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 | 215,797 | 11,718 | 0.0% | 0.0% | 1 | +20,045 | 10.24% | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 140,520 | 7,631 | 0.02% | 0.02% | 2 | -3,170 | -2.21% | Q4 2025 | Feb 11, 2026 |
| PFG Investments, LLC | History | Added to | 74,219 | 4,030 | 0.19% | 0.21% | 3 | +1,370 | 1.88% | Q4 2025 | Jan 26, 2026 |
| Clearstead Advisors, LLC | History | Added to | 65,828 | 3,574 | 0.05% | 0.04% | 4 | +4,981 | 8.19% | Q4 2025 | Feb 09, 2026 |
| Wealthstar Advisors, LLC | History | Added to | 65,780 | 3,572 | 1.57% | 1.41% | 5 | +16 | 0.02% | Q4 2025 | Jan 30, 2026 |
| Thayer Partners, LLC / MA | History | New | 54,773 | 2,974 | 1.45% | — | 6 | +54,773 | New | Q4 2025 | Feb 05, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Added to | 42,432 | 2,304 | 1.09% | 0.8% | 7 | +12,589 | 42.18% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 39,256 | 2,131 | 0.0% | 0.01% | 8 | -33,039 | -45.7% | Q4 2025 | Feb 17, 2026 |
| RFG Advisory, LLC | History | New | 35,167 | 1,909 | 0.04% | — | 9 | +35,167 | New | Q4 2025 | Feb 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 34,232 | 1,858 | 0.0% | 0.0% | 10 | +5,693 | 19.95% | Q4 2025 | Feb 18, 2026 |
| Private Advisor Group, LLC | History | Added to | 32,661 | 1,773 | 0.01% | 0.01% | 11 | +370 | 1.15% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 28,090 | 1,525 | 0.0% | 0.0% | 12 | -926 | -3.19% | Q4 2025 | Feb 12, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 26,029 | 1,413 | 0.16% | 0.17% | 13 | -1,037 | -3.83% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 20,494 | 1,112 | 0.0% | 0.0% | 14 | +235 | 1.16% | Q4 2025 | Feb 17, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 18,399 | 999 | 0.08% | 0.05% | 15 | +7,806 | 73.69% | Q4 2025 | Jan 13, 2026 |
| Focus Partners Wealth | History | Added to | 17,132 | 930 | 0.0% | 0.0% | 16 | +4,000 | 30.46% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 17,053 | 926 | 0.0% | 0.0% | 17 | -3,168 | -15.67% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 16,294 | 884 | 0.04% | 0.04% | 18 | +239 | 1.49% | Q4 2025 | Jan 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 14,760 | 802 | 0.0% | 0.0% | 19 | -128 | -0.86% | Q4 2025 | Feb 05, 2026 |
| Anchor Capital Management Group Inc | History | No change | 14,000 | 761 | 0.39% | 0.39% | 20 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Moran Wealth Management, LLC | History | New | 12,608 | 684 | 0.02% | — | 21 | +12,608 | New | Q4 2025 | Jan 26, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 12,250 | 670 | 0.02% | 0.02% | 22 | +121 | 1.0% | Q4 2025 | Jan 28, 2026 |
| Advisory Services Network, LLC | History | Added to | 11,407 | 619 | 0.01% | 0.01% | 23 | +199 | 1.78% | Q4 2025 | Feb 17, 2026 |
| CAP Partners, LLC | History | Added to | 11,306 | 613 | 0.35% | 0.35% | 24 | +57 | 0.51% | Q4 2025 | Feb 04, 2026 |
| StoneX Group Inc. | History | Added to | 9,642 | 523 | 0.02% | 0.02% | 25 | +864 | 9.84% | Q4 2025 | Feb 12, 2026 |
| TPG Advisors LLC | History | Added to | 9,553 | 518 | 0.32% | 0.33% | 26 | +178 | 1.9% | Q4 2025 | Jan 21, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | No change | 8,858 | 481 | 0.36% | 0.37% | 27 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 8,748 | 475 | 0.0% | — | 28 | +8,748 | New | Q4 2025 | Feb 17, 2026 |
| Millennium Capital Advisors, LLC | History | Added to | 7,732 | 419 | 0.25% | 0.23% | 29 | +750 | 10.74% | Q4 2025 | Feb 05, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | No change | 7,153 | 388 | 0.17% | 0.2% | 30 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 6,851 | 372 | 0.0% | 0.0% | 31 | +152 | 2.27% | Q4 2025 | Jan 21, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 6,756 | 366 | 0.13% | 0.15% | 32 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 5,950 | 323 | 0.07% | 0.08% | 33 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Quantinno Capital Management LP | History | Added to | 5,121 | 278 | 0.0% | 0.0% | 34 | +113 | 2.26% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 5,051 | 274 | 0.0% | 0.0% | 35 | +9 | 0.18% | Q4 2025 | Feb 06, 2026 |
| Palacios Wealth Management, LLC | History | No change | 4,946 | 268 | 0.21% | 0.18% | 36 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Meridian Wealth Management, LLC | History | No change | 4,816 | 261 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| NBC SECURITIES, INC. | History | Added to | 4,803 | 260 | 0.02% | 0.02% | 38 | +9 | 0.19% | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | Added to | 4,631 | 251 | 0.0% | 0.0% | 39 | +123 | 2.73% | Q4 2025 | Jan 26, 2026 |
| Sigma Planning Corp | History | Reduced | 4,577 | 248 | 0.01% | 0.01% | 40 | -142 | -3.01% | Q4 2025 | Jan 30, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 4,377 | 238 | 0.01% | 0.01% | 41 | +461 | 11.77% | Q4 2025 | Feb 13, 2026 |
| WEDBUSH SECURITIES INC | History | New | 4,261 | 231 | 0.01% | — | 42 | +4,261 | New | Q4 2025 | Feb 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 4,161 | 225 | 0.01% | 0.01% | 43 | +39 | 0.95% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | No change | 4,065 | 220 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 4,021 | 218 | 0.05% | 0.05% | 45 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MORGAN STANLEY | History | Added to | 3,748 | 203 | 0.0% | 0.0% | 46 | +427 | 12.86% | Q4 2025 | Feb 13, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | New | 3,740 | 202 | 0.26% | — | 48 | +3,740 | New | Q4 2025 | Jan 07, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 3,728 | 202 | 0.02% | — | 47 | +3,728 | New | Q4 2025 | Jan 26, 2026 |
| Jackson Hole Capital Partners, LLC | History | New | 3,500 | 190 | 0.03% | — | 49 | +3,500 | New | Q4 2025 | Jan 30, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 2,479 | 134 | 0.0% | 0.0% | 50 | -516 | -17.23% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 2,339 | 127 | 0.0% | 0.0% | 51 | +1,498 | 178.12% | Q4 2025 | Jan 29, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 1,586 | 86 | 0.04% | 0.04% | 52 | +35 | 2.26% | Q4 2025 | Feb 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,264 | 68 | 0.0% | 0.0% | 53 | +10 | 0.8% | Q4 2025 | Feb 09, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,092 | 59 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Allworth Financial LP | History | New | 925 | 50 | 0.0% | — | 56 | +925 | New | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | Added to | 927 | 50 | 0.0% | 0.0% | 55 | +14 | 1.53% | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 905 | 49 | 0.0% | — | 57 | +905 | New | Q4 2025 | Mar 04, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 902 | 48 | 0.03% | — | 58 | +902 | New | Q4 2025 | Feb 18, 2026 |
| IFP Advisors, Inc | History | Reduced | 765 | 41 | 0.0% | 0.0% | 59 | -2,305 | -75.08% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | New | 744 | 40 | 0.0% | — | 60 | +744 | New | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 630 | 34 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SIGNATUREFD, LLC | History | Added to | 600 | 32 | 0.0% | 0.0% | 62 | +200 | 50.0% | Q4 2025 | Jan 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 606 | 32 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 550 | 29 | 0.0% | 0.0% | 64 | -200 | -26.67% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | No change | 540 | 29 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 423 | 23 | 0.0% | — | 66 | +423 | New | Q4 2025 | Jan 21, 2026 |
| United Community Bank | History | New | 380 | 20 | 0.01% | — | 67 | +380 | New | Q4 2025 | Jan 30, 2026 |
| CWM, LLC | History | New | 250 | 14 | 0.0% | — | 68 | +250 | New | Q4 2025 | Jan 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 264 | 14 | 0.0% | 0.0% | 69 | +6 | 2.33% | Q4 2025 | Feb 12, 2026 |
| Concord Wealth Partners | History | Added to | 140 | 7 | 0.0% | 0.0% | 70 | +3 | 2.19% | Q4 2025 | Jan 29, 2026 |
| Quaker Wealth Management, LLC | History | Reduced | 125 | 6 | 0.0% | 0.01% | 71 | -264 | -67.87% | Q4 2025 | Jan 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 51 | 2 | 0.0% | — | 72 | +50 | 5000.0% | Q4 2025 | Feb 09, 2026 |
| Caitlin John, LLC | History | No change | 49 | 2 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -24,144 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RiverTree Advisors, LLC | History | Closed out | 0 | 0 | — | 0.81% | — | -23,153 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Davies Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.98% | — | -22,316 | -100.0% | Q3 2025 | Oct 15, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,776 | -100.0% | Q3 2025 | Nov 05, 2025 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,030 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,680 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,551 | -100.0% | Q3 2025 | Nov 06, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,653 | -100.0% | Q3 2025 | Nov 03, 2025 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4 | 0 | — | 0.0% | — | -271 | -98.55% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Feb 03, 2026 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Triumph Capital Management | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 14, 2025 |