Direxion Shares ETF Trust - HCMT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Reduced | 9,447,766 | 280,385 | 3.63% | 3.66% | 1 | -111,388 | -1.17% | Q4 2025 | Jan 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 2,257,598 | 87,052 | 0.64% | 0.66% | 2 | -9,361 | -0.41% | Q4 2025 | Feb 12, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 361,465 | 13,938 | 5.17% | 5.32% | 3 | +16,844 | 4.89% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 342,893 | 13,221 | 0.0% | 0.0% | 4 | +39,131 | 12.88% | Q4 2025 | Feb 11, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 263,367 | 10,155 | 1.88% | 2.42% | 5 | +18,810 | 7.69% | Q4 2025 | Jan 26, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 231,891 | 8,941 | 0.0% | 0.0% | 6 | +5,685 | 2.51% | Q4 2025 | Feb 10, 2026 |
| CPR Investments Inc. | History | Added to | 200,182 | 7,719 | 5.18% | 3.81% | 7 | +52,660 | 35.7% | Q4 2025 | Jan 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 192,325 | 7,416 | 0.1% | 0.12% | 8 | -19,768 | -9.32% | Q4 2025 | Feb 10, 2026 |
| Parsonex Advisory Services, Inc. | History | Reduced | 155,393 | 5,991 | 3.82% | 4.27% | 9 | -11,883 | -7.1% | Q4 2025 | Feb 12, 2026 |
| WealthTrak Capital Management LLC | History | Reduced | 150,025 | 5,784 | 4.14% | 4.85% | 10 | -7,277 | -4.63% | Q4 2025 | Feb 10, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 144,720 | 5,580 | 0.34% | 0.32% | 11 | +9,806 | 7.27% | Q4 2025 | Feb 13, 2026 |
| Delta Investment Management, LLC | History | Reduced | 113,365 | 4,371 | 0.76% | 0.81% | 12 | -7,707 | -6.37% | Q4 2025 | Jan 30, 2026 |
| NewEdge Advisors, LLC | History | New | 111,014 | 4,280 | 0.02% | — | 13 | +111,014 | New | Q4 2025 | Feb 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 94,841 | 3,657 | 0.01% | 0.01% | 14 | -730 | -0.76% | Q4 2025 | Feb 05, 2026 |
| Aegis Wealth Management, Inc. | History | New | 65,075 | 2,509 | 1.97% | — | 15 | +65,075 | New | Q4 2025 | Feb 05, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | Reduced | 44,156 | 1,702 | 4.01% | 4.14% | 16 | -798 | -1.78% | Q4 2025 | Feb 05, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 44,000 | 1,696 | 0.98% | 1.24% | 17 | -11,570 | -20.82% | Q4 2025 | Jan 12, 2026 |
| GTS SECURITIES LLC | History | Reduced | 37,848 | 1,459 | 0.05% | 0.06% | 18 | -7,091 | -15.78% | Q4 2025 | Feb 13, 2026 |
| Bison Wealth, LLC | History | New | 30,752 | 1,061 | 0.12% | — | 19 | +30,752 | New | Q4 2025 | Mar 24, 2026 |
| Geneos Wealth Management Inc. | History | New | 26,690 | 1,029 | 0.03% | — | 20 | +26,690 | New | Q4 2025 | Jan 28, 2026 |
| Atria Investments, Inc | History | Reduced | 26,179 | 1,009 | 0.01% | 0.01% | 21 | -1,685 | -6.05% | Q4 2025 | Feb 05, 2026 |
| RIA Advisory Group LLC | History | Added to | 20,788 | 801 | 0.19% | 0.18% | 22 | +1,771 | 9.31% | Q4 2025 | Feb 02, 2026 |
| Global Assets Advisory, LLC | History | Added to | 16,107 | 621 | 0.18% | 0.17% | 23 | +495 | 3.17% | Q4 2025 | Feb 09, 2026 |
| Coppell Advisory Solutions LLC | History | Reduced | 13,716 | 537 | 0.05% | 0.05% | 24 | -158 | -1.14% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 13,560 | 522 | 0.01% | 0.01% | 25 | -2,489 | -15.51% | Q4 2025 | Feb 11, 2026 |
| VestGen Investment Management | History | Reduced | 12,567 | 484 | 0.27% | 0.32% | 26 | -1,489 | -10.59% | Q4 2025 | Feb 18, 2026 |
| IFP Advisors, Inc | History | No change | 11,964 | 461 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 10,791 | 416 | 0.0% | — | 28 | +10,791 | New | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 9,139 | 352 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Summit Financial, LLC | History | Reduced | 8,679 | 334 | 0.0% | 0.01% | 30 | -1,892 | -17.9% | Q4 2025 | Feb 13, 2026 |
| Lifestyle Asset Management, Inc. | History | Reduced | 7,415 | 285 | 0.09% | 0.14% | 31 | -3,656 | -33.02% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 7,354 | 283 | 0.0% | 0.0% | 32 | -20 | -0.27% | Q4 2025 | Feb 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 5,877 | 226 | 0.0% | 0.0% | 33 | +344 | 6.22% | Q4 2025 | Feb 19, 2026 |
| World Investment Advisors | History | New | 5,802 | 223 | 0.0% | — | 34 | +5,802 | New | Q4 2025 | Mar 12, 2026 |
| MORGAN STANLEY | History | New | 2,828 | 109 | 0.0% | — | 35 | +2,828 | New | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,000 | 77 | 0.0% | — | 36 | +2,000 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,833 | 70 | 0.0% | 0.0% | 37 | +422 | 29.91% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | No change | 1,400 | 54 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Rossby Financial, LCC | History | No change | 325 | 12 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | New | 217 | 8 | 0.0% | — | 40 | +217 | New | Q4 2025 | Jan 21, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 212 | 8 | 0.0% | — | 41 | +212 | New | Q4 2025 | Feb 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -73,257 | -100.0% | Q3 2025 | Oct 29, 2025 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -5,673 | -100.0% | Q3 2025 | Oct 29, 2025 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -846 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CoreCap Advisors, LLC | History | Reduced | 14 | 0 | — | 0.0% | — | -234 | -94.35% | Q4 2025 | Jan 13, 2026 |