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QQQH Institutional Ownership

NEOS Nasdaq-100 Hedged Equity Income ETF
1W: +0.6% 1M: +3.0% 3M: +0.8% YTD: +4.7% 1Y: +3.9% 3Y: +66.9% 5Y: +39.5%
$55.85
+0.27 (+0.49%)
 
Weekly Expected Move ±1.5%
$54 $55 $56 $57 $57
ETF NASDAQ · AUM $406.1M

Institutional Ownership — QQQH

95
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
80M
Total Invested
16
New Positions
34
Increased
22
Reduced
5
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (101 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 259,821 15M +27,887 +12.0% 6Q SEC ↗
2 Janney Montgomery Scott LLC NEW 141,570 8M — +0.0% 1Q SEC ↗
3 OneDigital Investment Advisors LLC NEW 81,932 5M — +0.0% 1Q SEC ↗
4 PFG Investments, LLC 78,646 4M +3,731 +5.0% 6Q SEC ↗
5 OSAIC HOLDINGS, INC. 74,652 4M +4,018 +5.7% 6Q SEC ↗
6 Clearstead Advisors, LLC 66,742 4M — +0.0% 6Q SEC ↗
7 Moran Wealth Management, LLC 65,483 4M +15,756 +31.7% 3Q SEC ↗
8 Wealthstar Advisors, LLC 63,051 4M -2,732 -4.2% 6Q SEC ↗
9 Thayer Partners, LLC / MA 58,304 3M +1,839 +3.3% 3Q SEC ↗
10 RFG Advisory, LLC 45,092 3M +6,818 +17.8% 3Q SEC ↗
11 RPS ADVISORY SOLUTIONS LLC 40,030 2M -210 -0.5% 5Q SEC ↗
12 RAYMOND JAMES FINANCIAL INC 35,380 2M -23,481 -39.9% 6Q SEC ↗
13 Guilbault Capital LLC 30,289 2M -3,104 -9.3% 3Q SEC ↗
14 Private Advisor Group, LLC 29,793 2M +957 +3.3% 5Q SEC ↗
15 COMMONWEALTH EQUITY SERVICES, LLC 26,993 2M -1,568 -5.5% 6Q SEC ↗
16 OLD MISSION CAPITAL LLC NEW 25,916 1M — +0.0% 1Q SEC ↗
17 Goldstone Financial Group, LLC 24,048 1M -1,009 -4.0% 6Q SEC ↗
18 Cetera Investment Advisers 20,661 1M +362 +1.8% 6Q SEC ↗
19 Stratos Wealth Partners, LTD. NEW 18,877 1M — +0.0% 1Q SEC ↗
20 JANE STREET GROUP, LLC NEW 18,646 1M — +0.0% 1Q SEC ↗
21 Waverly Advisors, LLC NEW 17,840 996K — +0.0% 1Q SEC ↗
22 Focus Partners Wealth 17,536 979K +136 +0.8% 6Q SEC ↗
23 Stratos Wealth Advisors, LLC 16,794 938K +253 +1.5% 5Q SEC ↗
24 ROYAL BANK OF CANADA 16,492 921K +800 +5.1% 6Q SEC ↗
25 ENVESTNET ASSET MANAGEMENT INC 14,164 791K +509 +3.7% 2Q SEC ↗
26 Signal Advisors Wealth, LLC 14,062 785K -1,608 -10.3% 5Q SEC ↗
27 Anchor Capital Management Group Inc 14,000 782K — +0.0% 6Q SEC ↗
28 Cambridge Investment Research Advisors 13,665 763K -1,107 -7.5% 6Q SEC ↗
29 STIFEL FINANCIAL CORP 12,907 721K -345 -2.6% 6Q SEC ↗
30 Advisory Services Network, LLC 11,837 661K +240 +2.1% 6Q SEC ↗
31 StoneX Group Inc. 11,833 661K — +0.0% 6Q SEC ↗
32 CAP Partners, LLC 11,597 648K +222 +2.0% 6Q SEC ↗
33 TPG Advisors LLC 10,199 570K +103 +1.0% 6Q SEC ↗
34 Millennium Capital Advisors, LLC 10,166 568K +2,162 +27.0% 4Q SEC ↗
35 Chicago Partners Investment Group LLC 10,099 564K +148 +1.5% 6Q SEC ↗
36 Commerce Advisors, LLC 8,065 450K -194 -2.3% 2Q SEC ↗
37 Prospera Financial Services Inc 7,584 424K +957 +14.4% 2Q SEC ↗
38 Prime Capital Investment Advisors, LLC 7,168 400K +160 +2.3% 5Q SEC ↗
39 MCCARTER PRIVATE WEALTH SERVICES LLC 7,091 396K — +0.0% 6Q SEC ↗
40 Jackson Hole Capital Partners, LLC 6,592 368K +3,092 +88.3% 2Q SEC ↗
41 Lido Advisors, LLC NEW 6,592 368K — +0.0% 1Q SEC ↗
42 SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,591 368K -641 -8.9% 2Q SEC ↗
43 ATLANTIC FAMILY WEALTH, LLC 6,377 356K -2,481 -28.0% 6Q SEC ↗
44 Summit Financial, LLC 6,325 353K +1,938 +44.2% 2Q SEC ↗
45 High Net Worth Advisory Group LLC 5,950 332K — +0.0% 5Q SEC ↗
46 Quantinno Capital Management LP 5,359 299K +120 +2.3% 6Q SEC ↗
47 Nvest Financial, LLC NEW 5,250 293K — +0.0% 1Q SEC ↗
48 MML INVESTORS SERVICES, LLC 5,080 284K +523 +11.5% 2Q SEC ↗
49 HighTower Advisors, LLC 5,071 283K +10 +0.2% 4Q SEC ↗
50 Sound Income Strategies, LLC NEW 5,011 280K — +0.0% 1Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
LPL Financial LLC +27,887 +12.0% 259,821
Moran Wealth Management, LLC +15,756 +31.7% 65,483
RFG Advisory, LLC +6,818 +17.8% 45,092
OSAIC HOLDINGS, INC. +4,018 +5.7% 74,652
CWM, LLC +3,901 +1560.4% 4,151
PFG Investments, LLC +3,731 +5.0% 78,646
Jackson Hole Capital Partners, LLC +3,092 +88.3% 6,592
Millennium Capital Advisors, LLC +2,162 +27.0% 10,166
Summit Financial, LLC +1,938 +44.2% 6,325
Thayer Partners, LLC / MA +1,839 +3.3% 58,304
Prospera Financial Services Inc +957 +14.4% 7,584
Private Advisor Group, LLC +957 +3.3% 29,793
ROYAL BANK OF CANADA +800 +5.1% 16,492
PRIVATE TRUST CO NA +671 +268.4% 921
MML INVESTORS SERVICES, LLC +523 +11.5% 5,080
ENVESTNET ASSET MANAGEMENT INC +509 +3.7% 14,164
WELLS FARGO & COMPANY/MN +472 +47200.0% 473
Dogwood Wealth Management LLC +420 +25.9% 2,042
Cetera Investment Advisers +362 +1.8% 20,661
AE Wealth Management LLC +281 +212.9% 413
Biggest Decreases (17)
HolderReducedChange %Total Shares
RAYMOND JAMES FINANCIAL INC -23,481 -39.9% 35,380
Guilbault Capital LLC -3,104 -9.3% 30,289
Patriot Financial Group Insurance A -2,950 -39.3% 4,560
Wealthstar Advisors, LLC -2,732 -4.2% 63,051
ATLANTIC FAMILY WEALTH, LLC -2,481 -28.0% 6,377
Signal Advisors Wealth, LLC -1,608 -10.3% 14,062
COMMONWEALTH EQUITY SERVICES, LLC -1,568 -5.5% 26,993
Oregon Pacific Wealth Management, L -1,552 -24.6% 4,768
Cambridge Investment Research Advis -1,107 -7.5% 13,665
Goldstone Financial Group, LLC -1,009 -4.0% 24,048
SUSQUEHANNA INTERNATIONAL GROUP, LL -641 -8.9% 6,591
LANARK FINANCIAL, INC. -506 -11.1% 4,056
CoreCap Advisors, LLC -450 -41.2% 642
STIFEL FINANCIAL CORP -345 -2.6% 12,907
CENTAURUS FINANCIAL, INC. -269 -6.6% 3,777
RPS ADVISORY SOLUTIONS LLC -210 -0.5% 40,030
Commerce Advisors, LLC -194 -2.3% 8,065

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms