small Cap Bear 3x ETF in Q4 2021 and has held it in 2 quarters since.
  • B. Riley Financial's Direxion Daily Small Cap Bear 3x ETF position peaked at $35M in Q4 2021.
  • 42 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bear 3x ETF as of Q2 2026.

Based on B. Riley Financial's 13F filing for Q2 2026, filed 14 Aug 2026.