NEOS ETF TRUST (QQQH)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
86
Reporting holders
$79.4M
Reported value
0.4%
Held as options
+9
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $14.5M | 259,821 | 0.00% | 6q | +12.0%+$1.6M |
| OneDigital Investment Advisors LLC | $4.6M | 81,932 | 0.04% | new | NEW |
| PFG Investments, LLC | $4.4M | 78,646 | 0.17% | 6q | +5.0%+$208.3K |
| OSAIC HOLDINGS, INC. | $4.2M | 74,652 | 0.00% | 6q | +5.7%+$224.4K |
| Clearstead Advisors, LLC | $3.7M | 66,742 | 0.04% | 6q | HELD |
| Moran Wealth Management, LLC | $3.7M | 65,483 | 0.10% | 3q | +31.7%+$879.8K |
| Wealthstar Advisors, LLC | $3.5M | 63,051 | 1.03% | 6q | -4.2%-$152.6K |
| Thayer Partners, LLC / MA | $3.3M | 58,304 | 1.35% | 3q | +3.3%+$102.7K |
| RFG Advisory, LLC | $2.5M | 45,092 | 0.04% | 3q | +17.8%+$380.7K |
| RPS ADVISORY SOLUTIONS LLC | $2.2M | 40,030 | 1.48% | 5q | -0.5%-$11.7K |
| RAYMOND JAMES FINANCIAL INC | $2.0M | 35,380 | 0.00% | 6q | -39.9%-$1.3M |
| Guilbault Capital LLC | $1.7M | 30,289 | 1.70% | 3q | -9.3%-$173.3K |
| Private Advisor Group, LLC | $1.7M | 29,793 | 0.01% | 5q | +3.3%+$53.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 26,993 | 0.00% | 6q | -5.5%-$87.6K |
| OLD MISSION CAPITAL LLC | $1.4M | 25,916 | 0.02% | new | NEW |
| Goldstone Financial Group, LLC | $1.3M | 24,048 | 0.12% | 6q | -4.0%-$56.3K |
| Cetera Investment Advisers | $1.2M | 20,661 | 0.00% | 6q | +1.8%+$20.2K |
| Stratos Wealth Partners, LTD. | $1.1M | 18,877 | 0.01% | new | NEW |
| JANE STREET GROUP, LLC | $1.0M | 18,646 | 0.00% | new | NEW |
| Waverly Advisors, LLC | $996.2K | 17,840 | 0.01% | new | NEW |
| Focus Partners Wealth | $979.2K | 17,536 | 0.00% | 6q | +0.8%+$7.6K |
| Stratos Wealth Advisors, LLC | $937.8K | 16,794 | 0.05% | 5q | +1.5%+$14.1K |
| ROYAL BANK OF CANADA | $921.0K | 16,492 | 0.00% | 6q | +5.1%+$44.7K |
| ENVESTNET ASSET MANAGEMENT INC | $790.9K | 14,164 | 0.00% | 2q | +3.7%+$28.4K |
| Signal Advisors Wealth, LLC | $785.2K | 14,062 | 0.04% | 5q | -10.3%-$89.8K |
| Anchor Capital Management Group Inc | $781.8K | 14,000 | 0.54% | 6q | HELD |
| STIFEL FINANCIAL CORP | $720.7K | 12,907 | 0.00% | 6q | -2.6%-$19.3K |
| Advisory Services Network, LLC | $661.0K | 11,837 | 0.01% | 6q | +2.1%+$13.4K |
| StoneX Group Inc. | $660.8K | 11,833 | 0.03% | 6q | HELD |
| CAP Partners, LLC | $647.6K | 11,597 | 0.32% | 6q | +2.0%+$12.4K |
| TPG Advisors LLC | $569.5K | 10,199 | 0.31% | 6q | +1.0%+$5.8K |
| Millennium Capital Advisors, LLC | $567.7K | 10,166 | 0.31% | 4q | +27.0%+$120.7K |
| Chicago Partners Investment Group LLC | $546.3K | 10,099 | 0.01% | 6q | +1.5%+$8.0K |
| Commerce Advisors, LLC | $450.3K | 8,065 | 0.24% | 2q | -2.3%-$10.8K |
| Prospera Financial Services Inc | $423.6K | 7,584 | 0.01% | 2q | +14.4%+$53.4K |
| Prime Capital Investment Advisors, LLC | $400.3K | 7,168 | 0.00% | 5q | +2.3%+$8.9K |
| MCCARTER PRIVATE WEALTH SERVICES LLC | $396.0K | 7,091 | 0.14% | 6q | HELD |
| Lido Advisors, LLC | $368.1K | 6,592 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $368.0K | 6,591 | 0.00% | 2q | -8.9%-$35.8K |
| ATLANTIC FAMILY WEALTH, LLC | $356.1K | 6,377 | 0.23% | 6q | -28.0%-$138.5K |
| Summit Financial, LLC | $353.2K | 6,325 | 0.00% | 2q | +44.2%+$108.2K |
| High Net Worth Advisory Group LLC | $332.2K | 5,950 | 0.07% | 5q | HELD |
| CITADEL ADVISORS LLC | $329.5K | options only | 0.00% | new | OPTIONS |
| Quantinno Capital Management LP | $299.3K | 5,359 | 0.00% | 6q | +2.3%+$6.7K |
| Nvest Financial, LLC | $293.2K | 5,250 | 0.09% | new | NEW |
| MML INVESTORS SERVICES, LLC | $283.7K | 5,080 | 0.00% | 2q | +11.5%+$29.2K |
| HighTower Advisors, LLC | $283.2K | 5,071 | 0.00% | 4q | HELD |
| Sound Income Strategies, LLC | $279.8K | 5,011 | 0.01% | new | NEW |
| Palacios Wealth Management, LLC | $276.2K | 4,946 | 0.16% | 6q | HELD |
| Oregon Pacific Wealth Management, LLC | $266.2K | 4,768 | 0.25% | 2q | -24.6%-$86.7K |
| Sigma Planning Corp | $259.9K | 4,654 | 0.01% | 6q | +1.6%+$4.0K |
| Patriot Financial Group Insurance Agency, LLC | $254.6K | 4,560 | 0.03% | 3q | -39.3%-$164.7K |
| Berger Financial Group, Inc | $251.4K | 4,502 | 0.01% | new | NEW |
| LEVEL FOUR ADVISORY SERVICES, LLC | $245.0K | 4,387 | 0.01% | 5q | +1.5%+$3.5K |
| OPPENHEIMER & CO INC | $227.0K | 4,065 | 0.00% | 5q | HELD |
| LANARK FINANCIAL, INC. | $226.5K | 4,056 | 0.02% | 6q | -11.1%-$28.3K |
| Elevated Capital Advisors, LLC | $224.5K | 4,021 | 0.06% | 4q | HELD |
| HARBOUR INVESTMENTS, INC. | $220.2K | 3,944 | 0.00% | 6q | +1.4%+$3.0K |
| Meridian Wealth Management, LLC | $216.6K | 3,879 | 0.01% | new | NEW |
| MORGAN STANLEY | $179.6K | 3,216 | 0.00% | 6q | HELD |
| UBS Group AG | $171.3K | 3,067 | 0.00% | 6q | HELD |
| IFP Advisors, Inc | $162.1K | 2,903 | 0.00% | 6q | +0.9%+$1.5K |
| Founders Financial Alliance, LLC | $159.3K | 2,853 | 0.02% | 2q | +1.0%+$1.5K |
| Ameritas Advisory Services, LLC | $143.3K | 2,566 | 0.00% | new | NEW |
| Federation des caisses Desjardins du Quebec | $138.4K | 2,479 | 0.00% | 6q | HELD |
| Dogwood Wealth Management LLC | $114.0K | 2,042 | 0.05% | 6q | +25.9%+$23.5K |
| PRIVATE TRUST CO NA | $51.4K | 921 | 0.00% | 6q | +268.4%+$37.5K |
| SHP Wealth Management | $48.3K | 866 | 0.00% | 3q | +2.1%+$1.0K |
| Allworth Financial LP | $46.6K | 835 | 0.00% | 5q | HELD |
| SIGNATUREFD, LLC | $39.1K | 700 | 0.00% | 6q | HELD |
| CoreCap Advisors, LLC | $35.8K | 642 | 0.00% | 6q | -41.2%-$25.1K |
| Global Retirement Partners, LLC | $35.2K | 631 | 0.00% | 4q | +4.1%+$1.4K |
| Farther Finance Advisors, LLC | $30.2K | 540 | 0.00% | 6q | HELD |
| Steward Partners Investment Advisory, LLC | $27.3K | 490 | 0.00% | 6q | +81.5%+$12.3K |
| WELLS FARGO & COMPANY/MN | $26.4K | 473 | 0.00% | 6q | +23550.0%+$26.3K |
| AE Wealth Management LLC | $23.1K | 413 | 0.00% | 6q | +212.9%+$15.7K |
| United Community Bank | $21.2K | 380 | 0.01% | 3q | HELD |
| BlackRock, Inc. | $11.7K | 209 | 0.00% | 2q | HELD |
| Ashton Thomas Private Wealth, LLC | $9.8K | 176 | 0.00% | 2q | HELD |
| Concord Wealth Partners | $8.2K | 147 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $7.9K | 141,570 | 0.02% | new | NEW |
| Quaker Wealth Management, LLC | $7.0K | 125 | 0.00% | 6q | HELD |
| Caitlin John, LLC | $2.7K | 49 | 0.00% | 4q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.5K | 27,330 | 0.00% | 6q | +85.0% |
| MERCER GLOBAL ADVISORS INC /ADV | $1.5K | 26 | 0.00% | new | NEW |
| Triumph Capital Management | $782 | 14 | 0.00% | 3q | HELD |
| WEDBUSH SECURITIES INC | $269 | 4,814 | 0.01% | 3q | HELD |
| CENTAURUS FINANCIAL, INC. | $211 | 3,777 | 0.01% | 6q | -6.6% |
| FIDUCIARY FINANCIAL ADVISORS | $112 | 2 | 0.00% | new | NEW |
| HUNTINGTON NATIONAL BANK | $56 | 1 | 0.00% | 4q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 86 | $79.4M | 1,415,944 | 15 | 34 | 15 | 0.4% |
| Q1 2026 | 77 | $62.0M | 1,208,602 | 12 | 30 | 17 | 0.0% |
| Q4 2025 | 72 | $57.1M | 1,051,643 | 10 | 31 | 10 | 0.0% |
| Q3 2025 | 68 | $51.9M | 955,907 | 10 | 22 | 15 | 0.0% |
| Q2 2025 | 62 | $44.8M | 854,430 | 14 | 22 | 10 | 0.0% |
| Q1 2025 | 53 | $34.9M | 714,192 | 53 | 0 | 0 | 0.1% |