IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Neos Ndq-100 HG EQ Inc ETF (QQQH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares239,484 from 259,821
Change-20,337 (-8%)
Value$13.3M (-$1.2M)
Filed 2026-11-06
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
Thayer Partners, LLC / MA
INCREASED
Shares59,429 from 58,304
Change+1,125 (+2%)
Value$3.3M (+$44.9K)
Filed 2026-11-06
RFG Advisory, LLC
INCREASED
Shares55,790 from 45,092
Change+10,698 (+24%)
Value$3.1M (+$580.5K)
Filed 2026-11-03
Clearstead Advisors, LLC
DECREASED
Shares26,063 from 66,742
Change-40,679 (-61%)
Value$1.4M (-$2.3M)
Filed 2026-11-06
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
Level Four Advisory Services, LLC
DECREASED
Shares4,267 from 4,387
Change-120 (-3%)
Value$237.0K (-$8.0K)
Filed 2026-11-06
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
Allworth Financial LP
UNCHANGED
Shares835 from 835
Change0 (0%)
Value$46.6K ($0)
Filed 2026-11-06
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
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—
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—
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—
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
LPL Financial LLC
DECREASED239,484259,821-20,337-8%$14.5M$13.3M-$1.2M2026-11-06
Moran Wealth Management, LLC
INCREASED83,51165,483+18,028+28%$3.7M$4.6M+$981.5K2026-10-22
Wealthstar Advisors, LLC
INCREASED63,05463,051+30%$3.5M$3.5M-$18.8K2026-10-19
Thayer Partners, LLC / MA
INCREASED59,42958,304+1,125+2%$3.3M$3.3M+$44.9K2026-11-06
RFG Advisory, LLC
INCREASED55,79045,092+10,698+24%$2.5M$3.1M+$580.5K2026-11-03
Clearstead Advisors, LLC
DECREASED26,06366,742-40,679-61%$3.7M$1.4M-$2.3M2026-11-06
Commonwealth Equity Services, LLC
DECREASED24,02826,993-2,965-11%$1.5M$1.3M-$172.8K2026-11-02
Guilbault Capital LLC
DECREASED14,14330,289-16,146-53%$1.7M$785.5K-$905.9K2026-10-28
Anchor Capital Management Group Inc
UNCHANGED14,00014,00000%$781.8K$777.5K-$4.2K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED13,52313,665-142-1%$763.0K$751-$762.2K2026-11-02
Cap Partners, LLC
INCREASED13,13511,597+1,538+13%$647.6K$729.5K+$81.9K2026-10-19
Signal Advisors Wealth, LLC
DECREASED12,77714,062-1,285-9%$785.2K$709.6K-$75.6K2026-10-13
StoneX Group Inc.
INCREASED12,54211,833+709+6%$660.8K$695.1K+$34.4K2026-11-03
TPG Advisors LLC
UNCHANGED10,19910,19900%$569.5K$566.4K-$3.1K2026-10-16
Millennium Capital Advisors, LLC
DECREASED10,12210,166-440%$567.7K$562.2K-$5.5K2026-10-16
Chicago Partners Investment Group LLC
DECREASED9,70610,099-393-4%$546.3K$522.9K-$23.4K2026-10-27
Prospera Financial Services Inc
INCREASED9,6807,584+2,096+28%$423.6K$511.7K+$88.2K2026-11-04
Independent Financial Group, LLC
NEW8,848—+8,848——$491.4K—2026-10-13
Mccarter Private Wealth Services LLC
INCREASED8,4917,091+1,400+20%$396.0K$471.6K+$75.6K2026-10-22
Prime Capital Investment Advisors, LLC
INCREASED7,3317,168+163+2%$400.3K$407.1K+$6.9K2026-10-20
Commerce Advisors, LLC
DECREASED6,9488,065-1,117-14%$450.3K$385.9K-$64.4K2026-10-19
Lido Advisors, LLC
UNCHANGED6,5926,59200%$368.1K$366.1K-$2.0K2026-11-04
High Net Worth Advisory Group LLC
UNCHANGED5,9505,95000%$332.2K$330.5K-$1.8K2026-10-26
Patriot Financial Group Insurance Agency, LLC
INCREASED5,0434,560+483+11%$254.6K$280.1K+$25.4K2026-10-14
Sound Income Strategies, LLC
UNCHANGED5,0115,01100%$279.8K$280.2K+$3902026-10-09
Palacios Wealth Management, LLC
UNCHANGED4,9464,94600%$276.2K$274.7K-$1.5K2026-11-04
Wedbush Securities Inc
UNCHANGED4,8144,81400%$269.0K$267-$268.7K2026-10-22
Sigma Planning Corp
INCREASED4,6824,654+28+1%$259.9K$260.0K+$1532026-10-23
Level Four Advisory Services, LLC
DECREASED4,2674,387-120-3%$245.0K$237.0K-$8.0K2026-11-06
Oppenheimer & Co Inc
UNCHANGED4,0654,06500%$227.0K$225.8K-$1.2K2026-10-26
Elevated Capital Advisors, LLC
UNCHANGED4,0214,02100%$224.5K$223.3K-$1.2K2026-11-04
Lanark Financial, Inc.
DECREASED3,9414,056-115-3%$226.5K$218.9K-$7.7K2026-10-26
Meridian Wealth Management, LLC
UNCHANGED3,8793,87900%$216.6K$215.4K-$1.2K2026-11-05
IFP Advisors, Inc
INCREASED3,6182,903+715+25%$162.1K$200.9K+$38.8K2026-10-16
Private Trust Co NA
INCREASED1,205921+284+31%$51.4K$66.9K+$15.5K2026-10-20
Allworth Financial LP
UNCHANGED83583500%$46.6K$46.6K$02026-11-06
Signaturefd, LLC
UNCHANGED70070000%$39.1K$38.9K-$2112026-10-23
Nfsg Corp
NEW442—+442——$24.5K—2026-10-15
United Community Bank
UNCHANGED38038000%$21.2K$21.1K-$1142026-10-28
Farther Finance Advisors, LLC
DECREASED250540-290-54%$30.2K$13.9K-$16.3K2026-10-08
Ashton Thomas Private Wealth, LLC
UNCHANGED17617600%$9.8K$9.8K-$532026-11-03
Concord Wealth Partners
INCREASED150147+3+2%$8.2K$8.3K+$1412026-11-02
Quaker Wealth Management, LLC
UNCHANGED12512500%$7.0K$6.9K-$372026-10-22
Rossby Financial, LCC
NEW72—+72——$4.0K—2026-11-05
Triumph Capital Management
UNCHANGED141400%$782$778-$42026-10-14
Oregon Pacific Wealth Management, LLC
CLOSED04,768-4,768-100%$266.2K$0-$266.2K2026-10-20
CoreCap Advisors, LLC
CLOSED0642-642-100%$35.8K$0-$35.8K2026-10-08
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———
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———
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———
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