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 | 869,196 | 43,003 | 0.39% | 0.54% | 1 | +23,416 | 2.77% | Q1 2026 | May 06, 2026 |
| IEQ CAPITAL, LLC | History | No change | 44,224 | 2,187 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Added to | 35,365 | 1,749 | 0.03% | 0.03% | 3 | +2,948 | 9.09% | Q1 2026 | Apr 17, 2026 |
| Brookwood Investment Group LLC | History | Added to | 34,449 | 1,704 | 0.21% | 0.14% | 4 | +11,963 | 53.2% | Q1 2026 | May 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 26,477 | 1,309 | 0.0% | 0.01% | 5 | -48,458 | -64.67% | Q1 2026 | May 04, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 16,040 | 794 | 0.0% | 0.0% | 6 | +1,440 | 9.86% | Q1 2026 | Apr 22, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 15,694 | 776 | 0.0% | 0.0% | 7 | -5,134 | -24.65% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 15,098 | 747 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 12,437 | 615 | 0.0% | 0.0% | 9 | +623 | 5.27% | Q1 2026 | Apr 30, 2026 |
| Cerity Partners LLC | History | Added to | 11,034 | 545 | 0.0% | 0.0% | 10 | +92 | 0.84% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 9,952 | 492 | 0.0% | 0.0% | 11 | -12,997 | -56.63% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 9,765 | 483 | 0.0% | 0.0% | 12 | -693 | -6.63% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,721 | 382 | 0.0% | 0.0% | 13 | +1,987 | 34.65% | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | Added to | 5,133 | 253 | 0.0% | 0.0% | 14 | +21 | 0.41% | Q1 2026 | May 14, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 4,377 | 216 | 0.06% | — | 15 | +4,377 | New | Q1 2026 | May 06, 2026 |
| Capital Analysts, LLC | History | Added to | 1,230 | 61 | 0.0% | 0.0% | 16 | +7 | 0.57% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | New | 425 | 21 | 0.0% | — | 17 | +425 | New | Q1 2026 | Apr 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 318 | 15 | 0.0% | — | 18 | +318 | New | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 97 | 4 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,975 | -100.0% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -4,776 | -100.0% | Q1 2026 | May 14, 2026 |
| TECTONIC ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,100 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,869 | -100.0% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Reduced | 8 | 0 | — | 0.0% | — | -680 | -98.84% | Q1 2026 | May 13, 2026 |