NEOS ETF Trust - QQQH
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 231,934 | 11,886 | 0.0% | 0.0% | 1 | +16,137 | 7.48% | Q1 2026 | May 06, 2026 |
| PFG Investments, LLC | History | Added to | 74,915 | 3,839 | 0.18% | 0.19% | 2 | +696 | 0.94% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 70,634 | 3,620 | 0.01% | 0.0% | 3 | +31,378 | 79.93% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 66,742 | 3,420 | 0.03% | 0.05% | 4 | +914 | 1.39% | Q1 2026 | May 06, 2026 |
| Wealthstar Advisors, LLC | History | Added to | 65,783 | 3,371 | 1.58% | 1.57% | 5 | +3 | 0.0% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 58,861 | 3,016 | 0.0% | 0.0% | 6 | +24,629 | 71.95% | Q1 2026 | May 14, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 56,465 | 2,893 | 1.38% | 1.45% | 7 | +1,692 | 3.09% | Q1 2026 | May 05, 2026 |
| Moran Wealth Management, LLC | History | Added to | 49,727 | 2,548 | 0.08% | 0.02% | 8 | +37,119 | 294.41% | Q1 2026 | Apr 27, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 40,240 | 2,062 | 1.17% | 1.09% | 9 | -2,192 | -5.17% | Q1 2026 | May 04, 2026 |
| RFG Advisory, LLC | History | Added to | 38,274 | 1,961 | 0.04% | 0.04% | 10 | +3,107 | 8.83% | Q1 2026 | Apr 17, 2026 |
| Guilbault Capital LLC | History | Reduced | 33,393 | 1,711 | 1.87% | 2.18% | 11 | -2,534 | -7.05% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 28,836 | 1,477 | 0.01% | 0.01% | 12 | -3,825 | -11.71% | Q1 2026 | Apr 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 28,561 | 1,463 | 0.0% | 0.0% | 13 | +471 | 1.68% | Q1 2026 | Apr 27, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 25,057 | 1,284 | 0.14% | 0.16% | 14 | -972 | -3.73% | Q1 2026 | Apr 24, 2026 |
| Cetera Investment Advisers | History | Reduced | 20,299 | 1,040 | 0.0% | 0.0% | 15 | -195 | -0.95% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 17,400 | 891 | 0.0% | 0.0% | 16 | +268 | 1.56% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 16,541 | 847 | 0.05% | 0.04% | 17 | +247 | 1.52% | Q1 2026 | Apr 28, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 15,692 | 804 | 0.0% | 0.0% | 18 | +6,944 | 79.38% | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 15,670 | 803 | 0.06% | 0.08% | 19 | -2,729 | -14.83% | Q1 2026 | Apr 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 14,772 | 757 | 0.0% | 0.0% | 20 | +12 | 0.08% | Q1 2026 | Apr 30, 2026 |
| Anchor Capital Management Group Inc | History | No change | 14,000 | 717 | 0.5% | 0.39% | 21 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 13,655 | 699 | 0.0% | — | 22 | +13,655 | New | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 13,252 | 679 | 0.0% | 0.0% | 23 | -3,801 | -22.29% | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | Added to | 11,833 | 606 | 0.03% | 0.02% | 24 | +2,191 | 22.72% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 11,597 | 594 | 0.01% | 0.01% | 25 | +190 | 1.67% | Q1 2026 | May 15, 2026 |
| CAP Partners, LLC | History | Added to | 11,375 | 582 | 0.33% | 0.35% | 26 | +69 | 0.61% | Q1 2026 | Apr 28, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 9,951 | 539 | 0.01% | 0.02% | 27 | -2,299 | -18.77% | Q1 2026 | May 04, 2026 |
| TPG Advisors LLC | History | Added to | 10,096 | 517 | 0.32% | 0.32% | 28 | +543 | 5.68% | Q1 2026 | Apr 22, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | No change | 8,858 | 453 | 0.33% | 0.36% | 29 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Commerce Advisors, LLC | History | New | 8,259 | 423 | 0.36% | — | 30 | +8,259 | New | Q1 2026 | May 12, 2026 |
| Millennium Capital Advisors, LLC | History | Added to | 8,004 | 410 | 0.25% | 0.25% | 31 | +272 | 3.52% | Q1 2026 | May 11, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 7,510 | 384 | 0.02% | 0.02% | 32 | +3,782 | 101.45% | Q1 2026 | Apr 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 7,232 | 370 | 0.0% | — | 33 | +7,232 | New | Q1 2026 | May 15, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | Reduced | 7,091 | 363 | 0.16% | 0.17% | 34 | -62 | -0.87% | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 7,008 | 359 | 0.0% | 0.0% | 35 | +157 | 2.29% | Q1 2026 | May 08, 2026 |
| Prospera Financial Services Inc | History | New | 6,627 | 339 | 0.01% | — | 36 | +6,627 | New | Q1 2026 | Apr 14, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 6,592 | 337 | 0.06% | 0.03% | 37 | +3,092 | 88.34% | Q1 2026 | May 08, 2026 |
| Oregon Pacific Wealth Management, LLC | History | New | 6,320 | 323 | 0.34% | — | 38 | +6,320 | New | Q1 2026 | Apr 23, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 5,950 | 304 | 0.07% | 0.07% | 39 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 5,239 | 268 | 0.0% | 0.0% | 40 | +118 | 2.3% | Q1 2026 | May 15, 2026 |
| Palacios Wealth Management, LLC | History | No change | 4,946 | 267 | 0.17% | 0.21% | 41 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 5,061 | 259 | 0.0% | 0.0% | 42 | +10 | 0.2% | Q1 2026 | May 05, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 4,814 | 247 | 0.01% | 0.01% | 43 | +553 | 12.98% | Q1 2026 | Apr 21, 2026 |
| Sigma Planning Corp | History | Added to | 4,582 | 234 | 0.01% | 0.01% | 44 | +5 | 0.11% | Q1 2026 | May 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 4,557 | 233 | 0.0% | — | 46 | +4,557 | New | Q1 2026 | May 04, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 4,562 | 233 | 0.02% | 0.02% | 45 | -241 | -5.02% | Q1 2026 | Apr 14, 2026 |
| Summit Financial, LLC | History | New | 4,387 | 224 | 0.0% | — | 47 | +4,387 | New | Q1 2026 | May 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 4,324 | 221 | 0.01% | 0.01% | 48 | +163 | 3.92% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 4,151 | 212 | 0.0% | 0.0% | 49 | +3,901 | 1560.4% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 4,065 | 208 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 4,046 | 207 | 0.01% | 0.01% | 51 | -331 | -7.56% | Q1 2026 | May 18, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 4,021 | 206 | 0.05% | 0.05% | 52 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | No change | 3,740 | 202 | 0.26% | 0.26% | 53 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,891 | 199 | 0.0% | 0.0% | 54 | +2,627 | 207.83% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 3,216 | 164 | 0.0% | 0.0% | 55 | -532 | -14.19% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 3,067 | 157 | 0.0% | 0.0% | 56 | +728 | 31.12% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Added to | 2,876 | 147 | 0.0% | 0.0% | 57 | +2,111 | 275.95% | Q1 2026 | Apr 13, 2026 |
| Founders Financial Alliance, LLC | History | New | 2,826 | 144 | 0.03% | — | 58 | +2,826 | New | Q1 2026 | May 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,479 | 127 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | New | 1,653 | 84 | 0.0% | — | 60 | +1,653 | New | Q1 2026 | May 19, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 1,622 | 83 | 0.04% | 0.04% | 61 | +36 | 2.27% | Q1 2026 | May 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,092 | 55 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| MAI Capital Management | History | Added to | 942 | 48 | 0.0% | 0.0% | 63 | +15 | 1.62% | Q1 2026 | May 15, 2026 |
| SHP Wealth Management | History | Reduced | 848 | 43 | 0.0% | 0.0% | 64 | -57 | -6.3% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Reduced | 835 | 42 | 0.0% | 0.0% | 65 | -90 | -9.73% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 700 | 35 | 0.0% | 0.0% | 66 | +100 | 16.67% | Q1 2026 | Apr 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 606 | 32 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 540 | 27 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| United Community Bank | History | No change | 380 | 19 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 270 | 13 | 0.0% | 0.0% | 70 | +6 | 2.27% | Q1 2026 | May 08, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 250 | 12 | 0.0% | 0.0% | 71 | -300 | -54.55% | Q1 2026 | Apr 30, 2026 |
| BlackRock, Inc. | History | New | 209 | 10 | 0.0% | — | 72 | +209 | New | Q1 2026 | May 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 177 | 9 | 0.0% | — | 73 | +177 | New | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 176 | 9 | 0.0% | — | 74 | +176 | New | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Reduced | 132 | 6 | 0.0% | 0.0% | 75 | -4,499 | -97.15% | Q1 2026 | May 13, 2026 |
| Quaker Wealth Management, LLC | History | No change | 125 | 6 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 100 | 5 | 0.0% | — | 77 | +100 | New | Q1 2026 | May 12, 2026 |
| Caitlin John, LLC | History | No change | 49 | 2 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -140,520 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Collaborative Wealth Managment Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -6,756 | -100.0% | Q1 2026 | May 05, 2026 |
| Meridian Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,816 | -100.0% | Q1 2026 | May 06, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -902 | -100.0% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -744 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -630 | -100.0% | Q1 2026 | May 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -423 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q1 2026 | May 01, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q1 2026 | May 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1 | 0 | — | 0.0% | — | -50 | -98.04% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1 | 0 | — | — | — | -3 | -75.0% | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| Triumph Capital Management | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |