Who Owns QQQI?
NEOS Nasdaq-100 High Income ETF — Institutional Ownership & 13F Holdings
$53.91
-0.04 (-0.08%)
Market Cap
$5.0B
Shares Outstanding
94,694,182
Institutional Holders
89
Total Inst. Value
$75.3M
% of Float Held
—
QoQ Holder Change
+83
Institutional data as of Q1 2025
New Positions
39
Closed Positions
11
Increased
36
Decreased
11
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Second Half Financial Partners, LLC | $15.8M | 333,931 |
| 2 | Tyler-Stone Wealth Management | $8.0M | 167,725 |
| 3 | MML INVESTORS SERVICES, LLC | $4.6M | 97,576 |
| 4 | STIFEL FINANCIAL CORP | $4.0M | 84,184 |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.8M | 79,878 |
| 6 | Capital Investment Advisory Services, LLC | $3.6M | 75,503 |
| 7 | UBS Group AG | $2.2M | 46,913 |
| 8 | Grantvest Financial Group LLC | $2.0M | 41,916 |
| 9 | Apollon Wealth Management, LLC | $1.7M | 35,940 |
| 10 | Gladstone Institutional Advisory LLC | $1.6M | 34,405 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Tyler-Stone Wealth Management | +45K | $8.0M |
| MML INVESTORS SERVICES, LLC | +18K | $4.6M |
| STIFEL FINANCIAL CORP | +25K | $4.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +35K | $3.8M |
| Capital Investment Advisory Services, LLC | +54K | $3.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Second Half Financial Partners, LLC | -34K | $15.8M |
| SeaCrest Wealth Management, LLC | -3K | $313K |
| ENVESTNET ASSET MANAGEMENT INC | -2K | $330K |
| Kestra Advisory Services, LLC | -809 | $441 |
| NAPA WEALTH MANAGEMENT | -802 | $480K |
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Frequently Asked Questions
How many institutional investors hold QQQI?
As of Q1 2025, 89 institutional investors report holding QQQI (NEOS Nasdaq-100 High Income ETF) in their 13F filings.
Which hedge fund owns the most QQQI?
The largest institutional holder of QQQI is Second Half Financial Partners, LLC with $15.8M in shares.
Are institutions buying or selling QQQI?
This quarter, 39 institutions opened new positions in QQQI and 11 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.