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Direxion NASDAQ-100 Equal Weighted Index Shares (QQQE) Institutional Ownership

Direxion NASDAQ-100 Equal Weighted Index Shares logo
$124.44 -0.25 (-0.20%)
As of 12:21 PM Eastern

Institutional Ownership Changes (13F Filings) for Direxion NASDAQ-100 Equal Weighted Index Shares (NASDAQ:QQQE)

Number of
Institutional Buyers
(last 12 months)
101
Total
Institutional Inflows
(last 12 months)
$233.47M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$269.03M
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QQQE Institutional Buying and Selling by Quarter

Direxion NASDAQ-100 Equal Weighted Index Shares Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Fulton Bank N.A.9,153$1.12M0.0%-4.9%0.080%
7/10/2026 Warner Financial Inc.16,010$1.95M0.6%+2.8%0.139%
7/9/2026 Key Client Fiduciary Advisors LLC2,010$245K0.1%N/A0.017%
7/9/2026 Focus Financial Network Inc.5,432$663K0.0%-6.9%0.047%
7/8/2026 MRA Advisory Group72,715$8.87M3.2%+1.0%0.632%
5/19/2026Bank of America Corp DE724,041$71.34M0.0%+13.6%6.465%
5/19/2026 Arkadios Wealth Advisors5,539$546K0.0%+11.6%0.049%
5/18/2026Royal Bank of Canada127,223$12.54M0.0%+37.6%1.136%
5/16/2026KCM Investment Advisors LLC2,055$202K0.0%-7.0%0.018%
5/16/2026Quantinno Capital Management LP3,242$319K0.0%N/A0.029%
5/15/2026 Gateway Wealth Partners LLC52,632$5.19M0.2%+91.7%0.470%
5/15/2026Waverly Advisors LLC12,608$1.24M0.0%+15.8%0.113%
5/13/2026 Cetera Investment Advisers30,540$3.01M0.0%-20.0%0.273%
5/8/2026 PNC Financial Services Group Inc.900$89K0.0%N/A0.008%
5/7/2026Hollencrest Capital Management1,375$135K0.0%+39.3%0.012%
5/6/2026 MTM Investment Management LLC6,791$669K0.2%+2.6%0.061%
5/6/2026Watershed Asset Management L.L.C.20,200$1.99M2.1%-82.7%0.180%
5/6/2026 SteelPeak Wealth LLC3,536$348K0.0%-99.4%0.032%
5/6/2026Frisch Financial Group Inc.74,429$7.33M1.5%-58.6%0.665%
5/6/2026 Thayer Partners LLC MA10,605$1.05M0.5%+3.2%0.095%
5/6/2026 Independent Financial Group LLC119,932$11.82M0.4%N/A1.071%
5/5/2026 Bank of New York Mellon Corp5,956$587K0.0%-2.6%0.053%
5/5/2026 IMC Chicago LLC9,707$956K0.0%N/A0.087%
5/5/2026Sanctuary Advisors LLC4,075$401K0.0%+8.2%0.036%
5/2/2026 CAP Partners LLC12,531$1.24M0.7%-1.2%0.112%
5/2/2026 International Assets Investment Management LLC2,130$211K0.0%-20.7%0.019%
5/1/2026 Fifth Third Bancorp10,325$1.02M0.0%N/A0.092%
4/27/2026 Baer Investment Advisory LLC3,000$296K0.0%N/A0.027%
4/27/2026World Investment Advisors3,676$362K0.0%+14.1%0.033%
4/24/2026 Prism Advisors Inc.8,676$855K0.2%+5.2%0.075%
4/23/2026 Flagstar Advisors Inc.14,485$1.43M0.5%+3.0%0.125%
4/22/2026 MRA Advisory Group71,972$7.09M2.9%-42.0%0.620%
4/22/2026 Ramiah Investment Group65,072$6.41M5.6%N/A0.581%
4/21/2026 LifeWealth Investments LLC24,630$2.43M0.7%+30.1%0.212%
4/21/2026 Berkshire Money Management Inc.52,644$5.19M0.5%-4.9%0.454%
4/20/2026 White Pine Investment CO37,273$3.67M0.9%+7.6%0.321%
4/15/2026 Nations Financial Group Inc. IA ADV29,781$2.93M0.2%-19.7%0.257%
3/17/2026Rockefeller Capital Management L.P.12,466$1.28M0.0%+0.9%0.106%
3/13/2026World Investment Advisors3,222$330K0.0%N/A0.027%
2/23/2026Virtu Financial LLC23,515$2.41M0.1%N/A0.199%
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2/18/2026 Mercer Global Advisors Inc. ADV4,962$508K0.0%N/A0.042%
2/18/2026Beacon Pointe Advisors LLC53,780$5.50M0.0%+5.5%0.456%
2/18/2026Private Capital Management LLC13,856$1.42M0.1%+1.7%0.117%
2/17/2026 Integrated Advisors Network LLC2,106$215K0.0%-10.5%0.018%
2/17/2026 Cetera Investment Advisers38,155$3.90M0.0%+3.9%0.323%
2/17/2026Jump Financial LLC21,949$2.25M0.0%N/A0.186%
2/17/2026Watershed Asset Management L.L.C.116,700$11.94M11.2%N/A0.989%
2/17/2026Regal Investment Advisors LLC23,401$2.39M0.1%+1.3%0.198%
2/17/2026Osaic Holdings Inc.32,237$3.30M0.0%-10.1%0.273%
2/17/2026Royal Bank of Canada92,468$9.46M0.0%-24.3%0.784%
2/17/2026Militia Capital Partners LP27,800$2.84M1.1%N/A0.236%
2/16/2026Mariner LLC11,822$1.21M0.0%+10.0%0.100%
2/16/2026 B&D White Capital Company LLC4,202$430K0.0%-82.0%0.036%
2/13/2026 Stifel Financial Corp2,865$293K0.0%+14.6%0.024%
2/13/2026Morgan Stanley695,869$71.20M0.0%+40.4%5.897%
2/13/2026 Arkadios Wealth Advisors4,965$508K0.0%+10.7%0.042%
2/13/2026 First Trust Advisors LP4,198$430K0.0%+63.2%0.036%
2/13/2026 QTR Family Wealth LLC10,940$1.13M0.5%-13.1%0.093%
2/13/2026 Peak Planning Group LLC5,151$527K0.1%N/A0.044%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC4,075$417K0.0%N/A0.035%
2/13/2026Wells Fargo & Company MN1,677$172K0.0%+383.3%0.014%
2/13/2026Beck Capital Management LLC15,724$1.61M0.4%+0.9%0.133%
2/12/2026Orion Porfolio Solutions LLC3,971$406K0.0%-3.3%0.034%
2/12/2026 Commonwealth Equity Services LLC48,667$4.98M0.0%-12.3%0.412%
2/12/2026Renaissance Technologies LLC3,300$338K0.0%N/A0.028%
2/12/2026Steward Partners Investment Advisory LLC5,245$537K0.0%+14.2%0.044%
2/12/2026 Wedbush Securities Inc.2,163$221K0.0%N/A0.018%
2/12/2026 Bank of Montreal Can1,313$134K0.0%-27.9%0.011%
2/11/2026 Gateway Wealth Partners LLC27,452$2.81M0.3%+4.6%0.233%
2/11/2026 Waddell & Associates LLC412,249$42.18M2.8%+1.1%3.494%
2/11/2026 LPL Financial LLC406,331$41.57M0.0%+3.4%3.443%
2/11/2026 Tradition Wealth Management LLC15,964$1.63M0.1%-3.5%0.135%
2/10/2026 Avestar Capital LLC82,535$8.44M0.5%+0.8%0.699%
2/10/2026Goldman Sachs Group Inc.216,059$22.11M0.0%-69.2%1.831%
2/10/2026 Florida Financial Advisors LLC2,578$264K0.1%-30.5%0.022%
2/10/2026BNP Paribas Financial Markets132,914$13.60M0.0%+25.1%1.126%
2/10/2026 Northwestern Mutual Wealth Management Co.53,062$5.43M0.0%-2.4%0.450%
2/9/2026Kingsview Wealth Management LLC3,076$315K0.0%+4.6%0.026%
2/9/2026 MTM Investment Management LLC6,616$677K0.2%+9.2%0.056%
2/9/2026 Integrity Advisory Solutions LLC3,492$357K0.1%+16.2%0.030%
2/6/2026 Kingdom Financial Group LLC.3,003$307K0.1%N/A0.025%
2/6/2026Frisch Financial Group Inc.179,620$18.38M4.1%-0.5%1.522%
2/6/2026 HighTower Advisors LLC79,060$8.09M0.0%-3.0%0.670%
2/5/2026 Sound Portfolio Advisors LLC2,099$215K0.2%N/A0.018%
2/5/2026 Northwestern Mutual Wealth Management Co.525,272$53.74M0.0%+865.7%4.451%
2/5/2026 Paulson Wealth Management Inc.10,186$1.04M0.2%-6.8%0.086%
2/5/2026Western Wealth Management LLC4,103$420K0.0%-9.8%0.035%
2/4/2026Ameritas Advisory Services LLC7,364$753K0.0%+19.9%0.064%
2/4/2026World Investment Advisors3,222$330K0.0%N/A0.028%
2/4/2026Cascades Capital Asset Management LLC5,228$535K0.2%-40.0%0.045%
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2/4/2026 Ballast Rock Private Wealth LLC5,614$574K0.4%N/A0.049%
2/3/2026 International Assets Investment Management LLC2,685$275K0.0%+3.9%0.023%
2/3/2026 Total Investment Management Inc.4,389$449K0.1%-12.1%0.038%
2/2/2026 Truist Financial Corp50,932$5.21M0.0%+3.8%0.441%
2/2/2026 Pittenger & Anderson Inc.735$75K0.0%N/A0.006%
2/2/2026 Aurora Private Wealth Inc.2,318$237K0.2%N/A0.020%
2/2/2026Mutual Advisors LLC11,099$1.14M0.0%+2.2%0.096%
1/30/2026 American Capital Advisory LLC1,496$153K0.1%+15.5%0.013%
1/30/2026 SOL Capital Management CO39,951$4.09M0.4%-2.9%0.347%
1/29/2026Comerica Bank12,798$1.31M0.0%-7.8%0.110%


QQQE Institutional Ownership - Frequently Asked Questions

During the previous two years, 230 institutional investors and hedge funds held shares of Direxion NASDAQ-100 Equal Weighted Index Shares. The most heavily invested institutionals were Bank of America Corp DE ($71.34M), Morgan Stanley ($71.20M), Ameriprise Financial Inc. ($64.33M), Waddell & Associates LLC ($42.18M), LPL Financial LLC ($41.57M), UBS Group AG ($23.10M), and Goldman Sachs Group Inc. ($22.11M).Learn more on Direxion NASDAQ-100 Equal Weighted Index Shares' institutional investors.

Of the 185 institutional investors that purchased Direxion NASDAQ-100 Equal Weighted Index Shares' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Total Investment Management Inc. ($718.32K), SteelPeak Wealth LLC ($561.67K), Northwestern Mutual Wealth Management Co. ($492.40K), Bank of America Corp DE ($444.58K), PKO Investment Management Joint Stock Co ($420K), Polar Asset Management Partners Inc. ($332.80K), and BNP Paribas Financial Markets ($326.64K).

Institutional investors have bought a total of 2,302,343 shares in the last 24 months. This purchase volume represents approximately $233.47M in transactions.

Of the 60 institutional investors that sold Direxion NASDAQ-100 Equal Weighted Index Shares' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Total Investment Management Inc. ($713.93K), SteelPeak Wealth LLC ($552.79K), Goldman Sachs Group Inc. ($485.95K), Bank of America Corp DE ($345.37K), Frisch Financial Group Inc. ($151.39K), Watershed Asset Management L.L.C. ($96.50K), and BNP Paribas Financial Markets ($95.13K).

Institutional investors have sold a total of 2,702,661 shares in the last 24 months. This volume of shares sold represents approximately $269.03M in transactions.



Institutional ownership data for NASDAQ:QQQE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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