Institutional Ownership
Neos ETF Trust
CUSIP 78433H501NEOS ENH INC 1-3CSHIQ1 2026
13D / 13G Filings
1
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
10.0%
Max % of class reported
Institutional Holders
113
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
1 filings · latest Jan 17, 2024
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 17, 2024 | Atticus Wealth Management, LLC | 13G | 10.0% | 526.3K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Richard P Slaughter Associates Inc | 691.0K | $34.40M |
| 2 | Gradient Investments LLC | 510.4K | $25.41M |
| 3 | Lpl Financial LLC | 418.0K | $20.81M |
| 4 | Commonwealth Equity Services, LLC | 394.2K | $19.62M |
| 5 | Arkadios Wealth Advisors | 344.2K | $17.13M |
| 6 | Atticus Wealth Management, LLC | 336.6K | $16.76M |
| 7 | Retirement Planning Group, LLC | 288.1K | $14.34M |
| 8 | Owen Larue, LLC | 280.2K | $13.95M |
| 9 | Madden Securities Corp | 260.1K | $12.95M |
| 10 | New England Private Wealth Advisors LLC | 239.7K | $11.93M |