Who Owns NEOS (QQQH)? -- Institutional Holders (2026-03-31)

89 institutions reported holding $63.2M of NEOS (QQQH) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($11.9M), PFG Investments, LLC ($3.8M), OSAIC HOLDINGS, INC. ($3.6M), Clearstead Advisors, LLC ($3.4M), Wealthstar Advisors, LLC ($3.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$11.9M231,934Added
2PFG Investments, LLC$3.8M74,915Added
3OSAIC HOLDINGS, INC.$3.6M70,634Added
4Clearstead Advisors, LLC$3.4M66,742Added
5Wealthstar Advisors, LLC$3.4M65,783Added
6RAYMOND JAMES FINANCIAL INC$3.0M58,861Added
7Thayer Partners, LLC / MA$2.9M56,465Added
8Moran Wealth Management, LLC$2.5M49,727Added
9RPS ADVISORY SOLUTIONS LLC$2.1M40,240Trimmed
10RFG Advisory, LLC$2.0M38,274Added
11Guilbault Capital LLC$1.7M33,393Trimmed
12Private Advisor Group, LLC$1.5M28,836Trimmed
13COMMONWEALTH EQUITY SERVICES, LLC$1.5M28,561Added
14Goldstone Financial Group, LLC$1.3M25,057Trimmed
15Cetera Investment Advisers$1.0M20,299Trimmed
16Focus Partners Wealth$891,75317,400Added
17Stratos Wealth Advisors, LLC$847,74016,541Added
18Royal Bank of Canada$804,00015,692Added
19Signal Advisors Wealth, LLC$803,10815,670Trimmed
20Cambridge Investment Research Advisors, Inc.$757,00014,772Added
21Anchor Capital Management Group Inc$717,49914,000Hold
22ENVESTNET ASSET MANAGEMENT INC$699,79713,655New
23STIFEL FINANCIAL CORP$679,16013,252Trimmed
24StoneX Group Inc.$606,44011,833Added
25Advisory Services Network, LLC$594,35911,597Added

Source: SEC Form 13F filings · as of 2026-03-31