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Get Institutions for : 
Direxion Nasdaq 100 Equal Weighted Index Shares (QQQE)  
$88.30 0.13 (0.15%) as of 4:30 Fri 5/17


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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 : 
 $74.64  
Last Quarter's Ending Price : 
 $84.64  
Last Quarter's Average Price : 
 $77.40  
Change from last quarter's     
avg. price to the last closing  : 
10.90 (14.08%)  




 
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: 3-31-2022 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 the current period

  Page 1 of 1  
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            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
   TRAPHAGEN INVESTMENT ADVISORS LLC 6 - 2024-03-31 442,618 $39,482,000 0
   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
   Endurance Services Ltd 5 - 2024-03-31 347,500 $30,997,000 0
   LPL FINANCIAL CORP 826 - 2024-03-31 288,473 $25,732,000 -26,817
   MORGAN STANLEY 2653 - 2024-03-31 228,559 $20,388,000 -46,245
   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
   Rothschild & Co Wealth Management UK Ltd 16 - 2024-03-31 159,757 $14,250,000 -571
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 496 - 2024-03-31 99,861 $8,908,000 -2,426
   Avestar Capital LLC 36 - 2024-03-31 72,410 $6,459,000 17,062
   RAYMOND JAMES & ASSOCIATES 1416 - 2024-03-31 71,513 $6,379,000 -9,921
   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
   COMMONWEALTH EQUITY SERVICES LLC. 1141 - 2024-03-31 57,841 $5,159,000 -9,406
   AMERIPRISE FINANCIAL INC 2313 - 2024-03-31 54,887 $4,898,000 35,768
   Oxinas Partners Wealth Management LLC 6 - 2024-03-31 53,865 $4,805,000 -2,473
   CAP Partners LLC 3 - 2024-03-31 51,907 $4,630,000 -1,102
   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
   THEORY FINANCIAL LLC 31 *New 2024-03-31 42,957 $3,836,000 42,957
   Advisor Group Holdings Inc. 1263 - 2024-03-31 40,213 $3,587,000 -4,086
   THRIVENT FINANCIAL FOR LUTHERANS 1104 *New 2024-03-31 31,763 $2,833,000 31,763
   SOL CAPITAL MANAGEMENT CO 88 *New 2024-03-31 31,147 $2,778,000 31,147
   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
   Wambolt & Associates LLC 45 - 2024-03-31 27,512 $2,449,000 -4,385
   Shoker Investment Counsel Inc. 36 *New 2024-03-31 26,468 $2,356,000 26,468
   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
   JANE STREET GROUP LLC 2168 *New 2024-03-31 24,190 $2,158,000 24,190
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1766 - 2024-03-31 22,392 $1,997,000 -15,524
   MULTIFINANCIAL SECURITIES CORP 835 - 2024-03-31 21,726 $1,938,000 -1,738
   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
   AE Wealth Management LLC 517 - 2024-03-31 19,998 $1,784,000 -11,285
   Cascade Wealth Advisors Inc 20 - 2024-03-31 20,608 $1,775,000 0
   Gateway Wealth Partners LLC 42 *New 2024-03-31 19,113 $1,705,000 19,113
   Coury Firm Asset Management LLC 9 *New 2023-09-30 22,150 $1,656,000 22,150
   JANNEY MONTGOMERY SCOTT LLC 1240 - 2024-03-31 18,376 $1,639,000 -552
   Private Advisor Group LLC 927 - 2024-03-31 17,606 $1,570,000 5,198
   HB Wealth Management LLC 287 - 2024-03-31 17,510 $1,562,000 -3,799
   Fiduciary Alliance LLC 79 *New 2024-03-31 17,020 $1,515,000 17,020
   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
   Beacon Pointe Advisors LLC 608 - 2024-03-31 14,410 $1,285,000 0
   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
   Presidio Capital Management LLC 17 - 2024-03-31 12,476 $1,113,000 -243,012
   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
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 60 - 2024-03-31 11,290 $1,007,000 -1,462
   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
   CITADEL ADVISORS LLC 3088 - 2024-03-31 11,046 $985,000 -12,502
   9258 Wealth Management LLC 128 *New 2024-03-31 10,710 $955,000 10,710
   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
   MARINER WEALTH ADVISORS, LLC 1604 - 2024-03-31 9,759 $871,000 0
   Capital Market Strategies LLC 36 - 2024-03-31 9,372 $836,000 -786
   DANA INVESTMENT ADVISORS INC 392 - 2024-03-31 9,286 $828,000 -470
   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
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 629 - 2024-03-31 9,000 $803,000 0
   Imprint Wealth LLC 108 *New 2024-03-31 9,003 $801,000 9,003
   Baird Financial Group Inc. 1231 *New 2024-03-31 8,801 $785,000 8,801
   FULTON BANK, N.A. 267 *New 2024-03-31 8,380 $747,000 8,380
   Mutual Advisors LLC 576 - 2024-03-31 8,198 $731,000 -9,064
   Stratos Wealth Advisors LLC 396 - 2024-03-31 7,753 $692,000 0
   Astoria Portfolio Advisors LLC. 65 - 2024-03-31 8,049 $683,000 1,636
   SeaCrest Wealth Management LLC 254 - 2024-03-31 7,532 $672,000 -599
   Tradition Wealth Management LLC 181 - 2024-03-31 7,473 $667,000 1,610
   GTS SECURITIES LLC 677 *New 2024-03-31 7,388 $659,000 7,388
   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
   WELCH & FORBES LLC 265 *New 2024-03-31 6,975 $622,000 6,975
   Focus Financial Network Inc. 341 - 2024-03-31 7,227 $604,000 0
   RFP Financial Group LLC 54 - 2024-03-31 6,758 $603,000 8
   FOCUS FINANCIAL NETWORK INC /ADV 425 - 2023-12-31 6,900 $584,000 0
   SUMMIT INVESTMENT ADVISORS INC 774 *New 2024-03-31 6,240 $557,000 6,240
   Retirement Planning Co of New England Inc. 102 - 2024-03-31 6,210 $554,000 896
   FINANCIAL NETWORK 1864 - 2024-03-31 6,184 $552,000 -517
  100 Records found
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