QQQI Institutional Ownership & Shareholders
NEOS NASDAQ-100 HIGH INC ETF (QQQI) is currently held by 378 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.36B 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 QQQI tracked by InsiderSet, reporting ownership valued at approximately $187.98M in its June 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 $171.00M, representing an estimated loss of -9.03% 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, Goldman Sachs Group Inc, Howard Capital Management Inc., 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
378
Total Reported Value
$1.36B
Largest Holder
Lpl Financial Llc
Largest Position
$187.98M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
83
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.04% | 3,310,164 | $187,984,199 | $171,003,072 | -$16,981,127 | -9.03% | |
| Goldman Sachs Group Inc | 0.01% | 1,244,080 | $70,651,303 | $64,269,173 | -$6,382,130 | -9.03% | |
| Howard Capital Management Inc. | 0.69% | 1,019,392 | $56,627,247 | $52,661,791 | -$3,965,456 | -7.00% | |
| Royal Bank Of Canada | 0.01% | 994,260 | $56,464,000 | $51,363,472 | -$5,100,528 | -9.03% | |
| Ubs Group Ag | 0.01% | 760,789 | $43,205,207 | $39,302,360 | -$3,902,847 | -9.03% | |
| Foguth Wealth Management, Llc. | 4.31% | 793,243 | $42,533,705 | $40,978,933 | -$1,554,772 | -3.66% | |
| Merit Financial Group, Llc | 0.20% | 558,944 | $31,742,421 | $28,875,047 | -$2,867,374 | -9.03% | |
| Independent Financial Group, Llc | 0.56% | 554,842 | $30,821,490 | $28,663,138 | -$2,158,352 | -7.00% | |
| Raymond James Financial Inc | 0.01% | 510,639 | $28,999,177 | $26,379,611 | -$2,619,566 | -9.03% | |
| Second Half Financial Partners, Llc | 11.63% | 499,503 | $28,366,752 | $25,804,325 | -$2,562,427 | -9.03% | |
| Mml Investors Services, Llc | 0.06% | 480,022 | $27,260,444 | $24,797,937 | -$2,462,507 | -9.03% | |
| Capital Investment Advisory Services, Llc | 1.60% | 463,786 | $25,763,286 | $23,959,185 | -$1,804,101 | -7.00% | |
| Madden Securities Corp | 6.63% | 451,132 | $25,060,383 | $23,305,479 | -$1,754,904 | -7.00% | |
| Private Advisor Group, Llc | 0.09% | 328,985 | $18,683,064 | $16,995,365 | -$1,687,699 | -9.03% | |
| Apollon Wealth Management, Llc | 0.21% | 324,071 | $18,002,168 | $16,741,508 | -$1,260,660 | -7.00% | |
| Mbl Wealth, Llc | 1.07% | 321,357 | $17,851,382 | $16,601,303 | -$1,250,079 | -7.00% | |
| Envestnet Asset Management Inc | 0.00% | 281,469 | $15,984,598 | $14,540,689 | -$1,443,909 | -9.03% | |
| Urs Advisory Llc | 7.94% | 251,064 | $14,257,925 | $12,969,966 | -$1,287,959 | -9.03% | |
| Citadel Advisors Llc | 0.01% | 250,496 | $14,225,668 | $12,940,623 | -$1,285,045 | -9.03% | |
| Summit Financial, Llc | 0.15% | 242,782 | $13,787,618 | $12,542,118 | -$1,245,500 | -9.03% | |
| Jane Street Group, Llc | 0.01% | 240,580 | $13,662,538 | $12,428,363 | -$1,234,175 | -9.03% | |
| Stifel Financial Corp | 0.01% | 236,154 | $13,411,172 | $12,199,716 | -$1,211,456 | -9.03% | |
| Aventura Private Wealth, Llc | 4.00% | 229,423 | $13,028,930 | $11,851,992 | -$1,176,938 | -9.03% | |
| J.W. Cole Advisors, Inc. | 0.20% | 207,608 | $11,790,035 | $10,725,029 | -$1,065,006 | -9.03% | |
| Baker Avenue Asset Management, Lp | 0.22% | 204,151 | $11,593,760 | $10,546,441 | -$1,047,319 | -9.03% | |
| Cascade Wealth Advisors, Inc | 4.29% | 193,307 | $10,678,287 | $9,986,240 | -$692,047 | -6.48% | |
| Gotham Asset Management, Llc | 0.02% | 170,523 | $9,684,001 | $8,809,218 | -$874,783 | -9.03% | |
| Commonwealth Equity Services, Llc | 0.01% | 172,668 | $9,591,680 | $8,920,029 | -$671,651 | -7.00% | |
| Cornerstone Enterprises, Llc | 5.58% | 171,978 | $9,553,378 | $8,884,383 | -$668,995 | -7.00% | |
| Palacios Wealth Management, Llc | 5.36% | 159,762 | $9,072,880 | $8,253,305 | -$819,575 | -9.03% | |
| Psi Advisors, Llc | 2.01% | 152,021 | $8,633,269 | $7,853,405 | -$779,864 | -9.03% | |
| Arq Wealth Advisors, Llc | 1.01% | 151,415 | $8,411,112 | $7,822,099 | -$589,013 | -7.00% | |
| Sbi Securities Co., Ltd. | 0.19% | 151,349 | $8,407,437 | $7,818,689 | -$588,748 | -7.00% | |
| Chung Wu Investment Group, Llc | 5.46% | 146,296 | $8,308,150 | $7,557,651 | -$750,499 | -9.03% | |
| Kingsview Wealth Management, Llc | 0.10% | 145,322 | $8,252,827 | $7,507,335 | -$745,492 | -9.03% | |
| Stratos Wealth Partners, Ltd. | 0.08% | 140,708 | $7,990,826 | $7,268,975 | -$721,851 | -9.03% | |
| Hrt Financial Lp | 0.01% | 138,473 | $7,863,000 | $7,153,515 | -$709,485 | -9.02% | |
| Estate Planners Group, Llc | 3.53% | 137,290 | $7,796,672 | $7,092,401 | -$704,271 | -9.03% | |
| Susquehanna International Group, Llp | 0.01% | 136,101 | $7,729,176 | $7,030,978 | -$698,198 | -9.03% | |
| Northeast Financial Group, Inc. | 2.03% | 153,434 | $7,625,268 | $7,926,400 | +$301,132 | +3.95% | |
| New Wave Wealth Advisors Llc | 2.00% | 135,617 | $7,578,284 | $7,005,974 | -$572,310 | -7.55% | |
| Rivertree Advisors, Llc | 4.29% | 129,488 | $7,193,078 | $6,689,350 | -$503,728 | -7.00% | |
| Rfg Advisory, Llc | 0.11% | 124,100 | $7,047,652 | $6,411,006 | -$636,646 | -9.03% | |
| Prevail Innovative Wealth Advisors, Llc | 0.88% | 120,250 | $6,807,353 | $6,212,115 | -$595,238 | -8.74% | |
| Genesee Capital Advisors, Llc | 2.04% | 116,781 | $6,487,164 | $6,032,906 | -$454,258 | -7.00% | |
| Owen Larue, Llc | 2.25% | 113,790 | $6,462,153 | $5,878,391 | -$583,762 | -9.03% | |
| Ameritas Advisory Services, Llc | 0.12% | 105,652 | $5,999,960 | $5,457,982 | -$541,978 | -9.03% | |
| Stonecrest Wealth Management, Inc. | 1.88% | 103,394 | $5,871,745 | $5,341,334 | -$530,411 | -9.03% | |
| Kestra Advisory Services, Llc | 0.02% | 101,166 | $5,619,764 | $5,226,236 | -$393,528 | -7.00% | |
| Ieq Capital, Llc | 0.03% | 97,337 | $5,527,755 | $5,028,429 | -$499,326 | -9.03% |
Frequently asked questions about QQQI
Who are the largest institutional holders of QQQI?
The largest institutional holders of QQQI reported in the latest SEC Form 13F filings include Lpl Financial Llc, Goldman Sachs Group Inc, Howard Capital Management Inc., Royal Bank Of Canada, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported QQQI position.
What is QQQI institutional ownership?
This page tracks QQQI positions reported by institutional investment managers through SEC Form 13F. NEOS NASDAQ-100 HIGH INC ETF (QQQI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own QQQI?
InsiderSet currently tracks 378 institutional managers reporting QQQI 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 QQQI shareholders.
How much QQQI stock do institutions own?
Institutional investment managers disclosed approximately $1.36B in QQQI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was QQQI institutional ownership last updated?
The latest QQQI 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 QQQI 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 QQQI position after the reporting date.
Are institutions buying or selling QQQI?
Institutional buying and selling can be analyzed by comparing QQQI positions across consecutive 13F reporting periods. InsiderSet's QQQI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View QQQI ownership changes.
How has QQQI institutional ownership changed over time?
InsiderSet tracks QQQI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.