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Get Institutions for : 
Direxion Nasdaq 100 Equal Weighted Index Shares (QQQE)  
$88.01 0.37 (0.42%) as of 4:30 Mon 6/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 170    20
Total shares held : 
 6,687,363  
% of shares held : 
 15.03%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   17  
Amount of shares held : 
 5,614  
% of shares held change : 
   0.01%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $83.54  
Last Quarter's Ending Price : 
 $89.20  
Last Quarter's Average Price : 
 $86.71  
Change from last quarter's     
avg. price to the last closing  : 
1.30 (1.5%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
35
 612,835
 9.16%
 
Increased Positions :
46
 1,027,951
 15.37%
 
Unchanged Positions :
40
 483,023
 7.22%
 
Decreased Positions :
49
-1,383,866
-20.69%
 
Closed Positions :
15
-251,306
-3.76%
 
Guru Positions :
1
2,448
 0.04%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   GOLDMAN SACHS GROUP INC/ 757 - 2024-03-31 922,155 $82,256,000 296,832
   Berkshire Money Management Inc. 3 - 2024-03-31 780,857 $69,652,000 18,298
   ROYAL BANK OF CANADA 753 - 2024-03-31 497,795 $44,403,000 144,929
   UBS Group AG 894 - 2024-03-31 412,588 $36,803,000 232,180
   BANK OF AMERICA CORP /DE/ 1545 - 2024-03-31 375,171 $33,465,000 58,903
   WADDELL & ASSOCIATES LLC 10 - 2024-03-31 357,853 $31,920,000 2,980
   HIGHTOWER ADVISORS, LLC 553 - 2024-03-31 168,230 $15,007,000 3,257
   Frisch Financial Group Inc. 4 - 2024-03-31 163,642 $14,597,000 117,036
   Carr Financial Group Corp 4 - 2024-03-31 142,795 $12,737,000 639
   ENVESTNET ASSET MANAGEMENT INC 1393 - 2024-03-31 138,465 $12,351,000 7,990
   Ratio Wealth Group 16 - 2024-03-31 138,389 $12,344,000 8,198
   Avestar Capital LLC 36 - 2024-03-31 72,410 $6,459,000 17,062
   CREATIVE PLANNING 561 - 2024-03-31 64,856 $5,785,000 15,469
   Morris Retirement Advisors LLC 12 - 2024-03-31 62,561 $5,580,000 4,190
   BANK OF MONTREAL /CAN/ 1030 - 2024-03-31 59,501 $5,310,000 6,763
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 50 - 2024-03-31 58,422 $5,211,000 2,709
   AMERIPRISE FINANCIAL INC 2313 - 2024-03-31 54,887 $4,898,000 35,768
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1184 - 2024-03-31 50,719 $4,524,000 18,793
   Equitable Holdings Inc. 290 - 2024-03-31 44,329 $3,954,000 2,894
   Ameritas Advisory Services LLC 191 - 2024-03-31 30,767 $2,735,000 30,767
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 707 - 2024-03-31 30,436 $2,715,000 2,023
   DAVIDSON D A & CO 446 - 2024-03-31 29,886 $2,666,000 24,408
   BB&T CORP 1158 - 2024-03-31 28,299 $2,524,000 9,686
   MCKINLEY CARTER WEALTH SERVICES, INC. 104 - 2024-03-31 25,458 $2,271,000 1,769
   RENAISSANCE TECHNOLOGIES LLC 1950 - 2024-03-31 25,439 $2,269,000 7,339
   Lakeview Capital Partners LLC 69 - 2024-03-31 24,706 $2,204,000 3,221
   Sigma Planning Corp 321 - 2024-03-31 21,726 $1,938,000 13,937
   BECK CAPITAL MANAGEMENT LLC 68 - 2024-03-31 20,508 $1,829,000 1,502
   Integrated Wealth Concepts LLC 554 - 2024-03-31 20,102 $1,793,000 6,303
   Private Advisor Group LLC 927 - 2024-03-31 17,606 $1,570,000 5,198
   WHITE PINE INVESTMENT CO 47 - 2024-03-31 16,186 $1,444,000 535
   WARNER FINANCIAL INC 32 - 2024-03-31 15,642 $1,395,000 2,442
   Kestra Advisory Services LLC 1037 - 2024-03-31 15,498 $1,382,000 3
   Rockefeller Capital Management L.P. 1178 - 2024-03-31 13,965 $1,246,000 496
   Curtis Advisory Group LLC 40 - 2024-03-31 13,827 $1,233,000 239
   COMERICA BANK 1469 - 2024-03-31 12,868 $1,148,000 316
   SIGNATURE SECURITIES GROUP CORPORATION 76 - 2024-03-31 12,511 $1,116,000 2,659
   Wealthcare Advisory Partners LLC 350 - 2024-03-31 11,500 $1,026,000 415
   Archford Capital Strategies LLC 126 - 2024-03-31 11,425 $1,019,000 2
   H D Vest Advisory Services 734 - 2024-03-31 11,396 $1,017,000 906
   Qube Research & Technologies Ltd 1821 - 2024-03-31 11,237 $1,002,000 8,332
   Orion Portfolio Solutions LLC 977 - 2024-03-31 11,209 $1,000,000 146
   Mystic Asset Management Inc. 78 - 2024-03-31 10,230 $913,000 140
   Laurel Wealth Advisors Inc. 239 - 2022-12-31 13,933 $889,000 270
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1058 - 2023-09-30 10,801 $808,000 7,702
   REGAL INVESTMENT ADVISORS, LLC 278 - 2024-03-31 9,021 $805,000 34
   Astoria Portfolio Advisors LLC. 65 - 2024-03-31 8,049 $683,000 1,636
   Tradition Wealth Management LLC 181 - 2024-03-31 7,473 $667,000 1,610
   Smartleaf Asset Management LLC 151 - 2024-03-31 7,547 $641,000 1,021
   Clear Creek Financial Management LLC 210 - 2024-03-31 7,167 $639,000 22
   Gladstone Institutional Advisory LLC 371 - 2024-03-31 7,033 $627,000 658
   RFP Financial Group LLC 54 - 2024-03-31 6,758 $603,000 8
   Retirement Planning Co of New England Inc. 102 - 2024-03-31 6,210 $554,000 896
   EQIS CAPITAL MANAGEMENT, INC. 415 - 2024-03-31 6,032 $538,000 228
   FIRST HEARTLAND CONSULTANTS INC 244 - 2024-03-31 5,884 $525,000 3
   Atria Wealth Solutions Inc. 1242 - 2024-03-31 5,735 $512,000 2,509
   BLUE CREEK INVESTMENT PARTNERS LLC 209 - 2024-03-31 5,376 $480,000 5
   Cutler Group LP 112 - 2024-03-31 4,347 $387,000 1,852
   ADVISORY SERVICES NETWORK, LLC 1061 - 2024-03-31 4,123 $368,000 3,918
   Monterey Private Wealth Inc. 75 - 2024-03-31 3,821 $341,000 96
   Private Capital Management LLC 104 - 2024-03-31 3,656 $326,000 95
   Aurora Private Wealth Inc. 103 - 2024-03-31 3,362 $299,000 14
   MML INVESTORS SERVICES LLC 2149 - 2024-03-31 3,122 $278,000 67
   DHJJ Financial Advisors Ltd. 130 - 2024-03-31 2,751 $245,000 408
   Purus Wealth Management LLC 98 - 2024-03-31 2,725 $243,000 60
   WAYNE HUMMER INVESTMENTS L.L.C. 419 - 2024-03-31 2,635 $235,000 160
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 432 - 2024-03-31 2,382 $212,000 9
   WOLVERINE TRADING LLC 955 - 2024-03-31 2,275 $203,000 2,275
   NATIONAL BANK OF CANADA /FI/ 1249 - 2024-03-31 2,303 $200,000 761
   AdvisorNet Financial Inc 575 - 2024-03-31 1,406 $125,000 4
   CWM LLC 1838 - 2024-03-31 1,181 $105,000 56
   HOLLENCREST SECURITIES LLC 389 - 2024-03-31 977 $87,000 4
   FMR LLC 3180 - 2024-03-31 956 $85,000 468
   FNY Investment Advisers LLC 269 - 2024-03-31 490 $43,000 105
   Goss Wealth Management LLC 2734 - 2024-03-31 158 $14,000 143
   Pineridge Advisors LLC 283 - 2024-03-31 118 $11,000 20
  76 Records found
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