Institutional Ownership
Neos ETF Trust
CUSIP 78433H618REAL ESTATE HIGHIYRIQ1 2026
Institutional Holders
35
13F filers
Shares Held
817.8K
Aggregate institutional
Institutional Value
$38.96M
Q1 2026
Net New Holders
+9
12 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions12
Increased17
Decreased4
Sold out3
Institutional Holders
35 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Gradient Investments LLC | 162.9K | $7.70M | +9.5K | Added |
| 2 | Prevail Innovative Wealth Advisors, LLC | 138.7K | $6.56M | +110.7K | Added |
| 3 | Cascade Wealth Advisors, Inc | 127.9K | $6.34M | +21.1K | Added |
| 4 | Madden Securities Corp | 101.1K | $4.78M | +2.4K | Added |
| 5 | Rfg Advisory, LLC | 52.4K | $2.48M | +6.0K | Added |
| 6 | Cherry Creek Investment Advisors, Inc. | 40.9K | $1.93M | +40.9K | New |
| 7 | Moran Wealth Management, LLC | 36.4K | $1.72M | +27.0K | Added |
| 8 | Jane Street Group, LLC | 22.1K | $1.05M | −9.9K | Reduced |
| 9 | Summit Financial, LLC | 22.1K | $1.04M | +17.6K | Added |
| 10 | Stifel Financial Corp | 16.9K | $797.5K | +16.9K | New |
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