QQQH Institutional Ownership & Shareholders

NEOS NDQ-100 HG EQ INC ETF (QQQH) is currently held by 89 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $84.76M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Lpl Financial Llc is currently the largest disclosed institutional shareholder of QQQH tracked by InsiderSet, reporting ownership valued at approximately $13.30M in its September 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 $12.29M, representing an estimated loss of -7.58% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed QQQH value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Janney Montgomery Scott Llc, Moran Wealth Management, Llc, and several other long-term asset managers with concentrated positions in NEOS NDQ-100 HG EQ INC ETF (QQQH).

This page ranks the largest institutional QQQH 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

89

Total Reported Value

$84.76M

Largest Holder

Lpl Financial Llc

Largest Position

$13.30M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

103

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Lpl Financial Llc0.00%239,484$13,300,650$12,293,073-$1,007,577-7.58%
Janney Montgomery Scott Llc0.02%141,570$7,905,000$7,267,000-$638,000-8.07%
Moran Wealth Management, Llc0.13%83,511$4,638,082$4,286,745-$351,337-7.58%
Onedigital Investment Advisors Llc0.04%81,932$4,575,066$4,205,692-$369,374-8.07%
Pfg Investments, Llc0.17%78,646$4,391,585$4,037,017-$354,568-8.07%
Osaic Holdings, Inc.0.00%74,652$4,168,759$3,831,999-$336,760-8.08%
Wealthstar Advisors, Llc1.85%63,054$3,501,935$3,236,656-$265,279-7.58%
Thayer Partners, Llc / Ma1.35%59,429$3,300,621$3,050,580-$250,041-7.58%
Rfg Advisory, Llc0.04%55,790$3,098,495$2,863,784-$234,711-7.57%
Rps Advisory Solutions Llc1.48%40,030$2,235,275$2,054,800-$180,475-8.07%
Raymond James Financial Inc0.00%35,380$1,975,614$1,816,108-$159,506-8.07%
Private Advisor Group, Llc0.01%29,793$1,663,621$1,529,319-$134,302-8.07%
Clearstead Advisors, Llc0.01%26,063$1,447,508$1,337,853-$109,655-7.58%
Old Mission Capital Llc0.04%25,916$1,447,149$1,330,307-$116,842-8.07%
Goldstone Financial Group, Llc0.12%24,048$1,342,833$1,234,420-$108,413-8.07%
Commonwealth Equity Services, Llc0.00%24,028$1,334,468$1,233,393-$101,075-7.57%
Cetera Investment Advisers0.00%20,661$1,153,738$1,060,560-$93,178-8.08%
Stratos Wealth Partners, Ltd.0.01%18,877$1,054,122$968,985-$85,137-8.08%
Jane Street Group, Llc0.00%18,646$1,041,193$957,127-$84,066-8.07%
Waverly Advisors, Llc0.01%17,840$996,186$915,754-$80,432-8.07%
Focus Partners Wealth0.00%17,536$979,225$900,149-$79,076-8.08%
Stratos Wealth Advisors, Llc0.05%16,794$937,782$862,061-$75,721-8.07%
Royal Bank Of Canada0.00%16,492$921,000$846,559-$74,441-8.08%
Envestnet Asset Management Inc0.00%14,164$790,922$727,059-$63,863-8.07%
Guilbault Capital Llc0.77%14,143$785,462$725,981-$59,481-7.57%
Anchor Capital Management Group Inc0.66%14,000$777,543$718,641-$58,902-7.58%
Cap Partners, Llc0.33%13,135$729,477$674,239-$55,238-7.57%
Stifel Financial Corp0.00%12,907$720,725$662,536-$58,189-8.07%
Signal Advisors Wealth, Llc0.03%12,777$709,615$655,863-$53,752-7.57%
Stonex Group Inc.0.03%12,542$695,147$643,800-$51,347-7.39%
Advisory Services Network, Llc0.01%11,837$660,967$607,611-$53,356-8.07%
Tpg Advisors Llc0.30%10,199$566,440$523,530-$42,910-7.58%
Millennium Capital Advisors, Llc0.30%10,122$562,187$519,577-$42,610-7.58%
Chicago Partners Investment Group Llc0.01%9,706$522,869$498,224-$24,645-4.71%
Prospera Financial Services Inc0.01%9,680$511,747$496,889-$14,858-2.90%
Independent Financial Group, Llc0.01%8,848$491,407$454,181-$37,226-7.58%
Mccarter Private Wealth Services Llc0.16%8,491$471,580$435,856-$35,724-7.58%
Prime Capital Investment Advisors, Llc0.00%7,331$407,140$376,311-$30,829-7.57%
Commerce Advisors, Llc0.18%6,948$385,888$356,651-$29,237-7.58%
Susquehanna International Group, Llp0.00%6,591$368,041$338,326-$29,715-8.07%
Lido Advisors, Llc0.00%6,592$366,112$338,377-$27,735-7.58%
Atlantic Family Wealth, Llc0.23%6,377$356,092$327,341-$28,751-8.07%
Summit Financial, Llc0.00%6,325$353,171$324,672-$28,499-8.07%
Jackson Hole Capital Partners, Llc0.06%6,592$337,839$338,377+$538+0.16%
High Net Worth Advisory Group Llc0.07%5,950$330,456$305,422-$25,034-7.58%
Quantinno Capital Management Lp0.00%5,359$299,262$275,086-$24,176-8.08%
Nvest Financial, Llc0.09%5,250$293,182$269,490-$23,692-8.08%
Mml Investors Services, Llc0.00%5,080$283,675$260,764-$22,911-8.08%
Sound Income Strategies, Llc0.01%5,011$280,204$257,222-$22,982-8.20%
Patriot Financial Group Insurance Agency, Llc0.03%5,043$280,063$258,865-$21,198-7.57%
Showing 50 of 89

Frequently asked questions about QQQH

  • Who are the largest institutional holders of QQQH?

    The largest institutional holders of QQQH reported in the latest SEC Form 13F filings include Lpl Financial Llc, Janney Montgomery Scott Llc, Moran Wealth Management, Llc, Onedigital Investment Advisors Llc, and Pfg Investments, Llc. InsiderSet ranks institutional holders by their latest reported QQQH position.

  • What is QQQH institutional ownership?

    This page tracks QQQH positions reported by institutional investment managers through SEC Form 13F. NEOS NDQ-100 HG EQ INC ETF (QQQH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own QQQH?

    InsiderSet currently tracks 89 institutional managers reporting QQQH 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 QQQH shareholders.

  • How much QQQH stock do institutions own?

    Institutional investment managers disclosed approximately $84.76M in QQQH holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was QQQH institutional ownership last updated?

    The latest QQQH 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 QQQH 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 QQQH position after the reporting date.

  • Are institutions buying or selling QQQH?

    Institutional buying and selling can be analyzed by comparing QQQH positions across consecutive 13F reporting periods. InsiderSet's QQQH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View QQQH ownership changes.

  • How has QQQH institutional ownership changed over time?

    InsiderSet tracks QQQH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.