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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 25461A726

DIREXION SHS ETF TR

73 institutions · $571.9M total · 17,829,841 shares

#ManagerSharesValue% of TotalPeriod
1Howard Capital Management Inc.9,447,766$280.4M52.98%2025-12-31
2Brinker Capital Investments, LLC2,257,598$87.1M12.66%2025-12-31
3Orion Portfolio Solutions, LLC1,627,982$58.7M9.13%2025-03-31
4Efficient Advisors, LLC736,858$22.3M4.13%2025-03-31
5Wealth Watch Advisors, INC361,465$13.9M2.02%2025-12-31
6LPL Financial LLC342,893$13.2M1.92%2025-12-31
7Brookstone Capital Management442,507$10.6M2.48%2023-12-31
8Discipline Wealth Solutions, LLC263,367$10.2M1.47%2025-12-31
9ENVESTNET ASSET MANAGEMENT INC231,891$8.9M1.30%2025-12-31
10CPR Investments Inc.200,182$7.7M1.12%2025-12-31
11Foundations Investment Advisors, LLC192,325$7.4M1.07%2025-12-31
12Parsonex Advisory Services, Inc.167,276$6.3M0.93%2025-12-31
13WealthTrak Capital Management LLC150,025$5.8M0.84%2025-12-31
14Delta Investment Management, LLC113,365$4.4M0.63%2025-12-31
15NewEdge Advisors, LLC111,014$4.3M0.62%2025-12-31
16WEALTH ENHANCEMENT ADVISORY SERVICES, LLC73,257$2.8M0.41%2025-09-30
17CITIGROUP INC100,000$2.6M0.56%2023-09-30
18GOLDMAN SACHS GROUP INC98,572$2.6M0.55%2024-03-31
19Aegis Wealth Management, Inc.65,075$2.5M0.36%2025-12-31
20United Advisor Group, LLC57,329$1.7M0.32%2025-03-31
21CROSSPOINT FINANCIAL, LLC44,156$1.7M0.24%2025-12-31
22Optivise Advisory Services LLC44,000$1.7M0.24%2025-12-31
23GTS SECURITIES LLC37,848$1.5M0.21%2025-12-31
24Geneos Wealth Management Inc.26,690$1.0M0.14%2025-12-31
25Atria Investments, Inc26,179$1.0M0.14%2025-12-31
26RIA Advisory Group LLC20,788$801.6K0.11%2025-12-31
27Vise Technologies, Inc.21,886$789.8K0.12%2024-12-31
28NDWM LLC19,520$664.7K0.10%2024-06-30
29Global Assets Advisory, LLC16,107$621.1K0.09%2025-12-31
30Envestnet Portfolio Solutions, Inc.18,326$597.1K0.10%2025-06-30
31Coppell Advisory Solutions LLC13,716$537.0K0.07%2025-12-31
32J.W. COLE ADVISORS, INC.13,560$522.9K0.07%2025-12-31
33Hanlon Investment Management, Inc.12,567$484.6K0.07%2025-12-31
34IFP Advisors, Inc11,964$461.3K0.06%2025-12-31
35Atria Wealth Solutions, Inc.13,641$445.2K0.07%2025-06-30
36Forum Financial Management, LP11,793$425.6K0.06%2024-12-31
37SUSQUEHANNA INTERNATIONAL GROUP, LLP10,791$416.1K0.06%2025-12-31
38JANE STREET GROUP, LLC11,052$398.8K0.06%2024-12-31
39Cetera Advisors LLC16,582$394.1K0.09%2023-12-31
40Coppell Advisory Solutions Corp.12,414$384.1K0.06%2024-03-31
41TRUIST FINANCIAL CORP9,139$352.4K0.05%2025-12-31
42Summit Financial, LLC8,679$334.7K0.04%2025-12-31
43IHT Wealth Management, LLC8,878$309.0K0.04%2024-09-30
44Lifestyle Asset Management, Inc.7,415$285.9K0.04%2025-12-31
45COMMONWEALTH EQUITY SERVICES, LLC7,354$283.6K0.04%2025-12-31
46AQR CAPITAL MANAGEMENT LLC8,365$252.7K0.04%2025-03-31
47Private Advisor Group, LLC8,345$252.1K0.04%2025-03-31
48Pensionmark Financial Group, LLC6,821$240.4K0.03%2024-09-30
49Cetera Investment Advisers7,532$233.0K0.04%2024-03-31
50Cetera Advisor Networks LLC7,532$233.0K0.04%2024-03-31
51AXXCESS WEALTH MANAGEMENT, LLC5,877$226.6K0.03%2025-12-31
52PARTNERS WEALTH MANAGEMENT, LLC5,673$212.7K0.03%2025-09-30
53NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO6,000$195.5K0.03%2025-06-30
54MORGAN STANLEY2,828$109.0K0.01%2025-12-31
55Royal Bank of Canada2,000$77.0K0.01%2025-12-31
56ADVISOR GROUP HOLDINGS, INC.1,833$70.7K0.01%2025-12-31
57Strategic Financial Concepts, LLC37,392$37.4K0.20%2024-12-31
58BlackRock, Inc.846$31.7K0.00%2025-09-30
59VitalStone Financial, LLC503$17.7K0.00%2024-09-30
60Rossby Financial, LCC325$12.5K0.00%2025-12-31
61UBS Group AG368$12.0K0.00%2025-06-30
62Sound Income Strategies, LLC217$8.5K0.00%2025-12-31
63TUCKER ASSET MANAGEMENT LLC212$8.2K0.00%2025-12-31
64Sunbelt Securities, Inc.155$5.6K0.00%2025-06-30
65Arete Wealth Advisors, LLC144,720$5.6K0.81%2025-12-31
66NorthRock Partners, LLC113$3.7K0.00%2025-06-30
67Cambridge Investment Research Advisors, Inc.94,841$3.7K0.53%2025-12-31
68Global Retirement Partners, LLC86$2.8K0.00%2025-06-30
69FMR LLC43$1.5K0.00%2024-09-30
70CoreCap Advisors, LLC14$5400.00%2025-12-31
71BANK OF AMERICA CORP /DE/8$2890.00%2024-12-31
72CWM, LLC1,400$540.00%2025-12-31
73CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30