XQQI Institutional Ownership
NEOS Boosted Nasdaq-100 High Income ETF
1W: +0.9%
1M: +7.6%
3M: +1.3%
YTD: +6.4%
$51.51
+0.61 (+1.20%)
Weekly Expected Move ±2.6%
$49
$50
$52
$53
$54
Overview
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Institutional Ownership — XQQI
11
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
15M
Total Invested
8
New Positions
2
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (11 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | INDEPENDENT FINANCIAL GROUP, LLC | 155,229 | 8M | +136,859 | +745.0% | 2Q | SEC ↗ |
| 2 | Wellington Grp LLC NEW | 63,504 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 3 | Farther Finance Advisors, LLC NEW | 20,735 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 4 | CITADEL ADVISORS LLC NEW | 16,691 | 860K | — | +0.0% | 1Q | SEC ↗ |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 9,662 | 498K | — | +0.0% | 1Q | SEC ↗ |
| 6 | JANE STREET GROUP, LLC | 8,837 | 455K | -15,861 | -64.2% | 2Q | SEC ↗ |
| 7 | Chung Wu Investment Group, LLC NEW | 8,200 | 422K | — | +0.0% | 1Q | SEC ↗ |
| 8 | MADDEN SECURITIES Corp | 7,450 | 384K | +1,600 | +27.4% | 2Q | SEC ↗ |
| 9 | BANK OF MONTREAL /CAN NEW | 1,217 | 63K | — | +0.0% | 1Q | SEC ↗ |
| 10 | Tower Research Capital LLC (TRC) NEW | 12 | 1K | — | +0.0% | 1Q | SEC ↗ |
| 11 | MORGAN STANLEY NEW | 1 | 0K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| Wellington Grp LLC | 63,504 | 3M |
| Farther Finance Advisors, LLC | 20,735 | 1M |
| CITADEL ADVISORS LLC | 16,691 | 860K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 9,662 | 498K |
| Chung Wu Investment Group, LLC | 8,200 | 422K |
| BANK OF MONTREAL /CAN | 1,217 | 63K |
| Tower Research Capital LLC (TRC) | 12 | 1K |
| MORGAN STANLEY | 1 | 0K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| INDEPENDENT FINANCIAL GROUP, LLC | +136,859 | +745.0% | 155,229 |
| MADDEN SECURITIES Corp | +1,600 | +27.4% | 7,450 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -15,861 | -64.2% | 8,837 |