NEOS ETF TRUST (XQQI)
Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.
10
Reporting holders
$12.1M
Reported value
0.0%
Held as options
+7
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 |
|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL GROUP, LLC | $8.3M | 155,229 | 0.15% | 2q | +745.0%+$7.3M |
| Farther Finance Advisors, LLC | $1.1M | 20,735 | 0.01% | new | NEW |
| CITADEL ADVISORS LLC | $887.9K | 16,691 | 0.00% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $493.2K | 9,662 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $470.1K | 8,837 | 0.00% | 2q | -64.2%-$843.8K |
| Chung Wu Investment Group, LLC | $436.2K | 8,200 | 0.29% | new | NEW |
| MADDEN SECURITIES Corp | $396.3K | 7,450 | 0.11% | 2q | +27.4%+$85.1K |
| BANK OF MONTREAL /CAN/ | $64.7K | 1,217 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $638 | 12 | 0.00% | new | NEW |
| MORGAN STANLEY | $71 | 1 | 0.00% | new | NEW |
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 | 10 | $12.1M | 228,034 | 7 | 2 | 1 | 0.0% |
| Q1 2026 | 3 | $2.2M | 48,918 | 3 | 0 | 0 | 0.0% |