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 | Reduced | 834,478 | 41,096 | 0.39% | 0.39% | 1 | -34,718 | -3.99% | Q2 2026 | Aug 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 125,534 | 6,182 | 0.01% | 0.0% | 2 | +99,057 | 374.12% | Q2 2026 | Aug 07, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 51,804 | 2,551 | 0.01% | 0.01% | 3 | +7,580 | 17.14% | Q2 2026 | Aug 11, 2026 |
| RFG Advisory, LLC | History | Added to | 44,682 | 2,200 | 0.03% | 0.03% | 4 | +9,317 | 26.35% | Q2 2026 | Jul 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 32,958 | 1,623 | 0.0% | 0.0% | 5 | +23,006 | 231.17% | Q2 2026 | Aug 14, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 30,762 | 1,514 | 0.17% | 0.21% | 6 | -3,687 | -10.7% | Q2 2026 | Jul 23, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 29,513 | 1,453 | 0.02% | — | 7 | +29,513 | New | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | New | 16,779 | 826 | 0.15% | — | 8 | +16,779 | New | Q2 2026 | Jul 20, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 16,525 | 814 | 0.0% | 0.0% | 9 | +485 | 3.02% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 14,794 | 729 | 0.0% | 0.0% | 10 | -304 | -2.01% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 12,458 | 613 | 0.0% | 0.0% | 11 | +21 | 0.17% | Q2 2026 | Jul 28, 2026 |
| Cerity Partners LLC | History | Added to | 11,540 | 568 | 0.0% | 0.0% | 12 | +506 | 4.59% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 11,083 | 545 | 0.0% | 0.0% | 13 | +3,362 | 43.54% | Q2 2026 | Sep 23, 2026 |
| HighTower Advisors, LLC | History | Added to | 10,317 | 508 | 0.0% | 0.0% | 14 | +552 | 5.65% | Q2 2026 | Aug 05, 2026 |
| Seros Financial, LLC | History | New | 8,129 | 400 | 0.21% | — | 15 | +8,129 | New | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | New | 7,007 | 345 | 0.02% | — | 16 | +7,007 | New | Q2 2026 | Jul 20, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 5,985 | 294 | 0.07% | 0.06% | 17 | +1,608 | 36.74% | Q2 2026 | Jul 09, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 5,691 | 280 | 0.0% | 0.0% | 18 | -10,003 | -63.74% | Q2 2026 | Sep 02, 2026 |
| CWM, LLC | History | No change | 5,133 | 253 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | New | 1,698 | 83 | 0.0% | — | 20 | +1,698 | New | Q2 2026 | Aug 06, 2026 |
| Capital Analysts, LLC | History | Reduced | 1,216 | 60 | 0.0% | 0.0% | 21 | -14 | -1.14% | Q2 2026 | Aug 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 511 | 25 | 0.0% | — | 23 | +511 | New | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 511 | 25 | 0.0% | 0.0% | 22 | +86 | 20.24% | Q2 2026 | Jul 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 318 | 15 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |