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Get Institutions for : 
Direxion Nasdaq 100 Equal Weighted Index Shares (QQQE)  
$88.48 1.15 (1.32%) as of 4:30 Wed 5/15


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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  : 
11.08 (14.32%)  




 
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 :
0
 0%
 
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
   Berkshire Money Management Inc. 3 - 2024-03-31 780,857 $69,652,000 18,298
   WADDELL & ASSOCIATES LLC 10 - 2024-03-31 357,853 $31,920,000 2,980
   ROYAL BANK OF CANADA 920 - 2023-12-31 352,866 $29,866,000 167,745
   BANK OF AMERICA CORP /DE/ 1578 - 2023-12-31 316,268 $26,769,000 114,328
   UBS Group AG 1228 - 2023-12-31 180,408 $15,270,000 22,917
   HIGHTOWER ADVISORS, LLC 553 - 2024-03-31 168,230 $15,007,000 3,257
   Carr Financial Group Corp 4 - 2024-03-31 142,795 $12,737,000 639
   ENVESTNET ASSET MANAGEMENT INC 1370 - 2023-12-31 130,475 $11,043,000 4,530
   Ratio Wealth Group 17 - 2023-12-31 130,191 $11,019,000 15,633
   Avestar Capital LLC 36 - 2024-03-31 72,410 $6,459,000 17,062
   Morris Retirement Advisors LLC 12 - 2024-03-31 62,561 $5,580,000 4,190
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 50 - 2024-03-31 58,422 $5,211,000 2,709
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1184 - 2024-03-31 50,719 $4,524,000 18,793
   BANK OF MONTREAL /CAN/ 1081 - 2023-12-31 52,738 $4,487,000 52,236
   NATIONAL ASSET MANAGEMENT, INC. 193 - 2023-12-31 49,900 $4,223,000 43,662
   CREATIVE PLANNING 616 - 2023-12-31 49,387 $4,180,000 18,826
   AE Wealth Management LLC 800 - 2023-12-31 31,283 $2,690,000 11,757
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 712 - 2023-12-31 28,413 $2,405,000 1,031
   MCKINLEY CARTER WEALTH SERVICES, INC. 104 - 2024-03-31 25,458 $2,271,000 1,769
   Lakeview Capital Partners LLC 69 - 2024-03-31 24,706 $2,204,000 3,221
   MULTIFINANCIAL SECURITIES CORP 508 - 2023-12-31 23,464 $1,986,000 53
   Sigma Planning Corp 321 - 2024-03-31 21,726 $1,938,000 13,937
   BB&T CORP 1356 - 2023-12-31 18,613 $1,575,000 6,533
   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
   Curtis Advisory Group LLC 40 - 2024-03-31 13,827 $1,233,000 239
   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
   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 262 - 2023-12-31 8,987 $761,000 1,577
   Astoria Portfolio Advisors LLC. 65 - 2024-03-31 8,049 $683,000 1,636
   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
   RFP Financial Group LLC 54 - 2024-03-31 6,758 $603,000 8
   FINANCIAL NETWORK 1766 - 2023-12-31 6,701 $567,000 3,454
   Retirement Planning Co of New England Inc. 102 - 2024-03-31 6,210 $554,000 896
   FIRST HEARTLAND CONSULTANTS INC 244 - 2024-03-31 5,884 $525,000 3
   Tradition Wealth Management LLC 193 - 2023-12-31 5,863 $496,000 1,702
   BLUE CREEK INVESTMENT PARTNERS LLC 209 - 2024-03-31 5,376 $480,000 5
   Waterloo Capital L.P. 246 - 2023-12-31 4,788 $405,000 95
   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 110 - 2023-12-31 3,561 $301,000 280
   Aurora Private Wealth Inc. 103 - 2024-03-31 3,362 $299,000 14
   MML INVESTORS SERVICES LLC 2132 - 2023-12-31 3,055 $259,000 353
   Qube Research & Technologies Ltd 2322 - 2023-12-31 2,905 $246,000 1,740
   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
   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
   FNY Investment Advisers LLC 269 - 2024-03-31 490 $43,000 105
  61 Records found
  1    
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