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 | Reduced | 2,039,075 | 98,231 | 16.4% | 17.49% | 1 | -144,370 | -6.61% | Q3 2026 | Nov 03, 2026 |
| Arkadios Wealth Advisors | History | No change | 84,530 | 4,162 | 0.06% | 0.06% | 2 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 321 | 15 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 08, 2026 |