QQQI: Neos Nasdaq 100 High Income Etf insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
364 institutions reported holding $1.30B of Neos Nasdaq 100 High Income Etf on Form 13F (303 the quarter before). 87 opened a new position and 23 sold out. Shares held by institutions: +31%.
| Largest holders | Shares | Value |
|---|---|---|
| LPL Financial LLC | 3,310,164 | $187.98M |
| GOLDMAN SACHS GROUP INC | 1,244,080 | $70.65M |
| ROYAL BANK OF CANADA | 994,260 | $56.46M |
| Howard Capital Management, LLC | 940,809 | $53.43M |
| UBS Group AG | 760,789 | $43.21M |
| Foguth Wealth Management, LLC. | 735,478 | $39.91M |
| Merit Financial Group, LLC | 558,944 | $31.74M |
| INDEPENDENT FINANCIAL GROUP, LLC | 534,418 | $30.35M |
| RAYMOND JAMES FINANCIAL INC | 510,639 | $29.00M |
| Second Half Financial Partners, LLC | 499,503 | $28.37M |
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