NEOS ETF Trust - BTCI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MADDEN SECURITIES Corp | History | Added to | 312,891 | 10,256 | 3.08% | 3.4% | 1 | +59,345 | 23.41% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 187,202 | 6,136 | 0.0% | 0.0% | 2 | -11,498 | -5.79% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 137,476 | 4,506 | 0.0% | 0.0% | 3 | -25,748 | -15.77% | Q1 2026 | May 15, 2026 |
| Estate Planners Group, LLC | History | Added to | 135,470 | 4,440 | 2.13% | 2.42% | 4 | +8,879 | 7.01% | Q1 2026 | May 11, 2026 |
| Belvedere Trading LLC | History | Reduced | 57,077 | 1,870 | 0.0% | 0.0% | 5 | -18,648 | -24.63% | Q1 2026 | May 12, 2026 |
| Retirement Planning Group, LLC | History | Added to | 39,065 | 1,280 | 0.04% | 0.04% | 6 | +9,386 | 31.63% | Q1 2026 | May 04, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 38,938 | 1,276 | 0.0% | 0.0% | 7 | +38,752 | 20834.41% | Q1 2026 | May 13, 2026 |
| Integrity Wealth Partners, LLC | History | New | 30,272 | 992 | 0.89% | — | 8 | +30,272 | New | Q1 2026 | Apr 27, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 30,262 | 991 | 0.02% | 0.05% | 9 | -16,480 | -35.26% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 29,861 | 978 | 0.01% | 0.01% | 10 | +20,408 | 215.89% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 28,880 | 940 | 0.0% | 0.0% | 11 | +11,496 | 66.13% | Q1 2026 | Apr 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 26,396 | 865 | 0.02% | — | 12 | +26,396 | New | Q1 2026 | May 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | New | 22,068 | 723 | 0.02% | — | 13 | +22,068 | New | Q1 2026 | Apr 27, 2026 |
| Corient Private Wealth LLC | History | Reduced | 67,659 | 720 | 0.0% | 0.0% | 14 | -4,820 | -6.65% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 20,698 | 678 | 0.0% | 0.0% | 15 | +14,275 | 222.25% | Q1 2026 | May 15, 2026 |
| Whalen Wealth Management Inc. | History | Added to | 18,048 | 591 | 0.32% | 0.13% | 16 | +12,731 | 239.44% | Q1 2026 | Apr 13, 2026 |
| New England Private Wealth Advisors LLC | History | New | 17,203 | 563 | 0.06% | — | 17 | +17,203 | New | Q1 2026 | May 08, 2026 |
| AE Wealth Management LLC | History | Added to | 15,168 | 497 | 0.0% | 0.0% | 18 | +2,671 | 21.37% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 14,988 | 491 | 0.0% | 0.01% | 19 | +477 | 3.29% | Q1 2026 | Apr 07, 2026 |
| Banco BTG Pactual S.A. | History | New | 12,114 | 397 | 0.03% | — | 20 | +12,114 | New | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 11,134 | 364 | 0.0% | 0.0% | 21 | +1,095 | 10.91% | Q1 2026 | May 05, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 10,577 | 346 | 0.2% | 0.58% | 22 | -17,264 | -62.01% | Q1 2026 | May 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 9,900 | 324 | 0.0% | 0.0% | 23 | -38,000 | -79.33% | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 8,695 | 285 | 0.01% | — | 25 | +8,695 | New | Q1 2026 | Apr 07, 2026 |
| Kaizen Financial Strategies | History | No change | 7,962 | 285 | 0.12% | 0.15% | 24 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 8,604 | 282 | 0.0% | 0.0% | 26 | +2,402 | 38.73% | Q1 2026 | Apr 30, 2026 |
| NFSG Corp | History | Added to | 8,439 | 276 | 0.05% | 0.05% | 27 | +1,061 | 14.38% | Q1 2026 | May 05, 2026 |
| CAP Partners, LLC | History | Added to | 7,213 | 236 | 0.13% | 0.16% | 28 | +903 | 14.31% | Q1 2026 | Apr 28, 2026 |
| Foguth Wealth Management, LLC. | History | New | 6,849 | 231 | 0.03% | — | 29 | +6,849 | New | Q1 2026 | Jun 01, 2026 |
| Allworth Financial LP | History | Added to | 6,392 | 209 | 0.0% | 0.0% | 30 | +814 | 14.59% | Q1 2026 | May 14, 2026 |
| Fullerton Advisors, LLC | History | Added to | 6,334 | 207 | 0.21% | 0.26% | 31 | +426 | 7.21% | Q1 2026 | Apr 21, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 4,592 | 150 | 0.0% | 0.0% | 32 | -1,499 | -24.61% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 4,511 | 147 | 0.0% | 0.0% | 33 | +5 | 0.11% | Q1 2026 | May 14, 2026 |
| City State Bank | History | Added to | 3,750 | 122 | 0.03% | 0.04% | 34 | +250 | 7.14% | Q1 2026 | Apr 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 2,267 | 74 | 0.01% | 0.01% | 35 | +236 | 11.62% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 1,643 | 53 | 0.0% | 0.0% | 36 | +902 | 121.73% | Q1 2026 | Apr 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,293 | 42 | 0.0% | 0.0% | 37 | +149 | 13.02% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 635 | 20 | 0.0% | — | 38 | +635 | New | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 567 | 18 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 411 | 13 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 333 | 10 | 0.0% | 0.0% | 41 | +110 | 49.33% | Q1 2026 | May 11, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 300 | 9 | 0.0% | — | 44 | +300 | New | Q1 2026 | Apr 29, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Added to | 280 | 9 | 0.01% | 0.01% | 42 | +55 | 24.44% | Q1 2026 | May 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 218 | 9 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Root Financial Partners, LLC | History | New | 224 | 7 | 0.0% | — | 46 | +224 | New | Q1 2026 | Apr 24, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 214 | 7 | 0.0% | 0.0% | 45 | +5 | 2.39% | Q1 2026 | Apr 15, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 200 | 6 | 0.0% | — | 47 | +200 | New | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 115 | 4 | 0.0% | — | 49 | +115 | New | Q1 2026 | May 15, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Added to | 140 | 4 | 0.0% | 0.01% | 48 | +10 | 7.69% | Q1 2026 | Apr 24, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 85 | 2 | 0.0% | — | 51 | +85 | New | Q1 2026 | May 07, 2026 |
| Activest Wealth Management | History | New | 62 | 2 | 0.0% | — | 50 | +62 | New | Q1 2026 | Apr 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -21,679 | -100.0% | Q1 2026 | May 13, 2026 |
| Oasis Advisors, LLC | History | Closed out | 0 | 0 | — | 0.51% | — | -21,678 | -100.0% | Q1 2026 | May 04, 2026 |
| BROWN ADVISORY INC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,845 | -100.0% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -10,210 | -100.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,653 | -100.0% | Q1 2026 | Jun 02, 2026 |
| Berger Financial Group, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -5,046 | -100.0% | Q1 2026 | Apr 28, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,688 | -100.0% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,491 | -100.0% | Q1 2026 | Apr 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2 | 0 | — | 0.0% | — | -446 | -99.55% | Q1 2026 | May 11, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | Apr 06, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q1 2026 | May 06, 2026 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Independence Bank of Kentucky | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Strategic Wealth Partners, Ltd. | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 15, 2026 |
| Osbon Capital Management LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |