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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
   GOLDMAN SACHS GROUP INC/ 961 - 2023-12-31 625,323 $52,927,000 -674,677
   LPL FINANCIAL CORP 826 - 2024-03-31 288,473 $25,732,000 -26,817
   MORGAN STANLEY 2526 - 2023-12-31 274,804 $23,259,000 -205,378
   AXXCESS WEALTH MANAGEMENT LLC 29 - 2023-12-31 252,160 $21,343,000 -4,743
   Rothschild & Co Wealth Management UK Ltd 16 - 2024-03-31 159,757 $14,250,000 -571
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 496 - 2024-03-31 99,861 $8,908,000 -2,426
   RAYMOND JAMES & ASSOCIATES 1416 - 2024-03-31 71,513 $6,379,000 -9,921
   COMMONWEALTH EQUITY SERVICES LLC. 1141 - 2024-03-31 57,841 $5,159,000 -9,406
   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
   Frisch Financial Group Inc. 19 - 2023-12-31 46,606 $3,945,000 -164
   Advisor Group Holdings Inc. 1263 - 2024-03-31 40,213 $3,587,000 -4,086
   Wambolt & Associates LLC 45 - 2024-03-31 27,512 $2,449,000 -4,385
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1766 - 2024-03-31 22,392 $1,997,000 -15,524
   CITADEL ADVISORS LLC 2311 - 2023-12-31 23,548 $1,993,000 -6,186
   JANNEY MONTGOMERY SCOTT LLC 1240 - 2024-03-31 18,376 $1,639,000 -552
   AMERIPRISE FINANCIAL INC 2902 - 2023-12-31 19,119 $1,618,000 -18,757
   HB Wealth Management LLC 287 - 2024-03-31 17,510 $1,562,000 -3,799
   Kestra Advisory Services LLC 985 - 2023-12-31 15,495 $1,312,000 -207
   Beacon Pointe Advisors LLC 598 - 2023-12-31 14,410 $1,220,000 -1,035
   Integrated Wealth Concepts LLC 661 - 2023-12-31 13,799 $1,168,000 -787
   Rockefeller Capital Management L.P. 1092 - 2023-12-31 13,469 $1,140,000 -793
   Presidio Capital Management LLC 17 - 2024-03-31 12,476 $1,113,000 -243,012
   COMERICA BANK 1506 - 2023-12-31 12,552 $1,062,000 -1,121
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 60 - 2024-03-31 11,290 $1,007,000 -1,462
   Capital Market Strategies LLC 36 - 2024-03-31 9,372 $836,000 -786
   Mutual Advisors LLC 576 - 2024-03-31 8,198 $731,000 -9,064
   SeaCrest Wealth Management LLC 254 - 2024-03-31 7,532 $672,000 -599
   Gladstone Institutional Advisory LLC 404 - 2023-12-31 6,375 $540,000 -48
   Steel Peak Wealth Management LLC 293 - 2024-03-31 5,368 $479,000 -129,638
   Dynamic Advisors Solutions LLC 658 - 2024-03-31 4,559 $407,000 -930
   TILIA FIDUCIARY PARTNERS INC. 75 - 2024-03-31 4,551 $406,000 -254
   J P MORGAN CHASE & CO 3927 - 2024-03-31 3,885 $347,000 -6,291
   MEITAV DASH INVESTMENTS LTD 198 - 2024-03-31 3,600 $321,000 -700
   GATEWAY ADVISORY, LLC 80 - 2023-12-31 3,568 $302,000 -97
   Integrated Advisors Network LLC 593 - 2024-03-31 3,270 $292,000 -329
   HOWARD FINANCIAL SERVICES LTD. 128 - 2024-03-31 3,191 $285,000 -85
   Total Clarity Wealth Management Inc. 208 - 2024-03-31 3,126 $279,000 -5
   Atria Wealth Solutions Inc. 1541 - 2023-12-31 3,226 $273,000 -237
   AJ WEALTH STRATEGIES LLC 252 - 2023-06-30 3,497 $269,000 -1,051
   Kaizen Financial Strategies 104 - 2024-03-31 2,664 $238,000 -90
   Diligent Investors LLC 301 - 2024-03-31 2,466 $220,000 -426
   TOWER RESEARCH CAPITAL LLC 2549 - 2023-12-31 1,343 $114,000 -9,063
   DT INVESTMENT PARTNERS, LLC 167 - 2023-12-31 1,298 $112,000 -65
   NBC SECURITIES INC. 988 - 2024-03-31 912 $81,000 -79
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 288 - 2024-03-31 901 $80,000 -11
   FMR LLC 3452 - 2023-12-31 488 $41,000 -59
   Ronald Blue Trust Inc. 1498 - 2024-03-31 91 $8,000 -2
   PRINCIPAL SECURITIES INC. 2528 - 2024-03-31 67 $6,000 -9
   Archer Investment Corp 813 - 2024-03-31 32 $3,000 -40
   WELLS FARGO & CO/MN 6309 - 2024-03-31 1 $0 -1

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