Direxion NASDAQ-100 Equal Weighted Index ETF(QQQE)

$118.68—

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Direxion NASDAQ-100 Equal Weighted Index ETF(QQQE)

NASDAQ

$118.68—

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QQQE(QQQE)

QQQE

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 271 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	749.50K	Mar 31, 26	+53.63K	6.62%
BANK OF AMERICA CORP /DE/	724.04K	Mar 31, 26	+86.68K	6.39%
WADDELL & ASSOCIATES, LLC	428.47K	Mar 31, 26	+16.22K	3.78%
LPL Financial LLC	366.06K	Mar 31, 26	-40.27K	3.23%
Endurance Services Ltd	347.50K	Mar 31, 26	--	3.07%
UBS Group AG	278.32K	Mar 31, 26	+52.56K	2.46%
BNP PARIBAS ARBITRAGE, SNC	238.83K	Mar 31, 26	+105.91K	2.11%
INDEPENDENT FINANCIAL GROUP, LLC	174.97K	Mar 31, 26	-22.75K	1.54%
GOLDMAN SACHS GROUP INC	164.99K	Mar 31, 26	-51.07K	1.46%
ROYAL BANK OF CANADA	127.22K	Mar 31, 26	+34.76K	1.12%
BALYASNY ASSET MANAGEMENT L.P.	123.45K	Mar 31, 26	+123.45K	1.09%
JANE STREET GROUP, LLC	92.95K	Mar 31, 26	+92.95K	0.82%
TWO SIGMA INVESTMENTS, LP	88.60K	Mar 31, 26	+88.60K	0.78%
HighTower Advisors, LLC	76.63K	Mar 31, 26	-2.43K	0.68%
Frisch Financial Group, Inc.	74.43K	Mar 31, 26	-105.19K	0.66%
MRA Advisory Group	71.97K	Mar 31, 26	-52.13K	0.64%
JONES FINANCIAL COMPANIES LLLP	70.94K	Mar 31, 26	+6.83K	0.63%
AMERIPRISE FINANCIAL INC	67.94K	Mar 31, 26	+5.16K	0.60%
Ramiah Investment Group	65.07K	Mar 31, 26	+65.07K	0.57%
LeConte Wealth Management, LLC	64.51K	Mar 31, 26	-9.40K	0.57%
Jump Financial, LLC	61.99K	Mar 31, 26	+40.04K	0.55%
Beacon Pointe Advisors, LLC	55.12K	Mar 31, 26	+1.34K	0.49%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	55.08K	Mar 31, 26	+2.01K	0.49%
ENVESTNET ASSET MANAGEMENT INC	54.75K	Mar 31, 26	+2.34K	0.48%
TRUIST FINANCIAL CORP	54.14K	Mar 31, 26	+3.21K	0.48%
Berkshire Money Management, Inc.	52.64K	Mar 31, 26	-2.72K	0.46%
Gateway Wealth Partners, LLC	52.63K	Mar 31, 26	+25.18K	0.46%
CITIGROUP INC	49.90K	Mar 31, 26	-50.26K	0.44%
Cerity Partners LLC	43.55K	Mar 31, 26	+39.95K	0.38%
COMMONWEALTH EQUITY SERVICES, LLC	42.27K	Mar 31, 26	-6.40K	0.37%
Creative Planning	39.80K	Mar 31, 26	-5.59K	0.35%
White Pine Investment CO	37.27K	Mar 31, 26	+2.62K	0.33%
RAYMOND JAMES FINANCIAL INC	33.44K	Mar 31, 26	+5.44K	0.30%
ADVISOR GROUP HOLDINGS, INC.	32.91K	Mar 31, 26	+676	0.29%
Cambridge Investment Research Advisors, Inc.	32.55K	Mar 31, 26	+13.42K	0.29%
Redhawk Wealth Advisors, Inc.	32.46K	Mar 31, 26	+32.46K	0.29%
Cetera Investment Advisers	30.54K	Mar 31, 26	-7.62K	0.27%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	29.78K	Mar 31, 26	-7.30K	0.26%
Tower Research Capital LLC (TRC)	29.23K	Mar 31, 26	+26.04K	0.26%
Cannon Advisors, Inc.	27.20K	Mar 31, 26	+842	0.24%
LifeWealth Investments, LLC	24.63K	Mar 31, 26	+5.70K	0.22%
Regal Investment Advisors LLC	24.00K	Mar 31, 26	+602	0.21%
Kestra Advisory Services, LLC	23.45K	Mar 31, 26	-18	0.21%
Watershed Asset Management, L.L.C.	20.20K	Mar 31, 26	-96.50K	0.18%
WARNER FINANCIAL, INC	15.58K	Mar 31, 26	+91	0.14%
Private Capital Management, LLC	15.33K	Mar 31, 26	+1.48K	0.14%
BECK CAPITAL MANAGEMENT, LLC	15.23K	Mar 31, 26	-490	0.13%
FLAGSTAR ADVISORS INC.	14.48K	Mar 31, 26	+425	0.13%
Mystic Asset Management, Inc.	13.42K	Mar 31, 26	--	0.12%
Waverly Advisors, LLC	12.61K	Mar 31, 26	+1.72K	0.11%
CAP Partners, LLC	12.53K	Mar 31, 26	-152	0.11%
Rockefeller Capital Management L.P.	12.44K	Mar 31, 26	-27	0.11%
CWM, LLC	12.36K	Mar 31, 26	-9.96K	0.11%
Ameritas Investment Partners, Inc.	11.80K	Mar 31, 26	+355	0.10%
Mariner, LLC	11.75K	Mar 31, 26	-69	0.10%
Mutual Advisors, LLC	11.09K	Mar 31, 26	-14	0.10%
Tradition Wealth Management, LLC	11.05K	Mar 31, 26	-4.92K	0.10%
HB Wealth Management, LLC	11.03K	Mar 31, 26	--	0.10%
QTR Family Wealth, LLC	10.46K	Mar 31, 26	-475	0.09%
FIFTH THIRD BANCORP	10.32K	Mar 31, 26	+10.32K	0.09%
STIFEL FINANCIAL CORP	10.21K	Mar 31, 26	+7.34K	0.09%
IMC-Chicago, LLC	9.71K	Mar 31, 26	+9.71K	0.09%
FULTON BANK, N.A.	9.63K	Mar 31, 26	--	0.08%
Paulson Wealth Management Inc.	9.51K	Mar 31, 26	-678	0.08%
UBS ASSET MANAGEMENT AMERICAS INC	9.36K	Mar 31, 26	+5.29K	0.08%
DAVENPORT & Co LLC	9.06K	Mar 31, 26	-3.80K	0.08%
Prism Advisors, Inc.	8.68K	Mar 31, 26	+430	0.08%
Retirement Planning Co of New England, Inc.	8.36K	Mar 31, 26	+115	0.07%
Carr Financial Group Corp	7.81K	Mar 31, 26	-1.38K	0.07%
Ameritas Advisory Services, LLC	7.41K	Mar 31, 26	+44	0.07%
D.A. DAVIDSON & CO.	7.26K	Mar 31, 26	-43	0.06%
SAX WEALTH ADVISORS, LLC	6.85K	Mar 31, 26	--	0.06%
MTM Investment Management, LLC	6.79K	Mar 31, 26	+175	0.06%
HRT FINANCIAL LP	6.38K	Mar 31, 26	+6.38K	0.06%
Marshall Financial Group LLC	6.18K	Mar 31, 26	-3.24K	0.05%
SeaCrest Wealth Management, LLC	6.16K	Mar 31, 26	-259	0.05%
Advisory Services Network, LLC	6.09K	Mar 31, 26	-265	0.05%
Sowell Financial Services LLC	6.03K	Mar 31, 26	-699	0.05%
KMG FIDUCIARY PARTNERS, LLC	5.99K	Mar 31, 26	-150	0.05%
Bank of New York Mellon Corp	5.96K	Mar 31, 26	-156	0.05%
Focus Financial Network, Inc.	5.84K	Mar 31, 26	+161	0.05%
Migdal Insurance & Financial Holdings Ltd.	5.65K	Mar 31, 26	-470	0.05%
Baird Financial Group, Inc.	5.54K	Mar 31, 26	+5.54K	0.05%
Arkadios Wealth Advisors	5.54K	Mar 31, 26	+574	0.05%
Parallel Advisors, LLC	5.13K	Mar 31, 26	--	0.05%
Steward Partners Investment Advisory, LLC	5.08K	Mar 31, 26	-161	0.04%
TRAPHAGEN INVESTMENT ADVISORS LLC	4.96K	Mar 31, 26	+57	0.04%
Oxinas Partners Wealth Management LLC	4.85K	Mar 31, 26	-381	0.04%
TD Waterhouse Canada Inc.	4.80K	Mar 31, 26	--	0.04%
MERCER GLOBAL ADVISORS INC /ADV	4.71K	Mar 31, 26	-250	0.04%
WIN ADVISORS, INC	4.67K	Mar 31, 26	+4.67K	0.04%
Key FInancial Inc	4.65K	Mar 31, 26	--	0.04%
Mill Creek Capital Advisors, LLC	4.52K	Mar 31, 26	--	0.04%
TOTAL INVESTMENT MANAGEMENT INC	4.49K	Mar 31, 26	+99	0.04%
STAR Financial Bank	4.34K	Mar 31, 26	--	0.04%
Private Advisor Group, LLC	4.25K	Mar 31, 26	+188	0.04%
Western Wealth Management, LLC	4.10K	Mar 31, 26	+1	0.04%
Sanctuary Advisors, LLC	4.08K	Mar 31, 26	+308	0.04%
Element Wealth, LLC	3.97K	Mar 31, 26	--	0.04%
Independent Advisor Alliance	3.96K	Mar 31, 26	+3.96K	0.03%
DHJJ Financial Advisors, Ltd.	3.94K	Mar 31, 26	--	0.03%
HOWARD FINANCIAL SERVICES, LTD.	3.77K	Mar 31, 26	-4	0.03%
FMR LLC	3.74K	Mar 31, 26	+240	0.03%
THOROUGHBRED FINANCIAL SERVICES, LLC	3.73K	Mar 31, 26	+1.50K	0.03%
Pensionmark Financial Group, LLC	3.68K	Mar 31, 26	+454	0.03%
Gladstone Institutional Advisory LLC	3.61K	Mar 31, 26	-1	0.03%
EVERGREEN CAPITAL MANAGEMENT LLC	3.54K	Mar 31, 26	--	0.03%
Steel Peak Wealth Management LLC	3.54K	Mar 31, 26	-552.78K	0.03%
Integrated Wealth Concepts LLC	3.43K	Mar 31, 26	+3.43K	0.03%
OLD NATIONAL BANCORP /IN/	3.40K	Mar 31, 26	--	0.03%
TILIA FIDUCIARY PARTNERS, INC.	3.35K	Mar 31, 26	+3	0.03%
Quantinno Capital Management LP	3.24K	Mar 31, 26	+3.24K	0.03%
Colonial Trust Co / SC	3.18K	Mar 31, 26	--	0.03%
Lloyd Advisory Services, LLC.	3.07K	Mar 31, 26	+3.07K	0.03%
Kingdom Financial Group LLC.	3.07K	Mar 31, 26	+70	0.03%
PROMETHIUM ADVISORS,LLC	3.01K	Mar 31, 26	-500	0.03%
Baer Investment Advisory LLC	3.00K	Mar 31, 26	+3.00K	0.03%
Bison Wealth, LLC	3.00K	Mar 31, 26	--	0.03%
VICTORY FINANCIAL GROUP, LLC	3.00K	Mar 31, 26	-74	0.03%
Intellectus Partners, LLC	2.92K	Mar 31, 26	+2.92K	0.03%
Purus Wealth Management, LLC	2.90K	Mar 31, 26	-20	0.03%
Stirlingshire Investments, Inc.	2.87K	Mar 31, 26	+2.87K	0.03%
Advyzon Investment Management, LLC	2.87K	Mar 31, 26	+2.87K	0.03%
Paul Damon & Associates, Inc.	2.82K	Mar 31, 26	+8	0.02%
First Heartland Consultants, Inc.	2.81K	Mar 31, 26	+2	0.02%
Kingsview Wealth Management, LLC	2.81K	Mar 31, 26	-266	0.02%
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	2.77K	Mar 31, 26	+2.77K	0.02%
Cascade Wealth Advisors, Inc	2.56K	Mar 31, 26	+2	0.02%
WELLS FARGO & COMPANY/MN	2.50K	Mar 31, 26	+818	0.02%
MML INVESTORS SERVICES, LLC	2.43K	Mar 31, 26	-471	0.02%
Kaydan Wealth Management, Inc.	2.40K	Mar 31, 26	-7	0.02%
Brady Martz Wealth Solutions, LLC	2.37K	Mar 31, 26	+3	0.02%
Buckingham Strategic Partners	2.37K	Mar 31, 26	+3	0.02%
Clear Creek Financial Management, LLC	2.36K	Mar 31, 26	+3	0.02%
Aurora Private Wealth, Inc.	2.32K	Mar 31, 26	--	0.02%
AQR CAPITAL MANAGEMENT LLC	2.30K	Mar 31, 26	+2.30K	0.02%
Galvin, Gaustad & Stein, LLC	2.29K	Mar 31, 26	--	0.02%
BridgePort Financial Solutions, LLC	2.27K	Mar 31, 26	+4	0.02%
Hudock, Inc.	2.21K	Mar 31, 26	+2	0.02%
Cascades Capital Asset Management, LLC	2.18K	Mar 31, 26	-3.05K	0.02%
IFP Advisors, Inc	2.17K	Mar 31, 26	-2	0.02%
MISSION WEALTH MANAGEMENT, LP	2.17K	Mar 31, 26	--	0.02%
Wealthcare Advisory Partners LLC	2.15K	Mar 31, 26	+40	0.02%
WEDBUSH SECURITIES INC	2.13K	Mar 31, 26	-30	0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	2.13K	Mar 31, 26	-555	0.02%
KCM INVESTMENT ADVISORS LLC	2.06K	Mar 31, 26	-155	0.02%
Colony Group, LLC	2.05K	Mar 31, 26	+2.05K	0.02%
BlackRock, Inc.	1.91K	Mar 31, 26	+1.91K	0.02%
Ritter Daniher Financial Advisory LLC / DE	1.77K	Mar 31, 26	--	0.02%
Mirae Asset Global Investments Co., Ltd.	1.50K	Mar 31, 26	+1.50K	0.01%
American Capital Advisory, LLC	1.50K	Mar 31, 26	+2	0.01%
Crewe Advisors LLC	1.38K	Mar 31, 26	--	0.01%
HOLLENCREST CAPITAL MANAGEMENT	1.38K	Mar 31, 26	+388	0.01%
NATIONAL BANK OF CANADA /FI/	1.33K	Mar 31, 26	--	0.01%
DT Investment Partners, LLC	1.05K	Mar 31, 26	--	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	900	Mar 31, 26	+900	0.01%
Abound Wealth Management	791	Mar 31, 26	+699	0.01%
AdvisorNet Financial, Inc	724	Mar 31, 26	--	0.01%
Harbor Asset Planning, Inc.	633	Mar 31, 26	+1	0.01%
Beaird Harris Wealth Management, LLC	624	Mar 31, 26	--	0.01%
ASSETMARK, INC	620	Mar 31, 26	--	0.01%
BANK OF MONTREAL /CAN/	613	Mar 31, 26	-700	0.01%
Ancora Advisors, LLC	480	Mar 31, 26	--	0.00%
Spire Wealth Management	464	Mar 31, 26	--	0.00%
Parkside Financial Bank & Trust	434	Mar 31, 26	--	0.00%
Geneos Wealth Management Inc.	429	Mar 31, 26	--	0.00%
Global Trust Asset Management, LLC	423	Mar 31, 26	--	0.00%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	370	Mar 31, 26	+4	0.00%
TD Capital Management LLC	342	Mar 31, 26	--	0.00%
Farther Finance Advisors, LLC	334	Mar 31, 26	+172	0.00%
Gleason Group, Inc.	308	Mar 31, 26	--	0.00%
NewEdge Advisors, LLC	260	Mar 31, 26	+20	0.00%
EASTERN BANK	253	Mar 31, 26	--	0.00%
Larson Financial Group LLC	216	Mar 31, 26	+216	0.00%
ROCKY MOUNTAIN ADVISERS, LLC	203	Mar 31, 26	--	0.00%
JPMORGAN CHASE & CO	168	Mar 31, 26	-1.87K	0.00%
Front Row Advisors LLC	164	Mar 31, 26	--	0.00%
Sachetta, LLC	115	Mar 31, 26	--	0.00%
BRYN MAWR TRUST Co	100	Mar 31, 26	+100	0.00%
NBC SECURITIES, INC.	87	Mar 31, 26	--	0.00%
FNY Investment Advisers, LLC	86	Mar 31, 26	-134	0.00%
HARBOUR INVESTMENTS, INC.	76	Mar 31, 26	+76	0.00%
IMA Wealth, Inc.	63	Mar 31, 26	--	0.00%
SBI Securities Co., Ltd.	58	Mar 31, 26	+20	0.00%
Investors Research Corp	57	Mar 31, 26	--	0.00%
Ronald Blue Trust, Inc.	54	Mar 31, 26	--	0.00%
Archer Investment Corp	32	Mar 31, 26	--	0.00%
St. Johns Investment Management Company, LLC	30	Mar 31, 26	--	0.00%
Strategic Wealth Partners, Ltd.	12	Mar 31, 26	--	0.00%
Anchor Investment Management, LLC	3	Mar 31, 26	--	0.00%
Allworth Financial LP	1	Mar 31, 26	+1	0.00%
BCS Wealth Management	--	Mar 31, 26	-4.04K	--
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	--	Mar 31, 26	-43.00K	--
Spence Asset Management	--	Mar 31, 26	-2.15K	--
TORONTO DOMINION BANK	--	Mar 31, 26	-4	--
FLORIDA FINANCIAL ADVISORS, LLC	--	Mar 31, 26	-2.58K	--
Avestar Capital, LLC	--	Mar 31, 26	-82.53K	--
FIRST TRUST ADVISORS LP	--	Mar 31, 26	-4.20K	--
Kaizen Financial Strategies	--	Mar 31, 26	-2.48K	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-106	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-9.44K	--
Goodman Advisory Group, LLC	--	Mar 31, 26	-270	--
D. E. Shaw & Co., Inc.	--	Mar 31, 26	-5.18K	--
SOL Capital Management CO	--	Mar 31, 26	-39.95K	--
Virtu Financial LLC	--	Mar 31, 26	-23.52K	--
Integrated Advisors Network LLC	--	Mar 31, 26	-2.11K	--
Camelot Portfolios, LLC	--	Mar 31, 26	-50	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-29.75K	--
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	--	Mar 31, 26	-3.23K	--
Key Client Fiduciary Advisors, LLC	--	Mar 31, 26	-2.01K	--
Modus Advisors, LLC	--	Mar 31, 26	-21	--
Brinker Capital Investments, LLC	--	Mar 31, 26	-3.97K	--
B&D White Capital Company, LLC	--	Mar 31, 26	-4.20K	--
FLOW TRADERS U.S. LLC	--	Mar 31, 26	-6.37K	--
PITTENGER & ANDERSON INC	--	Mar 31, 26	-735	--
RENAISSANCE TECHNOLOGIES LLC	--	Mar 31, 26	-3.30K	--
Qube Research & Technologies Ltd	--	Mar 31, 26	-828	--
Militia Capital Partners, LP	27.80K	Dec 31, 25	+27.80K	0.25%
COMERICA BANK	12.80K	Dec 31, 25	-1.09K	0.11%
Global Retirement Partners, LLC	2.62K	Dec 31, 25	+3	0.02%
CIBC Private Wealth Group, LLC	250	Dec 31, 25	--	0.00%
WOLVERINE TRADING, LLC	51.94K	Sep 30, 25	+29.15K	0.46%
Stonegate Management LLC	34.83K	Sep 30, 25	+34.83K	0.31%
Pineridge Advisors LLC	29	Sep 30, 25	--	0.00%
OPTIMUM INVESTMENT ADVISORS	25	Sep 30, 25	--	0.00%
Wambolt & Associates, LLC	22.47K	Jun 30, 25	-427	0.20%
AVANTAX ADVISORY SERVICES, INC.	11.15K	Jun 30, 25	+100	0.10%
Capital Market Strategies LLC	6.42K	Jun 30, 25	-75	0.06%
First Horizon Advisors, Inc.	166	Jun 30, 25	--	0.00%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-6.82K	--
Astor Investment Management LLC	--	Jun 30, 25	-71.62K	--
HICKORY ASSET MANAGEMENT, INC.	--	Jun 30, 25	-3.23K	--
Orion Portfolio Solutions, LLC	4.00K	Mar 31, 25	-109	0.04%
Monterey Private Wealth, Inc.	3.70K	Mar 31, 25	-137	0.03%
Bison Wealth, LLC	18.60K	Dec 31, 24	-1.29K	0.16%
WR Wealth Planners, LLC	1.38K	Dec 31, 24	-1.16K	0.01%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-426	--
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC	--	Dec 31, 24	-3.08K	--
WINTRUST INVESTMENTS LLC	--	Dec 31, 24	-288	--
RAYMOND JAMES & ASSOCIATES	53.24K	Sep 30, 24	-19.16K	0.47%
Raymond James Financial Services Advisors, Inc.	49.92K	Sep 30, 24	-1.64K	0.44%
9258 Wealth Management, LLC	11.00K	Sep 30, 24	--	0.10%
Peterson Financial Group, Inc.	215	Sep 30, 24	+215	0.00%
VitalStone Financial, LLC	10	Sep 30, 24	--	0.00%
Gateway Advisory, LLC	--	Sep 30, 24	-2.94K	--
Ratio Wealth Group	138.39K	Mar 31, 24	+8.20K	1.22%
Cetera Advisors LLC	21.73K	Mar 31, 24	-1.74K	0.19%
Cetera Advisor Networks LLC	6.18K	Mar 31, 24	-517	0.05%
Cutler Group LLC / CA	4.35K	Mar 31, 24	+1.85K	0.04%
FOCUS FINANCIAL NETWORK INC /ADV	6.90K	Dec 31, 23	+6.90K	0.06%
Baystate Wealth Management LLC	1.32K	Dec 31, 23	+1.32K	0.01%
Coury Firm Asset Management LLC	22.15K	Sep 30, 23	+22.15K	0.20%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	10.80K	Sep 30, 23	+7.70K	0.10%
3D/L Capital Management, LLC	6.34K	Sep 30, 23	+6.34K	0.06%
AJ WEALTH STRATEGIES, LLC	3.50K	Jun 30, 23	-1.05K	0.03%
Laurel Wealth Advisors, Inc.	13.93K	Dec 31, 22	+270	0.12%
STRINGER ASSET MANAGEMENT, LLC	9.33K	Sep 30, 22	+163	0.08%
American Portfolios Advisors	8.15K	Sep 30, 22	-236	0.07%
Dixon Hughes Goodman Wealth Advisors LLC	13	Mar 31, 22	--	0.00%
Sonora Investment Management, LLC	20	Sep 30, 21	--	0.00%
Reby Advisors, LLC	47	Dec 31, 20	+47	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	10.96K	Dec 31, 19	-2.00K	0.10%
Advisor Group, Inc.	5.26K	Dec 31, 19	-4.59K	0.05%
MRA Associates USA LLC	125	Sep 30, 19	+125	0.00%
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA	--	Sep 30, 18	-4.55K	--
NATIONAL PLANNING CORP	--	Dec 31, 17	-40.32K	--
Commonwealth Equity Services, Inc	11.20K	Jun 30, 17	+7.45K	0.10%
Virtu KCG Holdings LLC	--	Jun 30, 17	-3.71K	--
MSI Financial Services Inc	125	Dec 31, 16	+125	0.00%
Stanford Investment Group, Inc.	36	Dec 31, 16	+36	0.00%
UBS AG	1.58K	Sep 30, 14	+1.24K	0.01%

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Holder

Date

Change

% Held

MORGAN STANLEY

749.50K

Mar 31, 26

+53.63K

6.62%

BANK OF AMERICA CORP /DE/

724.04K

Mar 31, 26

+86.68K

6.39%

WADDELL & ASSOCIATES, LLC

428.47K

Mar 31, 26

+16.22K

3.78%

LPL Financial LLC

366.06K

Mar 31, 26

-40.27K

3.23%

Endurance Services Ltd

347.50K

Mar 31, 26

3.07%

UBS Group AG

278.32K

Mar 31, 26

+52.56K

2.46%

BNP PARIBAS ARBITRAGE, SNC

238.83K

Mar 31, 26

+105.91K

2.11%

INDEPENDENT FINANCIAL GROUP, LLC

174.97K

Mar 31, 26

-22.75K

1.54%

GOLDMAN SACHS GROUP INC

164.99K

Mar 31, 26

-51.07K

1.46%

ROYAL BANK OF CANADA

127.22K

Mar 31, 26

+34.76K

1.12%

BALYASNY ASSET MANAGEMENT L.P.

123.45K

Mar 31, 26

+123.45K

1.09%

JANE STREET GROUP, LLC

92.95K

Mar 31, 26

+92.95K

0.82%

TWO SIGMA INVESTMENTS, LP

88.60K

Mar 31, 26

+88.60K

0.78%

HighTower Advisors, LLC

76.63K

Mar 31, 26

-2.43K

0.68%

Frisch Financial Group, Inc.

74.43K

Mar 31, 26

-105.19K

0.66%

MRA Advisory Group

71.97K

Mar 31, 26

-52.13K

0.64%

JONES FINANCIAL COMPANIES LLLP

70.94K

Mar 31, 26

+6.83K

0.63%

AMERIPRISE FINANCIAL INC

67.94K

Mar 31, 26

+5.16K

0.60%

Ramiah Investment Group

65.07K

Mar 31, 26

+65.07K

0.57%

LeConte Wealth Management, LLC

64.51K

Mar 31, 26

-9.40K

0.57%

Jump Financial, LLC

61.99K

Mar 31, 26

+40.04K

0.55%

Beacon Pointe Advisors, LLC

55.12K

Mar 31, 26

+1.34K

0.49%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

55.08K

Mar 31, 26

+2.01K

0.49%

ENVESTNET ASSET MANAGEMENT INC

54.75K

Mar 31, 26

+2.34K

0.48%

TRUIST FINANCIAL CORP

54.14K

Mar 31, 26

+3.21K

0.48%

Berkshire Money Management, Inc.

52.64K

Mar 31, 26

-2.72K

0.46%

Gateway Wealth Partners, LLC

52.63K

Mar 31, 26

+25.18K

0.46%

CITIGROUP INC

49.90K

Mar 31, 26

-50.26K

0.44%

Cerity Partners LLC

43.55K

Mar 31, 26

+39.95K

0.38%

COMMONWEALTH EQUITY SERVICES, LLC

42.27K

Mar 31, 26

-6.40K

0.37%

Creative Planning

39.80K

Mar 31, 26

-5.59K

0.35%

White Pine Investment CO

37.27K

Mar 31, 26

+2.62K

0.33%

RAYMOND JAMES FINANCIAL INC

33.44K

Mar 31, 26

+5.44K

0.30%

ADVISOR GROUP HOLDINGS, INC.

32.91K

Mar 31, 26

+676

0.29%

Cambridge Investment Research Advisors, Inc.

32.55K

Mar 31, 26

+13.42K

0.29%

Redhawk Wealth Advisors, Inc.

32.46K

Mar 31, 26

+32.46K

0.29%

Cetera Investment Advisers

30.54K

Mar 31, 26

-7.62K

0.27%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

29.78K

Mar 31, 26

-7.30K

0.26%

Tower Research Capital LLC (TRC)

29.23K

Mar 31, 26

+26.04K

0.26%

Cannon Advisors, Inc.

27.20K

Mar 31, 26

+842

0.24%

LifeWealth Investments, LLC

24.63K

Mar 31, 26

+5.70K

0.22%

Regal Investment Advisors LLC

24.00K

Mar 31, 26

+602

0.21%

Kestra Advisory Services, LLC

23.45K

Mar 31, 26

-18

0.21%

Watershed Asset Management, L.L.C.

20.20K

Mar 31, 26

-96.50K

0.18%

WARNER FINANCIAL, INC

15.58K

Mar 31, 26

+91

0.14%

Private Capital Management, LLC

15.33K

Mar 31, 26

+1.48K

0.14%

BECK CAPITAL MANAGEMENT, LLC

15.23K

Mar 31, 26

-490

0.13%

FLAGSTAR ADVISORS INC.

14.48K

Mar 31, 26

+425

0.13%

Mystic Asset Management, Inc.

13.42K

Mar 31, 26

0.12%

Waverly Advisors, LLC

12.61K

Mar 31, 26

+1.72K

0.11%

CAP Partners, LLC

12.53K

Mar 31, 26

-152

0.11%

Rockefeller Capital Management L.P.

12.44K

Mar 31, 26

-27

0.11%

CWM, LLC

12.36K

Mar 31, 26

-9.96K

0.11%

Ameritas Investment Partners, Inc.

11.80K

Mar 31, 26

+355

0.10%

Mariner, LLC

11.75K

Mar 31, 26

-69

0.10%

Mutual Advisors, LLC

11.09K

Mar 31, 26

-14

0.10%

Tradition Wealth Management, LLC

11.05K

Mar 31, 26

-4.92K

0.10%

HB Wealth Management, LLC

11.03K

Mar 31, 26

0.10%

QTR Family Wealth, LLC

10.46K

Mar 31, 26

-475

0.09%

FIFTH THIRD BANCORP

10.32K

Mar 31, 26

+10.32K

0.09%

STIFEL FINANCIAL CORP

10.21K

Mar 31, 26

+7.34K

0.09%

IMC-Chicago, LLC

9.71K

Mar 31, 26

+9.71K

0.09%

FULTON BANK, N.A.

9.63K

Mar 31, 26

0.08%

Paulson Wealth Management Inc.

9.51K

Mar 31, 26

-678

0.08%

UBS ASSET MANAGEMENT AMERICAS INC

9.36K

Mar 31, 26

+5.29K

0.08%

DAVENPORT & Co LLC

9.06K

Mar 31, 26

-3.80K

0.08%

Prism Advisors, Inc.

8.68K

Mar 31, 26

+430

0.08%

Retirement Planning Co of New England, Inc.

8.36K

Mar 31, 26

+115

0.07%

Carr Financial Group Corp

7.81K

Mar 31, 26

-1.38K

0.07%

Ameritas Advisory Services, LLC

7.41K

Mar 31, 26

+44

0.07%

D.A. DAVIDSON & CO.

7.26K

Mar 31, 26

-43

0.06%

SAX WEALTH ADVISORS, LLC

6.85K

Mar 31, 26

0.06%

MTM Investment Management, LLC

6.79K

Mar 31, 26

+175

0.06%

HRT FINANCIAL LP

6.38K

Mar 31, 26

+6.38K

0.06%

Marshall Financial Group LLC

6.18K

Mar 31, 26

-3.24K

0.05%

SeaCrest Wealth Management, LLC

6.16K

Mar 31, 26

-259

0.05%

Advisory Services Network, LLC

6.09K

Mar 31, 26

-265

0.05%

Sowell Financial Services LLC

6.03K

Mar 31, 26

-699

0.05%

KMG FIDUCIARY PARTNERS, LLC

5.99K

Mar 31, 26

-150

0.05%

Bank of New York Mellon Corp

5.96K

Mar 31, 26

-156

0.05%

Focus Financial Network, Inc.

5.84K

Mar 31, 26

+161

0.05%

Migdal Insurance & Financial Holdings Ltd.

5.65K

Mar 31, 26

-470

0.05%

Baird Financial Group, Inc.

5.54K

Mar 31, 26

+5.54K

0.05%

Arkadios Wealth Advisors

5.54K

Mar 31, 26

+574

0.05%

Parallel Advisors, LLC

5.13K

Mar 31, 26

0.05%

Steward Partners Investment Advisory, LLC

5.08K

Mar 31, 26

-161

0.04%

TRAPHAGEN INVESTMENT ADVISORS LLC

4.96K

Mar 31, 26

+57

0.04%

Oxinas Partners Wealth Management LLC

4.85K

Mar 31, 26

-381

0.04%

TD Waterhouse Canada Inc.

4.80K

Mar 31, 26

0.04%

MERCER GLOBAL ADVISORS INC /ADV

4.71K

Mar 31, 26

-250

0.04%

WIN ADVISORS, INC

4.67K

Mar 31, 26

+4.67K

0.04%

Key FInancial Inc

4.65K

Mar 31, 26

0.04%

Mill Creek Capital Advisors, LLC

4.52K

Mar 31, 26

0.04%

TOTAL INVESTMENT MANAGEMENT INC

4.49K

Mar 31, 26

+99

0.04%

STAR Financial Bank

4.34K

Mar 31, 26

0.04%

Private Advisor Group, LLC

4.25K

Mar 31, 26

+188

0.04%

Western Wealth Management, LLC

4.10K

Mar 31, 26

0.04%

Sanctuary Advisors, LLC

4.08K

Mar 31, 26

+308

0.04%

Element Wealth, LLC

3.97K

Mar 31, 26

0.04%

Independent Advisor Alliance

3.96K

Mar 31, 26

+3.96K

0.03%

DHJJ Financial Advisors, Ltd.

3.94K

Mar 31, 26

0.03%

HOWARD FINANCIAL SERVICES, LTD.

3.77K

Mar 31, 26

-4

0.03%

FMR LLC

3.74K

Mar 31, 26

+240

0.03%

THOROUGHBRED FINANCIAL SERVICES, LLC

3.73K

Mar 31, 26

+1.50K

0.03%

Pensionmark Financial Group, LLC

3.68K

Mar 31, 26

+454

0.03%

Gladstone Institutional Advisory LLC

3.61K

Mar 31, 26

-1

0.03%

EVERGREEN CAPITAL MANAGEMENT LLC

3.54K

Mar 31, 26

0.03%

Steel Peak Wealth Management LLC

3.54K

Mar 31, 26

-552.78K

0.03%

Integrated Wealth Concepts LLC

3.43K

Mar 31, 26

+3.43K

0.03%

OLD NATIONAL BANCORP /IN/

3.40K

Mar 31, 26

0.03%

TILIA FIDUCIARY PARTNERS, INC.

3.35K

Mar 31, 26

0.03%

Quantinno Capital Management LP

3.24K

Mar 31, 26

+3.24K

0.03%

Colonial Trust Co / SC

3.18K

Mar 31, 26

0.03%

Lloyd Advisory Services, LLC.

3.07K

Mar 31, 26

+3.07K

0.03%

Kingdom Financial Group LLC.

3.07K

Mar 31, 26

+70

0.03%

PROMETHIUM ADVISORS,LLC

3.01K

Mar 31, 26

-500

0.03%

Baer Investment Advisory LLC

3.00K

Mar 31, 26

+3.00K

0.03%

Bison Wealth, LLC

3.00K

Mar 31, 26

0.03%

VICTORY FINANCIAL GROUP, LLC

3.00K

Mar 31, 26

-74

0.03%

Intellectus Partners, LLC

2.92K

Mar 31, 26

+2.92K

0.03%

Purus Wealth Management, LLC

2.90K

Mar 31, 26

-20

0.03%

Stirlingshire Investments, Inc.

2.87K

Mar 31, 26

+2.87K

0.03%

Advyzon Investment Management, LLC

2.87K

Mar 31, 26

+2.87K

0.03%

Paul Damon & Associates, Inc.

2.82K

Mar 31, 26

0.02%

First Heartland Consultants, Inc.

2.81K

Mar 31, 26

0.02%

Kingsview Wealth Management, LLC

2.81K

Mar 31, 26

-266

0.02%

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

2.77K

Mar 31, 26

+2.77K

0.02%

Cascade Wealth Advisors, Inc

2.56K

Mar 31, 26

0.02%

WELLS FARGO & COMPANY/MN

2.50K

Mar 31, 26

+818

0.02%

MML INVESTORS SERVICES, LLC

2.43K

Mar 31, 26

-471

0.02%

Kaydan Wealth Management, Inc.

2.40K

Mar 31, 26

-7

0.02%

Brady Martz Wealth Solutions, LLC

2.37K

Mar 31, 26

0.02%

Buckingham Strategic Partners

2.37K

Mar 31, 26

0.02%

Clear Creek Financial Management, LLC

2.36K

Mar 31, 26

0.02%

Aurora Private Wealth, Inc.

2.32K

Mar 31, 26

0.02%

AQR CAPITAL MANAGEMENT LLC

2.30K

Mar 31, 26

+2.30K

0.02%

Galvin, Gaustad & Stein, LLC

2.29K

Mar 31, 26

0.02%

BridgePort Financial Solutions, LLC

2.27K

Mar 31, 26

0.02%

Hudock, Inc.

2.21K

Mar 31, 26

0.02%

Cascades Capital Asset Management, LLC

2.18K

Mar 31, 26

-3.05K

0.02%

IFP Advisors, Inc

2.17K

Mar 31, 26

-2

0.02%

MISSION WEALTH MANAGEMENT, LP

2.17K

Mar 31, 26

0.02%

Wealthcare Advisory Partners LLC

2.15K

Mar 31, 26

+40

0.02%

WEDBUSH SECURITIES INC

2.13K

Mar 31, 26

-30

0.02%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

2.13K

Mar 31, 26

-555

0.02%

KCM INVESTMENT ADVISORS LLC

2.06K

Mar 31, 26

-155

0.02%

Colony Group, LLC

2.05K

Mar 31, 26

+2.05K

0.02%

BlackRock, Inc.

1.91K

Mar 31, 26

+1.91K

0.02%

Ritter Daniher Financial Advisory LLC / DE

1.77K

Mar 31, 26

0.02%

Mirae Asset Global Investments Co., Ltd.

1.50K

Mar 31, 26

+1.50K

0.01%

American Capital Advisory, LLC

1.50K

Mar 31, 26

0.01%

Crewe Advisors LLC

1.38K

Mar 31, 26

0.01%

HOLLENCREST CAPITAL MANAGEMENT

1.38K

Mar 31, 26

+388

0.01%

NATIONAL BANK OF CANADA /FI/

1.33K

Mar 31, 26

0.01%

DT Investment Partners, LLC

1.05K

Mar 31, 26

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

900

Mar 31, 26

+900

0.01%

Abound Wealth Management

791

Mar 31, 26

+699

0.01%

AdvisorNet Financial, Inc

724

Mar 31, 26

0.01%

Harbor Asset Planning, Inc.

633

Mar 31, 26

0.01%

Beaird Harris Wealth Management, LLC

624

Mar 31, 26

0.01%

ASSETMARK, INC

620

Mar 31, 26

0.01%

BANK OF MONTREAL /CAN/

613

Mar 31, 26

-700

0.01%

Ancora Advisors, LLC

480

Mar 31, 26

0.00%

Spire Wealth Management

464

Mar 31, 26

0.00%

Parkside Financial Bank & Trust

434

Mar 31, 26

0.00%

Geneos Wealth Management Inc.

429

Mar 31, 26

0.00%

Global Trust Asset Management, LLC

423

Mar 31, 26

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

370

Mar 31, 26

0.00%

TD Capital Management LLC

342

Mar 31, 26

0.00%

Farther Finance Advisors, LLC

334

Mar 31, 26

+172

0.00%

Gleason Group, Inc.

308

Mar 31, 26

0.00%

NewEdge Advisors, LLC

260

Mar 31, 26

+20

0.00%

EASTERN BANK

253

Mar 31, 26

0.00%

Larson Financial Group LLC

216

Mar 31, 26

+216

0.00%

ROCKY MOUNTAIN ADVISERS, LLC

203

Mar 31, 26

0.00%

JPMORGAN CHASE & CO

168

Mar 31, 26

-1.87K

0.00%

Front Row Advisors LLC

164

Mar 31, 26

0.00%

Sachetta, LLC

115

Mar 31, 26

0.00%

BRYN MAWR TRUST Co

100

Mar 31, 26

+100

0.00%

NBC SECURITIES, INC.

Mar 31, 26

0.00%

FNY Investment Advisers, LLC

Mar 31, 26

-134

0.00%

HARBOUR INVESTMENTS, INC.

Mar 31, 26

+76

0.00%

IMA Wealth, Inc.

Mar 31, 26

0.00%

SBI Securities Co., Ltd.

Mar 31, 26

+20

0.00%

Investors Research Corp

Mar 31, 26

0.00%

Ronald Blue Trust, Inc.

Mar 31, 26

0.00%

Archer Investment Corp

Mar 31, 26

0.00%

St. Johns Investment Management Company, LLC

Mar 31, 26

0.00%

Strategic Wealth Partners, Ltd.

Mar 31, 26

0.00%

Anchor Investment Management, LLC

Mar 31, 26

0.00%

Allworth Financial LP

Mar 31, 26

0.00%

BCS Wealth Management

Mar 31, 26

-4.04K

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND

Mar 31, 26

-43.00K

Spence Asset Management

Mar 31, 26

-2.15K

TORONTO DOMINION BANK

Mar 31, 26

-4

FLORIDA FINANCIAL ADVISORS, LLC

Mar 31, 26

-2.58K

Avestar Capital, LLC

Mar 31, 26

-82.53K

FIRST TRUST ADVISORS LP

Mar 31, 26

-4.20K

Kaizen Financial Strategies

Mar 31, 26

-2.48K

Cape Investment Advisory, Inc.

Mar 31, 26

-106

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-9.44K

Goodman Advisory Group, LLC

Mar 31, 26

-270

D. E. Shaw & Co., Inc.

Mar 31, 26

-5.18K

SOL Capital Management CO

Mar 31, 26

-39.95K

Virtu Financial LLC

Mar 31, 26

-23.52K

Integrated Advisors Network LLC

Mar 31, 26

-2.11K

Camelot Portfolios, LLC

Mar 31, 26

-50

CITADEL ADVISORS LLC

Mar 31, 26

-29.75K

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Mar 31, 26

-3.23K

Key Client Fiduciary Advisors, LLC

Mar 31, 26

-2.01K

Modus Advisors, LLC

Mar 31, 26

-21

Brinker Capital Investments, LLC

Mar 31, 26

-3.97K

B&D White Capital Company, LLC

Mar 31, 26

-4.20K

FLOW TRADERS U.S. LLC

Mar 31, 26

-6.37K

PITTENGER & ANDERSON INC

Mar 31, 26

-735

RENAISSANCE TECHNOLOGIES LLC

Mar 31, 26

-3.30K

Qube Research & Technologies Ltd

Mar 31, 26

-828

Militia Capital Partners, LP

27.80K

Dec 31, 25

+27.80K

0.25%

COMERICA BANK

12.80K

Dec 31, 25

-1.09K

0.11%

Global Retirement Partners, LLC

2.62K

Dec 31, 25

0.02%

CIBC Private Wealth Group, LLC

250

Dec 31, 25

0.00%

WOLVERINE TRADING, LLC

51.94K

Sep 30, 25

+29.15K

0.46%

Stonegate Management LLC

34.83K

Sep 30, 25

+34.83K

0.31%

Pineridge Advisors LLC

Sep 30, 25

0.00%

OPTIMUM INVESTMENT ADVISORS

Sep 30, 25

0.00%

Wambolt & Associates, LLC

22.47K

Jun 30, 25

-427

0.20%

AVANTAX ADVISORY SERVICES, INC.

11.15K

Jun 30, 25

+100

0.10%

Capital Market Strategies LLC

6.42K

Jun 30, 25

-75

0.06%

First Horizon Advisors, Inc.

166

Jun 30, 25

0.00%

Atria Wealth Solutions, Inc.

Jun 30, 25

-6.82K

Astor Investment Management LLC

Jun 30, 25

-71.62K

HICKORY ASSET MANAGEMENT, INC.

Jun 30, 25

-3.23K

Orion Portfolio Solutions, LLC

4.00K

Mar 31, 25

-109

0.04%

Monterey Private Wealth, Inc.

3.70K

Mar 31, 25

-137

0.03%

Bison Wealth, LLC

18.60K

Dec 31, 24

-1.29K

0.16%

WR Wealth Planners, LLC

1.38K

Dec 31, 24

-1.16K

0.01%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-426

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

Dec 31, 24

-3.08K

WINTRUST INVESTMENTS LLC

Dec 31, 24

-288

RAYMOND JAMES & ASSOCIATES

53.24K

Sep 30, 24

-19.16K

0.47%

Raymond James Financial Services Advisors, Inc.

49.92K

Sep 30, 24

-1.64K

0.44%

9258 Wealth Management, LLC

11.00K

Sep 30, 24

0.10%

Peterson Financial Group, Inc.

215

Sep 30, 24

+215

0.00%

VitalStone Financial, LLC

Sep 30, 24

0.00%

Gateway Advisory, LLC

Sep 30, 24

-2.94K

Ratio Wealth Group

138.39K

Mar 31, 24

+8.20K

1.22%

Cetera Advisors LLC

21.73K

Mar 31, 24

-1.74K

0.19%

Cetera Advisor Networks LLC

6.18K

Mar 31, 24

-517

0.05%

Cutler Group LLC / CA

4.35K

Mar 31, 24

+1.85K

0.04%

FOCUS FINANCIAL NETWORK INC /ADV

6.90K

Dec 31, 23

+6.90K

0.06%

Baystate Wealth Management LLC

1.32K

Dec 31, 23

+1.32K

0.01%

Coury Firm Asset Management LLC

22.15K

Sep 30, 23

+22.15K

0.20%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

10.80K

Sep 30, 23

+7.70K

0.10%

3D/L Capital Management, LLC

6.34K

Sep 30, 23

+6.34K

0.06%

AJ WEALTH STRATEGIES, LLC

3.50K

Jun 30, 23

-1.05K

0.03%

Laurel Wealth Advisors, Inc.

13.93K

Dec 31, 22

+270

0.12%

STRINGER ASSET MANAGEMENT, LLC

9.33K

Sep 30, 22

+163

0.08%

American Portfolios Advisors

8.15K

Sep 30, 22

-236

0.07%

Dixon Hughes Goodman Wealth Advisors LLC

Mar 31, 22

0.00%

Sonora Investment Management, LLC

Sep 30, 21

0.00%

Reby Advisors, LLC

Dec 31, 20

+47

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

10.96K

Dec 31, 19

-2.00K

0.10%

Advisor Group, Inc.

5.26K

Dec 31, 19

-4.59K

0.05%

MRA Associates USA LLC

125

Sep 30, 19

+125

0.00%

ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA

Sep 30, 18

-4.55K

NATIONAL PLANNING CORP

Dec 31, 17

-40.32K

Commonwealth Equity Services, Inc

11.20K

Jun 30, 17

+7.45K

0.10%

Virtu KCG Holdings LLC

Jun 30, 17

-3.71K

MSI Financial Services Inc

125

Dec 31, 16

+125

0.00%

Stanford Investment Group, Inc.

Dec 31, 16

+36

0.00%

UBS AG

1.58K

Sep 30, 14

+1.24K

0.01%