Institutional Ownership Direxion Nasdaq 100 Equal Weig (QQQE)
This table provides information about the institutional ownership of Direxion Nasdaq 100 Equal Weig (QQQE). We have compiled data on the 213 institutions that hold shares in the stock, with a total of 7.73 Million shares, which have been reported (via 13F filing form) to have a value of $670 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
922,155
shares
|
$80 Million
0.01% of portfolio
|
Q1 2024
Added 47.47%
|
|
|
Berkshire Money Management, Inc.
|
May 08, 2024 Q1 2024 |
780,857
shares
|
$67.7 Million
9.09% of portfolio
|
Q1 2024
Added 2.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
497,795
shares
|
$43.2 Million
0.01% of portfolio
|
Q1 2024
Added 41.07%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
May 15, 2024 Q1 2024 |
442,618
shares
|
$38.4 Million
4.21% of portfolio
|
Q1 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
412,588
shares
|
$35.8 Million
0.01% of portfolio
|
Q1 2024
Added 128.7%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
375,171
shares
|
$32.5 Million
0.0% of portfolio
|
Q1 2024
Added 18.62%
|
|
|
Waddell & Associates, LLC
|
May 08, 2024 Q1 2024 |
357,853
shares
|
$31 Million
4.35% of portfolio
|
Q1 2024
Added 0.84%
|
|
|
Endurance Services LTD
Purchase, NY |
May 14, 2024 Q1 2024 |
347,500
shares
|
$30.1 Million
6.85% of portfolio
|
Q4 2023
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
288,473
shares
|
$25 Million
0.01% of portfolio
|
Q1 2024
Reduced 8.51%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
228,559
shares
|
$19.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 16.83%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
168,230
shares
|
$14.6 Million
0.02% of portfolio
|
Q1 2024
Added 1.97%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 15, 2024 Q1 2024 |
163,642
shares
|
$14.2 Million
4.85% of portfolio
|
Q1 2024
Added 251.12%
|
|
|
Rothschild & CO Wealth Management Uk LTD
|
May 02, 2024 Q1 2024 |
159,757
shares
|
$13.9 Million
0.25% of portfolio
|
Q1 2024
Reduced 0.36%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 25, 2024 Q1 2024 |
142,795
shares
|
$12.4 Million
4.24% of portfolio
|
Q1 2024
Added 0.45%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
138,465
shares
|
$12 Million
0.0% of portfolio
|
Q1 2024
Added 6.12%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
138,389
shares
|
$12 Million
2.39% of portfolio
|
Q1 2024
Added 6.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
99,861
shares
|
$8.66 Million
0.03% of portfolio
|
Q1 2024
Reduced 2.37%
|
|
|
Avestar Capital, LLC
|
May 10, 2024 Q1 2024 |
72,410
shares
|
$6.28 Million
0.68% of portfolio
|
Q1 2024
Added 30.83%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
71,513
shares
|
$6.2 Million
0.0% of portfolio
|
Q1 2024
Reduced 12.18%
|
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
64,856
shares
|
$5.63 Million
0.01% of portfolio
|
Q1 2024
Added 31.32%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
May 03, 2024 Q1 2024 |
62,561
shares
|
$5.43 Million
3.34% of portfolio
|
Q1 2024
Added 7.18%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
59,501
shares
|
$5.16 Million
0.0% of portfolio
|
Q1 2024
Added 12.82%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Apr 23, 2024 Q1 2024 |
58,422
shares
|
$5.07 Million
0.45% of portfolio
|
Q1 2024
Added 4.86%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
57,841
shares
|
$5.02 Million
0.01% of portfolio
|
Q1 2024
Reduced 13.99%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
54,887
shares
|
$4.76 Million
0.0% of portfolio
|
Q1 2024
Added 187.08%
|
|