Institutional Ownership
Neos ETF Trust
CUSIP 78433H402NEOS ENHCD INMEBNDIQ1 2026
Institutional Holders
30
13F filers
Shares Held
2.56M
Aggregate institutional
Institutional Value
$119.36M
Q1 2026
Net New Holders
+4
8 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions8
Increased16
Decreased4
Sold out4
Institutional Holders
30 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Retirement Planning Group, LLC | 2.01M | $94.98M | +259.8K | Added |
| 2 | Lpl Financial LLC | 141.9K | $6.70M | +17.9K | Added |
| 3 | Carter Financial Group, Inc. | 99.9K | $4.72M | +3.6K | Added |
| 4 | Prevail Innovative Wealth Advisors, LLC | 42.3K | $2.00M | +42.3K | New |
| 5 | Camarda Financial Advisors, LLC | 29.7K | $1.40M | +113 | Added |
| 6 | Susquehanna International Group, LLP | 29.4K | $1.39M | +29.4K | New |
| 7 | Compound Planning, Inc. | 24.8K | $1.17M | −860 | Reduced |
| 8 | Jane Street Group, LLC | 20.2K | $953.1K | +1.6K | Added |
| 9 | Signal Advisors Wealth, LLC | 19.3K | $910.7K | +2.7K | Added |
| 10 | Hightower Advisors, LLC | 19.1K | $899.8K | +801 | Added |
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