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 | 1,900,096 | 95,623 | 18.51% | 15.49% | 1 | +463,845 | 32.3% | Q4 2025 | Feb 05, 2026 |
| Arkadios Wealth Advisors | History | New | 230,710 | 11,610 | 0.23% | — | 2 | +230,710 | New | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | Added to | 16,116 | 811 | 0.18% | 0.21% | 3 | +846 | 5.54% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | New | 419 | 21 | 0.0% | — | 4 | +419 | New | Q4 2025 | Jan 21, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 81 | 4 | 0.0% | 0.0% | 5 | -5 | -5.81% | Q4 2025 | Jan 23, 2026 |