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 | 2,183,445 | 107,529 | 17.49% | 19.13% | 1 | +78,238 | 3.72% | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 84,530 | 4,162 | 0.06% | 0.19% | 2 | -146,477 | -63.41% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 321 | 15 | 0.0% | — | 3 | +321 | New | Q2 2026 | Aug 12, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,519 | -100.0% | Q2 2026 | Jul 20, 2026 |