HCMT Institutional Ownership
Direxion HCM Tactical Enhanced US ETF
1W: +0.6%
1M: +7.0%
3M: +6.0%
YTD: +13.0%
1Y: +15.1%
3Y: +91.9%
$43.55
+0.65 (+1.52%)
Weekly Expected Move ±3.6%
$40
$42
$44
$45
$47
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — HCMT
46
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
455M
Total Invested
11
New Positions
10
Increased
20
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (53 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Howard Capital Management, LLC | 7,263,689 | $316M | -2,284,620 | -23.9% | 13Q | SEC ↗ |
| 2 | Discipline Wealth Solutions, LLC | 1,203,003 | $52M | +145,020 | +13.7% | 8Q | SEC ↗ |
| 3 | LPL Financial LLC | 445,233 | $19M | +62,518 | +16.3% | 6Q | SEC ↗ |
| 4 | Wealth Watch Advisors, INC | 390,601 | $17M | -1,647 | -0.4% | 7Q | SEC ↗ |
| 5 | NewEdge Advisors, LLC | 265,483 | $12M | +31,837 | +13.6% | 3Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 197,544 | $9M | +2,414 | +1.2% | 13Q | SEC ↗ |
| 7 | Foundations Investment Advisors, LLC | 187,396 | $8M | +3,269 | +1.8% | 13Q | SEC ↗ |
| 8 | WealthTrak Capital Management LLC | 154,777 | $7M | +1,540 | +1.0% | 7Q | SEC ↗ |
| 9 | Arete Wealth Advisors, LLC | 119,649 | $5M | -12,931 | -9.8% | 9Q | SEC ↗ |
| 10 | Delta Investment Management, LLC | 107,739 | $5M | -4,441 | -4.0% | 11Q | SEC ↗ |
| 11 | CPR Investments Inc. | 86,856 | $4M | -8,688 | -9.1% | 13Q | SEC ↗ |
| 12 | Aegis Wealth Management, Inc. | 67,377 | $3M | +1,643 | +2.5% | 3Q | SEC ↗ |
| 13 | Bison Wealth, LLC | 40,336 | $2M | +2,612 | +6.9% | 3Q | SEC ↗ |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 36,057 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 15 | CROSSPOINT FINANCIAL, LLC | 35,779 | $2M | -8,379 | -19.0% | 6Q | SEC ↗ |
| 16 | Vise Technologies, Inc. NEW | 35,420 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Orion Porfolio Solutions, LLC | 20,769 | $904K | -1,056,825 | -98.1% | 13Q | SEC ↗ |
| 18 | Cambridge Investment Research Advisors | 19,145 | $834K | -5,659 | -22.8% | 11Q | SEC ↗ |
| 19 | Global Assets Advisory, LLC NEW | 16,428 | $715K | — | +0.0% | 1Q | SEC ↗ |
| 20 | J.W. COLE ADVISORS, INC. NEW | 15,862 | $691K | — | +0.0% | 1Q | SEC ↗ |
| 21 | JANE STREET GROUP, LLC | 13,894 | $605K | +5,607 | +67.7% | 2Q | SEC ↗ |
| 22 | TUCKER ASSET MANAGEMENT LLC NEW | 13,554 | $590K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Coppell Advisory Solutions LLC NEW | 12,501 | $544K | — | +0.0% | 1Q | SEC ↗ |
| 24 | IFP Advisors, Inc | 11,871 | $517K | -131 | -1.1% | 13Q | SEC ↗ |
| 25 | VestGen Advisors, LLC | 11,382 | $496K | — | +0.0% | 2Q | SEC ↗ |
| 26 | VestGen Investment Management | 11,298 | $492K | -717 | -6.0% | 5Q | SEC ↗ |
| 27 | Atria Investments, Inc | 11,273 | $491K | -7,419 | -39.7% | 9Q | SEC ↗ |
| 28 | COMMONWEALTH EQUITY SERVICES, LLC | 9,823 | $428K | +1,144 | +13.2% | 6Q | SEC ↗ |
| 29 | RAYMOND JAMES FINANCIAL INC NEW | 9,423 | $410K | — | +0.0% | 1Q | SEC ↗ |
| 30 | TRUIST FINANCIAL CORP | 9,139 | $398K | — | +0.0% | 4Q | SEC ↗ |
| 31 | Summit Financial, LLC | 7,947 | $346K | -394 | -4.7% | 4Q | SEC ↗ |
| 32 | World Investment Advisors | 7,642 | $333K | -280 | -3.5% | 3Q | SEC ↗ |
| 33 | Lifestyle Asset Management, Inc. | 6,968 | $303K | -448 | -6.0% | 12Q | SEC ↗ |
| 34 | AXXCESS WEALTH MANAGEMENT, LLC NEW | 5,893 | $257K | — | +0.0% | 1Q | SEC ↗ |
| 35 | MORGAN STANLEY NEW | 5,821 | $254K | — | +0.0% | 1Q | SEC ↗ |
| 36 | OSAIC HOLDINGS, INC. | 3,605 | $157K | -6,299 | -63.6% | 13Q | SEC ↗ |
| 37 | CWM, LLC | 2,000 | $87K | +600 | +42.9% | 5Q | SEC ↗ |
| 38 | Smartleaf Asset Management LLC | 1,112 | $48K | — | +0.0% | 2Q | SEC ↗ |
| 39 | BROWN BROTHERS HARRIMAN & CO | 788 | $34K | — | +0.0% | 2Q | SEC ↗ |
| 40 | Integrated Wealth Concepts LLC NEW | 623 | $27K | — | +0.0% | 1Q | SEC ↗ |
| 41 | BlackRock, Inc. NEW | 584 | $25K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Rossby Financial, LCC | 325 | $14K | — | +0.0% | 5Q | SEC ↗ |
| 43 | CoreCap Advisors, LLC | 0 | $0K | -14 | -100.0% | 4Q | SEC ↗ |
| 44 | NFSG Corp | 0 | $0K | -950 | -100.0% | 1Q | SEC ↗ |
| 45 | Geneos Wealth Management Inc. | 0 | $0K | -26,690 | -100.0% | 1Q | SEC ↗ |
| 46 | Optivise Advisory Services LLC | 0 | $0K | -24,812 | -100.0% | 4Q | SEC ↗ |
| 47 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -10,791 | -100.0% | 1Q | SEC ↗ |
| 48 | RIA Advisory Group LLC | 0 | $0K | -20,788 | -100.0% | 3Q | SEC ↗ |
| 49 | Sound Income Strategies, LLC | 0 | $0K | -217 | -100.0% | 2Q | SEC ↗ |
| 50 | GTS SECURITIES LLC | 0 | $0K | -37,850 | -100.0% | 6Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICE | 36,057 | $2M |
| Vise Technologies, Inc. | 35,420 | $2M |
| Global Assets Advisory, LLC | 16,428 | $715K |
| J.W. COLE ADVISORS, INC. | 15,862 | $691K |
| TUCKER ASSET MANAGEMENT LLC | 13,554 | $590K |
| Coppell Advisory Solutions LLC | 12,501 | $544K |
| RAYMOND JAMES FINANCIAL INC | 9,423 | $410K |
| AXXCESS WEALTH MANAGEMENT, LLC | 5,893 | $257K |
| MORGAN STANLEY | 5,821 | $254K |
| Integrated Wealth Concepts LLC | 623 | $27K |
| BlackRock, Inc. | 584 | $25K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Parsonex Advisory Services, Inc. | 155,393 | $7M |
| GTS SECURITIES LLC | 37,850 | $2M |
| Geneos Wealth Management Inc. | 26,690 | $1M |
| Optivise Advisory Services LLC | 24,812 | $1M |
| RIA Advisory Group LLC | 20,788 | $905K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 10,791 | $470K |
| ROYAL BANK OF CANADA | 2,000 | $87K |
| NFSG Corp | 950 | $41K |
| UBS Group AG | 914 | $40K |
| Sound Income Strategies, LLC | 217 | $9K |
| CoreCap Advisors, LLC | 14 | $1K |
Biggest Increases (11)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Discipline Wealth Solutions, LLC | +145,020 | +13.7% | 1,203,003 |
| LPL Financial LLC | +62,518 | +16.3% | 445,233 |
| NewEdge Advisors, LLC | +31,837 | +13.6% | 265,483 |
| JANE STREET GROUP, LLC | +5,607 | +67.7% | 13,894 |
| Foundations Investment Advisors, LL | +3,269 | +1.8% | 187,396 |
| Bison Wealth, LLC | +2,612 | +6.9% | 40,336 |
| ENVESTNET ASSET MANAGEMENT INC | +2,414 | +1.2% | 197,544 |
| Aegis Wealth Management, Inc. | +1,643 | +2.5% | 67,377 |
| WealthTrak Capital Management LLC | +1,540 | +1.0% | 154,777 |
| COMMONWEALTH EQUITY SERVICES, LLC | +1,144 | +13.2% | 9,823 |
| CWM, LLC | +600 | +42.9% | 2,000 |
Biggest Decreases (15)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Howard Capital Management, LLC | -2,284,620 | -23.9% | 7,263,689 |
| Orion Porfolio Solutions, LLC | -1,056,825 | -98.1% | 20,769 |
| Arete Wealth Advisors, LLC | -12,931 | -9.8% | 119,649 |
| CPR Investments Inc. | -8,688 | -9.1% | 86,856 |
| CROSSPOINT FINANCIAL, LLC | -8,379 | -19.0% | 35,779 |
| Atria Investments, Inc | -7,419 | -39.7% | 11,273 |
| OSAIC HOLDINGS, INC. | -6,299 | -63.6% | 3,605 |
| Cambridge Investment Research Advis | -5,659 | -22.8% | 19,145 |
| Delta Investment Management, LLC | -4,441 | -4.0% | 107,739 |
| Wealth Watch Advisors, INC | -1,647 | -0.4% | 390,601 |
| VestGen Investment Management | -717 | -6.0% | 11,298 |
| Lifestyle Asset Management, Inc. | -448 | -6.0% | 6,968 |
| Summit Financial, LLC | -394 | -4.7% | 7,947 |
| World Investment Advisors | -280 | -3.5% | 7,642 |
| IFP Advisors, Inc | -131 | -1.1% | 11,871 |