HCMT Institutional Ownership & Shareholders
DIREXION HCM TACTIC US ETF (HCMT) is currently held by 39 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $455.09M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Howard Capital Management Inc. is currently the largest disclosed institutional shareholder of HCMT tracked by InsiderSet, reporting ownership valued at approximately $309.48M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $282.85M, representing an estimated loss of -8.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed HCMT value among the investors covered in this analysis. Major shareholders include Howard Capital Management Inc., Discipline Wealth Solutions, Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in DIREXION HCM TACTIC US ETF (HCMT).
This page ranks the largest institutional HCMT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
39
Total Reported Value
$455.09M
Largest Holder
Howard Capital Management Inc.
Largest Position
$309.48M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
53
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Howard Capital Management Inc. | 3.75% | 7,256,177 | $309,475,964 | $282,845,779 | -$26,630,185 | -8.60% | |
| Discipline Wealth Solutions, Llc | 3.69% | 995,902 | $42,475,241 | $38,820,260 | -$3,654,981 | -8.60% | |
| Lpl Financial Llc | 0.00% | 445,233 | $18,673,090 | $17,355,182 | -$1,317,908 | -7.06% | |
| Wealth Watch Advisors, Inc | 5.33% | 390,601 | $16,381,799 | $15,225,627 | -$1,156,172 | -7.06% | |
| Newedge Advisors, Llc | 0.03% | 265,483 | $11,134,357 | $10,348,527 | -$785,830 | -7.06% | |
| Envestnet Asset Management Inc | 0.00% | 197,544 | $8,284,983 | $7,700,265 | -$584,718 | -7.06% | |
| Foundations Investment Advisors, Llc | 0.08% | 187,396 | $7,859,388 | $7,304,696 | -$554,692 | -7.06% | |
| Wealthtrak Capital Management Llc | 4.27% | 154,777 | $6,491,347 | $6,033,207 | -$458,140 | -7.06% | |
| Arete Wealth Advisors, Llc | 0.33% | 119,649 | $5,018,084 | $4,663,918 | -$354,166 | -7.06% | |
| Partners Wealth Management, Llc | 0.51% | 114,503 | $4,883,548 | $4,463,327 | -$420,221 | -8.60% | |
| Delta Investment Management, Llc | 0.74% | 107,739 | $4,518,558 | $4,199,666 | -$318,892 | -7.06% | |
| Cpr Investments Inc. | 2.59% | 81,717 | $3,485,226 | $3,185,329 | -$299,897 | -8.60% | |
| Aegis Wealth Management, Inc. | 1.70% | 67,431 | $2,875,921 | $2,628,460 | -$247,461 | -8.60% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 44,795 | $1,951,255 | $1,746,109 | -$205,146 | -10.51% | |
| Bison Wealth, Llc | 0.16% | 43,675 | $1,902,494 | $1,702,451 | -$200,043 | -10.51% | |
| Crosspoint Financial, Llc | 3.44% | 35,779 | $1,500,546 | $1,394,665 | -$105,881 | -7.06% | |
| Vise Technologies, Inc. | 0.01% | 26,248 | $1,119,477 | $1,023,147 | -$96,330 | -8.60% | |
| Orion Porfolio Solutions, Llc | 0.01% | 20,769 | $871,052 | $809,576 | -$61,476 | -7.06% | |
| Global Assets Advisory, Llc | 0.16% | 16,150 | $712,700 | $629,527 | -$83,173 | -11.67% | |
| J.W. Cole Advisors, Inc. | 0.01% | 15,862 | $665,244 | $618,301 | -$46,943 | -7.06% | |
| Jane Street Group, Llc | 0.00% | 13,894 | $582,714 | $541,588 | -$41,126 | -7.06% | |
| Ifp Advisors, Inc | 0.01% | 11,871 | $506,298 | $462,732 | -$43,566 | -8.60% | |
| Vestgen Investment Management | 0.25% | 11,298 | $473,838 | $440,396 | -$33,442 | -7.06% | |
| Atria Investments, Inc | 0.00% | 10,755 | $458,715 | $419,230 | -$39,485 | -8.61% | |
| Commonwealth Equity Services, Llc | 0.00% | 9,823 | $411,970 | $382,901 | -$29,069 | -7.06% | |
| Raymond James Financial Inc | 0.00% | 9,423 | $395,201 | $367,309 | -$27,892 | -7.06% | |
| Truist Financial Corp | 0.00% | 9,139 | $389,778 | $356,238 | -$33,540 | -8.60% | |
| Summit Financial, Llc | 0.00% | 7,947 | $333,317 | $309,774 | -$23,543 | -7.06% | |
| World Investment Advisors | 0.01% | 7,642 | $319,871 | $297,885 | -$21,986 | -6.87% | |
| Lifestyle Asset Management, Inc. | 0.07% | 6,970 | $297,271 | $271,691 | -$25,580 | -8.61% | |
| Morgan Stanley | 0.00% | 5,821 | $244,133 | $226,903 | -$17,230 | -7.06% | |
| Osaic Holdings, Inc. | 0.00% | 3,605 | $151,186 | $140,523 | -$10,663 | -7.05% | |
| Cwm, Llc | 0.00% | 2,000 | $70,380 | $77,960 | +$7,580 | +10.77% | |
| Coppell Advisory Solutions Llc | 0.01% | 12,501 | $61,904 | $487,289 | +$425,385 | +687.17% | |
| Smartleaf Asset Management Llc | 0.00% | 1,112 | $45,342 | $43,346 | -$1,996 | -4.40% | |
| Brown Brothers Harriman & Co | 0.00% | 788 | $33,049 | $30,716 | -$2,333 | -7.06% | |
| Blackrock, Inc. | 0.00% | 584 | $24,493 | $22,764 | -$1,729 | -7.06% | |
| Rossby Financial, Lcc | 0.00% | 325 | $13,631 | $12,668 | -$963 | -7.06% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 19,145 | $803 | $746,272 | +$745,469 | +92835.50% |
Frequently asked questions about HCMT
Who are the largest institutional holders of HCMT?
The largest institutional holders of HCMT reported in the latest SEC Form 13F filings include Howard Capital Management Inc., Discipline Wealth Solutions, Llc, Lpl Financial Llc, Wealth Watch Advisors, Inc, and Newedge Advisors, Llc. InsiderSet ranks institutional holders by their latest reported HCMT position.
What is HCMT institutional ownership?
This page tracks HCMT positions reported by institutional investment managers through SEC Form 13F. DIREXION HCM TACTIC US ETF (HCMT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HCMT?
InsiderSet currently tracks 39 institutional managers reporting HCMT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HCMT shareholders.
How much HCMT stock do institutions own?
Institutional investment managers disclosed approximately $455.09M in HCMT holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HCMT institutional ownership last updated?
The latest HCMT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HCMT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HCMT position after the reporting date.
Are institutions buying or selling HCMT?
Institutional buying and selling can be analyzed by comparing HCMT positions across consecutive 13F reporting periods. InsiderSet's HCMT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HCMT ownership changes.
How has HCMT institutional ownership changed over time?
InsiderSet tracks HCMT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.