Institutional Ownership
Neos ETF Trust
CUSIP 78433H501NEOS ENH INC 1-3CSHIQ1 2026
Institutional Holders
113
13F filers
Shares Held
7.75M
Aggregate institutional
Institutional Value
$385.40M
Q1 2026
Net New Holders
+10
18 new · 8 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions18
Increased55
Decreased33
Sold out8
Institutional Holders
113 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Richard P Slaughter Associates Inc | 691.0K | $34.40M | +4.2K | Added |
| 2 | Gradient Investments LLC | 510.4K | $25.41M | +28.9K | Added |
| 3 | Lpl Financial LLC | 418.0K | $20.81M | +93.0K | Added |
| 4 | Commonwealth Equity Services, LLC | 394.2K | $19.62M | +11.2K | Added |
| 5 | Arkadios Wealth Advisors | 344.2K | $17.13M | +709 | Added |
| 6 | Atticus Wealth Management, LLC | 336.6K | $16.76M | −44.1K | Reduced |
| 7 | Retirement Planning Group, LLC | 288.1K | $14.34M | +43.1K | Added |
| 8 | Owen Larue, LLC | 280.2K | $13.95M | +213.9K | Added |
| 9 | Madden Securities Corp | 260.1K | $12.95M | +4.0K | Added |
| 10 | New England Private Wealth Advisors LLC | 239.7K | $11.93M | +183.8K | Added |
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