Go Pro
→ Buy THIS potential Musk supplier before Wednesday (From Brownstone Research) (Ad)tc pixel Free QQQI Stock Alerts

NEOS Nasdaq 100 High Income ETF (QQQI) Institutional Ownership

NEOS Nasdaq 100 High Income ETF logo
$54.24 0.00 (0.00%)
As of 08/21/2026 04:00 PM Eastern
Compare

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)
$33.03M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$369.04K
Get QQQI Insider Trade Alerts

Want to know when executives and insiders are buying or selling NEOS Nasdaq 100 High Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

QQQI Institutional Buying and Selling by Quarter

NEOS Nasdaq 100 High Income ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/22/2026 Markowski Investments1,020$58K0.0%N/A0.000%
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%
6/3/2026 Parallel Advisors LLC5,615$279K0.0%+1,401.3%0.003%
5/19/2026 Arkadios Wealth Advisors10,757$535K0.0%+20.3%0.005%
5/18/2026Sunbelt Securities Inc.12,862$639K0.0%+59.7%0.006%
5/7/2026 Parallel Advisors LLC5,615$279K0.0%+1,401.3%0.003%
5/6/2026 FSA Advisors Inc.60,716$3.02M2.0%+9.6%0.030%
5/5/2026 Bank of New York Mellon Corp4,659$232K0.0%N/A0.002%
4/30/2026 Capital Planning LLC9,617$478K0.2%+3.2%0.005%
4/28/2026 Bogart Wealth LLC17,599$874K0.0%+2,465.5%0.009%
4/27/2026 Sound Income Strategies LLC19,999$1.00M0.0%+61.7%0.010%
4/22/2026 Janney Montgomery Scott LLC15,800$785K0.0%+61.0%0.008%
4/17/2026 AdvisorNet Financial Inc5,976$297K0.0%-18.2%0.003%
4/16/2026 SG Americas Securities LLC75,000$3.73M0.0%N/A0.039%
2/20/2026Sunbelt Securities Inc.8,056$434K0.0%+79.5%0.005%
2/18/2026 Virtue Capital Management LLC29,837$1.60M0.0%+3,948.4%0.020%
2/18/2026 Uniplan Investment Counsel Inc.7,694$414K0.1%N/A0.005%
2/17/2026 Advisory Services Network LLC4,491$242K0.0%+17,864.0%0.003%
2/17/2026 Russell Investments Group Ltd.709$38K0.0%+66.8%0.000%
2/17/2026 Captrust Financial Advisors6,388$344K0.0%+14.2%0.004%
2/13/2026 Arkadios Wealth Advisors8,941$482K0.0%+21.3%0.006%
2/13/2026 Integrated Wealth Concepts LLC5,826$314K0.0%-40.0%0.004%
2/12/2026 Hollencrest Capital Management518$28K0.0%N/A0.000%
2/12/2026 Betterment LLC8,448$455K0.0%N/A0.006%
2/11/2026 Janney Montgomery Scott LLC9,811$528K0.0%+2.4%0.006%
2/10/2026 Novak & Powell Financial Services Inc.6,100$329K0.2%+5.2%0.004%
2/9/2026 PSI Advisors LLC68,777$3.70M0.9%+48.9%0.045%
2/9/2026 Cary Street Partners Financial LLC4,610$248K0.0%N/A0.003%
2/6/2026 BlueStem Wealth Partners LLC32,725$1.76M0.2%+22.1%0.021%
2/4/2026 ELCO Management Co. LLC10,200$549K0.3%+92.5%0.007%
2/3/2026 SBI Securities Co. Ltd.37,988$2.05M0.1%N/A0.025%
2/2/2026 FSA Advisors Inc.55,410$2.98M0.5%+80.5%0.036%
2/2/2026 Chung Wu Investment Group LLC114,456$6.17M5.0%+15.0%0.075%
1/30/2026 Strategic Blueprint LLC7,925$427K0.0%N/A0.005%
1/30/2026 Oakworth Capital Inc.7,200$388K0.0%N/A0.005%
1/28/2026 Kingswood Wealth Advisors LLC8,943$482K0.0%+19.9%0.006%
1/23/2026 Farther Finance Advisors LLC11,592$624K0.0%N/A0.008%
1/23/2026 Capital & Planning LLC9,322$501K2.3%+52.2%0.006%
It’s not about Greenland (Ad)

The petrodollar arrangement that anchored the US dollar for 50 years quietly expired in June 2024. Since then, China has cut its Treasury holdings by 45% from their peak, and BRICS nations offloaded $47 billion of American debt in a single month. The Trump administration has responded with a $12 billion critical minerals stockpile called Project Vault, equity stakes in miners like MP Materials and Lithium Americas, and a push to secure resources from Greenland to Ukraine. Porter Stansberry lays out the full story in a new documentary, including five companies positioned at the chokepoints of what he calls Trump's New Dollar.tc pixel

Watch the full documentary before December's economic summit in Miami
1/21/2026 Prime Capital Investment Advisors LLC7,209$388K0.0%N/A0.005%
1/21/2026 Sound Income Strategies LLC12,366$672K0.0%N/A0.009%
1/20/2026 SOA 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%
1/7/2026 Aventura Private Wealth LLC24,612$1.33M0.5%N/A0.018%
12/2/2025 IFP Advisors Inc7,285$395K0.0%-19.2%0.007%
11/19/2025Sunbelt Securities Inc.4,488$243K0.0%N/A0.004%
11/17/2025 Keystone Financial Group14,580$790K0.1%+264.5%0.014%
11/17/2025 NewEdge Advisors LLC52,887$2.87M0.0%+667.6%0.049%
11/17/2025 Pin Oak Investment Advisors Inc.453$25K0.0%+806.0%0.000%
11/17/2025 Novak & Powell Financial Services Inc.5,800$314K0.2%N/A0.005%
11/17/2025 Integrated Wealth Concepts LLC9,706$526K0.0%+76.7%0.009%
11/12/2025 BlueStem Wealth Partners LLC26,805$1.45M0.2%+40.9%0.025%
11/12/2025Anfield Capital Management LLC1,856$101K0.0%N/A0.002%
11/5/2025 ELCO Management Co. LLC5,300$287K0.1%+8.2%0.005%
11/4/2025 Chung Wu Investment Group LLC99,516$5.39M4.5%N/A0.093%
11/3/2025 Golden State Wealth Management LLC1,038$56K0.0%N/A0.001%
10/29/2025 Arkadios Wealth Advisors7,372$400K0.0%+28.5%0.007%
10/27/2025 Bogart Wealth LLC503$27K0.0%+2,295.2%0.000%
10/23/2025 Kingswood Wealth Advisors LLC7,457$404K0.0%N/A0.007%
10/22/2025 Capital & Planning LLC6,123$332K0.2%+29.6%0.006%
10/22/2025 CoreCap Advisors LLC11,387$617K0.0%+17.4%0.011%
10/21/2025 SOA Wealth Advisors LLC.1,001$54K0.0%N/A0.001%
10/15/2025 Private Trust Co. NA6,891$373K0.0%+77.9%0.007%
10/9/2025 AdvisorNet Financial Inc9,163$497K0.0%+10.9%0.009%
9/2/2025 PVG Asset Management Corp6,581$342K1.2%N/A0.010%
8/15/2025 Captrust Financial Advisors5,687$296K0.0%N/A0.009%
8/4/2025 Creative Financial Designs Inc. ADV2,360$123K0.0%-43.4%0.004%
8/4/2025 Arkadios Wealth Advisors5,735$298K0.0%N/A0.009%
8/4/2025 ELCO Management Co. LLC4,900$255K0.1%N/A0.008%
8/1/2025 FSA Advisors Inc.23,193$1.21M1.0%+159.6%0.036%
7/31/2025 City State Bank2,000$104K0.0%+100.0%0.003%
7/29/2025 Private Trust Co. NA3,874$201K0.0%+11.5%0.006%
7/21/2025 Capital & Planning LLC4,723$246K0.2%N/A0.007%
7/14/2025 AdvisorNet 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%
One Ticker Tied to a Major White House Move You Should Know (Ad)

Larry Benedict made 274 million dollars for his clients by spotting major market moves before they happened. Now he is naming one ticker tied to a major White House policy shift that could stand out from the crowd.tc pixel

Click here to get the ticker name for free


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 621,071 shares in the last 24 months. This purchase volume represents approximately $33.03M 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), IFP Advisors Inc ($1.73K), and AdvisorNet Financial Inc ($1.33K).

Institutional investors have sold a total of 6,944 shares in the last 24 months. This volume of shares sold represents approximately $369.04K in transactions.


Related Companies

Institutional ownership data for NASDAQ:QQQI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
From Our Partners
A Simple Guide to Options Trading While It's Still Free
A free copy of Options Trading Made Simple is available now but wont stay that way for long. Chris Rowe cal...
True Market Insiders | Sponsoredtc pixel
Bank of America grew this stake 139%
Bank of America raised its stake in a small gold company by 139%. Jane Street increased its position by 159%, ...
Behind the Markets | Sponsoredtc pixel
These gold assets are priced for $1,800 gold [it's over $4,000]
Gold's major miners are generating record free cash flow, with margins as high as 75 percent even after gold's...
Golden Portfolio | Sponsoredtc pixel
The retirement stock I'd buy before Nvidia today
In 2014, Marc Chaikin pointed readers toward Nvidia. Now the 60-year Wall Street veteran and creator of the Ch...
Chaikin Analytics | Sponsoredtc pixel
A $382 trillion migration and the position no one is talking about
Trump just signed a law requiring America's entire $382 trillion financial system to migrate to a new money ne...
Awesomely | Sponsoredtc pixel
Free Stock Pick: The Company First in Line for America’s New Super Fuel
The U.S. Army and Department of Energy are launching Project Janus - a high-priority initiative ordered by Pre...
Banyan Hill Publishing | Sponsoredtc pixel
Your withdrawal order could cost you in taxes
If you have $2M or more saved, the 4% rule points to roughly $92,000 a year - but it's a single-variable answe...
SmartAsset | Sponsoredtc pixel
The Musk-linked sector everyone's sleeping on
Micron, a key Musk supplier, surged 1,121% in under two years after Jeff Brown flagged it early. Now Brown ...
Brownstone Research | Sponsoredtc pixel