13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
HCMT

DIREXION SHS ETF TR

41 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 25461A726·41 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.6%
vs prior quarter
13F value held
$522M
51.0% inst. owned
of float
Holders
41
+57 QoQ
filers reporting
Activity
+8 / −35
+1,007 added · −815 reduced
this quarter
Concentration
49.73%
Howard Capital Management Inc. #1
top holder share
AI Holders Summary · Q1 2026

41 institutions reported HCMT in Q1 2026. Howard Capital Management Inc. leads at 49.7% of the visible book. +57 net new institutions vs prior quarter — accumulation reading.

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 202602
Orion Portfolio Solutions, LLC
CIK 0001802647
$112M3.4M0.55%Q1 202503
Orion Porfolio Solutions, LLC
CIK 0001360533
$38M1.1M0.32%Q1 202604
Discipline Wealth Solutions, LLC
CIK 0002010507
$37M1.1M3.92%Q1 202605
Wealth Watch Advisors, INC
CIK 0002040515
$14M392K5.78%Q1 202606
LPL Financial LLC
CIK 0001403438
$13M383K0.00%Q1 202607
NewEdge Advisors, LLC
CIK 0001633516
$8M234K0.03%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M195K0.00%Q1 202609
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$6M184K0.08%Q1 202610
WealthTrak Capital Management LLC
CIK 0002052710
$5M153K3.85%Q1 202611
Arete Wealth Advisors, LLC
CIK 0001600151
$5M133K0.35%Q1 202612
Delta Investment Management, LLC
CIK 0001757043
$4M112K0.71%Q1 202613
CPR Investments Inc.
CIK 0001775053
$3M96K2.24%Q1 202614
Aegis Wealth Management, Inc.
CIK 0002096565
$2M66K1.82%Q1 202615
CROSSPOINT FINANCIAL, LLC
CIK 0001927769
$2M44K3.90%Q1 202616
Bison Wealth, LLC
CIK 0001845251
$2M38K0.15%Q1 202617
GTS SECURITIES LLC
CIK 0001452765· Market maker
$1M38K0.05%Q1 202618
Optivise Advisory Services LLC
CIK 0002042876
$873,12825K0.53%Q1 202619
RIA Advisory Group LLC
CIK 0001958384
$801,60321K0.19%Q4 202520
Atria Investments, Inc
CIK 0001535865
$657,77319K0.01%Q1 2026
Page 1 of 3
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