SEC 13F Intelligence

HCMTDIREXION SHARES ETF TRUST

CUSIP 25461A726 · Yahoo Finance ↗ · Google Finance ↗

Direxion Shares Etf Trust (HCMT) has 35 institutional holders in Filings Flow’s 13F database, together reporting 4.37M shares worth $154M as of Q1 2026. The largest reported holders are Orion Porfolio Solutions, LLC, Discipline Wealth Solutions, LLC, and Wealth Watch Advisors, Inc.

Institutional Holders
35
Q1 2026
Reported Value
$154M
Ticker
HCMT
Quarters Tracked
12

Ownership Trend

Institutional holders
Q2 ’23: 14Q2 ’23Q3 ’23: 17Q4 ’23: 21Q4 ’23Q1 ’24: 19Q2 ’24: 29Q2 ’24Q3 ’24: 26Q4 ’24: 29Q4 ’24Q1 ’25: 33Q2 ’25: 38Q2 ’25Q3 ’25: 32Q4 ’25: 40Q4 ’25Q1 ’26: 35filingsflow.com
Total reported value
Q2 ’23: $50MQ2 ’23Q3 ’23: $47MQ4 ’23: $72MQ4 ’23Q1 ’24: $70MQ2 ’24: $83MQ2 ’24Q3 ’24: $95MQ4 ’24: $116MQ4 ’24Q1 ’25: $181MQ2 ’25: $157MQ2 ’25Q3 ’25: $172MQ4 ’25: $194MQ4 ’25Q1 ’26: $154Mfilingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
Orion Porfolio Solutions, LLC$11.7B AUM0.32%$38M1.08MQ1 2026
Discipline Wealth Solutions, LLC$950M AUM3.92%$37M1.06MQ1 2026
Wealth Watch Advisors, INC$239M AUM5.78%$14M392.2KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$13M382.7KQ1 2026
NewEdge Advisors, LLC$27.7B AUM0.03%$8M233.6KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$7M195.1KQ1 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.08%$6M184.1KQ1 2026
Parsonex Advisory Services, Inc.$102M AUM4.27%$6M167.3KQ4 2025OLDER
WealthTrak Capital Management LLC$140M AUM3.85%$5M153.2KQ1 2026
Arete Wealth Advisors, LLC$1.3B AUM0.35%$5M132.6KQ1 2026
Delta Investment Management, LLC$559M AUM0.71%$4M112.2KQ1 2026
CPR Investments Inc.$150M AUM2.24%$3M95.5KQ1 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$3M73.3KQ3 2025OLDER
Aegis Wealth Management, Inc.$127M AUM1.82%$2M65.7KQ1 2026
CROSSPOINT FINANCIAL, LLC$40M AUM3.90%$2M44.2KQ1 2026
Bison Wealth, LLC$1.1B AUM0.15%$2M37.7KQ1 2026
GTS SECURITIES LLC$2.8B AUM0.05%$1M37.9KQ1 2026
Geneos Wealth Management Inc.$4.3B AUM0.03%$1M26.7KQ4 2025OLDER
Optivise Advisory Services LLC$165M AUM0.53%$873,12824.8KQ1 2026
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$873,00024.8KQ1 2026
RIA Advisory Group LLC$421M AUM0.19%$801,60320.8KQ4 2025OLDER
Atria Investments, Inc$8.9B AUM0.01%$657,77318.7KQ1 2026
Global Assets Advisory, LLC$349M AUM0.18%$621,08616.1KQ4 2025OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$597,06718.3KQ2 2025OLDER
Coppell Advisory Solutions LLC$170M AUM0.05%$537,05013.7KQ4 2025OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.01%$522,86713.6KQ4 2025OLDER
VestGen Advisors, LLC$3.8B AUM0.01%$451,52411.4KQ1 2026
Atria Wealth Solutions, Inc.$4.4B AUM0.01%$445,18213.6KQ2 2025OLDER
VestGen Investment Management$181M AUM0.23%$422,80812.0KQ1 2026
IFP Advisors, Inc$4.8B AUM0.01%$422,35012.0KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$416,10110.8KQ4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$348,5119.9KQ1 2026
TRUIST FINANCIAL CORP$74.2B AUM0.00%$321,6019.1KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$305,4208.7KQ1 2026
Summit Financial, LLC$7.8B AUM0.00%$293,5088.3KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$291,6208.3KQ1 2026
World Investment Advisors$6.2B AUM0.00%$278,7767.9KQ1 2026
Lifestyle Asset Management, Inc.$306M AUM0.09%$260,9697.4KQ1 2026
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.00%$226,6175.9KQ4 2025OLDER
PARTNERS WEALTH MANAGEMENT, LLC$97M AUM0.21%$212,6695.7KQ3 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$195,4806.0KQ2 2025OLDER
MORGAN STANLEY$1.66T AUM0.00%$109,0482.8KQ4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$77,0002.0KQ4 2025OLDER
CWM, LLC$38.1B AUM0.00%$70,3802.0KQ1 2026
Smartleaf Asset Management LLC$2.8B AUM0.00%$39,1421.1KQ1 2026
NFSG Corp$608M AUM0.01%$33,431950Q1 2026
UBS Group AG$666.3B AUM0.00%$32,164914Q1 2026
BlackRock, Inc.$5.72T AUM0.00%$31,698846Q3 2025OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$27,730788Q1 2026
Rossby Financial, LCC$489M AUM0.00%$11,447325Q1 2026
TUCKER ASSET MANAGEMENT LLC$343M AUM0.00%$8,175212Q4 2025OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$7,643217Q1 2026
Sunbelt Securities, Inc.$1.6B AUM0.00%$5,593155Q2 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$2,80286Q2 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$54014Q4 2025OLDER
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM$00Q2 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.