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Who owns HCMTWhat HCMT owns — n/a

Who owns Direxion HCM Tactical Enhanced US ETF?

Institutional ownership of HCMT from SEC Form 13F filings across 29 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

29

13F holders

$376.0M

value, 2026 filers

55.9%

of shares outstanding (9.0M sh)

8

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of HCMT's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Howard Capital Management, LLC7.3M$304.6M3.6%45.2%-23.9%
2LPL Financial LLC445,233$18.7M0.0%2.8%+16.3%
3NewEdge Advisors, LLC265,483$11.1M0.0%1.7%+13.6%
4Arete Wealth Advisors, LLC240,842$10.1M0.3%1.5%+81.7%
5ENVESTNET ASSET MANAGEMENT INC197,544$8.3M0.0%1.2%+1.2%
6Foundations Investment Advisors, LLC187,396$7.9M0.1%1.2%+1.8%
7Delta Investment Management, LLC107,739$4.5M0.7%0.7%-4.0%
8Bison Wealth, LLC40,336$1.7M0.2%0.3%+6.9%
9WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNEW36,057$1.5M0.0%0.2%new
10Vise Technologies, Inc.NEW35,420$1.5M0.0%0.2%new
11Orion Porfolio Solutions, LLC20,769$871,0520.0%0.1%-98.1%
12Cambridge Investment Research Advisors, Inc.19,145$8030.0%0.1%-22.8%
13J.W. COLE ADVISORS, INC.NEW15,862$665,2440.0%0.1%new
14JANE STREET GROUP, LLC13,894$582,7140.0%0.1%+67.7%
15IFP Advisors, Inc11,871$497,8700.0%0.1%-1.1%
16VestGen Advisors, LLC11,382$477,3610.0%0.1%0.0%
17Atria Investments, Inc11,273$472,7940.0%0.1%-39.7%
18COMMONWEALTH EQUITY SERVICES, LLC9,823$411,9700.0%0.1%+13.2%
19RAYMOND JAMES FINANCIAL INCNEW9,423$395,2010.0%0.1%new
20TRUIST FINANCIAL CORP9,139$383,2900.0%0.1%0.0%
21Summit Financial, LLC7,947$333,3170.0%0%-4.7%
22World Investment Advisors7,642$319,8710.0%0%-3.5%
23AXXCESS WEALTH MANAGEMENT, LLCNEW5,893$247,1520.0%0%new
24MORGAN STANLEYNEW5,821$244,1330.0%0%new
25OSAIC HOLDINGS, INC.3,605$151,1860.0%0%-63.6%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.