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Direxion HCM Tactic US ETF (HCMT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Howard Capital Management, LLC
DECREASED
Shares7,256,177 from 7,263,689
Change-7,512 (0%)
Value$309.5M (+$4.8M)
Filed 2026-10-16
Discipline Wealth Solutions, LLC
DECREASED
Shares995,902 from 1,203,003
Change-207,101 (-17%)
Value$42.5M (-$8.0M)
Filed 2026-10-14
LPL Financial LLC
INCREASED
Shares450,787 from 445,233
Change+5,554 (+1%)
Value$19.2M (+$553.0K)
Filed 2026-11-06
Partners Wealth Management, LLC
NEW
Shares114,503
Change+114,503
Value$4.9M
Filed 2026-10-28
Arete Wealth Advisors, LLC
DECREASED
Shares109,976 from 119,649
Change-9,673 (-8%)
Value$4.7M (-$319.4K)
Filed 2026-11-09
Delta Investment Management, LLC
DECREASED
Shares106,203 from 107,739
Change-1,536 (-1%)
Value$4.5M (+$11.0K)
Filed 2026-11-09
CPR Investments Inc.
DECREASED
Shares81,717 from 86,856
Change-5,139 (-6%)
Value$3.5M (-$157.5K)
Filed 2026-10-26
Aegis Wealth Management, Inc.
INCREASED
Shares67,431 from 67,377
Change+54 (+0%)
Value$2.9M (+$50.1K)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares44,795 from 36,057
Change+8,738 (+24%)
Value$2.0M (+$457.1K)
Filed 2026-10-13
Bison Wealth, LLC
INCREASED
Shares43,675 from 40,336
Change+3,339 (+8%)
Value$1.9M (+$245.1K)
Filed 2026-10-13
Vise Technologies, Inc.
DECREASED
Shares26,248 from 35,420
Change-9,172 (-26%)
Value$1.1M (-$366.0K)
Filed 2026-10-29
Crosspoint Financial, LLC
DECREASED
Shares24,559 from 35,779
Change-11,220 (-31%)
Value$1.0M (-$453.1K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares17,471 from 19,145
Change-1,674 (-9%)
Value$745.0K (-$58.0K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
INCREASED
Shares16,501 from 15,862
Change+639 (+4%)
Value$703.8K (+$38.5K)
Filed 2026-11-05
Global Assets Advisory, LLC
DECREASED
Shares16,150 from 16,428
Change-278 (-2%)
Value$712.7K (+$33.4K)
Filed 2026-10-28
Tucker Asset Management LLC
DECREASED
Shares12,738 from 13,554
Change-816 (-6%)
Value$543.3K (-$25.2K)
Filed 2026-10-29
IFP Advisors, Inc
UNCHANGED
Shares11,871 from 11,871
Change0 (0%)
Value$506.3K (+$8.4K)
Filed 2026-10-16
Atria Investments, Inc
DECREASED
Shares10,755 from 11,273
Change-518 (-5%)
Value$458.7K (-$14.1K)
Filed 2026-10-15
Commonwealth Equity Services, LLC
INCREASED
Shares10,012 from 9,823
Change+189 (+2%)
Value$427.0K (+$15.0K)
Filed 2026-11-02
Truist Financial Corp
UNCHANGED
Shares9,139 from 9,139
Change0 (0%)
Value$389.8K (+$6.5K)
Filed 2026-10-30
Lifestyle Asset Management, Inc.
INCREASED
Shares6,970 from 6,968
Change+2 (+0%)
Value$297.3K (+$5.0K)
Filed 2026-10-20
Ullmann Wealth Partners Group, LLC
NEW
Shares6,227
Change+6,227
Value$265.6K
Filed 2026-11-02
Rossby Financial, LCC
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$13.9K (+$230)
Filed 2026-11-05
VestGen Advisors, LLC
CLOSED
Shares0 from 11,382
Change-11,382 (-100%)
Value$0 (-$477.4K)
Filed 2026-10-27
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 5,893
Change-5,893 (-100%)
Value$0 (-$247.2K)
Filed 2026-10-21
Wealth Watch Advisors, Inc
N/A
Shares— from 390,601
Change-390,601 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 265,483
Change-265,483 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 197,544
Change-197,544 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 187,396
Change-187,396 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 154,777
Change-154,777 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 20,769
Change-20,769 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 13,894
Change-13,894 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 12,501
Change-12,501 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 11,298
Change-11,298 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 9,423
Change-9,423 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 7,947
Change-7,947 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 7,642
Change-7,642 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,821
Change-5,821 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,605
Change-3,605 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,112
Change-1,112 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 788
Change-788 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 584
Change-584 (-100%)
Value—
Status
Howard Capital Management, LLC
DECREASED7,256,1777,263,689-7,5120%$304.6M$309.5M+$4.8M2026-10-16
Discipline Wealth Solutions, LLC
DECREASED995,9021,203,003-207,101-17%$50.5M$42.5M-$8.0M2026-10-14
LPL Financial LLC
INCREASED450,787445,233+5,554+1%$18.7M$19.2M+$553.0K2026-11-06
Partners Wealth Management, LLC
NEW114,503—+114,503——$4.9M—2026-10-28
Arete Wealth Advisors, LLC
DECREASED109,976119,649-9,673-8%$5.0M$4.7M-$319.4K2026-11-09
Delta Investment Management, LLC
DECREASED106,203107,739-1,536-1%$4.5M$4.5M+$11.0K2026-11-09
CPR Investments Inc.
DECREASED81,71786,856-5,139-6%$3.6M$3.5M-$157.5K2026-10-26
Aegis Wealth Management, Inc.
INCREASED67,43167,377+54+0%$2.8M$2.9M+$50.1K2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED44,79536,057+8,738+24%$1.5M$2.0M+$457.1K2026-10-13
Bison Wealth, LLC
INCREASED43,67540,336+3,339+8%$1.7M$1.9M+$245.1K2026-10-13
Vise Technologies, Inc.
DECREASED26,24835,420-9,172-26%$1.5M$1.1M-$366.0K2026-10-29
Crosspoint Financial, LLC
DECREASED24,55935,779-11,220-31%$1.5M$1.0M-$453.1K2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED17,47119,145-1,674-9%$803.0K$745.0K-$58.0K2026-11-02
J.W. Cole Advisors, Inc.
INCREASED16,50115,862+639+4%$665.2K$703.8K+$38.5K2026-11-05
Global Assets Advisory, LLC
DECREASED16,15016,428-278-2%$679.3K$712.7K+$33.4K2026-10-28
Tucker Asset Management LLC
DECREASED12,73813,554-816-6%$568.5K$543.3K-$25.2K2026-10-29
IFP Advisors, Inc
UNCHANGED11,87111,87100%$497.9K$506.3K+$8.4K2026-10-16
Atria Investments, Inc
DECREASED10,75511,273-518-5%$472.8K$458.7K-$14.1K2026-10-15
Commonwealth Equity Services, LLC
INCREASED10,0129,823+189+2%$412.0K$427.0K+$15.0K2026-11-02
Truist Financial Corp
UNCHANGED9,1399,13900%$383.3K$389.8K+$6.5K2026-10-30
Lifestyle Asset Management, Inc.
INCREASED6,9706,968+2+0%$292.2K$297.3K+$5.0K2026-10-20
Ullmann Wealth Partners Group, LLC
NEW6,227—+6,227——$265.6K—2026-11-02
Rossby Financial, LCC
UNCHANGED32532500%$13.6K$13.9K+$2302026-11-05
VestGen Advisors, LLC
CLOSED011,382-11,382-100%$477.4K$0-$477.4K2026-10-27
Axxcess Wealth Management, LLC
CLOSED05,893-5,893-100%$247.2K$0-$247.2K2026-10-21
Wealth Watch Advisors, Inc
N/A—390,601-390,601-100%$16.4M———
NewEdge Advisors, LLC
N/A—265,483-265,483-100%$11.1M———
Envestnet Asset Management Inc
N/A—197,544-197,544-100%$8.3M———
Foundations Investment Advisors, LLC
N/A—187,396-187,396-100%$7.9M———
WealthTrak Capital Management LLC
N/A—154,777-154,777-100%$6.5M———
Orion Porfolio Solutions, LLC
N/A—20,769-20,769-100%$871.1K———
Jane Street Group, LLC
N/A—13,894-13,894-100%$582.7K———
Coppell Advisory Solutions LLC
N/A—12,501-12,501-100%$61.9K———
VestGen Investment Management
N/A—11,298-11,298-100%$473.8K———
Raymond James Financial Inc
N/A—9,423-9,423-100%$395.2K———
Summit Financial, LLC
N/A—7,947-7,947-100%$333.3K———
World Investment Advisors
N/A—7,642-7,642-100%$319.9K———
Morgan Stanley
N/A—5,821-5,821-100%$244.1K———
Osaic Holdings, Inc.
N/A—3,605-3,605-100%$151.2K———
Smartleaf Asset Management LLC
N/A—1,112-1,112-100%$45.3K———
Brown Brothers Harriman & Co
N/A—788-788-100%$33.0K———
BlackRock, Inc.
N/A—584-584-100%$24.5K———
Showing 42 of 42 institutions