DaveManuel.com · Institutional Ownership · Who Owns It
DIREXION SHARES ETF TRUST (HCMT)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
40
Reporting holders
$455.1M
Reported value
0.0%
Calls
0.0%
Puts
+4
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Howard Capital Management, LLC | $304.6M | 7,263,689 | 3.63% | 13q | -23.9%-$95.8M |
| Discipline Wealth Solutions, LLC | $50.5M | 1,203,003 | 4.40% | 8q | +13.7%+$6.1M |
| LPL Financial LLC | $18.7M | 445,233 | 0.00% | 6q | +16.3%+$2.6M |
| Wealth Watch Advisors, INC | $16.4M | 390,601 | 5.32% | 7q | HELD |
| NewEdge Advisors, LLC | $11.1M | 265,483 | 0.03% | 3q | +13.6%+$1.3M |
| ENVESTNET ASSET MANAGEMENT INC | $8.3M | 197,544 | 0.00% | 13q | +1.2%+$101.2K |
| Foundations Investment Advisors, LLC | $7.9M | 187,396 | 0.08% | 13q | +1.8%+$137.1K |
| WealthTrak Capital Management LLC | $6.5M | 154,777 | 4.27% | 7q | +1.0%+$64.6K |
| Arete Wealth Advisors, LLC | $5.0M | 119,649 | 0.33% | 9q | -9.8%-$542.3K |
| Delta Investment Management, LLC | $4.5M | 107,739 | 0.74% | 11q | -4.0%-$186.3K |
| CPR Investments Inc. | $3.6M | 86,856 | 2.80% | 13q | -9.1%-$364.4K |
| Aegis Wealth Management, Inc. | $2.8M | 67,377 | 1.82% | 3q | +2.5%+$68.9K |
| Bison Wealth, LLC | $1.7M | 40,336 | 0.15% | 3q | +6.9%+$107.3K |
| CROSSPOINT FINANCIAL, LLC | $1.5M | 35,779 | 3.44% | 6q | -19.0%-$351.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M | 36,057 | 0.00% | new | NEW |
| Vise Technologies, Inc. | $1.5M | 35,420 | 0.02% | new | NEW |
| Orion Porfolio Solutions, LLC | $871.1K | 20,769 | 0.01% | 13q | -98.1%-$44.3M |
| Cambridge Investment Research Advisors, Inc. | $803.0K | 19,145 | 0.00% | 11q | -22.8%-$237.4K |
| Global Assets Advisory, LLC | $679.3K | 16,428 | 0.15% | new | NEW |
| J.W. COLE ADVISORS, INC. | $665.2K | 15,862 | 0.01% | new | NEW |
| JANE STREET GROUP, LLC | $582.7K | 13,894 | 0.00% | 2q | +67.7%+$235.2K |
| TUCKER ASSET MANAGEMENT LLC | $568.5K | 13,554 | 0.14% | new | NEW |
| IFP Advisors, Inc | $497.9K | 11,871 | 0.01% | 13q | -1.1%-$5.5K |
| VestGen Advisors, LLC | $477.4K | 11,382 | 0.01% | 2q | HELD |
| VestGen Investment Management | $473.8K | 11,298 | 0.25% | 5q | -6.0%-$30.1K |
| Atria Investments, Inc | $472.8K | 11,273 | 0.00% | 9q | -39.7%-$311.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $412.0K | 9,823 | 0.00% | 6q | +13.2%+$48.0K |
| RAYMOND JAMES FINANCIAL INC | $395.2K | 9,423 | 0.00% | new | NEW |
| TRUIST FINANCIAL CORP | $383.3K | 9,139 | 0.00% | 4q | HELD |
| Summit Financial, LLC | $333.3K | 7,947 | 0.00% | 4q | -4.7%-$16.5K |
| World Investment Advisors | $319.9K | 7,642 | 0.01% | 3q | -3.5%-$11.7K |
| Lifestyle Asset Management, Inc. | $292.2K | 6,968 | 0.08% | 12q | -6.0%-$18.8K |
| AXXCESS WEALTH MANAGEMENT, LLC | $247.2K | 5,893 | 0.00% | new | NEW |
| MORGAN STANLEY | $244.1K | 5,821 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $151.2K | 3,605 | 0.00% | 6q | -63.6%-$264.2K |
| Coppell Advisory Solutions LLC | $61.9K | 12,501 | 0.01% | new | NEW |
| Smartleaf Asset Management LLC | $45.3K | 1,112 | 0.00% | 2q | HELD |
| BROWN BROTHERS HARRIMAN & CO | $33.0K | 788 | 0.00% | 2q | HELD |
| BlackRock, Inc. | $24.5K | 584 | 0.00% | new | NEW |
| Rossby Financial, LCC | $13.6K | 325 | 0.00% | 5q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 13 | $370.7M | 8,688,932 | 1 | 2 | 6 | 0.0% |
| Q2 2026 | 40 | $455.1M | 10,863,986 | 10 | 10 | 14 | 0.0% |
| Q1 2026 | 36 | $413.7M | 13,920,460 | 6 | 12 | 11 | 0.0% |
| Q4 2025 | 42 | $474.9M | 14,494,133 | 8 | 10 | 17 | 0.0% |
| Q3 2025 | 36 | $457.4M | 14,374,228 | 5 | 11 | 15 | 0.0% |
| Q2 2025 | 39 | $392.2M | 14,193,244 | 8 | 21 | 6 | 0.0% |
| Q1 2025 | 35 | $421.3M | 15,789,451 | 8 | 14 | 10 | 0.0% |
| Q4 2024 | 33 | $410.8M | 13,554,941 | 6 | 16 | 3 | 0.0% |
| Q3 2024 | 30 | $352.0M | 12,158,228 | 3 | 11 | 9 | 0.0% |
| Q2 2024 | 31 | $312.1M | 9,164,102 | 9 | 12 | 4 | 0.0% |
| Q1 2024 | 23 | $268.9M | 8,689,840 | 4 | 12 | 6 | 0.0% |
| Q4 2023 | 22 | $230.1M | 8,671,525 | 4 | 11 | 5 | 0.0% |
| Q3 2023 | 19 | $161.7M | 6,800,608 | 3 | 6 | 8 | 0.0% |
| Q2 2023 | 18 | $158.8M | 6,122,866 | 18 | 0 | 0 | 0.0% |