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 | No change | 259,821 | 14,508 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 141,570 | 7,905 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Moran Wealth Management, LLC | History | Added to | 83,511 | 4,638 | 0.13% | 0.1% | 3 | +18,028 | 27.53% | Q3 2026 | Oct 22, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 81,932 | 4,575 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PFG Investments, LLC | History | No change | 78,646 | 4,391 | 0.17% | 0.17% | 5 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 74,652 | 4,168 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 66,742 | 3,726 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthstar Advisors, LLC | History | Added to | 63,054 | 3,501 | 0.99% | 1.03% | 8 | +3 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Thayer Partners, LLC / MA | History | No change | 58,304 | 3,255 | 1.35% | 1.35% | 9 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RFG Advisory, LLC | History | Added to | 55,790 | 3,098 | 0.04% | 0.04% | 10 | +10,698 | 23.72% | Q3 2026 | Nov 03, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | No change | 40,030 | 2,235 | 1.48% | 1.48% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 35,380 | 1,975 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 29,793 | 1,663 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 25,916 | 1,447 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Goldstone Financial Group, LLC | History | No change | 24,048 | 1,342 | 0.12% | 0.12% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 24,028 | 1,334 | 0.0% | 0.0% | 16 | -2,965 | -10.98% | Q3 2026 | Nov 02, 2026 |
| Cetera Investment Advisers | History | No change | 20,661 | 1,153 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 18,877 | 1,054 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | No change | 18,646 | 1,041 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 17,840 | 996 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 17,536 | 979 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 16,794 | 937 | 0.05% | 0.05% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 16,492 | 921 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 14,164 | 790 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Guilbault Capital LLC | History | Reduced | 14,143 | 785 | 0.77% | 1.7% | 25 | -16,146 | -53.31% | Q3 2026 | Oct 28, 2026 |
| Anchor Capital Management Group Inc | History | No change | 14,000 | 777 | 0.66% | 0.54% | 26 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 13,523 | 751 | 0.0% | 0.0% | 27 | -142 | -1.04% | Q3 2026 | Nov 02, 2026 |
| CAP Partners, LLC | History | Added to | 13,135 | 729 | 0.33% | 0.32% | 28 | +1,538 | 13.26% | Q3 2026 | Oct 19, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 12,907 | 720 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 12,777 | 709 | 0.03% | 0.04% | 30 | -1,285 | -9.14% | Q3 2026 | Oct 13, 2026 |
| StoneX Group Inc. | History | Added to | 12,542 | 695 | 0.03% | 0.03% | 31 | +709 | 5.99% | Q3 2026 | Nov 03, 2026 |
| Advisory Services Network, LLC | History | No change | 11,837 | 660 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TPG Advisors LLC | History | No change | 10,199 | 566 | 0.3% | 0.31% | 33 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Millennium Capital Advisors, LLC | History | Reduced | 10,122 | 562 | 0.3% | 0.31% | 34 | -44 | -0.43% | Q3 2026 | Oct 16, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 9,706 | 522 | 0.01% | 0.01% | 35 | -393 | -3.89% | Q3 2026 | Oct 26, 2026 |
| Prospera Financial Services Inc | History | Added to | 9,680 | 511 | 0.01% | 0.01% | 36 | +2,096 | 27.64% | Q3 2026 | Nov 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 8,848 | 491 | 0.01% | — | 37 | +8,848 | New | Q3 2026 | Oct 13, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | Added to | 8,491 | 471 | 0.16% | 0.14% | 38 | +1,400 | 19.74% | Q3 2026 | Oct 22, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 7,331 | 407 | 0.0% | 0.0% | 39 | +163 | 2.27% | Q3 2026 | Oct 20, 2026 |
| Commerce Advisors, LLC | History | Reduced | 6,948 | 385 | 0.18% | 0.24% | 40 | -1,117 | -13.85% | Q3 2026 | Oct 19, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 6,591 | 368 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 6,592 | 366 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | No change | 6,377 | 356 | 0.23% | 0.23% | 43 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Summit Financial, LLC | History | No change | 6,325 | 353 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 5,950 | 330 | 0.07% | 0.07% | 45 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| CITADEL ADVISORS LLC | History | No change | 5,900 | 329 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Quantinno Capital Management LP | History | No change | 5,359 | 299 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nvest Financial, LLC | History | No change | 5,250 | 293 | 0.09% | 0.09% | 48 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 5,080 | 283 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 5,071 | 283 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 5,043 | 280 | 0.03% | 0.03% | 51 | +483 | 10.59% | Q3 2026 | Oct 14, 2026 |
| Sound Income Strategies, LLC | History | No change | 5,011 | 280 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Palacios Wealth Management, LLC | History | No change | 4,946 | 274 | 0.15% | 0.16% | 53 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 4,814 | 267 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Sigma Planning Corp | History | Added to | 4,682 | 260 | 0.01% | 0.01% | 55 | +28 | 0.6% | Q3 2026 | Oct 23, 2026 |
| Berger Financial Group, Inc | History | No change | 4,502 | 251 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 4,387 | 244 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OPPENHEIMER & CO INC | History | No change | 4,065 | 225 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 4,021 | 223 | 0.07% | 0.06% | 59 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,944 | 220 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 3,941 | 218 | 0.01% | 0.02% | 61 | -115 | -2.84% | Q3 2026 | Oct 26, 2026 |
| Meridian Wealth Management, LLC | History | No change | 3,879 | 215 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 3,777 | 211 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IFP Advisors, Inc | History | Added to | 3,618 | 200 | 0.0% | 0.0% | 64 | +715 | 24.63% | Q3 2026 | Oct 16, 2026 |
| MORGAN STANLEY | History | No change | 3,216 | 179 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 3,067 | 171 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 2,853 | 159 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 2,566 | 143 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,479 | 138 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dogwood Wealth Management LLC | History | No change | 2,042 | 114 | 0.04% | 0.04% | 70 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,205 | 66 | 0.01% | 0.0% | 71 | +284 | 30.84% | Q3 2026 | Oct 20, 2026 |
| SHP Wealth Management | History | No change | 866 | 48 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 835 | 46 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | No change | 700 | 38 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 631 | 35 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 490 | 27 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 473 | 26 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NFSG Corp | History | New | 442 | 24 | 0.0% | — | 78 | +442 | New | Q3 2026 | Oct 15, 2026 |
| AE Wealth Management LLC | History | No change | 413 | 23 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| United Community Bank | History | No change | 380 | 21 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 250 | 13 | 0.0% | 0.0% | 81 | -290 | -53.7% | Q3 2026 | Oct 08, 2026 |
| BlackRock, Inc. | History | No change | 209 | 11 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 176 | 9 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Concord Wealth Partners | History | Added to | 150 | 8 | 0.0% | 0.0% | 84 | +3 | 2.04% | Q3 2026 | Oct 30, 2026 |
| Quaker Wealth Management, LLC | History | No change | 125 | 6 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Caitlin John, LLC | History | No change | 49 | 2 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -4,768 | -100.0% | Q3 2026 | Oct 20, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -642 | -100.0% | Q3 2026 | Oct 08, 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% | Q3 2026 | Oct 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |