DOSSIER · 13F Holders · Q1 2026
HCMT

DIREXION SHS ETF TR

40 institutions still hold DIREXION SHS ETF TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25461A726·40 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$537M
visible holders
Holders
40
filers reporting
Concentration
48.35%
Howard Capital Management Inc. #1
top holder share
AI Holders Summary · Q1 2026

40 institutions reported HCMT in Q1 2026. Howard Capital Management Inc. leads at 48.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Howard Capital Management Inc.
CIK 0001733173
$260M9.5M4.25%Q1 2026
02
Orion Portfolio Solutions, LLC
CIK 0001802647
$112M3.4M0.55%Q1 2025
03
Discipline Wealth Solutions, LLC
CIK 0002010507
$50M1.2M4.40%Q2 2026
04
Orion Porfolio Solutions, LLC
CIK 0001360533
$38M1.1M0.32%Q1 2026
05
Wealth Watch Advisors, INC
CIK 0002040515
$14M392K5.78%Q1 2026
06
LPL Financial LLC
CIK 0001403438
$13M383K0.00%Q1 2026
07
NewEdge Advisors, LLC
CIK 0001633516
$8M234K0.03%Q1 2026
08
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M195K0.00%Q1 2026
09
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$6M184K0.08%Q1 2026
10
WealthTrak Capital Management LLC
CIK 0002052710
$5M153K3.85%Q1 2026
11
Arete Wealth Advisors, LLC
CIK 0001600151
$5M133K0.35%Q1 2026
12
Delta Investment Management, LLC
CIK 0001757043
$4M112K0.71%Q1 2026
13
CPR Investments Inc.
CIK 0001775053
$4M87K2.80%Q2 2026
14
Aegis Wealth Management, Inc.
CIK 0002096565
$3M67K1.82%Q2 2026
15
Bison Wealth, LLC
CIK 0001845251
$2M40K0.15%Q2 2026
16
CROSSPOINT FINANCIAL, LLC
CIK 0001927769
$2M44K3.90%Q1 2026
17
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$1M36K0.00%Q2 2026
18
GTS SECURITIES LLC
CIK 0001452765· Market maker
$1M38K0.05%Q1 2026
19
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$873K25K0.00%Q1 2026
20
J.W. COLE ADVISORS, INC.
CIK 0001404763
$665K16K0.01%Q2 2026
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