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 | 845,780 | 42,564 | 0.54% | 0.53% | 1 | +52,780 | 6.66% | Q4 2025 | Feb 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 74,935 | 3,771 | 0.01% | 0.01% | 2 | -22,834 | -23.36% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 44,224 | 2,225 | 0.01% | 0.01% | 3 | +294 | 0.67% | Q4 2025 | Feb 13, 2026 |
| RFG Advisory, LLC | History | New | 32,417 | 1,631 | 0.03% | — | 4 | +32,417 | New | Q4 2025 | Feb 03, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 22,949 | 1,154 | 0.0% | 0.0% | 5 | +8,669 | 60.71% | Q4 2025 | Feb 12, 2026 |
| Brookwood Investment Group LLC | History | Added to | 22,486 | 1,131 | 0.14% | 0.11% | 6 | +5,523 | 32.56% | Q4 2025 | Jan 22, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 20,828 | 1,048 | 0.0% | 0.0% | 7 | -6,177 | -22.87% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 15,098 | 760 | 0.0% | 0.0% | 8 | +5 | 0.03% | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | New | 14,600 | 735 | 0.0% | — | 9 | +14,600 | New | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 11,814 | 594 | 0.0% | 0.0% | 10 | -227 | -1.89% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 10,942 | 550 | 0.0% | 0.0% | 11 | +576 | 5.56% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 10,458 | 526 | 0.0% | 0.0% | 12 | -213 | -2.0% | Q4 2025 | Feb 06, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 6,975 | 351 | 0.0% | — | 13 | +6,975 | New | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 5,734 | 288 | 0.0% | — | 14 | +5,734 | New | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 5,112 | 257 | 0.0% | 0.0% | 15 | +3,978 | 350.79% | Q4 2025 | Jan 26, 2026 |
| Focus Partners Wealth | History | No change | 4,776 | 240 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TECTONIC ADVISORS LLC | History | No change | 4,100 | 206 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,869 | 144 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | Reduced | 1,223 | 62 | 0.0% | 0.0% | 19 | -23 | -1.85% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | No change | 688 | 34 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | Added to | 97 | 4 | 0.0% | 0.0% | 21 | +2 | 2.11% | Q4 2025 | Feb 06, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,282 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -4,582 | -100.0% | Q3 2025 | Oct 24, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q3 2025 | Nov 13, 2025 |