Who owns NEOS Boosted Nasdaq-100 High Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of XQQI from SEC Form 13F filings across 10 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 10 institutions disclosed 228,034 shares of NEOS Boosted Nasdaq-100 High Income ETF worth $12.1M — about 140.4% of shares outstanding; the largest disclosed holder is INDEPENDENT FINANCIAL GROUP, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
10
13F holders
$12.1M
value, 2026 filers
140.4%
of shares outstanding (228,034 sh)
7
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of XQQI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | INDEPENDENT FINANCIAL GROUP, LLC | 155,229 | $8.3M | 0.2% | 95.6% | +1052.4% |
| 2 | Farther Finance Advisors, LLCNEW | 20,735 | $1.1M | 0.0% | 12.8% | new |
| 3 | CITADEL ADVISORS LLCNEW | 16,691 | $887,906 | 0.0% | 10.3% | new |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNEW | 9,662 | $493,237 | 0.0% | 6% | new |
| 5 | JANE STREET GROUP, LLC | 8,837 | $470,099 | 0.0% | 5.4% | -64.2% |
| 6 | Chung Wu Investment Group, LLCNEW | 8,200 | $436,213 | 0.3% | 5.1% | new |
| 7 | MADDEN SECURITIES Corp | 7,450 | $396,315 | 0.1% | 4.6% | +27.4% |
| 8 | BANK OF MONTREAL /CAN/NEW | 1,217 | $64,740 | 0.0% | 0.7% | new |
| 9 | Tower Research Capital LLC (TRC)NEW | 12 | $638 | 0.0% | 0% | new |
| 10 | MORGAN STANLEYNEW | 1 | $71 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.