Who Owns NEOS ETF TRUST (QQQI)? -- Institutional Holders (2026-03-31)

326 institutions reported holding $957.4M of NEOS ETF TRUST (QQQI) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($107.5M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($58.6M), MORGAN STANLEY ($50.8M), GOLDMAN SACHS GROUP INC ($47.1M), Nearwater Capital Markets, Ltd ($34.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$107.5M2.2MAdded
2SUSQUEHANNA INTERNATIONAL GROUP, LLP$58.6M1.2MAdded
3MORGAN STANLEY$50.8M1.0MAdded
4GOLDMAN SACHS GROUP INC$47.1M947,238Added
5Nearwater Capital Markets, Ltd$34.8M700,000New
6Royal Bank of Canada$32.6M655,079Added
7Merit Financial Group, LLC$27.5M553,773Added
8Second Half Financial Partners, LLC$24.8M499,503Hold
9UBS Group AG$24.3M489,311Trimmed
10INDEPENDENT FINANCIAL GROUP, LLC$22.2M446,756Added
11MADDEN SECURITIES Corp$21.2M427,363Added
12Capital Investment Advisory Services, LLC$18.5M372,472Added
13Howard Capital Management Inc.$18.4M369,499Trimmed
14JANE STREET GROUP, LLC$16.2M327,000Added
15CITADEL ADVISORS LLC$16.1M323,300Added
16MBL Wealth, LLC$13.7M276,358Added
17RAYMOND JAMES FINANCIAL INC$13.6M273,251Added
18Apollon Wealth Management, LLC$12.8M257,478Added
19MML INVESTORS SERVICES, LLC$11.1M224,353Trimmed
20Cascade Wealth Advisors, Inc$11.1M196,731Added
21URS Advisory LLC$11.0M220,475Added
22ENVESTNET ASSET MANAGEMENT INC$10.8M216,820Added
23Private Advisor Group, LLC$10.3M207,710Added
24Summit Financial, LLC$10.1M202,743Added
25STIFEL FINANCIAL CORP$7.8M156,758Added

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