NEOS ETF Trust - HYBI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Clearstead Advisors, LLC | History | Added to | 867,977 | 41,814 | 0.39% | 0.39% | 1 | +33,499 | 4.01% | Q3 2026 | Nov 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 125,534 | 6,182 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RFG Advisory, LLC | History | Added to | 59,142 | 2,849 | 0.04% | 0.03% | 3 | +14,460 | 32.36% | Q3 2026 | Nov 03, 2026 |
| IEQ CAPITAL, LLC | History | No change | 51,804 | 2,551 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | No change | 32,958 | 1,623 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookwood Investment Group LLC | History | No change | 30,762 | 1,514 | 0.17% | 0.17% | 6 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 29,513 | 1,453 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 16,525 | 814 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 14,704 | 708 | 0.0% | 0.0% | 9 | -90 | -0.61% | Q3 2026 | Nov 02, 2026 |
| Triumph Capital Management | History | Reduced | 14,012 | 675 | 0.12% | 0.15% | 10 | -2,767 | -16.49% | Q3 2026 | Oct 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 12,476 | 601 | 0.0% | 0.0% | 11 | +18 | 0.14% | Q3 2026 | Nov 02, 2026 |
| Cerity Partners LLC | History | No change | 11,540 | 568 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 11,083 | 545 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| HighTower Advisors, LLC | History | No change | 10,317 | 508 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | No change | 5,691 | 280 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BFC Planning, Inc. | History | No change | 2,377 | 117 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 2,200 | 108 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,698 | 83 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Analysts, LLC | History | No change | 1,216 | 60 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 511 | 25 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 511 | 24 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 318 | 15 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 204 | 9 | 0.0% | — | 23 | +204 | New | Q3 2026 | Oct 26, 2026 |
| Seros Financial, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -8,129 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,007 | -100.0% | Q3 2026 | Oct 09, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.07% | — | -5,985 | -100.0% | Q3 2026 | Oct 14, 2026 |
| AE Wealth Management LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |