Direxion Shares ETF Trust - HCMT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Howard Capital Management Inc. | History | Added to | 9,548,309 | 259,614 | 4.25% | 3.63% | 1 | +100,543 | 1.06% | Q1 2026 | May 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 1,077,594 | 37,920 | 0.32% | 0.64% | 2 | -1,180,004 | -52.27% | Q1 2026 | May 13, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 1,057,983 | 37,230 | 3.92% | 1.88% | 3 | +794,616 | 301.71% | Q1 2026 | Apr 17, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 392,248 | 13,803 | 5.78% | 5.17% | 4 | +30,783 | 8.52% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 382,715 | 13,467 | 0.0% | 0.0% | 5 | +39,822 | 11.61% | Q1 2026 | May 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 233,646 | 8,222 | 0.03% | 0.02% | 6 | +122,632 | 110.47% | Q1 2026 | Jun 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 195,130 | 6,866 | 0.0% | 0.0% | 7 | -36,761 | -15.85% | Q1 2026 | May 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 184,127 | 6,479 | 0.08% | 0.1% | 8 | -8,198 | -4.26% | Q1 2026 | May 11, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 153,237 | 5,392 | 3.85% | 4.14% | 9 | +3,212 | 2.14% | Q1 2026 | May 12, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 132,580 | 4,665 | 0.35% | 0.34% | 10 | -12,140 | -8.39% | Q1 2026 | May 20, 2026 |
| Delta Investment Management, LLC | History | Reduced | 112,180 | 3,947 | 0.71% | 0.76% | 11 | -1,185 | -1.05% | Q1 2026 | May 12, 2026 |
| CPR Investments Inc. | History | Reduced | 95,544 | 3,362 | 2.24% | 5.18% | 12 | -104,638 | -52.27% | Q1 2026 | Apr 16, 2026 |
| Aegis Wealth Management, Inc. | History | Added to | 65,734 | 2,313 | 1.82% | 1.97% | 13 | +659 | 1.01% | Q1 2026 | Apr 20, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | Added to | 44,158 | 1,553 | 3.9% | 4.01% | 14 | +2 | 0.0% | Q1 2026 | May 13, 2026 |
| Bison Wealth, LLC | History | Added to | 37,724 | 1,513 | 0.15% | 0.12% | 15 | +6,972 | 22.67% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | Added to | 37,850 | 1,331 | 0.05% | 0.05% | 16 | +2 | 0.01% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 24,804 | 873 | 0.0% | 0.01% | 17 | -70,037 | -73.85% | Q1 2026 | Apr 30, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 24,812 | 873 | 0.53% | 0.98% | 18 | -19,188 | -43.61% | Q1 2026 | Apr 15, 2026 |
| Atria Investments, Inc | History | Reduced | 18,692 | 657 | 0.01% | 0.01% | 19 | -7,487 | -28.6% | Q1 2026 | May 05, 2026 |
| VestGen Advisors, LLC | History | New | 11,382 | 451 | 0.01% | — | 20 | +11,382 | New | Q1 2026 | May 14, 2026 |
| VestGen Investment Management | History | Reduced | 12,015 | 422 | 0.23% | 0.27% | 21 | -552 | -4.39% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Added to | 12,002 | 422 | 0.01% | 0.01% | 22 | +38 | 0.32% | Q1 2026 | Apr 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 9,904 | 348 | 0.0% | 0.0% | 23 | +8,071 | 440.32% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 9,139 | 321 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 8,679 | 305 | 0.0% | 0.0% | 25 | +1,325 | 18.02% | Q1 2026 | Apr 27, 2026 |
| Summit Financial, LLC | History | Reduced | 8,341 | 293 | 0.0% | 0.0% | 26 | -338 | -3.89% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 8,287 | 291 | 0.0% | — | 27 | +8,287 | New | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Added to | 7,922 | 278 | 0.0% | 0.0% | 28 | +2,120 | 36.54% | Q1 2026 | Apr 27, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 7,416 | 260 | 0.08% | 0.09% | 29 | +1 | 0.01% | Q1 2026 | Apr 10, 2026 |
| CWM, LLC | History | Added to | 2,000 | 70 | 0.0% | 0.0% | 30 | +600 | 42.86% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | New | 1,112 | 39 | 0.0% | — | 31 | +1,112 | New | Q1 2026 | May 15, 2026 |
| NFSG Corp | History | New | 950 | 33 | 0.01% | — | 32 | +950 | New | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | New | 914 | 32 | 0.0% | — | 33 | +914 | New | Q1 2026 | May 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 788 | 27 | 0.0% | — | 34 | +788 | New | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | No change | 325 | 11 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 212 | 8 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sound Income Strategies, LLC | History | No change | 217 | 7 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Parsonex Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 3.82% | — | -155,393 | -100.0% | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -26,690 | -100.0% | Q1 2026 | May 04, 2026 |
| RIA Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -20,788 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -16,107 | -100.0% | Q1 2026 | May 01, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -13,716 | -100.0% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -13,560 | -100.0% | Q1 2026 | Apr 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,791 | -100.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,877 | -100.0% | Q1 2026 | Apr 29, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -2,828 | -100.0% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q1 2026 | Apr 07, 2026 |