QQQI — Neos ETF Trust Institutional Holders · Q3 2026
Who owns Neos ETF Trust (QQQI)? 18 institutions reported holding $25.97M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($5.4M), Gainplan LLC ($2.8M), Avidian Wealth Enterprises, LLC ($2.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $5.4M | 97,086 | Trimmed |
| 2 | Gainplan LLC | $2.8M | 50,990 | Added |
| 3 | Avidian Wealth Enterprises, LLC | $2.7M | 48,695 | Added |
| 4 | PUFF WEALTH MANAGEMENT, LLC | $2.5M | 44,667 | Added |
| 5 | CoreCap Advisors, LLC | $2.2M | 38,877 | Added |
| 6 | Tactive Advisors, LLC | $1.9M | 33,593 | Added |
| 7 | Vann Equity Management LLC | $1.4M | 24,686 | Added |
| 8 | Capital Planning LLC | $1.2M | 21,424 | Trimmed |
| 9 | ARMSTRONG ADVISORY GROUP, INC | $1.2M | 20,895 | Added |
| 10 | Exeter Financial, LLC | $996,234 | 17,934 | New |
| 11 | Kaizen Financial Strategies | $945,572 | 17,022 | Trimmed |
| 12 | Sound Income Strategies, LLC | $915,307 | 16,327 | Trimmed |
| 13 | FINANCIAL MANAGEMENT NETWORK INC | $855,949 | 15,263 | Trimmed |
| 14 | Venture Visionary Partners LLC | $349,186 | 6,285 | New |
| 15 | PRIVATE CLIENT SERVICES, LLC | $295,184 | 5,314 | New |
| 16 | Valeo Financial Advisors, LLC | $236,185 | 4,252 | Added |
| 17 | Castle Rock Wealth Management, LLC | $205,506 | 3,627 | New |
| 18 | GK Wealth Management LLC | $9,517 | 171 | New |
Source: SEC Form 13F filings · as of 2026-09-30