NEOS BSTD NDQ HGH INC ETF (XQQI) Institutional Shareholders
NEOS BSTD NDQ HGH INC ETF (XQQI) 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 $15.49M in XQQI holdings during the latest filing period.
Independent Financial Group, Llc is currently the largest disclosed institutional shareholder of XQQI tracked by InsiderSet, reporting ownership valued at approximately $8.26M 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 $7.90M, representing an estimated loss of -4.32% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed XQQI value among the investors covered in this analysis. Major shareholders include Independent Financial Group, Llc, Wellington Grp Llc, Farther Finance Advisors, Llc, and several other long-term asset managers with concentrated positions in NEOS BSTD NDQ HGH INC ETF (XQQI).
This page ranks the largest institutional XQQI 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
11
Total Reported Value
$15.49M
Largest Holder
Independent Financial Group, Llc
Largest Position
$8.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
11
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Independent Financial Group, Llc | 0.15% | 155,229 | $8,257,671 | $7,900,768 | -$356,903 | -4.32% | |
| Wellington Grp Llc | 0.89% | 63,504 | $3,378,203 | $3,232,195 | -$146,008 | -4.32% | |
| Farther Finance Advisors, Llc | 0.01% | 20,735 | $1,103,055 | $1,055,360 | -$47,695 | -4.32% | |
| Citadel Advisors Llc | 0.00% | 16,691 | $887,906 | $849,530 | -$38,376 | -4.32% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 9,662 | $493,237 | $491,772 | -$1,465 | -0.30% | |
| Jane Street Group, Llc | 0.00% | 8,837 | $470,099 | $449,781 | -$20,318 | -4.32% | |
| Chung Wu Investment Group, Llc | 0.29% | 8,200 | $436,213 | $417,360 | -$18,854 | -4.32% | |
| Madden Securities Corp | 0.11% | 7,450 | $396,315 | $379,186 | -$17,129 | -4.32% | |
| Bank Of Montreal | 0.00% | 1,217 | $64,740 | $61,942 | -$2,798 | -4.32% | |
| Tower Research Capital Llc (Trc) | 0.00% | 12 | $638 | $611 | -$27 | -4.27% | |
| Morgan Stanley | 0.00% | 1 | $71 | $51 | -$20 | -28.31% |
Frequently asked questions about XQQI
Who are the largest institutional holders of XQQI?
The largest institutional holders of XQQI reported in the latest SEC Form 13F filings include Independent Financial Group, Llc, Wellington Grp Llc, Farther Finance Advisors, Llc, Citadel Advisors Llc, and Wealth Enhancement Advisory Services, Llc. InsiderSet ranks institutional holders by their latest reported XQQI position.
What is XQQI institutional ownership?
This page tracks XQQI positions reported by institutional investment managers through SEC Form 13F. NEOS BSTD NDQ HGH INC ETF (XQQI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XQQI?
InsiderSet currently tracks 11 institutional managers reporting XQQI 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 XQQI shareholders.
How much XQQI stock do institutions own?
Institutional investment managers disclosed approximately $15.49M in XQQI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XQQI institutional ownership last updated?
The latest XQQI 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 XQQI 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 XQQI position after the reporting date.
Are institutions buying or selling XQQI?
Institutional buying and selling can be analyzed by comparing XQQI positions across consecutive 13F reporting periods. InsiderSet's XQQI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XQQI ownership changes.
How has XQQI institutional ownership changed over time?
InsiderSet tracks XQQI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.