ETF Holders

Who owns QQQH?

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NEOS Nasdaq-100 Hedged Equity Income ETF · NEOS

87 institutions reported holding QQQH, worth $89.0M, in Form 13F filings for June 30, 2026.

13F holders
87
Institutional value
$89.0M
Change from prior quarter
+42.0%
+$26.3M, with price moves
New and sold-out firms
15 / 5
35 added, 16 trimmed

Top 10 institutional holders of QQQH

FirmLocationValueSharesChange
LPL Financial LLCFort Mill, SC$14.5M259,821+27,887 shares
Janney Montgomery Scott LLCPhiladelphia, PA$7.9M141,570New position
OneDigital Investment Advisors LLCOverland Park, KS$4.6M81,932New position
PFG Investments, LLCWoodbury, NY$4.4M78,646+3,731 shares
Osaic Holdings, Inc.Scottsdale, AZ$4.2M74,652+4,018 shares
Clearstead Advisors, LLCCleveland, OH$3.7M66,742No change
Moran Wealth Management, LLCNaples, FL$3.7M65,483+15,756 shares
Wealthstar Advisors, LLCPlano, TX$3.5M63,051−2,732 shares
Thayer Partners, LLCWyndmoor, PA$3.3M58,304+1,839 shares
RFG Advisory, LLCBirmingham, AL$2.5M45,092+6,818 shares
77 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns QQQH?

87 institutional managers reported holding QQQH in Form 13F filings for June 30, 2026, worth $89.0M in total. The largest reported position was held by LPL Financial LLC, at $14.5M.

Did institutions buy or sell QQQH last quarter?

Reported 13F value rose 42.0% from March 31, 2026, which includes price moves as well as buying and selling. 15 firms reported a new position and 5 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is QQQH ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.