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 234 institutions that hold shares in the stock, with a total of 8.77 Million shares, which have been reported (via 13F filing form) to have a value of $820 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
May 07, 2025 Q1 2025 |
19,151
shares
|
$1.78 Million
0.56% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
18,934
shares
|
$1.76 Million
0.16% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
18,932
shares
|
$1.76 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Beck Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
18,616
shares
|
$1.73 Million
0.55% of portfolio
|
Q1 2025
Reduced 16.76%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
18,602
shares
|
$1.72 Million
0.44% of portfolio
|
Q4 2024
Reduced 6.48%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
18,166
shares
|
$1.68 Million
0.49% of portfolio
|
Q1 2025
Added 20.63%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
May 09, 2025 Q1 2025 |
17,409
shares
|
$1.61 Million
0.53% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
17,207
shares
|
$1.6 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
16,440
shares
|
$1.52 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
15,531
shares
|
$1.44 Million
0.6% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
15,299
shares
|
$1.42 Million
0.01% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
May 12, 2025 Q1 2025 |
14,704
shares
|
$1.36 Million
0.97% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
13,933
shares
|
$1.29 Million
0.09% of portfolio
|
Q4 2022
Added 1.98%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
May 15, 2025 Q1 2025 |
13,863
shares
|
$1.29 Million
0.77% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
13,497
shares
|
$1.25 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.91%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
13,465
shares
|
$1.25 Million
0.31% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
13,206
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Added 20.88%
|
|
|
Marshall Financial Group LLC
|
Apr 16, 2025 Q1 2025 |
13,139
shares
|
$1.22 Million
0.26% of portfolio
|
Q1 2025
Reduced 6.6%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
12,962
shares
|
$1.2 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
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
12,892
shares
|
$1.2 Million
0.3% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
12,464
shares
|
$1.16 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
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
11,053
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Added 20.46%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,004
shares
|
$1.02 Million
0.15% of portfolio
|
Q2 2024
Added 2.75%
|