NEOS ETF TRUST
CUSIP 78433H204
Neos Etf Trust has 3 institutional holders in Filings Flow’s 13F database, together reporting 7.4K shares worth $242,093 as of Q1 2026. The largest reported holders are Capital Insight Partners, LLC, Creative Financial Designs Inc /Adv, and Strategic Equity Management.
Institutional Holders
3
Q1 2026
Reported Value
$242,093
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| MONEYWISE, INC.$229M AUM | 0.40% | $968,304 | 31.0K | Q4 2025OLDER |
| Strategic Equity Management$266M AUM | 0.40% | $1M | 37.7K | Q4 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.12% | $2M | 57.4K | Q3 2025OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.05% | $255,019 | 8.2K | Q4 2025OLDER |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.04% | $651,748 | 20.8K | Q3 2025OLDER |
| Camelot Portfolios, LLC$143M AUM | 0.01% | $18,507 | 592 | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $944,345 | 30.1K | Q3 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $113,980 | 3.7K | Q2 2025OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $509,538 | 16.2K | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $130,578 | 4.3K | Q2 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $141,141 | 4.5K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $21,965 | 674 | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $213,993 | 6.6K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $9,378 | 300 | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $3,063 | 100 | Q2 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $70,616 | 2.3K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $275,942 | 8.8K | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $211,005 | 6.8K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $14,430 | 500 | Q2 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $21,101 | 675 | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $6,135 | 196 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.