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NEOS Nasdaq 100 High Income ETF (QQQI) Institutional Ownership

NEOS Nasdaq 100 High Income ETF logo
$55.42 -0.94 (-1.67%)
As of 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for NEOS Nasdaq 100 High Income ETF (NASDAQ:QQQI)

Number of
Institutional Buyers
(last 12 months)
46
Total
Institutional Inflows
(last 12 months)
$35.22M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$463.23K
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QQQI Institutional Buying and Selling by Quarter

NEOS Nasdaq 100 High Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Valeo Financial Advisors LLC3,627$206K0.0%N/A0.002%
7/8/2026 FNY Investment Advisers LLC15,300$868K0.3%N/A0.007%
7/7/2026 CoreCap Advisors LLC28,643$1.63M0.0%+30.0%0.012%
6/3/2026Parallel Advisors LLC5,615$279K0.0%+1,401.3%0.003%
5/19/2026Arkadios Wealth Advisors10,757$535K0.0%+20.3%0.005%
5/18/2026Sunbelt Securities Inc.12,862$639K0.0%+59.7%0.006%
5/7/2026Parallel Advisors LLC5,615$279K0.0%+1,401.3%0.003%
5/6/2026FSA Advisors Inc.60,716$3.02M2.0%+9.6%0.030%
5/5/2026Bank of New York Mellon Corp4,659$232K0.0%N/A0.002%
4/30/2026Capital Planning LLC9,617$478K0.2%+3.2%0.005%
4/28/2026Bogart Wealth LLC17,599$874K0.0%+2,465.5%0.009%
4/27/2026Sound Income Strategies LLC19,999$1.00M0.0%+61.7%0.010%
4/22/2026Janney Montgomery Scott LLC15,800$785K0.0%+61.0%0.008%
4/17/2026AdvisorNet Financial Inc5,976$297K0.0%-18.2%0.003%
4/16/2026SG Americas Securities LLC75,000$3.73M0.0%N/A0.039%
2/20/2026Sunbelt Securities Inc.8,056$434K0.0%+79.5%0.005%
2/18/2026Virtue Capital Management LLC29,837$1.60M0.0%+3,948.4%0.020%
2/18/2026Uniplan Investment Counsel Inc.7,694$414K0.1%N/A0.005%
2/17/2026Advisory Services Network LLC4,491$242K0.0%+17,864.0%0.003%
2/17/2026Russell Investments Group Ltd.709$38K0.0%+66.8%0.000%
2/17/2026Captrust Financial Advisors6,388$344K0.0%+14.2%0.004%
2/13/2026Arkadios Wealth Advisors8,941$482K0.0%+21.3%0.006%
2/13/2026Integrated Wealth Concepts LLC5,826$314K0.0%-40.0%0.004%
2/12/2026Hollencrest Capital Management518$28K0.0%N/A0.000%
2/12/2026Betterment LLC8,448$455K0.0%N/A0.006%
2/11/2026Janney Montgomery Scott LLC9,811$528K0.0%+2.4%0.006%
2/10/2026Novak & Powell Financial Services Inc.6,100$329K0.2%+5.2%0.004%
2/9/2026PSI Advisors LLC68,777$3.70M0.9%+48.9%0.045%
2/9/2026Cary Street Partners Financial LLC4,610$248K0.0%N/A0.003%
2/6/2026BlueStem Wealth Partners LLC32,725$1.76M0.2%+22.1%0.021%
2/4/2026ELCO Management Co. LLC10,200$549K0.3%+92.5%0.007%
2/3/2026SBI Securities Co. Ltd.37,988$2.05M0.1%N/A0.025%
2/2/2026FSA Advisors Inc.55,410$2.98M0.5%+80.5%0.036%
2/2/2026Chung Wu Investment Group LLC114,456$6.17M5.0%+15.0%0.075%
1/30/2026Strategic Blueprint LLC7,925$427K0.0%N/A0.005%
1/30/2026Oakworth Capital Inc.7,200$388K0.0%N/A0.005%
1/28/2026Kingswood Wealth Advisors LLC8,943$482K0.0%+19.9%0.006%
1/23/2026Farther Finance Advisors LLC11,592$624K0.0%N/A0.008%
1/23/2026Capital & Planning LLC9,322$501K2.3%+52.2%0.006%
1/21/2026Prime Capital Investment Advisors LLC7,209$388K0.0%N/A0.005%
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1/21/2026Sound Income Strategies LLC12,366$672K0.0%N/A0.009%
1/20/2026SOA Wealth Advisors LLC.1,251$67K0.0%+25.0%0.001%
1/15/2026Jaffetilchin Investment Partners LLC4,305$232K0.0%N/A0.003%
1/13/2026 CoreCap Advisors LLC13,985$753K0.0%+22.8%0.010%
1/7/2026Aventura Private Wealth LLC24,612$1.33M0.5%N/A0.018%
12/2/2025IFP Advisors Inc7,285$395K0.0%-19.2%0.007%
11/19/2025Sunbelt Securities Inc.4,488$243K0.0%N/A0.004%
11/17/2025Keystone Financial Group14,580$790K0.1%+264.5%0.014%
11/17/2025NewEdge Advisors LLC52,887$2.87M0.0%+667.6%0.049%
11/17/2025Pin Oak Investment Advisors Inc.453$25K0.0%+806.0%0.000%
11/17/2025Novak & Powell Financial Services Inc.5,800$314K0.2%N/A0.005%
11/17/2025Integrated Wealth Concepts LLC9,706$526K0.0%+76.7%0.009%
11/12/2025BlueStem Wealth Partners LLC26,805$1.45M0.2%+40.9%0.025%
11/12/2025Anfield Capital Management LLC1,856$101K0.0%N/A0.002%
11/5/2025ELCO Management Co. LLC5,300$287K0.1%+8.2%0.005%
11/4/2025Chung Wu Investment Group LLC99,516$5.39M4.5%N/A0.093%
11/3/2025Golden State Wealth Management LLC1,038$56K0.0%N/A0.001%
10/29/2025Arkadios Wealth Advisors7,372$400K0.0%+28.5%0.007%
10/27/2025Bogart Wealth LLC503$27K0.0%+2,295.2%0.000%
10/23/2025Kingswood Wealth Advisors LLC7,457$404K0.0%N/A0.007%
10/22/2025Capital & Planning LLC6,123$332K0.2%+29.6%0.006%
10/22/2025 CoreCap Advisors LLC11,387$617K0.0%+17.4%0.011%
10/21/2025SOA Wealth Advisors LLC.1,001$54K0.0%N/A0.001%
10/15/2025Private Trust Co. NA6,891$373K0.0%+77.9%0.007%
10/9/2025AdvisorNet Financial Inc9,163$497K0.0%+10.9%0.009%
9/2/2025 PVG Asset Management Corp6,581$342K1.2%N/A0.010%
8/15/2025Captrust Financial Advisors5,687$296K0.0%N/A0.009%
8/4/2025Creative Financial Designs Inc. ADV2,360$123K0.0%-43.4%0.004%
8/4/2025Arkadios Wealth Advisors5,735$298K0.0%N/A0.009%
8/4/2025ELCO Management Co. LLC4,900$255K0.1%N/A0.008%
8/1/2025FSA Advisors Inc.23,193$1.21M1.0%+159.6%0.036%
7/31/2025City State Bank2,000$104K0.0%+100.0%0.003%
7/29/2025Private Trust Co. NA3,874$201K0.0%+11.5%0.006%
7/21/2025Capital & Planning LLC4,723$246K0.2%N/A0.007%
7/14/2025AdvisorNet Financial Inc8,266$430K0.0%+356.7%0.016%
5/16/2025NewEdge Advisors LLC2,382$113K0.0%N/A0.009%
5/13/2025Nations Financial Group Inc. IA ADV8,159$387K0.0%N/A0.030%
4/28/2025Private Trust Co. NA3,474$165K0.0%+73.7%0.013%
4/23/2025Creative Financial Designs Inc. ADV4,171$198K0.0%-12.5%0.016%
4/11/2025City State Bank1,000$47K0.0%N/A0.004%
4/7/2025AdvisorNet Financial Inc1,810$86K0.0%+220.9%0.007%
2/17/2025Ameriprise Financial Inc.33,604$1.76M0.0%+24.8%0.212%
2/12/2025OLD Mission Capital LLC21,407$1.12M0.0%-53.0%0.135%
2/10/2025Creative Financial Designs Inc. ADV4,767$250K0.0%+26.3%0.030%
2/5/2025Private Trust Co. NA2,000$105K0.0%N/A0.013%
1/13/2025AdvisorNet Financial Inc564$30K0.0%N/A0.004%
10/28/2024Creative Financial Designs Inc. ADV3,774$194K0.0%N/A0.036%
7/17/2024AlphaMark Advisors LLC1,260$65K0.0%N/A0.019%
5/6/2024VitalStone Financial LLC655$33K0.0%N/A0.024%


QQQI Institutional Ownership - Frequently Asked Questions

During the previous two years, 52 institutional investors and hedge funds held shares of NEOS Nasdaq 100 High Income ETF. The most heavily invested institutionals were Chung Wu Investment Group LLC ($6.17M), SG Americas Securities LLC ($3.73M), PSI Advisors LLC ($3.70M), FSA Advisors Inc. ($3.02M), NewEdge Advisors LLC ($2.87M), SBI Securities Co. Ltd. ($2.05M), and BlueStem Wealth Partners LLC ($1.76M).Learn more on NEOS Nasdaq 100 High Income ETF's institutional investors.

Of the 50 institutional investors that purchased NEOS Nasdaq 100 High Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Chung Wu Investment Group LLC ($114.46K), SG Americas Securities LLC ($75K), NewEdge Advisors LLC ($48.38K), FSA Advisors Inc. ($44.28K), SBI Securities Co. Ltd. ($37.99K), Virtue Capital Management LLC ($29.10K), and Aventura Private Wealth LLC ($24.61K).

Institutional investors have bought a total of 663,210 shares in the last 24 months. This purchase volume represents approximately $35.22M in transactions.

The following institutional investors have sold NEOS Nasdaq 100 High Income ETF stock in the last 24 months: Integrated Wealth Concepts LLC ($3.88K), Creative Financial Designs Inc. ADV ($1.81K), IFP Advisors Inc ($1.73K), and AdvisorNet Financial Inc ($1.33K).

Institutional investors have sold a total of 8,755 shares in the last 24 months. This volume of shares sold represents approximately $463.23K in transactions.


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This page (NASDAQ:QQQI) was last updated on 7/13/2026 by MarketBeat.com Staff.
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