NEOS ETF Trust - 78433H659
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial Security Advisor, Inc. | History | Added to | 2,105,207 | 104,155 | 19.13% | 18.51% | 1 | +205,111 | 10.79% | Q1 2026 | May 04, 2026 |
| Arkadios Wealth Advisors | History | Added to | 231,007 | 11,429 | 0.19% | 0.23% | 2 | +297 | 0.13% | Q1 2026 | May 18, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,519 | 124 | 0.01% | 0.0% | 3 | +2,100 | 501.19% | Q1 2026 | Apr 27, 2026 |
| Triumph Capital Management | History | Closed out | 0 | 0 | — | 0.18% | — | -16,116 | -100.0% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q1 2026 | Apr 07, 2026 |