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 | Reduced | 253,546 | 11,161 | 3.4% | 5.18% | 1 | -31,443 | -11.03% | Q4 2025 | Feb 04, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 198,700 | 8,746 | 0.0% | 0.0% | 2 | +164,300 | 477.62% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 163,224 | 7,185 | 0.0% | 0.0% | 3 | +63,330 | 63.4% | Q4 2025 | Feb 17, 2026 |
| Belvedere Trading LLC | History | New | 75,725 | 3,333 | 0.0% | — | 4 | +75,725 | New | Q4 2025 | Feb 10, 2026 |
| Corient Private Wealth LLC | History | Reduced | 72,479 | 3,190 | 0.0% | 0.01% | 5 | -6,562 | -8.3% | Q4 2025 | Mar 09, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 47,900 | 2,108 | 0.0% | — | 6 | +47,900 | New | Q4 2025 | Feb 12, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 46,742 | 2,057 | 0.05% | — | 7 | +46,742 | New | Q4 2025 | Feb 17, 2026 |
| Retirement Planning Group, LLC | History | Added to | 29,679 | 1,306 | 0.04% | 0.05% | 8 | +6,130 | 26.03% | Q4 2025 | Feb 03, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Added to | 27,841 | 1,225 | 0.58% | 0.28% | 9 | +18,077 | 185.14% | Q4 2025 | Feb 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 21,679 | 954 | 0.01% | 0.01% | 10 | +6,536 | 43.16% | Q4 2025 | Feb 12, 2026 |
| BROWN ADVISORY INC | History | New | 20,845 | 917 | 0.0% | — | 11 | +20,845 | New | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 17,384 | 800 | 0.0% | 0.0% | 12 | +8,311 | 91.6% | Q4 2025 | Jan 08, 2026 |
| Farther Finance Advisors, LLC | History | New | 14,511 | 638 | 0.01% | — | 13 | +14,511 | New | Q4 2025 | Jan 23, 2026 |
| Focus Partners Wealth | History | Added to | 10,210 | 596 | 0.0% | 0.0% | 14 | +640 | 6.69% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 12,497 | 550 | 0.0% | 0.0% | 15 | +11,907 | 2018.14% | Q4 2025 | Jan 26, 2026 |
| HighTower Advisors, LLC | History | Added to | 10,039 | 441 | 0.0% | 0.0% | 16 | +6,135 | 157.15% | Q4 2025 | Feb 06, 2026 |
| Kingsview Wealth Management, LLC | History | New | 9,453 | 416 | 0.01% | — | 17 | +9,453 | New | Q4 2025 | Feb 09, 2026 |
| Kaizen Financial Strategies | History | Added to | 7,962 | 350 | 0.15% | 0.18% | 18 | +176 | 2.26% | Q4 2025 | Jan 21, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 7,378 | 324 | 0.05% | 0.02% | 19 | +5,651 | 327.21% | Q4 2025 | Jan 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 6,423 | 282 | 0.0% | 0.0% | 20 | -21,800 | -77.24% | Q4 2025 | Feb 17, 2026 |
| CAP Partners, LLC | History | Added to | 6,310 | 277 | 0.16% | 0.12% | 21 | +2,807 | 80.13% | Q4 2025 | Feb 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 6,202 | 273 | 0.0% | — | 22 | +6,202 | New | Q4 2025 | Feb 05, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 6,091 | 268 | 0.0% | 0.0% | 23 | -3,548 | -36.81% | Q4 2025 | Feb 11, 2026 |
| Fullerton Advisors, LLC | History | New | 5,908 | 260 | 0.26% | — | 24 | +5,908 | New | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | New | 5,653 | 248 | 0.0% | — | 25 | +5,653 | New | Q4 2025 | Feb 18, 2026 |
| Allworth Financial LP | History | New | 5,578 | 245 | 0.0% | — | 26 | +5,578 | New | Q4 2025 | Feb 05, 2026 |
| Whalen Wealth Management Inc. | History | Reduced | 5,317 | 234 | 0.13% | 0.27% | 27 | -2,484 | -31.84% | Q4 2025 | Jan 20, 2026 |
| Berger Financial Group, Inc | History | No change | 5,046 | 222 | 0.01% | 0.02% | 28 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| HRT FINANCIAL LP | History | New | 4,688 | 206 | 0.0% | — | 29 | +4,688 | New | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 4,506 | 198 | 0.0% | 0.0% | 30 | +3,283 | 268.44% | Q4 2025 | Jan 26, 2026 |
| City State Bank | History | No change | 3,500 | 154 | 0.04% | 0.06% | 31 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 3,491 | 153 | 0.0% | 0.0% | 32 | -7,274 | -67.57% | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 2,031 | 89 | 0.01% | — | 33 | +2,031 | New | Q4 2025 | Feb 09, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 1,144 | 50 | 0.0% | — | 34 | +1,144 | New | Q4 2025 | Jan 21, 2026 |
| IFP Advisors, Inc | History | Added to | 741 | 32 | 0.0% | 0.0% | 35 | +573 | 341.07% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 567 | 24 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 448 | 19 | 0.0% | — | 37 | +448 | New | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 411 | 18 | 0.0% | — | 38 | +411 | New | Q4 2025 | Feb 03, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 218 | 9 | 0.0% | — | 41 | +218 | New | Q4 2025 | Feb 05, 2026 |
| Financial Management Professionals, Inc. | History | New | 209 | 9 | 0.0% | — | 39 | +209 | New | Q4 2025 | Jan 27, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 223 | 9 | 0.0% | 0.0% | 40 | +171 | 328.85% | Q4 2025 | Feb 13, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Added to | 225 | 8 | 0.01% | 0.0% | 43 | +125 | 125.0% | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 186 | 8 | 0.0% | 0.0% | 42 | -15 | -7.46% | Q4 2025 | Feb 12, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Added to | 130 | 5 | 0.01% | 0.01% | 44 | +8 | 6.56% | Q4 2025 | Jan 22, 2026 |
| CX Institutional | History | New | 75 | 3 | 0.0% | — | 45 | +75 | New | Q4 2025 | Feb 02, 2026 |
| Cresset Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,876 | -100.0% | Q3 2025 | Jan 22, 2026 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -11,268 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Pasadena Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,800 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,784 | -100.0% | Q3 2025 | Nov 10, 2025 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -3,573 | -100.0% | Q3 2025 | Oct 24, 2025 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 16 | 0 | — | 0.01% | — | -2,391 | -99.34% | Q4 2025 | Feb 02, 2026 |
| Frazier Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -96 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q3 2025 | Oct 21, 2025 |
| ASSETMARK, INC | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Jan 23, 2026 |
| Independence Bank of Kentucky | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Jan 20, 2026 |
| Strive Financial Group ,LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 18, 2026 |
| MORGAN STANLEY | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 10, 2026 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |