QQQE institutional holders

Direxion NASDAQ-100 Equal Weighted Index ETF · 223 reporting institutions · $664.2M reported value

Funds that can replace QQQE · QQQE return decomposition

Institutional holdings

Institutions reporting QQQE, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$78.1M02026-06-30
Morgan Stanley$75.2M23,1852026-06-30
Waddell & Associates, LLC$52.3M02026-06-30
Lpl Financial LLC$45.2M23,4582026-06-30
Endurance Services Ltd$42.4M02026-06-30
UBS Group AG$31.1M02026-06-30
Bnp Paribas Financial Markets$20.9M02026-06-30
Goldman Sachs Group Inc$20M02026-06-30
Independent Financial Group, LLC$17.7M4812026-06-30
Jane Street Group, LLC$16.8M02026-06-30
Royal Bank of Canada$16.2M02026-06-30
Ameriprise Financial Inc$10.7M02026-06-30
Jones Financial Companies LLLP$9.9M02026-06-30
Mra Advisory Group$8.9M82026-06-30
Hightower Advisors, LLC$8.7M1,0462026-06-30
Frisch Financial Group, Inc.$8.6M62026-06-30
Leconte Wealth Management, LLC$7.8M72026-06-30
Envestnet Pmc$6.6M602026-06-30
Truist Financial Corp$6.6M02026-06-30
Beacon Pointe Advisors, LLC$6.6M4662026-06-30
Commonwealth Equity Services, LLC$6.6M2,8632026-06-30
Berkshire Money Management, Inc.$6.4M102026-06-30
Northwestern Mutual Wealth Management Co$6.3M02026-06-30
Ameritas Advisory Services, LLC$6.3M5502026-06-30
Citigroup Inc$6.1M02026-06-30
Wolverine Trading, LLC$5.3M02025-09-30
Creative Planning$4.9M1,1712026-06-30
Cerity Partners LLC$4.8M7772026-06-30
Bank of Montreal /can$4.7M02026-06-30
Osaic Holdings, Inc.$4.4M02026-06-30
Raymond James Financial Inc$4.4M02026-06-30
Gateway Wealth Partners, LLC$3.5M1012026-06-30
Nations Financial Group Inc, /ia/ /adv$3.3M02026-06-30
Regal Investment Advisors LLC$3.3M1172026-06-30
Lifewealth Investments, LLC$3.1M92026-06-30
Vise Technologies, Inc.$3.1M02026-06-30
Kestra Advisory Services, LLC$2.9M1,4792026-06-30
Cetera Investment Advisers$2.9M10,3702026-06-30
Providence First Trust Co$2.8M02026-06-30
Private Capital Management$2.3M102026-06-30
Davenport & Co LLC$2.2M3392026-06-30
Jump Financial, LLC$2.1M02026-06-30
Stifel Financial Corp$2.1M02026-06-30
Warner Financial, Inc$2M42026-06-30
Beck Capital Management, LLC$1.8M102026-06-30
Innovative Asset Advisors Group$1.7M122026-06-30
Mystic Asset Management, Inc.$1.6M22026-06-30
Rockefeller Capital Management LP$1.6M3462026-06-30
Cap Partners, LLC$1.5M72026-06-30
Mariner, LLC$1.4M02026-06-30
Ameritas Investment Partners, Inc.$1.4M72026-06-30
Mutual Advisors, LLC$1.4M1532026-06-30
Waverly Advisors, LLC$1.4M2312026-06-30
Thayer Partners, LLC / Ma$1.3M82026-06-30
Hb Wealth Management, LLC$1.3M1692026-06-30
Mgo One Seven LLC$1.3M1182026-06-30
Tradition Wealth Management, LLC$1.3M232026-06-30
Comerica Bank$1.3M02025-12-31
Fifth Third Bancorp$1.3M02026-06-30
Renaissance Technologies LLC$1.2M02026-06-30
Qtr Family Wealth, LLC$1.2M62026-06-30
Cwm, LLC$1.2M6672026-03-31
Evelyn Partners Group Ltd$1.2M02026-06-30
Flagstar Securities, Inc$1.2M302026-06-30
Paulson Wealth Management Inc.$1.1M32026-06-30
Fulton Bank, N.A.$1.1M02026-06-30
Arkadios Wealth Advisors$1.1M2262026-06-30
Retirement Planning Co of New England, Inc.$1M42026-06-30
Prism Advisors, Inc.$988.6K52026-06-30
D.A. Davidson & Co.$904.2K6892026-06-30
Quantum Financial Partners LLC$880.7K72026-06-30
Mtm Investment Management, LLC$828.6K52026-06-30
Sowell Financial Services LLC$733.7K1082026-06-30
Kmg Fiduciary Partners, LLC$726.3K72026-06-30
Seacrest Wealth Management, LLC$711.6K352026-06-30
Advisory Services Network$710.3K2532026-06-30
Tower Research Capital LLC (trc)$698K02026-06-30
Ballast Rock Private Wealth LLC$685.3K102026-06-30
Sax Wealth Advisors, LLC$675.3K422026-06-30
Freestone Capital Holdings, LLC$672.2K662026-06-30
Focus Financial$662.7K1212026-06-30
Carr Financial Group Corp$659.5K62026-06-30
Bank of New York Mellon Corp$656.1K02026-06-30
Migdal Insurance & Financial Holdings Ltd.$654.2K02026-06-30
Cannon Advisors, Inc.$644.9K62026-06-30
Steward Partners Investment Advisory, LLC$636.8K4812026-06-30
Parallel Advisors, LLC$625.4K752026-06-30
Imc-Chicago, LLC$624.4K02026-06-30
Traphagen Investment Advisors LLC$613.8K162026-06-30
Marshall Financial Group, LLC$612.5K142026-06-30
Peak Planning Group, LLC$606.8K82026-06-30
Blackrock, Inc.$598.9K02026-06-30
Private Advisor Group, LLC$598.5K9272026-06-30
TD Waterhouse Canada Inc.$581.3K02026-06-30
Key Financial, Inc.$567.2K82026-06-30
Eagleclaw Capital Managment, LLC$566.7K52026-06-30
Oxinas Partners Wealth Management$554.2K72026-06-30
Pathstone Holdings, LLC$551.7K02026-06-30
Spectrum Wealth Advisory Group, LLC$549.9K32026-06-30
Fmr LLC$547.5K02026-06-30
Star Financial Bank$529K02026-06-30
Total Investment Management Inc$525.5K82026-06-30
Western Wealth Management, LLC$500.8K1122026-06-30
Sanctuary Advisors, LLC$499.7K4012026-06-30
Integrity Advisory Solutions, LLC$493K1272026-06-30
Element Wealth, LLC$483.9K132026-06-30
Dhjj Financial Advisors, Ltd.$482.1K72026-06-30
Tucker Asset Management LLC$475K602026-06-30
Mercer Global Advisors Inc /adv$467.1K02026-06-30
Howard Financial Services, Ltd.$460.2K152026-06-30
Mill Creek Capital Advisors, LLC$445.6K02026-03-31
Gladstone Institutional Advisory LLC$440.7K1082026-06-30
Two Sigma Investments, LP$439.2K02026-06-30
Evergreen Capital Management LLC$432.2K282026-06-30
Bluespring Wealth Management, LLC$431.7K502026-06-30
Kingdom Financial Group Llc.$426.7K152026-06-30
Old National Bancorp /in$414.8K02026-06-30
Tilia Fiduciary Partners, Inc.$407.7K52026-06-30
Capital Investment Advisory Services, LLC$406.6K1032026-06-30
Aqr Capital Management LLC$402.3K12026-06-30
Colonial Trust Co / Sc$388.1K02026-06-30
Bison Wealth, LLC$362.7K612026-06-30
World Investment Advisors$362.2K3592026-06-30
Promethium Advisors, LLC$357.7K02026-06-30
Intellectus Partners, LLC$356.7K62026-06-30
Farther Finance Advisors, LLC$356.3K3342026-06-30
Purus Wealth Management, LLC$347.5K62026-06-30
Family Capital Management, Inc.$344.6K42026-06-30
Kingsview Wealth Management, LLC$343.7K1152026-06-30
First Heartland Consultants, Inc.$341.3K992026-06-30
Fairview Capital Investment Management, LLC$337.4K02026-06-30
Global Retirement Partners LLC$325.8K4912026-06-30
D. E. Shaw & Co., LP$323K02026-06-30
Creativeone Wealth, LLC$313.6K2212026-06-30
Y-Intercept (hong Kong) Ltd$312.5K02026-06-30
Cascade Wealth Advisors, Inc$312.2K32026-06-30
MML Investors Services, LLC$311.9K5,1202026-06-30
Quantinno Capital Management LP$302.2K02026-06-30
Victory Financial Group, LLC$296.7K562026-06-30
Kaydan Wealth Management, Inc.$292.1K62026-06-30
Focus Partners Advisor Solutions, LLC$289.5K422026-06-30
Brady Martz Wealth Solutions, LLC$289.5K82026-06-30
Clear Creek Financial Management, LLC$289.3K442026-06-30
Aptus Capital Advisors, LLC$284.5K212026-06-30
Galvin, Gaustad & Stein, LLC$280.1K82026-06-30
Hudock, Inc.$269.6K92026-06-30
Mission Wealth Management, LP$265.3K1382026-06-30
Ifp Advisors, Inc$265.3K3182026-06-30
International Assets Investment Management, LLC$257.9K1222026-06-30
Wealthcare Advisory Partners LLC$256.1K1702026-06-30
Kcm Investment Advisors LLC$250.7K72026-06-30
Key Client Fiduciary Advisors, LLC$245.2K102026-06-30
Newedge Advisors$243.2K6012026-06-30
Pinnacle Associates, Ltd.$237K332026-06-30
Epg Wealth Management LLC$233.5K112026-06-30
Captrust Financial Advisors$231.7K9622026-06-30
Kaizen Financial Strategies, LLC$225.6K52026-06-30
Integrated Wealth Concepts LLC$221.4K4802026-06-30
Wealth Enhancement Advisory Services, LLC$221K1,0262026-06-30
Independent Advisor Alliance, LLC$219.6K3022026-06-30
Modern Wealth Management, LLC$216.4K1612026-06-30
Ritter Daniher Financial Advisory LLC / de$215.8K02026-06-30
Florida Financial Advisors, LLC$215.6K8572026-06-30
Cascades Capital Asset Management, LLC$212.9K32026-06-30
Compound Planning, Inc.$211.1K752026-06-30
Leavell Investment Management, Inc.$209.2K252026-06-30
Wells Fargo & Company/mn$206.6K02026-06-30
Aspire Capital Advisors LLC$202.9K132026-06-30
American Capital Advisory, LLC$183.1K72026-06-30
Crewe Advisors LLC$168.4K262026-06-30
Hollencrest Capital Management$167.9K152026-06-30
PNC Financial Services Group, Inc.$134.2K02026-06-30
Dt Investment Partners, LLC$128.2K82026-06-30
Spire Wealth Management$117.6K32026-06-30
National Bank of Canada /fi$102.4K02026-06-30
Abound Wealth Management$96.5K162026-06-30
Advisornet Wealth Partners$88.3K582026-06-30
Harbor Asset Planning, Inc.$77.4K22026-06-30
Beaird Harris Wealth Management, LLC$76.1K182026-06-30
Assetmark, Inc$75.6K2202026-06-30
Miller Global Investments, LLC$63.2K22026-06-30
Geneos Wealth Management, Inc.$52.3K1932026-06-30
Parkside Financial Bank & Trust$42.8K02026-03-31
Blue Bell Private Wealth Management, LLC$41.6K112026-06-30
Gleason Group, Inc.$37.7K62026-06-30
Lanark Financial, Inc.$34.4K692026-06-30
Sbi Securities Co., Ltd.$32.5K02026-06-30
Concord Wealth Partners$32.4K112026-06-30
Eastern Bank$30.9K02026-06-30
Larson Financial Group LLC$26.4K672026-06-30
CIBC Private Wealth Group LLC$25.6K02025-12-31
Srh Advisors, LLC$24.8K32026-06-30
Central Trust Co$24.3K02026-06-30
Global Trust Asset Management, LLC$24K82026-06-30
Jpmorgan Chase & Co$21K02026-06-30
Front Row Advisors LLC$20.1K72026-06-30
Sachetta, LLC$14K02026-06-30
Cape Investment Advisory, Inc.$12.9K352026-06-30
Wilmington Savings Fund Society, Fsb$12.2K02026-06-30
Harbour Investments, Inc.$9.4K2472026-06-30
Archer Investment Corp$7.8K782026-06-30
Ima Advisory Services, Inc.$7.7K482026-06-30
Irc Wealth$7K72026-06-30
Blue Trust, Inc.$6.6K02026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$5.6K02026-06-30
White Pine Investment Co$4.8K32026-06-30
Institute for Wealth Management, Llc.$4K132026-06-30
St. Johns Investment Management Company, LLC$3.7K32026-06-30
Cambridge Investment Research Advisors, Inc.$3.2K3,9402026-03-31
Fyra Capital Management$3K72025-09-30
Optimum Investment Advisors$2.5K02025-09-30
Strategic Wealth Partners, Ltd.$1.5K02026-06-30
Imprint Wealth LLC$61022026-06-30
Hrt Financial LP$59302026-06-30
Toronto Dominion Bank$48802026-06-30
Thoroughbred Financial Services, LLC$467342026-06-30
Janney Montgomery Scott LLC$3161,3422026-06-30
Anchor Investment Management, LLC$29662026-03-31
Aurora Private Wealth, Inc.$284202026-06-30
Wedbush Securities Inc$2702202026-06-30
Vanguard Advisers Inc$2442,4692026-06-30
Allworth Financial, LP$1233172026-06-30
Fny Investment Advisers, LLC$1502026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30