Who owns NEOS ETF TRUST?
- Ticker: QQQI
- CUSIP Number: 78433h675
Tip: Access positions for across all investors
Analyze quarterly positions in Neos Etf Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Neos Etf Trust stock
Who bought or sold NEOS ETF TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| LPL Financial | 1.9M | $104M | 43% | Dec 2025 |
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| Susquehanna International | 907k | $49M | 102% | Dec 2025 |
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| UBS Group | 704k | $38M | 231% | Dec 2025 |
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| Howard Capital Management | 606k | $33M | 9% | Dec 2025 |
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| Merit Financial Group | 554k | $28M | 10% | Mar 2026 |
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| Second Half Financial Partners | 500k | $27M | 0% | Dec 2025 |
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| Mml Investors Services | 372k | $20M | 16% | Dec 2025 |
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| MADDEN SECURITIES Corp | 290k | $16M | 25% | Dec 2025 |
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| Capital Investment Advisory Services | 258k | $14M | 54% | Dec 2025 |
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| Apollon Wealth Management | 258k | $13M | 23% | Mar 2026 |
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| MBL Wealth | 252k | $14M | 20% | Dec 2025 |
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| Citadel Advisors | 235k | $13M | 26% | Dec 2025 |
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| Envestnet Asset Management | 193k | $10M | 22% | Dec 2025 |
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| Cascade Wealth Advisors | 191k | $10M | 21% | Dec 2025 |
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| Goldman Sachs Group | 170k | $9.2M | 100% | Dec 2025 |
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| Private Advisor | 167k | $9.0M | -13% | Dec 2025 |
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| Summit Financial | 156k | $8.4M | 85% | Dec 2025 |
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| Estate Planners Group | 136k | $7.3M | 100% | Dec 2025 |
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| Teamwork Financial Advisors | 131k | $6.5M | -22% | Mar 2026 |
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| Stifel Financial | 127k | $6.9M | 16% | Dec 2025 |
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| Foguth Wealth Management | 120k | $6.4M | 100% | Dec 2025 |
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| Chung Wu Investment Group | 115k | $6.2M | 15% | Dec 2025 |
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| Jane Street | 113k | $6.1M | -41% | Dec 2025 |
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| RFG Advisory | 113k | $5.6M | 8% | Mar 2026 |
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| StoneCrest Wealth Management | 101k | $5.0M | -4% | Mar 2026 |
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| Cambridge Investment Research Advisors | 101k | $5.4M | 21% | Dec 2025 |
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| RiverTree Advisors | 93k | $4.6M | 16% | Mar 2026 |
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| Kingsview Wealth Management | 92k | $4.9M | 40% | Dec 2025 |
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| Ieq Capital | 90k | $4.8M | 3% | Dec 2025 |
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| Commonwealth Equity Services | 87k | $4.7M | 39% | Dec 2025 |
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| Independence Wealth Advisors | 86k | $4.3M | 17% | Mar 2026 |
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| Stratos Wealth Partners | 83k | $4.4M | 16% | Dec 2025 |
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| Farther Finance Advisors | 81k | $4.0M | 596% | Mar 2026 |
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| SG Americas Securities | 75k | $3.7M | 100% | Mar 2026 |
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| PFG Investments | 74k | $4.0M | 19% | Dec 2025 |
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| CLS Investments | 73k | $3.9M | 287% | Dec 2025 |
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| Palacios Wealth Management | 71k | $3.8M | -21% | Dec 2025 |
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| Colony | 70k | $3.8M | 0% | Dec 2025 |
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| PSI Advisors | 69k | $3.7M | 49% | Dec 2025 |
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| Old Mission Capital | 68k | $3.7M | 174% | Dec 2025 |
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| Goss Wealth Management | 67k | $3.6M | 27% | Dec 2025 |
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| Kestra Private Wealth Services | 66k | $3.3M | 0% | Mar 2026 |
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| Newbridge Financial Services Group | 62k | $3.3M | 37% | Dec 2025 |
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| CI Private Wealth | 61k | $3.3M | 1% | Dec 2025 |
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| Gotham Asset Management | 58k | $3.1M | 18% | Dec 2025 |
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| Kestra Advisory Services | 58k | $3.1M | 36% | Dec 2025 |
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| FSA Advisors | 55k | $3.0M | 81% | Dec 2025 |
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| Brookstone Capital Management | 54k | $2.7M | 3% | Mar 2026 |
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| Astoria Portfolio Advisors | 54k | $2.8M | 100% | Dec 2025 |
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| Park Avenue Securities | 51k | $2.6M | 30% | Mar 2026 |
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| Lifeworks Advisors | 49k | $2.6M | 100% | Dec 2025 |
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| Arete Wealth Advisors | 47k | $2.5M | 9% | Dec 2025 |
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| Grantvest Financial Group | 46k | $2.5M | 5% | Dec 2025 |
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| Owen LaRue | 46k | $2.5M | 48% | Dec 2025 |
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| Concurrent Investment Advisors | 45k | $2.2M | 20% | Mar 2026 |
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| Cetera Investment Advisers | 43k | $2.3M | -3% | Dec 2025 |
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| Sowell Financial Services | 40k | $2.0M | 11% | Mar 2026 |
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| Norden Group | 39k | $1.9M | 190% | Mar 2026 |
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| SBI Securities | 38k | $2.0M | 100% | Dec 2025 |
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| Kovack Advisors | 38k | $2.0M | 217% | Dec 2025 |
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| U.S. Capital Wealth Advisors | 35k | $1.8M | 10% | Mar 2026 |
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| Foundations Investment Advisors | 35k | $1.9M | 18% | Dec 2025 |
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| Belpointe Asset Management | 35k | $1.9M | 100% | Dec 2025 |
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| Kaizen Financial Strategies | 35k | $1.9M | 3% | Dec 2025 |
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| Milestone Asset Management | 35k | $1.7M | 215% | Mar 2026 |
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| BlueStem Wealth Partners | 33k | $1.8M | 22% | Dec 2025 |
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| Ameritas Advisory Services | 31k | $1.7M | 8726% | Dec 2025 |
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| HighTower Advisors | 31k | $1.7M | 14% | Dec 2025 |
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| Virtue Capital Management | 30k | $1.6M | 3948% | Dec 2025 |
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| CAP Partners | 30k | $1.6M | 12% | Dec 2025 |
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| Grant Private Wealth Management | 29k | $1.4M | 100% | Mar 2026 |
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| Ccg Wealth Management | 28k | $1.4M | 37% | Mar 2026 |
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| Tactive Advisors | 28k | $1.4M | 4% | Mar 2026 |
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| Garden State Investment Advisory Services | 27k | $1.5M | 12% | Dec 2025 |
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| Gladstone Institutional Advisory | 26k | $1.4M | 8% | Dec 2025 |
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| Prevail Innovative Wealth Advisors | 26k | $1.4M | 100% | Dec 2025 |
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| Fortis Group Advisors | 25k | $1.4M | 26% | Dec 2025 |
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| Sanctuary Advisors | 25k | $1.4M | 61% | Dec 2025 |
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| Aventura Private Wealth | 25k | $1.3M | 477% | Dec 2025 |
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| Stephens | 24k | $1.3M | -2% | Dec 2025 |
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| High Net Worth Advisory Group | 24k | $1.2M | 6% | Mar 2026 |
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| Independent Advisor Alliance | 24k | $1.3M | -4% | Dec 2025 |
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| Hartland & Co | 23k | $1.3M | 21% | Dec 2025 |
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| Intl Fcstone | 23k | $1.2M | 99% | Dec 2025 |
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| CoreCap Advisors | 22k | $1.1M | 58% | Mar 2026 |
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| Dynamic Advisors Solutions | 20k | $1.0M | 25% | Mar 2026 |
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| PMG Family Office | 20k | $976k | 110% | Mar 2026 |
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| Gainplan | 19k | $950k | -28% | Mar 2026 |
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| Meridian Wealth Management | 19k | $1.0M | 100% | Dec 2025 |
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| Mariner Wealth Advisors | 18k | $992k | 22% | Dec 2025 |
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| Capital Investment Advisors | 18k | $900k | 71% | Mar 2026 |
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| Oasis Advisors | 18k | $972k | 100% | Dec 2025 |
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| J.w. Cole Advisors | 18k | $217k | 57% | Dec 2025 |
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| Diversify Wealth Management | 17k | $942k | 9% | Dec 2025 |
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| Oppenheimer & Co | 17k | $911k | 1% | Dec 2025 |
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| Financial Management Network | 17k | $872k | 339% | Mar 2026 |
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| Equitable Holdings | 17k | $900k | 20% | Dec 2025 |
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| Beacon Pointe Advisors | 17k | $898k | 9% | Dec 2025 |
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| IFG Advisory | 17k | $888k | 171% | Dec 2025 |
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| Cresset Asset Management | 16k | $880k | -2% | Dec 2025 |
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| Lido Advisors | 16k | $860k | 0% | Dec 2025 |
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| Janney Montgomery Scott | 16k | $785k | 61% | Mar 2026 |
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| Stratos Wealth Advisors | 15k | $822k | -6% | Dec 2025 |
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| World Equity Group | 15k | $787k | 30% | Dec 2025 |
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| Keystone Financial Group | 15k | $785k | 0% | Dec 2025 |
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| Streettalk Advisors | 14k | $765k | 170% | Dec 2025 |
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| Rockefeller Capital Management | 14k | $758k | 92% | Dec 2025 |
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| October Effect | 14k | $693k | 1% | Mar 2026 |
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| SeaCrest Wealth Management | 14k | $685k | -8% | Mar 2026 |
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| Advisor Group Holdings | 14k | $737k | 31% | Dec 2025 |
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| Ellis Investment Partners | 13k | $718k | 130% | Dec 2025 |
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| Latitude Advisors | 13k | $705k | 222% | Dec 2025 |
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| NewEdge Wealth | 13k | $677k | 3% | Dec 2025 |
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| Sound Income Strategies | 12k | $672k | 100% | Dec 2025 |
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| Steward Partners Investment Advisory | 12k | $656k | 98% | Dec 2025 |
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| CWM | 12k | $646k | 93% | Dec 2025 |
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| Sequoia Financial Advisors | 12k | $637k | 4% | Dec 2025 |
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| BG Investment Services | 12k | $633k | 98% | Dec 2025 |
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| Hibernia Wealth Partners | 12k | $625k | 100% | Dec 2025 |
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| Delta Investment Management | 11k | $610k | 95% | Dec 2025 |
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| Puff Wealth Management | 11k | $605k | 100% | Dec 2025 |
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| Creative Planning | 11k | $579k | 188% | Dec 2025 |
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| Alpha Financial Partners | 11k | $569k | -69% | Dec 2025 |
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| PDS Planning | 11k | $521k | 100% | Mar 2026 |
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| CWA Asset Management | 10k | $519k | 11% | Mar 2026 |
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| Unique Wealth | 10k | $508k | 6% | Mar 2026 |
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| ELCO Management | 10k | $549k | 92% | Dec 2025 |
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| Hanson McClain Advisors | 10k | $544k | 110% | Dec 2025 |
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| Brown Advisory Holdings Incorporated | 9.7k | $525k | 0% | Dec 2025 |
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| Dover Advisors | 9.5k | $470k | 0% | Mar 2026 |
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| Wealth Alliance | 9.5k | $510k | 0% | Dec 2025 |
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| Capital Planning | 9.3k | $501k | 52% | Dec 2025 |
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| Sigma Planning | 9.3k | $498k | 28% | Dec 2025 |
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| Rockport Wealth | 9.1k | $488k | 100% | Dec 2025 |
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| Global Retirement Partners | 9.0k | $484k | 50% | Dec 2025 |
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| Prospera Financial Services | 9.0k | $445k | 100% | Mar 2026 |
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| Kingswood Wealth Advisors | 8.9k | $482k | 20% | Dec 2025 |
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| Arkadios Wealth Advisors | 8.9k | $482k | 21% | Dec 2025 |
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| IFP Advisors | 8.9k | $440k | 43% | Mar 2026 |
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| Quotient Wealth Partners | 8.7k | $432k | 100% | Mar 2026 |
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| Betterment | 8.4k | $455k | 100% | Dec 2025 |
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| Triad Wealth Partners | 8.2k | $405k | 3% | Mar 2026 |
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| International Assets Investment Management | 8.1k | $436k | 47% | Dec 2025 |
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| Sunbelt Securities | 8.1k | $434k | 80% | Dec 2025 |
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| Strategic Blueprint | 7.9k | $427k | 100% | Dec 2025 |
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| Brian McDonald | 7.9k | $425k | 0% | Dec 2025 |
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| Uniplan Investment Counsel | 7.7k | $414k | 100% | Dec 2025 |
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| Atria Investments | 7.6k | $407k | 1% | Dec 2025 |
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| Safe Harbor Fiduciary | 7.4k | $399k | 100% | Dec 2025 |
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| Claudia M.p. Batlle, Crp | 6.3k | $342k | -43% | Dec 2025 |
|
| Integrated Wealth Concepts | 5.8k | $314k | -40% | Dec 2025 |
|
Who sold out of Neos Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Renaissance Technologies | Sep 2025 | 28k | $1.5M |
| Wealth Enhancement Advisory Services | Dec 2025 | 21k | $1.1M |
| Pensionmark Financial Group | Sep 2025 | 9.8k | $533k |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | Sep 2025 | 9.1k | $494k |
| Strategic Financial Concepts | Sep 2025 | 8.8k | $474k |