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NEOS Nasdaq 100 High Income ETF (QQQI) Institutional Ownership

NEOS Nasdaq 100 High Income ETF logo
$57.47 0.00 (0.00%)
As of 06/1/2026 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)
44
Total
Institutional Inflows
(last 12 months)
$33.51M
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
5/19/2026 Arkadios Wealth Advisors10,757$535K0.0%+20.3%0.005%
5/18/2026 Sunbelt 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%
2/20/2026 Sunbelt 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%
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%
1/15/2026 Jaffetilchin Investment Partners LLC4,305$232K0.0%N/A0.003%
1/13/2026 CoreCap Advisors LLC13,985$753K0.0%+22.8%0.010%
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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%
11/19/2025 Sunbelt 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%
11/12/2025 Anfield 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%
9/2/2025PVG 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%


QQQI Institutional Ownership - Frequently Asked Questions

During the previous two years, 50 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 48 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 632,432 shares in the last 24 months. This purchase volume represents approximately $33.51M 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 6/3/2026 by MarketBeat.com Staff.
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