QQQE Institutional Ownership & Shareholders
DIREXION NASDAQ-100 EQ WEIGH (QQQE) is currently held by 211 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $645.48M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of QQQE tracked by InsiderSet, reporting ownership valued at approximately $78.08M in its June 30, 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 $74.42M, representing an estimated loss of -4.69% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed QQQE value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, 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
211
Total Reported Value
$645.48M
Largest Holder
Bank Of America Corp
Largest Position
$78.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
52
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.01% | 639,955 | $78,080,905 | $74,420,367 | -$3,660,538 | -4.69% | |
| Morgan Stanley | 0.00% | 616,657 | $75,238,510 | $71,711,043 | -$3,527,467 | -4.69% | |
| Waddell & Associates, Llc | 2.59% | 428,989 | $52,340,944 | $49,887,131 | -$2,453,813 | -4.69% | |
| Lpl Financial Llc | 0.01% | 370,350 | $45,186,450 | $43,068,002 | -$2,118,449 | -4.69% | |
| Endurance Services Ltd | 6.49% | 347,500 | $42,398,475 | $40,410,775 | -$1,987,700 | -4.69% | |
| Ubs Group Ag | 0.00% | 254,851 | $31,094,370 | $29,636,623 | -$1,457,747 | -4.69% | |
| Bnp Paribas Financial Markets | 0.01% | 171,417 | $20,914,588 | $19,934,083 | -$980,505 | -4.69% | |
| Goldman Sachs Group Inc | 0.00% | 164,052 | $20,015,985 | $19,077,607 | -$938,378 | -4.69% | |
| Jane Street Group, Llc | 0.01% | 138,054 | $16,843,969 | $16,054,300 | -$789,669 | -4.69% | |
| Royal Bank Of Canada | 0.00% | 132,907 | $16,216,000 | $15,455,755 | -$760,245 | -4.69% | |
| Independent Financial Group, Llc | 0.29% | 130,804 | $15,710,868 | $15,211,197 | -$499,671 | -3.18% | |
| Ameriprise Financial Inc | 0.00% | 87,637 | $10,692,536 | $10,191,307 | -$501,229 | -4.69% | |
| Jones Financial Companies Lllp | 0.00% | 83,403 | $9,898,296 | $9,698,935 | -$199,361 | -2.01% | |
| Frisch Financial Group, Inc. | 1.48% | 70,543 | $8,606,987 | $8,203,445 | -$403,542 | -4.69% | |
| Truist Financial Corp | 0.01% | 67,549 | $8,113,255 | $7,855,273 | -$257,982 | -3.18% | |
| Mra Advisory Group | 3.00% | 66,597 | $7,998,966 | $7,744,565 | -$254,401 | -3.18% | |
| Leconte Wealth Management, Llc | 3.82% | 59,466 | $7,142,473 | $6,915,301 | -$227,172 | -3.18% | |
| Envestnet Asset Management Inc | 0.00% | 54,358 | $6,632,186 | $6,321,292 | -$310,894 | -4.69% | |
| Beacon Pointe Advisors, Llc | 0.03% | 54,104 | $6,601,288 | $6,291,754 | -$309,534 | -4.69% | |
| Ameritas Advisory Services, Llc | 0.13% | 51,241 | $6,251,914 | $5,958,816 | -$293,098 | -4.69% | |
| Berkshire Money Management, Inc. | 0.53% | 51,517 | $6,187,691 | $5,990,912 | -$196,779 | -3.18% | |
| Citigroup Inc | 0.00% | 50,094 | $6,111,969 | $5,825,431 | -$286,538 | -4.69% | |
| Broussard Financial Group Llc | 4.29% | 48,346 | $5,806,838 | $5,622,156 | -$184,682 | -3.18% | |
| Commonwealth Equity Services, Llc | 0.01% | 47,636 | $5,721,590 | $5,539,590 | -$182,000 | -3.18% | |
| Creative Planning | 0.00% | 40,371 | $4,848,985 | $4,694,744 | -$154,241 | -3.18% | |
| Cerity Partners Llc | 0.01% | 39,102 | $4,770,578 | $4,547,172 | -$223,406 | -4.68% | |
| Bank Of Montreal | 0.00% | 38,724 | $4,724,733 | $4,503,214 | -$221,519 | -4.69% | |
| Rothschild & Co Wealth Management Uk Ltd | 0.07% | 39,063 | $4,691,857 | $4,542,636 | -$149,221 | -3.18% | |
| Osaic Holdings, Inc. | 0.01% | 35,915 | $4,386,586 | $4,176,555 | -$210,031 | -4.79% | |
| Raymond James Financial Inc | 0.00% | 35,764 | $4,363,567 | $4,158,996 | -$204,571 | -4.69% | |
| Gateway Wealth Partners, Llc | 0.21% | 28,658 | $3,496,579 | $3,332,639 | -$163,940 | -4.69% | |
| Nations Financial Group Inc | 0.16% | 27,226 | $3,321,872 | $3,166,112 | -$155,760 | -4.69% | |
| Regal Investment Advisors Llc | 0.17% | 26,799 | $3,269,798 | $3,116,456 | -$153,342 | -4.69% | |
| Lifewealth Investments, Llc | 0.87% | 25,965 | $3,118,642 | $3,019,470 | -$99,172 | -3.18% | |
| Cetera Investment Advisers | 0.00% | 23,922 | $2,918,728 | $2,781,889 | -$136,839 | -4.69% | |
| Kestra Advisory Services, Llc | 0.01% | 24,144 | $2,899,948 | $2,807,706 | -$92,242 | -3.18% | |
| Private Capital Management, Llc | 0.21% | 18,914 | $2,307,748 | $2,199,509 | -$108,239 | -4.69% | |
| Integrity Alliance, Llc. | 0.07% | 18,664 | $2,241,799 | $2,170,437 | -$71,362 | -3.18% | |
| Jump Financial, Llc | 0.02% | 17,117 | $2,088,445 | $1,990,536 | -$97,909 | -4.69% | |
| Stifel Financial Corp | 0.00% | 17,021 | $2,076,803 | $1,979,372 | -$97,431 | -4.69% | |
| Warner Financial, Inc | 0.57% | 16,010 | $1,953,389 | $1,861,803 | -$91,586 | -4.69% | |
| Beck Capital Management, Llc | 0.34% | 14,965 | $1,825,906 | $1,740,280 | -$85,626 | -4.69% | |
| Innovative Asset Advisors Group, Llc | 0.75% | 14,072 | $1,716,925 | $1,636,433 | -$80,492 | -4.69% | |
| Vise Technologies, Inc. | 0.01% | 13,943 | $1,674,732 | $1,621,431 | -$53,301 | -3.18% | |
| Mystic Asset Management, Inc. | 0.35% | 13,268 | $1,593,619 | $1,542,936 | -$50,683 | -3.18% | |
| Rockefeller Capital Management L.P. | 0.00% | 12,945 | $1,579,528 | $1,505,374 | -$74,154 | -4.69% | |
| Cap Partners, Llc | 0.68% | 12,343 | $1,482,553 | $1,435,367 | -$47,186 | -3.18% | |
| Mariner, Llc | 0.00% | 11,873 | $1,448,627 | $1,380,711 | -$67,916 | -4.69% | |
| Ameritas Investment Partners, Inc. | 0.04% | 11,371 | $1,387,396 | $1,322,334 | -$65,062 | -4.69% | |
| Mutual Advisors, Llc | 0.03% | 11,342 | $1,383,796 | $1,318,961 | -$64,835 | -4.69% |
Frequently asked questions about QQQE
Who are the largest institutional holders of QQQE?
The largest institutional holders of QQQE reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Waddell & Associates, Llc, Lpl Financial Llc, and Endurance Services Ltd. InsiderSet ranks institutional holders by their latest reported QQQE position.
What is QQQE institutional ownership?
This page tracks QQQE positions reported by institutional investment managers through SEC Form 13F. DIREXION NASDAQ-100 EQ WEIGH (QQQE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own QQQE?
InsiderSet currently tracks 211 institutional managers reporting QQQE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of QQQE shareholders.
How much QQQE stock do institutions own?
Institutional investment managers disclosed approximately $645.48M in QQQE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was QQQE institutional ownership last updated?
The latest QQQE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional QQQE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its QQQE position after the reporting date.
Are institutions buying or selling QQQE?
Institutional buying and selling can be analyzed by comparing QQQE positions across consecutive 13F reporting periods. InsiderSet's QQQE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View QQQE ownership changes.
How has QQQE institutional ownership changed over time?
InsiderSet tracks QQQE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.