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 | 259,821 | 14,508 | 0.0% | 0.0% | 1 | +27,887 | 12.02% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | New | 141,570 | 7,905 | 0.02% | — | 2 | +141,570 | New | Q2 2026 | Aug 05, 2026 |
| OneDigital Investment Advisors LLC | History | New | 81,932 | 4,575 | 0.04% | — | 3 | +81,932 | New | Q2 2026 | Aug 06, 2026 |
| PFG Investments, LLC | History | Added to | 78,646 | 4,391 | 0.17% | 0.18% | 4 | +3,731 | 4.98% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 74,652 | 4,168 | 0.0% | 0.01% | 5 | +4,018 | 5.69% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 66,742 | 3,726 | 0.04% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Moran Wealth Management, LLC | History | Added to | 65,483 | 3,656 | 0.1% | 0.08% | 7 | +15,756 | 31.69% | Q2 2026 | Aug 05, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 63,051 | 3,520 | 1.03% | 1.58% | 8 | -2,732 | -4.15% | Q2 2026 | Jul 30, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 58,304 | 3,255 | 1.35% | 1.38% | 9 | +1,839 | 3.26% | Q2 2026 | Jul 31, 2026 |
| RFG Advisory, LLC | History | Added to | 45,092 | 2,517 | 0.04% | 0.04% | 10 | +6,818 | 17.81% | Q2 2026 | Jul 15, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 40,030 | 2,235 | 1.48% | 1.17% | 11 | -210 | -0.52% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 35,380 | 1,975 | 0.0% | 0.0% | 12 | -23,481 | -39.89% | Q2 2026 | Aug 14, 2026 |
| Guilbault Capital LLC | History | Reduced | 30,289 | 1,691 | 1.7% | 1.87% | 13 | -3,104 | -9.3% | Q2 2026 | Jul 23, 2026 |
| Private Advisor Group, LLC | History | Added to | 29,793 | 1,663 | 0.01% | 0.01% | 14 | +957 | 3.32% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 26,993 | 1,507 | 0.0% | 0.0% | 15 | -1,568 | -5.49% | Q2 2026 | Jul 29, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 25,916 | 1,447 | 0.02% | — | 16 | +25,916 | New | Q2 2026 | Aug 14, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 24,048 | 1,342 | 0.12% | 0.14% | 17 | -1,009 | -4.03% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | Added to | 20,661 | 1,153 | 0.0% | 0.0% | 18 | +362 | 1.78% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 18,877 | 1,054 | 0.01% | — | 19 | +18,877 | New | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 18,646 | 1,041 | 0.0% | — | 20 | +18,646 | New | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | New | 17,840 | 996 | 0.01% | — | 21 | +17,840 | New | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Added to | 17,536 | 979 | 0.0% | 0.0% | 22 | +136 | 0.78% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 16,794 | 937 | 0.05% | 0.05% | 23 | +253 | 1.53% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 16,492 | 921 | 0.0% | 0.0% | 24 | +800 | 5.1% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 14,164 | 790 | 0.0% | 0.0% | 25 | +509 | 3.73% | Q2 2026 | Aug 03, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 14,062 | 785 | 0.04% | 0.06% | 26 | -1,608 | -10.26% | Q2 2026 | Aug 04, 2026 |
| Anchor Capital Management Group Inc | History | No change | 14,000 | 781 | 0.54% | 0.5% | 27 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 13,665 | 763 | 0.0% | 0.0% | 28 | -1,107 | -7.49% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 12,907 | 720 | 0.0% | 0.0% | 29 | -345 | -2.6% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 11,837 | 660 | 0.01% | 0.01% | 31 | +240 | 2.07% | Q2 2026 | Aug 12, 2026 |
| StoneX Group Inc. | History | No change | 11,833 | 660 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAP Partners, LLC | History | Added to | 11,597 | 647 | 0.32% | 0.33% | 32 | +222 | 1.95% | Q2 2026 | Jul 30, 2026 |
| TPG Advisors LLC | History | Added to | 10,199 | 569 | 0.31% | 0.32% | 33 | +103 | 1.02% | Q2 2026 | Jul 29, 2026 |
| Millennium Capital Advisors, LLC | History | Added to | 10,166 | 567 | 0.31% | 0.25% | 34 | +2,162 | 27.01% | Q2 2026 | Jul 28, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 10,099 | 546 | 0.01% | 0.01% | 35 | +148 | 1.49% | Q2 2026 | Jul 29, 2026 |
| Commerce Advisors, LLC | History | Reduced | 8,065 | 450 | 0.24% | 0.36% | 36 | -194 | -2.35% | Q2 2026 | Aug 04, 2026 |
| Prospera Financial Services Inc | History | Added to | 7,584 | 423 | 0.01% | 0.01% | 37 | +957 | 14.44% | Q2 2026 | Jul 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 7,168 | 400 | 0.0% | 0.0% | 38 | +160 | 2.28% | Q2 2026 | Aug 05, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | No change | 7,091 | 395 | 0.14% | 0.16% | 39 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lido Advisors, LLC | History | New | 6,592 | 368 | 0.0% | — | 41 | +6,592 | New | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 6,591 | 368 | 0.0% | 0.0% | 40 | -641 | -8.86% | Q2 2026 | Aug 14, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | Reduced | 6,377 | 356 | 0.23% | 0.33% | 42 | -2,481 | -28.01% | Q2 2026 | Aug 04, 2026 |
| Summit Financial, LLC | History | Added to | 6,325 | 353 | 0.0% | 0.0% | 43 | +1,938 | 44.18% | Q2 2026 | Aug 12, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 6,592 | 337 | 0.06% | 0.06% | 44 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 5,950 | 332 | 0.07% | 0.07% | 45 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITADEL ADVISORS LLC | History | New | 5,900 | 329 | 0.0% | — | 46 | +5,900 | New | Q2 2026 | Sep 02, 2026 |
| Quantinno Capital Management LP | History | Added to | 5,359 | 299 | 0.0% | 0.0% | 47 | +120 | 2.29% | Q2 2026 | Aug 13, 2026 |
| Nvest Financial, LLC | History | New | 5,250 | 293 | 0.09% | — | 48 | +5,250 | New | Q2 2026 | Jul 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 5,080 | 283 | 0.0% | 0.0% | 49 | +523 | 11.48% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | Added to | 5,071 | 283 | 0.0% | 0.0% | 50 | +10 | 0.2% | Q2 2026 | Aug 05, 2026 |
| Sound Income Strategies, LLC | History | New | 5,011 | 279 | 0.01% | — | 51 | +5,011 | New | Q2 2026 | Jul 20, 2026 |
| Palacios Wealth Management, LLC | History | No change | 4,946 | 276 | 0.16% | 0.17% | 52 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 4,814 | 269 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 4,768 | 266 | 0.25% | 0.34% | 54 | -1,552 | -24.56% | Q2 2026 | Jul 22, 2026 |
| Sigma Planning Corp | History | Added to | 4,654 | 259 | 0.01% | 0.01% | 55 | +72 | 1.57% | Q2 2026 | Aug 07, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 4,560 | 254 | 0.03% | 0.02% | 56 | -2,950 | -39.28% | Q2 2026 | Jul 16, 2026 |
| Berger Financial Group, Inc | History | New | 4,502 | 251 | 0.01% | — | 57 | +4,502 | New | Q2 2026 | Aug 04, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 4,387 | 244 | 0.01% | 0.01% | 58 | +63 | 1.46% | Q2 2026 | Aug 10, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 4,056 | 226 | 0.02% | 0.02% | 59 | -506 | -11.09% | Q2 2026 | Jul 21, 2026 |
| OPPENHEIMER & CO INC | History | No change | 4,065 | 226 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 4,021 | 224 | 0.06% | 0.05% | 61 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,944 | 220 | 0.0% | 0.0% | 62 | +53 | 1.36% | Q2 2026 | Aug 12, 2026 |
| Meridian Wealth Management, LLC | History | New | 3,879 | 216 | 0.01% | — | 63 | +3,879 | New | Q2 2026 | Aug 05, 2026 |
| CWM, LLC | History | No change | 4,151 | 212 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 3,777 | 211 | 0.01% | 0.01% | 65 | -269 | -6.65% | Q2 2026 | Aug 17, 2026 |
| MORGAN STANLEY | History | No change | 3,216 | 179 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 3,067 | 171 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 2,903 | 162 | 0.0% | 0.0% | 68 | +27 | 0.94% | Q2 2026 | Jul 20, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 2,853 | 159 | 0.02% | 0.03% | 69 | +27 | 0.96% | Q2 2026 | Aug 04, 2026 |
| Ameritas Advisory Services, LLC | History | New | 2,566 | 143 | 0.0% | — | 70 | +2,566 | New | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,479 | 138 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 2,042 | 114 | 0.04% | 0.04% | 72 | +420 | 25.89% | Q2 2026 | Jul 06, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 921 | 51 | 0.0% | 0.0% | 73 | +671 | 268.4% | Q2 2026 | Jul 28, 2026 |
| SHP Wealth Management | History | Added to | 866 | 48 | 0.0% | 0.0% | 74 | +18 | 2.12% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 835 | 46 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | No change | 700 | 39 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Global Retirement Partners, LLC | History | New | 631 | 35 | 0.0% | — | 78 | +631 | New | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 642 | 35 | 0.0% | 0.0% | 77 | -450 | -41.21% | Q2 2026 | Jul 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 540 | 30 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 490 | 27 | 0.0% | 0.0% | 80 | +220 | 81.48% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 473 | 26 | 0.0% | — | 81 | +472 | 47200.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | Added to | 413 | 23 | 0.0% | 0.0% | 82 | +281 | 212.88% | Q2 2026 | Aug 03, 2026 |
| United Community Bank | History | No change | 380 | 21 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 209 | 11 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 176 | 9 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Concord Wealth Partners | History | New | 147 | 8 | 0.0% | — | 86 | +147 | New | Q2 2026 | Jul 27, 2026 |
| Quaker Wealth Management, LLC | History | No change | 125 | 6 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Caitlin John, LLC | History | No change | 49 | 2 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -942 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -177 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Innovative Asset Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q2 2026 | Aug 05, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 03, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |