13FBOX
NEOS ETF TRUST · 13F Institutional Holdings
Options Calculator Rankings
N

NEOS ETF TRUST

QQQI
Institutions
359
Combined AUM (Q2 2026)
$1.45B
Combined Shares (Q2 2026)
25.5M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+8.7M
287 · 86 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.5M
73 · 29 Exit · ≈
⚖️ Net
+7.2M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.45B
Institutions
359
New Buys
86
Adds
201
Reduces
44
Exits
29
Unchanged
28
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
0.04%0.03%#165$188.0M3.3M$107.5M2.2M+1.1M+52.94%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.01%0.01%#255$89.5M1.6M$58.6M1.2M+397,304+33.71%Add
GOLDMAN SACHS GROUP INC
0.01%0.01%#265$70.7M1.2M$47.1M947,238+296,842+31.34%Add
ROYAL BANK OF CANADA
0.01%0.01%#248$56.5M994,260$32.6M655,079+339,181+51.78%Add
Howard Capital Management, LLC
0.63%0.3%#37$53.4M940,809$18.4M369,499+571,310+154.62%Add
UBS Group AG
0.01%<0.01%#269$43.2M760,789$24.3M489,311+271,478+55.48%Add
Foguth Wealth Management, LLC.
4.53%3.25%#6$39.9M735,478$27.8M486,383+249,095+51.21%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#288$35.4M622,880$16.2M327,000+295,880+90.48%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#279$34.1M599,996$16.1M323,300+276,696+85.58%Add
Merit Financial Group, LLC
0.19%0.2%#82$31.7M558,944$27.5M553,773+5,171+0.93%Add
INDEPENDENT FINANCIAL GROUP, LLC
0.57%#41$30.3M534,418$00+534,418New Buy
RAYMOND JAMES FINANCIAL INC
0.01%<0.01%#251$29.0M510,639$13.6M273,251+237,388+86.88%Add
Second Half Financial Partners, LLC
11.63%11.18%#1$28.4M499,503$24.8M499,50300.00%Unchanged
MML INVESTORS SERVICES, LLC
0.06%0.03%#146$27.3M480,022$11.1M224,353+255,669+113.96%Add
MADDEN SECURITIES Corp
7.17%6.39%#3$25.8M454,657$21.2M427,363+27,294+6.39%Add
Capital Investment Advisory Services, LLC
1.45%1.35%#21$23.5M413,694$18.5M372,472+41,222+11.07%Add
Private Advisor Group, LLC
0.09%0.05%#122$18.7M328,985$10.3M207,710+121,275+58.39%Add
MBL Wealth, LLC
1.13%1.04%#25$16.6M292,422$13.7M276,358+16,064+5.81%Add
Apollon Wealth Management, LLC
0.2%0.21%#81$16.4M288,095$12.8M257,478+30,617+11.89%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#280$16.0M281,469$10.8M216,820+64,649+29.82%Add
URS Advisory LLC
7.94%8.01%#2$14.3M251,064$11.0M220,475+30,589+13.87%Add
Summit Financial, LLC
0.15%0.13%#89$13.8M242,782$10.1M202,743+40,039+19.75%Add
STIFEL FINANCIAL CORP
0.01%0.01%#235$13.4M236,154$7.8M156,758+79,396+50.65%Add
Aventura Private Wealth, LLC
4%2.63%#8$13.0M229,423$7.2M144,807+84,616+58.43%Add
J.W. COLE ADVISORS, INC.
0.2%0.09%#80$11.8M207,608$2.8M55,401+152,207+274.74%Add
Baker Avenue Asset Management, LP
0.22%#75$11.6M204,151$00+204,151New Buy
Cascade Wealth Advisors, Inc
4.29%4.88%#7$10.7M193,307$11.1M196,731-3,424-1.74%Reduce
CHOREO, LLC
0.11%0.09%#113$10.1M176,990$7.7M155,449+21,541+13.86%Add
COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#227$10.0M175,214$4.7M94,095+81,119+86.21%Add
Gotham Asset Management, LLC
0.02%0.01%#199$9.7M170,523$3.6M72,850+97,673+134.07%Add
Palacios Wealth Management, LLC
5.36%4.75%#5$9.1M159,762$7.6M140,337+19,425+13.84%Add
PSI Advisors, LLC
2.01%1.23%#17$8.6M152,021$5.1M103,342+48,679+47.10%Add
Cambridge Investment Research Advisors, Inc.
0.02%0.02%#202$8.6M152,016$6.0M120,751+31,265+25.89%Add
Chung Wu Investment Group, LLC
5.46%5.3%#4$8.3M146,296$6.1M123,716+22,580+18.25%Add
Stratos Wealth Partners, LTD.
0.08%0.06%#128$8.0M140,708$5.3M105,703+35,005+33.12%Add
HRT FINANCIAL LP
0.01%0.01%#217$7.9M138,473$5.2M105,402+33,071+31.38%Add
Estate Planners Group, LLC
3.53%3.36%#9$7.8M137,290$7.0M140,902-3,612-2.56%Reduce
SBI Securities Co., Ltd.
0.17%0.16%#85$7.7M135,013$5.9M118,656+16,357+13.79%Add
ARQ WEALTH ADVISORS, LLC
0.94%#28$7.5M138,848$00+138,848New Buy
Teamwork Financial Advisors, LLC
0.67%0.69%#36$7.4M130,088$6.5M131,273-1,185-0.90%Reduce
RFG Advisory, LLC
0.11%0.1%#110$7.0M124,100$5.6M112,483+11,617+10.33%Add
Genesee Capital Advisors, LLC
2.07%0.09%#16$6.6M115,720$206,9044,164+111,556+2,679.06%Add
Owen LaRue, LLC
2.25%1.3%#13$6.5M113,790$3.4M68,020+45,770+67.29%Add
Farther Finance Advisors, LLC
0.05%0.04%#155$6.3M110,068$4.0M80,673+29,395+36.44%Add
Ameritas Advisory Services, LLC
0.12%0.07%#106$6.0M105,652$1.7M34,125+71,527+209.60%Add
RiverTree Advisors, LLC
3.51%2.94%#10$5.9M104,729$4.6M93,270+11,459+12.29%Add
StoneCrest Wealth Management, Inc.
1.88%2.13%#18$5.9M103,394$5.0M101,292+2,102+2.08%Add
IEQ CAPITAL, LLC
0.03%0.02%#189$5.5M97,337$4.7M95,407+1,930+2.02%Add
Kingsview Wealth Management, LLC
0.09%0.07%#118$5.4M108,365$5.4M108,36500.00%Unchanged
Independence Wealth Advisors, LLC
2.68%2.27%#11$5.4M94,227$4.3M85,652+8,575+10.01%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow