NEOS ETF Trust - MLPI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | History | Added to | 250,903 | 14,208 | 0.0% | 0.0% | 1 | +230,608 | 1136.28% | Q1 2026 | May 12, 2026 |
| Gradient Investments LLC | History | New | 214,226 | 12,131 | 0.19% | — | 2 | +214,226 | New | Q1 2026 | Apr 13, 2026 |
| MADDEN SECURITIES Corp | History | Added to | 161,198 | 9,128 | 2.74% | 0.98% | 3 | +97,353 | 152.48% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 148,269 | 8,396 | 0.0% | 0.0% | 4 | +138,361 | 1396.46% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | New | 63,274 | 3,583 | 0.0% | — | 5 | +63,274 | New | Q1 2026 | May 15, 2026 |
| Retirement Planning Group, LLC | History | New | 59,449 | 3,366 | 0.1% | — | 6 | +59,449 | New | Q1 2026 | May 04, 2026 |
| HUB Investment Partners, LLC | History | New | 27,298 | 1,545 | 0.04% | — | 7 | +27,298 | New | Q1 2026 | May 15, 2026 |
| Navis Wealth Advisors, LLC | History | New | 18,525 | 1,049 | 0.54% | — | 8 | +18,525 | New | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 13,708 | 776 | 0.0% | — | 9 | +13,708 | New | Q1 2026 | Apr 27, 2026 |
| Quotient Wealth Partners, LLC | History | New | 11,639 | 659 | 0.02% | — | 10 | +11,639 | New | Q1 2026 | Apr 16, 2026 |
| Delta Investment Management, LLC | History | New | 9,160 | 518 | 0.09% | — | 11 | +9,160 | New | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | New | 7,640 | 432 | 0.0% | — | 12 | +7,640 | New | Q1 2026 | May 12, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | New | 7,500 | 424 | 0.08% | — | 13 | +7,500 | New | Q1 2026 | May 15, 2026 |
| Naviter Wealth, LLC | History | New | 7,374 | 417 | 0.05% | — | 14 | +7,374 | New | Q1 2026 | Apr 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 6,842 | 387 | 0.0% | — | 15 | +6,842 | New | Q1 2026 | Apr 30, 2026 |
| HRT FINANCIAL LP | History | New | 5,460 | 309 | 0.0% | — | 16 | +5,460 | New | Q1 2026 | May 14, 2026 |
| CAP Partners, LLC | History | New | 5,441 | 308 | 0.17% | — | 17 | +5,441 | New | Q1 2026 | Apr 28, 2026 |
| HB Wealth Management, LLC | History | New | 5,256 | 297 | 0.0% | — | 18 | +5,256 | New | Q1 2026 | Apr 27, 2026 |
| New England Private Wealth Advisors LLC | History | New | 5,035 | 285 | 0.03% | — | 19 | +5,035 | New | Q1 2026 | May 08, 2026 |
| Keebeck Wealth Management | History | New | 5,000 | 283 | 0.03% | — | 20 | +5,000 | New | Q1 2026 | May 14, 2026 |
| NFSG Corp | History | Added to | 2,347 | 132 | 0.02% | 0.0% | 21 | +2,005 | 586.26% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | New | 672 | 38 | 0.0% | — | 22 | +672 | New | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | New | 520 | 29 | 0.0% | — | 23 | +520 | New | Q1 2026 | May 11, 2026 |
| ADIRONDACK TRUST CO | History | New | 490 | 27 | 0.01% | — | 24 | +490 | New | Q1 2026 | Apr 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 360 | 20 | 0.0% | — | 25 | +360 | New | Q1 2026 | May 15, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 250 | 14 | 0.0% | — | 26 | +250 | New | Q1 2026 | Apr 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 200 | 11 | 0.0% | — | 27 | +200 | New | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 57 | 3 | 0.0% | — | 28 | +57 | New | Q1 2026 | May 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 50 | 2 | 0.0% | — | 29 | +50 | New | Q1 2026 | Apr 29, 2026 |
| Lodestone Wealth Management LLC | History | New | 36 | 2 | 0.0% | — | 30 | +36 | New | Q1 2026 | May 01, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | New | 25 | 1 | 0.0% | — | 31 | +25 | New | Q1 2026 | Apr 22, 2026 |
| Strategic Wealth Partners, Ltd. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 12, 2026 |