Direxion HCM Tactic US ETFHCMTETF

13F holders, Q2 2025 (June 30)
39holders +4
7new positions
4sold out
$27.63avg. 13F price*

At the end of Q2 2025, 39 institutions reported holding Direxion HCM Tactic US ETF (HCMT) in their 13F filings, up 4 from Q1 2025. 7 opened new positions and 4 sold out. The largest holders were Howard Capital Management, LLC ($230.0M), Orion Porfolio Solutions, LLC ($72.8M) and Wealth Watch Advisors, INC ($15.0M).

Company
Direxion HCM Tactic US ETF
CUSIP
25461A726
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 22Q1 2024Q2 2024: 31Q2 2024Q3 2024: 30Q3 2024Q4 2024: 33Q4 2024Q1 2025: 35Q1 2025Q2 2025: 39Q2 2025Q3 2025: 36Q3 2025Q4 2025: 42Q4 2025Q1 2026: 36Q1 2026Q2 2026: 40Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions7$1.7M
Exits4$2.2M

All 13F filers, Q1 2025 → Q2 2025: 1,772,193 shares bought and 143,872 shares sold, net +1,628,321 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 39 holders

Howard Capital Management, LLC 3.44% Add +8.9% 9,214,271 $230.0M
Orion Porfolio Solutions, LLC 0.62% Add +26.7% 2,234,537 $72.8M
Wealth Watch Advisors, INC 8.70% Add +4.8% 461,520 $15.0M
Discipline Wealth Solutions, LLC 3.38% Add +52.1% 270,783 $8.8M
LPL Financial LLC 0.00% Add +88.4% 245,875 $8.0M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -1.3% 231,937 $7.6M
Foundations Investment Advisors, LLC 0.11% Add +22.8% 221,406 $7.2M
Envestnet Asset Management Inc. 0.00% Add +14.5% 195,704 $6.4M
CPR Investments Inc. 4.31% Add +57.2% 170,496 $5.6M
Parsonex Advisory Services, Inc. 4.55% — 167,580 $5.5M
WealthTrak Capital Management LLC 4.43% Add +25.8% 162,916 $5.3M
Delta Investment Management, LLC 0.76% Add +32.0% 120,994 $3.9M
GTS Securities LLC 0.14% Add +27.7% 96,890 $3.2M
Arete Wealth Advisors, LLC 0.19% Add +19.1% 80,899 $2.6M
Wealth Enhancement Advisory Services, LLC 0.00% Add +55.0% 75,249 $2.5M
Crosspoint Financial, LLC 3.71% Add +4.8% 42,550 $1.4M
Atria Investments, Inc 0.01% Add +17.7% 27,888 $909K
Optivise Advisory Services LLC 0.36% New 21,700 $707K
J.W. Cole Advisors, Inc. 0.01% Reduce -4.5% 21,327 $695K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -59.6% 18,326 $597K
Atria Wealth Solutions, Inc. 0.01% Reduce -69.9% 13,641 $445K
Coppell Advisory Solutions LLC 0.05% Add +2.3% 13,667 $440K
Lifestyle Asset Management, Inc. 0.19% Add +1.5% 12,699 $414K
IFP Advisors, Inc 0.01% Add +9.1% 11,669 $380K
Commonwealth Equity Services, LLC 0.00% Reduce -36.8% 9,181 $299K
VestGen Investment Management 0.20% New 8,542 $278K
Geneos Wealth Management Inc. 0.01% New 7,381 $240K
Susquehanna International Group, LLP 0.00% New 7,307 $238K
Partners Wealth Management, LLC 0.27% Add +0.1% 7,784 $238K
RIA Advisory Group LLC 0.07% New 7,061 $230K
Northwestern Mutual Wealth Management Co. 0.00% Add +472.0% 6,000 $195K
Osaic Holdings, Inc. 0.00% Add +40.9% 1,723 $56K
Cwm, LLC 0.00% No change 1,400 $46K
BlackRock, Inc. 0.00% Add +356.9% 1,060 $35K
UBS Group AG 0.00% New 368 $12K
CoreCap Advisors, LLC 0.00% Reduce -83.2% 347 $11K
Rossby Financial, LCC 0.00% New 325 $11K
Sunbelt Securities, Inc. 0.00% No change 155 $6K
Global Retirement Partners, LLC 0.00% — 86 $3K

"% of holder's portfolio" is HCMT's weight in each manager's 13F, not the share of Direxion HCM Tactic US ETF the manager owns.