NEOS NASDAQ-100 HIGH INC ETF (QQQI) Institutional Shareholders
NEOS NASDAQ-100 HIGH INC ETF (QQQI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.06B in QQQI holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of QQQI tracked by InsiderSet, reporting ownership valued at approximately $107.55M in its March 31, 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 $114.80M, representing an estimated gain of +6.74% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 43% of the total disclosed QQQI value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Howard Capital Management Inc., Morgan Stanley, and several other long-term asset managers with concentrated positions in NEOS NASDAQ-100 HIGH INC ETF (QQQI).
This page ranks the largest institutional QQQI 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
327
Total Reported Value
$1.06B
Largest Holder
Lpl Financial Llc
Largest Position
$107.55M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
86
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.03% | 2,164,355 | $107,546,783 | $114,797,389 | +$7,250,606 | +6.74% | |
| Howard Capital Management Inc. | 0.64% | 940,809 | $53,428,563 | $49,900,509 | -$3,528,054 | -6.60% | |
| Morgan Stanley | 0.00% | 1,021,805 | $50,773,503 | $54,196,537 | +$3,423,034 | +6.74% | |
| Goldman Sachs Group Inc | 0.01% | 947,238 | $47,068,256 | $50,241,504 | +$3,173,248 | +6.74% | |
| Foguth Wealth Management, Llc. | 4.54% | 735,478 | $39,914,402 | $39,009,753 | -$904,649 | -2.27% | |
| Nearwater Capital Markets, Ltd | 0.82% | 700,000 | $34,783,000 | $37,128,000 | +$2,345,000 | +6.74% | |
| Royal Bank Of Canada | 0.01% | 655,079 | $32,551,000 | $34,745,390 | +$2,194,390 | +6.74% | |
| Merit Financial Group, Llc | 0.20% | 558,944 | $31,742,421 | $29,646,390 | -$2,096,031 | -6.60% | |
| Independent Financial Group, Llc | 0.57% | 534,418 | $30,349,624 | $28,345,531 | -$2,004,093 | -6.60% | |
| Second Half Financial Partners, Llc | 11.63% | 499,503 | $28,366,752 | $26,493,639 | -$1,873,113 | -6.60% | |
| Madden Securities Corp | 7.17% | 454,657 | $25,819,966 | $24,115,007 | -$1,704,959 | -6.60% | |
| Ubs Group Ag | 0.00% | 489,311 | $24,313,864 | $25,953,055 | +$1,639,191 | +6.74% | |
| Capital Investment Advisory Services, Llc | 1.45% | 413,694 | $23,493,707 | $21,942,330 | -$1,551,377 | -6.60% | |
| Private Advisor Group, Llc | 0.09% | 328,985 | $18,683,064 | $17,449,364 | -$1,233,700 | -6.60% | |
| Mbl Wealth, Llc | 1.13% | 292,422 | $16,606,646 | $15,510,063 | -$1,096,583 | -6.60% | |
| Apollon Wealth Management, Llc | 0.20% | 288,095 | $16,360,917 | $15,280,559 | -$1,080,358 | -6.60% | |
| Urs Advisory Llc | 7.94% | 251,064 | $14,257,925 | $13,316,435 | -$941,490 | -6.60% | |
| Raymond James Financial Inc | 0.00% | 273,251 | $13,577,818 | $14,493,233 | +$915,415 | +6.74% | |
| Aventura Private Wealth, Llc | 4.00% | 229,423 | $13,028,930 | $12,168,596 | -$860,334 | -6.60% | |
| J.W. Cole Advisors, Inc. | 0.20% | 207,608 | $11,790,035 | $11,011,528 | -$778,507 | -6.60% | |
| Baker Avenue Asset Management, Lp | 0.22% | 204,151 | $11,593,760 | $10,828,169 | -$765,591 | -6.60% | |
| Mml Investors Services, Llc | 0.03% | 224,353 | $11,148,091 | $11,899,683 | +$751,592 | +6.74% | |
| Cascade Wealth Advisors, Inc | 4.88% | 196,731 | $11,115,297 | $10,434,612 | -$680,685 | -6.12% | |
| Envestnet Asset Management Inc | 0.00% | 216,820 | $10,773,769 | $11,500,133 | +$726,364 | +6.74% | |
| Summit Financial, Llc | 0.13% | 202,743 | $10,074,286 | $10,753,489 | +$679,203 | +6.74% | |
| Commonwealth Equity Services, Llc | 0.01% | 175,214 | $9,950,390 | $9,293,351 | -$657,039 | -6.60% | |
| Palacios Wealth Management, Llc | 5.36% | 159,762 | $9,072,880 | $8,473,776 | -$599,104 | -6.60% | |
| Chung Wu Investment Group, Llc | 5.46% | 146,296 | $8,308,150 | $7,759,540 | -$548,610 | -6.60% | |
| Stifel Financial Corp | 0.01% | 156,758 | $7,789,358 | $8,314,444 | +$525,086 | +6.74% | |
| Choreo, Llc | 0.09% | 155,449 | $7,724,272 | $8,245,015 | +$520,743 | +6.74% | |
| Sbi Securities Co., Ltd. | 0.17% | 135,013 | $7,667,388 | $7,161,090 | -$506,298 | -6.60% | |
| Northeast Financial Group, Inc. | 2.03% | 153,434 | $7,625,268 | $8,138,139 | +$512,871 | +6.73% | |
| Arq Wealth Advisors, Llc | 0.94% | 138,848 | $7,545,002 | $7,364,498 | -$180,504 | -2.39% | |
| Teamwork Financial Advisors, Llc | 0.69% | 130,088 | $7,387,714 | $6,899,868 | -$487,846 | -6.60% | |
| Rfg Advisory, Llc | 0.11% | 124,100 | $7,047,652 | $6,582,264 | -$465,388 | -6.60% | |
| Estate Planners Group, Llc | 3.36% | 140,902 | $7,001,400 | $7,473,442 | +$472,042 | +6.74% | |
| Owen Larue, Llc | 2.25% | 113,790 | $6,462,153 | $6,035,422 | -$426,731 | -6.60% | |
| Farther Finance Advisors, Llc | 0.05% | 110,068 | $6,250,781 | $5,838,007 | -$412,774 | -6.60% | |
| Rivertree Advisors, Llc | 3.51% | 104,729 | $5,947,562 | $5,554,826 | -$392,736 | -6.60% | |
| Stonecrest Wealth Management, Inc. | 1.88% | 103,394 | $5,871,745 | $5,484,018 | -$387,727 | -6.60% | |
| Kingsview Wealth Management, Llc | 0.07% | 108,365 | $5,384,665 | $5,747,680 | +$363,015 | +6.74% | |
| Astoria Portfolio Advisors Llc. | 0.89% | 92,792 | $5,269,675 | $4,921,688 | -$347,987 | -6.60% | |
| Stratos Wealth Partners, Ltd. | 0.06% | 105,703 | $5,252,394 | $5,606,487 | +$354,093 | +6.74% | |
| Psi Advisors, Llc | 1.24% | 103,342 | $5,135,041 | $5,481,260 | +$346,219 | +6.74% | |
| Pfg Investments, Llc | 0.18% | 83,802 | $4,759,094 | $4,444,858 | -$314,236 | -6.60% | |
| Ieq Capital, Llc | 0.02% | 95,407 | $4,740,770 | $5,060,387 | +$319,617 | +6.74% | |
| Independence Wealth Advisors, Llc | 2.27% | 85,652 | $4,256,069 | $4,542,982 | +$286,913 | +6.74% | |
| Eddie Patel Inc | 3.22% | 84,469 | $4,197,271 | $4,480,236 | +$282,965 | +6.74% | |
| Massar Capital Management, Lp | 0.83% | 83,390 | $4,143,649 | $4,423,006 | +$279,357 | +6.74% | |
| Kestra Advisory Services, Llc | 0.01% | 70,645 | $4,011,932 | $3,747,011 | -$264,921 | -6.60% |
Frequently asked questions about QQQI
Who owns the most QQQI stock?
The largest holders of QQQI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for NEOS NASDAQ-100 HIGH INC ETF (QQQI).
Is QQQI widely held by superinvestors?
Many widely followed stocks like QQQI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly QQQI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.