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, LLC | History | Reduced | 7,256,177 | 309,475 | 3.74% | 3.63% | 1 | -7,512 | -0.1% | Q3 2026 | Oct 15, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 995,902 | 42,475 | 3.69% | 4.4% | 2 | -207,101 | -17.22% | Q3 2026 | Oct 14, 2026 |
| LPL Financial LLC | History | No change | 445,233 | 18,673 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealth Watch Advisors, INC | History | No change | 390,601 | 16,381 | 5.32% | 5.32% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 265,483 | 11,134 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 197,544 | 8,284 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 187,396 | 7,859 | 0.08% | 0.08% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthTrak Capital Management LLC | History | No change | 154,777 | 6,491 | 4.27% | 4.27% | 8 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 119,649 | 5,018 | 0.33% | 0.33% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | New | 114,503 | 4,883 | 0.51% | — | 10 | +114,503 | New | Q3 2026 | Oct 28, 2026 |
| Delta Investment Management, LLC | History | No change | 107,739 | 4,518 | 0.74% | 0.74% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CPR Investments Inc. | History | Reduced | 81,717 | 3,485 | 2.59% | 2.8% | 12 | -5,139 | -5.92% | Q3 2026 | Oct 26, 2026 |
| Aegis Wealth Management, Inc. | History | Added to | 67,431 | 2,875 | 1.7% | 1.82% | 13 | +54 | 0.08% | Q3 2026 | Oct 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 44,795 | 1,951 | 0.0% | 0.0% | 14 | +8,738 | 24.23% | Q3 2026 | Oct 13, 2026 |
| Bison Wealth, LLC | History | Added to | 43,675 | 1,902 | 0.16% | 0.15% | 15 | +3,339 | 8.28% | Q3 2026 | Oct 13, 2026 |
| Vise Technologies, Inc. | History | Reduced | 26,248 | 1,119 | 0.01% | 0.02% | 16 | -9,172 | -25.89% | Q3 2026 | Oct 28, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | Reduced | 24,559 | 1,047 | 2.07% | 3.43% | 17 | -11,220 | -31.36% | Q3 2026 | Nov 03, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 20,769 | 871 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 17,471 | 745 | 0.0% | — | 19 | +17,471 | New | Q3 2026 | Nov 02, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 16,150 | 712 | 0.16% | 0.15% | 20 | -278 | -1.69% | Q3 2026 | Oct 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 15,862 | 665 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JANE STREET GROUP, LLC | History | No change | 13,894 | 582 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 12,738 | 543 | 0.13% | 0.14% | 23 | -816 | -6.02% | Q3 2026 | Oct 29, 2026 |
| IFP Advisors, Inc | History | No change | 11,871 | 506 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| VestGen Investment Management | History | No change | 11,298 | 473 | 0.25% | 0.25% | 25 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Atria Investments, Inc | History | Reduced | 10,755 | 458 | 0.0% | 0.0% | 26 | -518 | -4.6% | Q3 2026 | Oct 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 10,012 | 426 | 0.0% | 0.0% | 27 | +189 | 1.92% | Q3 2026 | Nov 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 9,423 | 395 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 9,139 | 389 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Summit Financial, LLC | History | No change | 7,947 | 333 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| World Investment Advisors | History | No change | 7,642 | 319 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 6,970 | 297 | 0.07% | 0.08% | 32 | +2 | 0.03% | Q3 2026 | Oct 20, 2026 |
| Ullmann Wealth Partners Group, LLC | History | New | 6,227 | 265 | 0.02% | — | 33 | +6,227 | New | Q3 2026 | Nov 02, 2026 |
| MORGAN STANLEY | History | No change | 5,821 | 244 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,605 | 151 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 12,501 | 61 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,112 | 45 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 788 | 33 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | No change | 584 | 24 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rossby Financial, LCC | History | No change | 325 | 13 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,382 | -100.0% | Q3 2026 | Oct 27, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,893 | -100.0% | Q3 2026 | Oct 21, 2026 |