DIREXION NASDAQ-100 EQ WEIGH (QQQE) Institutional Shareholders
DIREXION NASDAQ-100 EQ WEIGH (QQQE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $599.75M in QQQE holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of QQQE tracked by InsiderSet, reporting ownership valued at approximately $73.85M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $91.43M, representing an estimated gain of +23.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed QQQE value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Waddell & Associates, Llc, and several other long-term asset managers with concentrated positions in DIREXION NASDAQ-100 EQ WEIGH (QQQE).
This page ranks the largest institutional QQQE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
201
Total Reported Value
$599.75M
Largest Holder
Morgan Stanley
Largest Position
$73.85M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
116
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 749,497 | $73,848,015 | $91,431,139 | +$17,583,124 | +23.81% | |
| Bank Of America Corp | 0.01% | 724,041 | $71,339,805 | $88,325,762 | +$16,985,957 | +23.81% | |
| Waddell & Associates, Llc | 2.59% | 428,989 | $52,340,944 | $52,332,368 | -$8,576 | -0.02% | |
| Lpl Financial Llc | 0.01% | 366,062 | $36,068,055 | $44,655,903 | +$8,587,848 | +23.81% | |
| Endurance Services Ltd | 5.77% | 347,500 | $34,239,175 | $42,391,525 | +$8,152,350 | +23.81% | |
| Ubs Group Ag | 0.00% | 278,318 | $27,422,672 | $33,952,013 | +$6,529,341 | +23.81% | |
| Bnp Paribas Financial Markets | 0.02% | 238,827 | $23,531,624 | $29,134,506 | +$5,602,882 | +23.81% | |
| Independent Financial Group, Llc | 0.33% | 145,174 | $17,712,680 | $17,709,776 | -$2,904 | -0.02% | |
| Goldman Sachs Group Inc | 0.00% | 164,991 | $16,256,563 | $20,127,252 | +$3,870,689 | +23.81% | |
| Royal Bank Of Canada | 0.00% | 127,223 | $12,536,000 | $15,519,934 | +$2,983,934 | +23.80% | |
| Balyasny Asset Management L.P. | 0.02% | 123,448 | $12,163,331 | $15,059,422 | +$2,896,091 | +23.81% | |
| Jane Street Group, Llc | 0.01% | 92,947 | $9,158,068 | $11,338,605 | +$2,180,537 | +23.81% | |
| Mra Advisory Group | 3.22% | 72,715 | $8,872,001 | $8,870,503 | -$1,498 | -0.02% | |
| Two Sigma Investments, Lp | 0.01% | 88,600 | $8,729,758 | $10,808,314 | +$2,078,556 | +23.81% | |
| Hightower Advisors, Llc | 0.01% | 76,631 | $7,550,671 | $9,348,216 | +$1,797,545 | +23.81% | |
| Frisch Financial Group, Inc. | 1.53% | 74,429 | $7,333,442 | $9,079,594 | +$1,746,152 | +23.81% | |
| Jones Financial Companies Lllp | 0.00% | 70,937 | $6,831,240 | $8,653,605 | +$1,822,365 | +26.68% | |
| Ameriprise Financial Inc | 0.00% | 67,943 | $6,695,777 | $8,288,367 | +$1,592,590 | +23.78% | |
| Truist Financial Corp | 0.01% | 54,167 | $6,608,944 | $6,607,832 | -$1,112 | -0.02% | |
| Commonwealth Equity Services, Llc | 0.01% | 53,865 | $6,572,070 | $6,570,991 | -$1,079 | -0.02% | |
| Berkshire Money Management, Inc. | 0.58% | 52,469 | $6,401,726 | $6,400,693 | -$1,033 | -0.02% | |
| Leconte Wealth Management, Llc | 4.11% | 64,509 | $6,356,065 | $7,869,453 | +$1,513,388 | +23.81% | |
| Jump Financial, Llc | 0.09% | 61,990 | $6,107,875 | $7,562,160 | +$1,454,285 | +23.81% | |
| Beacon Pointe Advisors, Llc | 0.03% | 55,123 | $5,431,234 | $6,724,455 | +$1,293,221 | +23.81% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 55,076 | $5,426,670 | $6,718,721 | +$1,292,051 | +23.81% | |
| Envestnet Asset Management Inc | 0.00% | 54,750 | $5,394,532 | $6,678,953 | +$1,284,421 | +23.81% | |
| Gateway Wealth Partners, Llc | 0.20% | 52,632 | $5,185,844 | $6,420,578 | +$1,234,734 | +23.81% | |
| Citigroup Inc | 0.00% | 49,900 | $4,916,647 | $6,087,301 | +$1,170,654 | +23.81% | |
| Cerity Partners Llc | 0.01% | 43,552 | $4,290,806 | $5,312,908 | +$1,022,102 | +23.82% | |
| Creative Planning | 0.00% | 39,798 | $3,921,280 | $4,854,958 | +$933,678 | +23.81% | |
| Nations Financial Group Inc | 0.16% | 27,226 | $3,321,872 | $3,321,300 | -$572 | -0.02% | |
| Raymond James Financial Inc | 0.00% | 33,435 | $3,294,370 | $4,078,736 | +$784,366 | +23.81% | |
| Osaic Holdings, Inc. | 0.00% | 32,913 | $3,245,657 | $4,015,057 | +$769,400 | +23.71% | |
| Lifewealth Investments, Llc | 0.83% | 25,542 | $3,116,326 | $3,115,869 | -$457 | -0.01% | |
| Cetera Investment Advisers | 0.00% | 30,540 | $3,009,105 | $3,725,575 | +$716,470 | +23.81% | |
| Kestra Advisory Services, Llc | 0.01% | 23,931 | $2,919,802 | $2,919,343 | -$459 | -0.02% | |
| Tower Research Capital Llc (Trc) | 0.07% | 29,233 | $2,880,327 | $3,566,134 | +$685,807 | +23.81% | |
| Providence First Trust Co | 0.79% | 23,291 | $2,841,735 | $2,841,269 | -$466 | -0.02% | |
| Regal Investment Advisors Llc | 0.14% | 24,003 | $2,365,010 | $2,928,126 | +$563,116 | +23.81% | |
| Davenport & Co Llc | 0.01% | 17,802 | $2,172,033 | $2,171,666 | -$367 | -0.02% | |
| Watershed Asset Management, L.L.C. | 2.06% | 20,200 | $1,990,306 | $2,464,198 | +$473,892 | +23.81% | |
| Warner Financial, Inc | 0.57% | 16,010 | $1,953,389 | $1,953,060 | -$329 | -0.02% | |
| Private Capital Management, Llc | 0.15% | 15,331 | $1,510,606 | $1,870,229 | +$359,623 | +23.81% | |
| Cap Partners, Llc | 0.74% | 12,366 | $1,508,752 | $1,508,528 | -$224 | -0.01% | |
| Beck Capital Management, Llc | 0.34% | 15,234 | $1,501,015 | $1,858,396 | +$357,381 | +23.81% | |
| Innovative Asset Advisors Group, Llc | 0.82% | 14,410 | $1,419,817 | $1,757,876 | +$338,059 | +23.81% | |
| Thayer Partners, Llc / Ma | 0.56% | 11,049 | $1,348,145 | $1,347,868 | -$277 | -0.02% | |
| Hb Wealth Management, Llc | 0.01% | 11,033 | $1,346,136 | $1,345,916 | -$220 | -0.02% | |
| Mgo One Seven Llc | 0.02% | 10,851 | $1,323,912 | $1,323,713 | -$199 | -0.01% | |
| Mystic Asset Management, Inc. | 0.31% | 13,416 | $1,321,850 | $1,636,618 | +$314,768 | +23.81% |
Frequently asked questions about QQQE
Who owns the most QQQE stock?
The largest holders of QQQE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DIREXION NASDAQ-100 EQ WEIGH (QQQE).
Is QQQE widely held by superinvestors?
Many widely followed stocks like QQQE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly QQQE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.