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 230 institutions that hold shares in the stock, with a total of 8.34 Million shares, which have been reported (via 13F filing form) to have a value of $834 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beck Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
18,616
shares
|
$1.86 Million
0.55% of portfolio
|
Q1 2025
Reduced 16.76%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
18,602
shares
|
$1.86 Million
0.44% of portfolio
|
Q4 2024
Reduced 6.48%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
18,518
shares
|
$1.85 Million
0.54% of portfolio
|
Q2 2025
Reduced 11.05%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
18,166
shares
|
$1.81 Million
0.49% of portfolio
|
Q1 2025
Added 20.63%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
17,207
shares
|
$1.72 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
16,440
shares
|
$1.64 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
15,534
shares
|
$1.55 Million
0.63% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
14,685
shares
|
$1.47 Million
0.89% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
13,933
shares
|
$1.39 Million
0.09% of portfolio
|
Q4 2022
Added 1.98%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
May 15, 2025 Q1 2025 |
13,863
shares
|
$1.39 Million
0.77% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
13,497
shares
|
$1.35 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.91%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
13,465
shares
|
$1.35 Million
0.31% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
13,206
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2025
Added 20.88%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
13,082
shares
|
$1.31 Million
0.36% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
12,962
shares
|
$1.3 Million
0.46% of portfolio
|
Q1 2025
Added 57.44%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
12,903
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
12,799
shares
|
$1.28 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
12,464
shares
|
$1.25 Million
0.01% of portfolio
|
Q1 2025
Reduced 43.02%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
11,876
shares
|
$1.19 Million
0.01% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
11,866
shares
|
$1.19 Million
0.24% of portfolio
|
Q2 2025
Reduced 9.69%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
11,146
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
Reduced 27.15%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
11,053
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Added 20.46%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,004
shares
|
$1.1 Million
0.15% of portfolio
|
Q2 2024
Added 2.75%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
10,801
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2023
Added 248.53%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
10,254
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2025
Added 5.71%
|