Neos Ndq-100 HG EQ Inc ETF (QQQH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Moran Wealth Management, LLC

INCREASED

Shares83,511 from 65,483

Change+18,028 (+28%)

Value$4.6M (+$981.5K)

Filed 2026-10-22

Wealthstar Advisors, LLC

INCREASED

Shares63,054 from 63,051

Change+3 (0%)

Value$3.5M (-$18.8K)

Filed 2026-10-19

RFG Advisory, LLC

INCREASED

Shares55,790 from 45,092

Change+10,698 (+24%)

Value$3.1M (+$580.5K)

Filed 2026-11-03

Commonwealth Equity Services, LLC

DECREASED

Shares24,028 from 26,993

Change-2,965 (-11%)

Value$1.3M (-$172.8K)

Filed 2026-11-02

Guilbault Capital LLC

DECREASED

Shares14,143 from 30,289

Change-16,146 (-53%)

Value$785.5K (-$905.9K)

Filed 2026-10-28

Anchor Capital Management Group Inc

UNCHANGED

Shares14,000 from 14,000

Change0 (0%)

Value$777.5K (-$4.2K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares13,523 from 13,665

Change-142 (-1%)

Value$751 (-$762.2K)

Filed 2026-11-02

Cap Partners, LLC

INCREASED

Shares13,135 from 11,597

Change+1,538 (+13%)

Value$729.5K (+$81.9K)

Filed 2026-10-19

Signal Advisors Wealth, LLC

DECREASED

Shares12,777 from 14,062

Change-1,285 (-9%)

Value$709.6K (-$75.6K)

Filed 2026-10-13

StoneX Group Inc.

INCREASED

Shares12,542 from 11,833

Change+709 (+6%)

Value$695.1K (+$34.4K)

Filed 2026-11-03

TPG Advisors LLC

UNCHANGED

Shares10,199 from 10,199

Change0 (0%)

Value$566.4K (-$3.1K)

Filed 2026-10-16

Millennium Capital Advisors, LLC

DECREASED

Shares10,122 from 10,166

Change-44 (0%)

Value$562.2K (-$5.5K)

Filed 2026-10-16

Chicago Partners Investment Group LLC

DECREASED

Shares9,706 from 10,099

Change-393 (-4%)

Value$522.9K (-$23.4K)

Filed 2026-10-27

Prospera Financial Services Inc

INCREASED

Shares9,680 from 7,584

Change+2,096 (+28%)

Value$511.7K (+$88.2K)

Filed 2026-11-04

Independent Financial Group, LLC

NEW

Shares8,848

Change+8,848

Value$491.4K

Filed 2026-10-13

Mccarter Private Wealth Services LLC

INCREASED

Shares8,491 from 7,091

Change+1,400 (+20%)

Value$471.6K (+$75.6K)

Filed 2026-10-22

Prime Capital Investment Advisors, LLC

INCREASED

Shares7,331 from 7,168

Change+163 (+2%)

Value$407.1K (+$6.9K)

Filed 2026-10-20

Commerce Advisors, LLC

DECREASED

Shares6,948 from 8,065

Change-1,117 (-14%)

Value$385.9K (-$64.4K)

Filed 2026-10-19

Lido Advisors, LLC

UNCHANGED

Shares6,592 from 6,592

Change0 (0%)

Value$366.1K (-$2.0K)

Filed 2026-11-04

High Net Worth Advisory Group LLC

UNCHANGED

Shares5,950 from 5,950

Change0 (0%)

Value$330.5K (-$1.8K)

Filed 2026-10-26

Patriot Financial Group Insurance Agency, LLC

INCREASED

Shares5,043 from 4,560

Change+483 (+11%)

Value$280.1K (+$25.4K)

Filed 2026-10-14

Sound Income Strategies, LLC

UNCHANGED

Shares5,011 from 5,011

Change0 (0%)

Value$280.2K (+$390)

Filed 2026-10-09

Palacios Wealth Management, LLC

UNCHANGED

Shares4,946 from 4,946

Change0 (0%)

Value$274.7K (-$1.5K)

Filed 2026-11-04

Wedbush Securities Inc

UNCHANGED

Shares4,814 from 4,814

Change0 (0%)

Value$267 (-$268.7K)

Filed 2026-10-22

Sigma Planning Corp

INCREASED

Shares4,682 from 4,654

Change+28 (+1%)

Value$260.0K (+$153)

Filed 2026-10-23

Oppenheimer & Co Inc

UNCHANGED

Shares4,065 from 4,065

Change0 (0%)

Value$225.8K (-$1.2K)

Filed 2026-10-26

Elevated Capital Advisors, LLC

UNCHANGED

Shares4,021 from 4,021

Change0 (0%)

Value$223.3K (-$1.2K)

Filed 2026-11-04

Lanark Financial, Inc.

DECREASED

Shares3,941 from 4,056

Change-115 (-3%)

Value$218.9K (-$7.7K)

Filed 2026-10-26

Meridian Wealth Management, LLC

UNCHANGED

Shares3,879 from 3,879

Change0 (0%)

Value$215.4K (-$1.2K)

Filed 2026-11-05

IFP Advisors, Inc

INCREASED

Shares3,618 from 2,903

Change+715 (+25%)

Value$200.9K (+$38.8K)

Filed 2026-10-16

Private Trust Co NA

INCREASED

Shares1,205 from 921

Change+284 (+31%)

Value$66.9K (+$15.5K)

Filed 2026-10-20

Signaturefd, LLC

UNCHANGED

Shares700 from 700

Change0 (0%)

Value$38.9K (-$211)

Filed 2026-10-23

Nfsg Corp

NEW

Shares442

Change+442

Value$24.5K

Filed 2026-10-15

United Community Bank

UNCHANGED

Shares380 from 380

Change0 (0%)

Value$21.1K (-$114)

Filed 2026-10-28

Farther Finance Advisors, LLC

DECREASED

Shares250 from 540

Change-290 (-54%)

Value$13.9K (-$16.3K)

Filed 2026-10-08

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares176 from 176

Change0 (0%)

Value$9.8K (-$53)

Filed 2026-11-03

Concord Wealth Partners

INCREASED

Shares150 from 147

Change+3 (+2%)

Value$8.3K (+$141)

Filed 2026-11-02

Quaker Wealth Management, LLC

UNCHANGED

Shares125 from 125

Change0 (0%)

Value$6.9K (-$37)

Filed 2026-10-22

Rossby Financial, LCC

NEW

Shares72

Change+72

Value$4.0K

Filed 2026-11-05

Triumph Capital Management

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$778 (-$4)

Filed 2026-10-14

Oregon Pacific Wealth Management, LLC

CLOSED

Shares0 from 4,768

Change-4,768 (-100%)

Value$0 (-$266.2K)

Filed 2026-10-20

CoreCap Advisors, LLC

CLOSED

Shares0 from 642

Change-642 (-100%)

Value$0 (-$35.8K)

Filed 2026-10-08

LPL Financial LLC

N/A

Shares— from 259,821

Change-259,821 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 141,570

Change-141,570 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 81,932

Change-81,932 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 78,646

Change-78,646 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 74,652

Change-74,652 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 66,742

Change-66,742 (-100%)

Value—

Thayer Partners, LLC / MA

N/A

Shares— from 58,304

Change-58,304 (-100%)

Value—

RPS Advisory Solutions LLC

N/A

Shares— from 40,030

Change-40,030 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 35,380

Change-35,380 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 29,793

Change-29,793 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 25,916

Change-25,916 (-100%)

Value—

Goldstone Financial Group, LLC

N/A

Shares— from 24,048

Change-24,048 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 20,661

Change-20,661 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 18,877

Change-18,877 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 18,646

Change-18,646 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 17,840

Change-17,840 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 17,536

Change-17,536 (-100%)

Value—

Stratos Wealth Advisors, LLC

N/A

Shares— from 16,794

Change-16,794 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 16,492

Change-16,492 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 14,164

Change-14,164 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 12,907

Change-12,907 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 11,837

Change-11,837 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 6,591

Change-6,591 (-100%)

Value—

Atlantic Family Wealth, LLC

N/A

Shares— from 6,377

Change-6,377 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 6,325

Change-6,325 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 5,359

Change-5,359 (-100%)

Value—

Nvest Financial, LLC

N/A

Shares— from 5,250

Change-5,250 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 5,080

Change-5,080 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 5,071

Change-5,071 (-100%)

Value—

Berger Financial Group, Inc

N/A

Shares— from 4,502

Change-4,502 (-100%)

Value—

Level Four Advisory Services, LLC

N/A

Shares— from 4,387

Change-4,387 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 3,944

Change-3,944 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 3,777

Change-3,777 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 3,216

Change-3,216 (-100%)

Value—

UBS Group AG

N/A

Shares— from 3,067

Change-3,067 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 2,853

Change-2,853 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 2,566

Change-2,566 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 2,479

Change-2,479 (-100%)

Value—

Dogwood Wealth Management LLC

N/A

Shares— from 2,042

Change-2,042 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 866

Change-866 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 835

Change-835 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 631

Change-631 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 490

Change-490 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 473

Change-473 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 413

Change-413 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 209

Change-209 (-100%)

Value—

Caitlin John, LLC

N/A

Shares— from 49

Change-49 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 2

Change-2 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Moran Wealth Management, LLC	INCREASED	83,511	65,483	+18,028	+28%	$3.7M	$4.6M	+$981.5K	2026-10-22
Wealthstar Advisors, LLC	INCREASED	63,054	63,051	+3	0%	$3.5M	$3.5M	-$18.8K	2026-10-19
RFG Advisory, LLC	INCREASED	55,790	45,092	+10,698	+24%	$2.5M	$3.1M	+$580.5K	2026-11-03
Commonwealth Equity Services, LLC	DECREASED	24,028	26,993	-2,965	-11%	$1.5M	$1.3M	-$172.8K	2026-11-02
Guilbault Capital LLC	DECREASED	14,143	30,289	-16,146	-53%	$1.7M	$785.5K	-$905.9K	2026-10-28
Anchor Capital Management Group Inc	UNCHANGED	14,000	14,000	0	0%	$781.8K	$777.5K	-$4.2K	2026-11-02
Cambridge Investment Research Advisors, Inc.	DECREASED	13,523	13,665	-142	-1%	$763.0K	$751	-$762.2K	2026-11-02
Cap Partners, LLC	INCREASED	13,135	11,597	+1,538	+13%	$647.6K	$729.5K	+$81.9K	2026-10-19
Signal Advisors Wealth, LLC	DECREASED	12,777	14,062	-1,285	-9%	$785.2K	$709.6K	-$75.6K	2026-10-13
StoneX Group Inc.	INCREASED	12,542	11,833	+709	+6%	$660.8K	$695.1K	+$34.4K	2026-11-03
TPG Advisors LLC	UNCHANGED	10,199	10,199	0	0%	$569.5K	$566.4K	-$3.1K	2026-10-16
Millennium Capital Advisors, LLC	DECREASED	10,122	10,166	-44	0%	$567.7K	$562.2K	-$5.5K	2026-10-16
Chicago Partners Investment Group LLC	DECREASED	9,706	10,099	-393	-4%	$546.3K	$522.9K	-$23.4K	2026-10-27
Prospera Financial Services Inc	INCREASED	9,680	7,584	+2,096	+28%	$423.6K	$511.7K	+$88.2K	2026-11-04
Independent Financial Group, LLC	NEW	8,848	—	+8,848	—	—	$491.4K	—	2026-10-13
Mccarter Private Wealth Services LLC	INCREASED	8,491	7,091	+1,400	+20%	$396.0K	$471.6K	+$75.6K	2026-10-22
Prime Capital Investment Advisors, LLC	INCREASED	7,331	7,168	+163	+2%	$400.3K	$407.1K	+$6.9K	2026-10-20
Commerce Advisors, LLC	DECREASED	6,948	8,065	-1,117	-14%	$450.3K	$385.9K	-$64.4K	2026-10-19
Lido Advisors, LLC	UNCHANGED	6,592	6,592	0	0%	$368.1K	$366.1K	-$2.0K	2026-11-04
High Net Worth Advisory Group LLC	UNCHANGED	5,950	5,950	0	0%	$332.2K	$330.5K	-$1.8K	2026-10-26
Patriot Financial Group Insurance Agency, LLC	INCREASED	5,043	4,560	+483	+11%	$254.6K	$280.1K	+$25.4K	2026-10-14
Sound Income Strategies, LLC	UNCHANGED	5,011	5,011	0	0%	$279.8K	$280.2K	+$390	2026-10-09
Palacios Wealth Management, LLC	UNCHANGED	4,946	4,946	0	0%	$276.2K	$274.7K	-$1.5K	2026-11-04
Wedbush Securities Inc	UNCHANGED	4,814	4,814	0	0%	$269.0K	$267	-$268.7K	2026-10-22
Sigma Planning Corp	INCREASED	4,682	4,654	+28	+1%	$259.9K	$260.0K	+$153	2026-10-23
Oppenheimer & Co Inc	UNCHANGED	4,065	4,065	0	0%	$227.0K	$225.8K	-$1.2K	2026-10-26
Elevated Capital Advisors, LLC	UNCHANGED	4,021	4,021	0	0%	$224.5K	$223.3K	-$1.2K	2026-11-04
Lanark Financial, Inc.	DECREASED	3,941	4,056	-115	-3%	$226.5K	$218.9K	-$7.7K	2026-10-26
Meridian Wealth Management, LLC	UNCHANGED	3,879	3,879	0	0%	$216.6K	$215.4K	-$1.2K	2026-11-05
IFP Advisors, Inc	INCREASED	3,618	2,903	+715	+25%	$162.1K	$200.9K	+$38.8K	2026-10-16
Private Trust Co NA	INCREASED	1,205	921	+284	+31%	$51.4K	$66.9K	+$15.5K	2026-10-20
Signaturefd, LLC	UNCHANGED	700	700	0	0%	$39.1K	$38.9K	-$211	2026-10-23
Nfsg Corp	NEW	442	—	+442	—	—	$24.5K	—	2026-10-15
United Community Bank	UNCHANGED	380	380	0	0%	$21.2K	$21.1K	-$114	2026-10-28
Farther Finance Advisors, LLC	DECREASED	250	540	-290	-54%	$30.2K	$13.9K	-$16.3K	2026-10-08
Ashton Thomas Private Wealth, LLC	UNCHANGED	176	176	0	0%	$9.8K	$9.8K	-$53	2026-11-03
Concord Wealth Partners	INCREASED	150	147	+3	+2%	$8.2K	$8.3K	+$141	2026-11-02
Quaker Wealth Management, LLC	UNCHANGED	125	125	0	0%	$7.0K	$6.9K	-$37	2026-10-22
Rossby Financial, LCC	NEW	72	—	+72	—	—	$4.0K	—	2026-11-05
Triumph Capital Management	UNCHANGED	14	14	0	0%	$782	$778	-$4	2026-10-14
Oregon Pacific Wealth Management, LLC	CLOSED	0	4,768	-4,768	-100%	$266.2K	$0	-$266.2K	2026-10-20
CoreCap Advisors, LLC	CLOSED	0	642	-642	-100%	$35.8K	$0	-$35.8K	2026-10-08
LPL Financial LLC	N/A	—	259,821	-259,821	-100%	$14.5M	—	—	—
Janney Montgomery Scott LLC	N/A	—	141,570	-141,570	-100%	$7.9M	—	—	—
OneDigital Investment Advisors LLC	N/A	—	81,932	-81,932	-100%	$4.6M	—	—	—
PFG Investments, LLC	N/A	—	78,646	-78,646	-100%	$4.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	74,652	-74,652	-100%	$4.2M	—	—	—
Clearstead Advisors, LLC	N/A	—	66,742	-66,742	-100%	$3.7M	—	—	—
Thayer Partners, LLC / MA	N/A	—	58,304	-58,304	-100%	$3.3M	—	—	—
RPS Advisory Solutions LLC	N/A	—	40,030	-40,030	-100%	$2.2M	—	—	—
Raymond James Financial Inc	N/A	—	35,380	-35,380	-100%	$2.0M	—	—	—
Private Advisor Group, LLC	N/A	—	29,793	-29,793	-100%	$1.7M	—	—	—
Old Mission Capital LLC	N/A	—	25,916	-25,916	-100%	$1.4M	—	—	—
Goldstone Financial Group, LLC	N/A	—	24,048	-24,048	-100%	$1.3M	—	—	—
Cetera Investment Advisers	N/A	—	20,661	-20,661	-100%	$1.2M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	18,877	-18,877	-100%	$1.1M	—	—	—
Jane Street Group, LLC	N/A	—	18,646	-18,646	-100%	$1.0M	—	—	—
Waverly Advisors, LLC	N/A	—	17,840	-17,840	-100%	$996.2K	—	—	—
Focus Partners Wealth	N/A	—	17,536	-17,536	-100%	$979.2K	—	—	—
Stratos Wealth Advisors, LLC	N/A	—	16,794	-16,794	-100%	$937.8K	—	—	—
Royal Bank of Canada	N/A	—	16,492	-16,492	-100%	$921.0K	—	—	—
Envestnet Asset Management Inc	N/A	—	14,164	-14,164	-100%	$790.9K	—	—	—
Stifel Financial Corp	N/A	—	12,907	-12,907	-100%	$720.7K	—	—	—
Advisory Services Network, LLC	N/A	—	11,837	-11,837	-100%	$661.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	6,591	-6,591	-100%	$368.0K	—	—	—
Atlantic Family Wealth, LLC	N/A	—	6,377	-6,377	-100%	$356.1K	—	—	—
Summit Financial, LLC	N/A	—	6,325	-6,325	-100%	$353.2K	—	—	—
Quantinno Capital Management LP	N/A	—	5,359	-5,359	-100%	$299.3K	—	—	—
Nvest Financial, LLC	N/A	—	5,250	-5,250	-100%	$293.2K	—	—	—
MML Investors Services, LLC	N/A	—	5,080	-5,080	-100%	$283.7K	—	—	—
HighTower Advisors, LLC	N/A	—	5,071	-5,071	-100%	$283.2K	—	—	—
Berger Financial Group, Inc	N/A	—	4,502	-4,502	-100%	$251.4K	—	—	—
Level Four Advisory Services, LLC	N/A	—	4,387	-4,387	-100%	$245.0K	—	—	—
Harbour Investments, Inc.	N/A	—	3,944	-3,944	-100%	$220.2K	—	—	—
Centaurus Financial, Inc.	N/A	—	3,777	-3,777	-100%	$211.0K	—	—	—
Morgan Stanley	N/A	—	3,216	-3,216	-100%	$179.6K	—	—	—
UBS Group AG	N/A	—	3,067	-3,067	-100%	$171.3K	—	—	—
Founders Financial Alliance, LLC	N/A	—	2,853	-2,853	-100%	$159.3K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	2,566	-2,566	-100%	$143.3K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	2,479	-2,479	-100%	$138.4K	—	—	—
Dogwood Wealth Management LLC	N/A	—	2,042	-2,042	-100%	$114.0K	—	—	—
SHP Wealth Management	N/A	—	866	-866	-100%	$48.3K	—	—	—
Allworth Financial LP	N/A	—	835	-835	-100%	$46.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	631	-631	-100%	$35.2K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	490	-490	-100%	$27.3K	—	—	—
Wells Fargo & Company	N/A	—	473	-473	-100%	$26.4K	—	—	—
AE Wealth Management LLC	N/A	—	413	-413	-100%	$23.1K	—	—	—
BlackRock, Inc.	N/A	—	209	-209	-100%	$11.7K	—	—	—
Caitlin John, LLC	N/A	—	49	-49	-100%	$2.7K	—	—	—
Fiduciary Financial Advisors	N/A	—	2	-2	-100%	$112	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$56	—	—	—

Showing 91 of 91 institutions