Who Owns NEOS (QQQI)? -- Institutional Holders (2026-06-30)

386 institutions reported holding $1.45B of NEOS (QQQI) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($188.0M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($89.5M), GOLDMAN SACHS GROUP INC ($70.7M), Royal Bank of Canada ($56.5M), Howard Capital Management Inc. ($53.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$188.0M3.3MAdded
2SUSQUEHANNA INTERNATIONAL GROUP, LLP$89.5M1.6MAdded
3GOLDMAN SACHS GROUP INC$70.7M1.2MAdded
4Royal Bank of Canada$56.5M994,260Added
5Howard Capital Management Inc.$53.4M940,809Added
6UBS Group AG$43.2M760,789Added
7Foguth Wealth Management, LLC.$39.9M735,478Added
8JANE STREET GROUP, LLC$35.4M622,880Added
9CITADEL ADVISORS LLC$34.1M599,996Added
10Merit Financial Group, LLC$31.7M558,944Added
11INDEPENDENT FINANCIAL GROUP, LLC$30.3M534,418Added
12RAYMOND JAMES FINANCIAL INC$29.0M510,639Added
13Second Half Financial Partners, LLC$28.4M499,503Hold
14MML INVESTORS SERVICES, LLC$27.3M480,022Added
15MADDEN SECURITIES Corp$25.8M454,657Added
16Capital Investment Advisory Services, LLC$23.5M413,694Added
17Private Advisor Group, LLC$18.7M328,985Added
18MBL Wealth, LLC$16.6M292,422Added
19Apollon Wealth Management, LLC$16.4M288,095Added
20ENVESTNET ASSET MANAGEMENT INC$16.0M281,469Added
21URS Advisory LLC$14.3M251,064Added
22Summit Financial, LLC$13.8M242,782Added
23STIFEL FINANCIAL CORP$13.4M236,154Added
24Aventura Private Wealth, LLC$13.0M229,423Added
25J.W. COLE ADVISORS, INC.$11.8M207,608Added

Source: SEC Form 13F filings · as of 2026-06-30