Who Owns NEOS ETF TRUST (QQQI)? -- Institutional Holders (2026-06-30)

192 institutions reported holding $619.2M of NEOS ETF TRUST (QQQI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Howard Capital Management Inc. ($53.4M), Foguth Wealth Management, LLC. ($39.9M), Merit Financial Group, LLC ($31.7M), INDEPENDENT FINANCIAL GROUP, LLC ($30.3M), Second Half Financial Partners, LLC ($28.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Howard Capital Management Inc.$53.4M940,809Added
2Foguth Wealth Management, LLC.$39.9M735,478Added
3Merit Financial Group, LLC$31.7M558,944Added
4INDEPENDENT FINANCIAL GROUP, LLC$30.3M534,418Added
5Second Half Financial Partners, LLC$28.4M499,503Hold
6MADDEN SECURITIES Corp$25.8M454,657Added
7Capital Investment Advisory Services, LLC$23.5M413,694Added
8Private Advisor Group, LLC$18.7M328,985Added
9Cambridge Investment Research Advisors, Inc.$17.3M304,032Added
10MBL Wealth, LLC$16.6M292,422Added
11Apollon Wealth Management, LLC$16.4M288,095Added
12ENVESTNET ASSET MANAGEMENT INC$16.0M281,469Added
13URS Advisory LLC$14.3M251,064Added
14Aventura Private Wealth, LLC$13.0M229,423Added
15J.W. COLE ADVISORS, INC.$11.8M207,608Added
16Baker Avenue Asset Management, LP$11.6M204,151New
17CHOREO, LLC$10.1M176,990Added
18COMMONWEALTH EQUITY SERVICES, LLC$10.0M175,214Added
19Palacios Wealth Management, LLC$9.1M159,762Added
20PSI Advisors, LLC$8.6M152,021Added
21Chung Wu Investment Group, LLC$8.3M146,296Added
22SBI Securities Co., Ltd.$7.7M135,013Added
23ARQ WEALTH ADVISORS, LLC$7.5M138,848New
24Teamwork Financial Advisors, LLC$7.4M130,088Trimmed
25RFG Advisory, LLC$7.0M124,100Added

Source: SEC Form 13F filings · as of 2026-06-30