DIRX NASDAQ-100EQ WI ETF-USD QQQE
$120.15
-0.8% 52w: $94.14 – $122.53
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data94.14108.33122.53
Jun 20, 2025 Jul 2, 2026
Institutional holders
197
-4 QoQ
13F value
$589.2M
-8.7% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
26.0×
$20.2M calls / $778K puts
Institutional value by quarter
Number of holders
Who owns QQQE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 749.5K | $73.8M | 0.0% | +7.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 724.0K | $71.3M | 0.0% | +13.6% |
| WADDELL & ASSOCIATES, LLC | Wealth advisor | 428.5K | $42.2M | 2.4% | +3.9% |
| LPL Financial LLC | Bank broker | 366.1K | $36.1M | 0.0% | -9.9% |
| Endurance Services Ltd | Wealth advisor | 347.5K | $34.2M | 5.8% | Held |
| UBS Group AG | Bank broker | 278.3K | $27.4M | 0.0% | +23.3% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 238.8K | $23.5M | 0.0% | +79.7% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 175.0K | $17.2M | 0.4% | -11.5% |
| GOLDMAN SACHS GROUP INC | Bank broker | 165.0K | $16.3M | 0.0% | -23.6% |
| ROYAL BANK OF CANADA | Bank broker | 127.2K | $12.5M | 0.0% | +37.6% |
| Balyasny Asset Management L.P. | Multistrat pod | 123.4K | $12.2M | 0.0% | New |
| JANE STREET GROUP, LLC | Market maker | 92.9K | $9.2M | 0.0% | New |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 88.6K | $8.7M | 0.0% | New |
| HighTower Advisors, LLC | Diversified mechanical | 76.6K | $7.6M | 0.0% | -3.1% |
| Frisch Financial Group, Inc. | Wealth advisor | 74.4K | $7.3M | 1.5% | -58.6% |
| MRA Advisory Group | Wealth advisor | 72.0K | $7.1M | 2.9% | -42.0% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 70.9K | $6.8M | 0.0% | +10.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 67.9K | $6.7M | 0.0% | +8.2% |
| Ramiah Investment Group | Wealth advisor | 65.1K | $6.4M | 5.6% | New |
| LeConte Wealth Management, LLC | Other | 64.5K | $6.4M | 4.1% | -12.7% |
| Jump Financial, LLC | Market maker | 62.0K | $6.1M | 0.1% | +182.4% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 55.1K | $5.4M | 0.0% | +2.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 55.1K | $5.4M | 0.0% | +3.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 54.8K | $5.4M | 0.0% | +4.5% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 54.1K | $5.3M | 0.0% | +6.3% |
| Berkshire Money Management, Inc. | Wealth advisor | 52.6K | $5.2M | 0.5% | -4.9% |
| Gateway Wealth Partners, LLC | Wealth advisor | 52.6K | $5.2M | 0.2% | +91.7% |
| CITIGROUP INC | Bank broker | 49.9K | $4.9M | 0.0% | -50.2% |
| Cerity Partners LLC | Diversified mechanical | 43.6K | $4.3M | 0.0% | +1109.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 42.3K | $4.2M | 0.0% | -13.1% |
| Creative Planning | Wealth advisor | 39.8K | $3.9M | 0.0% | -12.3% |
| White Pine Investment CO | Wealth advisor | 37.3K | $3.7M | 0.9% | +7.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 33.4K | $3.3M | 0.0% | +19.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 32.9K | $3.2M | 0.0% | +2.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 32.6K | $3.2M | 0.0% | +70.1% |
| Redhawk Wealth Advisors, Inc. | Wealth advisor | 32.5K | $3.2M | 0.4% | New |
| Cetera Investment Advisers | Wealth advisor | 30.5K | $3.0M | 0.0% | -20.0% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | Wealth advisor | 29.8K | $2.9M | 0.2% | -19.7% |
| Tower Research Capital LLC (TRC) | Market maker | 29.2K | $2.9M | 0.1% | +816.4% |
| Cannon Advisors, Inc. | Other | 27.2K | $2.7M | 2.0% | +3.2% |
| LifeWealth Investments, LLC | Wealth advisor | 24.6K | $2.4M | 0.7% | +30.1% |
| Regal Investment Advisors LLC | Wealth advisor | 24.0K | $2.4M | 0.1% | +2.6% |
| Kestra Advisory Services, LLC | Wealth advisor | 23.4K | $2.3M | 0.0% | -0.1% |
| Watershed Asset Management, L.L.C. ★2 | Fundamental diversified | 20.2K | $2.0M | 2.1% | -82.7% |
| WARNER FINANCIAL, INC | Wealth advisor | 15.6K | $1.5M | 0.5% | +0.6% |
| Private Capital Management, LLC ★2 | Fundamental diversified | 15.3K | $1.5M | 0.2% | +10.6% |
| BECK CAPITAL MANAGEMENT, LLC | Other | 15.2K | $1.5M | 0.3% | -3.1% |
| FLAGSTAR ADVISORS INC | Wealth advisor | 14.5K | $1.4M | 0.5% | +3.0% |
| Innovative Asset Advisors Group, LLC | Diversified mechanical | 14.4K | $1.4M | 0.8% | — |
| Mystic Asset Management, Inc. | Other | 13.4K | $1.3M | 0.3% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.