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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gradient Investments LLC | History | Added to | 222,302 | 12,231 | 0.17% | 0.19% | 1 | +8,076 | 3.77% | Q2 2026 | Jul 08, 2026 |
| MADDEN SECURITIES Corp | History | Added to | 180,755 | 9,945 | 2.76% | 2.74% | 2 | +19,557 | 12.13% | Q2 2026 | Jul 24, 2026 |
| Retirement Planning Group, LLC | History | Added to | 73,157 | 4,025 | 0.1% | 0.1% | 3 | +13,708 | 23.06% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 64,196 | 3,532 | 0.0% | 0.0% | 4 | +922 | 1.46% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 40,373 | 2,221 | 0.0% | 0.0% | 5 | -107,896 | -72.77% | Q2 2026 | Sep 02, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 40,342 | 2,219 | 0.0% | 0.0% | 6 | +32,702 | 428.04% | Q2 2026 | Aug 12, 2026 |
| StoneCrest Wealth Management, Inc. | History | New | 33,575 | 1,847 | 0.59% | — | 7 | +33,575 | New | Q2 2026 | Jul 09, 2026 |
| HUB Investment Partners, LLC | History | Added to | 29,803 | 1,639 | 0.03% | 0.04% | 8 | +2,505 | 9.18% | Q2 2026 | Jul 31, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 25,091 | 1,380 | 0.03% | 0.02% | 9 | +13,452 | 115.58% | Q2 2026 | Aug 03, 2026 |
| Farther Finance Advisors, LLC | History | New | 22,985 | 1,264 | 0.01% | — | 10 | +22,985 | New | Q2 2026 | Jul 17, 2026 |
| Delta Investment Management, LLC | History | Added to | 18,558 | 1,021 | 0.17% | 0.09% | 11 | +9,398 | 102.6% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | New | 18,360 | 1,010 | 0.0% | — | 12 | +18,360 | New | Q2 2026 | Aug 07, 2026 |
| MSH Capital Advisors LLC | History | New | 16,063 | 883 | 0.15% | — | 13 | +16,063 | New | Q2 2026 | Aug 10, 2026 |
| Keebeck Wealth Management | History | Added to | 15,900 | 874 | 0.09% | 0.03% | 14 | +10,900 | 218.0% | Q2 2026 | Aug 11, 2026 |
| HRT FINANCIAL LP | History | Added to | 15,662 | 861 | 0.0% | 0.0% | 15 | +10,202 | 186.85% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | New | 13,550 | 745 | 0.0% | — | 16 | +13,550 | New | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | New | 12,497 | 687 | 0.0% | — | 17 | +12,497 | New | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | New | 10,595 | 582 | 0.01% | — | 18 | +10,595 | New | Q2 2026 | Aug 13, 2026 |
| ENTREWEALTH, LLC | History | New | 10,000 | 534 | 0.2% | — | 19 | +10,000 | New | Q2 2026 | Aug 13, 2026 |
| CAP Partners, LLC | History | Added to | 9,599 | 528 | 0.26% | 0.17% | 20 | +4,158 | 76.42% | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 8,865 | 488 | 0.0% | 0.0% | 21 | +2,023 | 29.57% | Q2 2026 | Jul 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 8,299 | 451 | 0.03% | — | 22 | +8,299 | New | Q2 2026 | Jul 22, 2026 |
| Diversify Advisory Services, LLC | History | New | 7,965 | 434 | 0.01% | — | 23 | +7,965 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 7,965 | 434 | 0.01% | — | 24 | +7,965 | New | Q2 2026 | Jul 29, 2026 |
| Sunpointe, LLC | History | New | 5,625 | 309 | 0.09% | — | 26 | +5,625 | New | Q2 2026 | Jul 24, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 5,579 | 309 | 0.03% | 0.03% | 25 | +544 | 10.8% | Q2 2026 | Aug 04, 2026 |
| HB Wealth Management, LLC | History | No change | 5,256 | 289 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Naviter Wealth, LLC | History | Reduced | 5,252 | 288 | 0.03% | 0.05% | 28 | -2,122 | -28.78% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 3,951 | 217 | 0.0% | 0.0% | 29 | -246,952 | -98.43% | Q2 2026 | Aug 14, 2026 |
| Worth Asset Management, LLC | History | New | 3,955 | 217 | 0.07% | — | 30 | +3,955 | New | Q2 2026 | Jul 08, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 3,770 | 207 | 0.01% | — | 31 | +3,767 | 125566.67% | Q2 2026 | Aug 12, 2026 |
| NFSG Corp | History | Added to | 3,120 | 171 | 0.02% | 0.02% | 32 | +773 | 32.94% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,721 | 149 | 0.0% | 0.0% | 33 | +2,521 | 1260.5% | Q2 2026 | Aug 13, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 727 | 39 | 0.01% | 0.01% | 34 | +237 | 48.37% | Q2 2026 | Jul 16, 2026 |
| CWM, LLC | History | No change | 672 | 38 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 400 | 22 | 0.0% | — | 36 | +400 | New | Q2 2026 | Jul 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 378 | 20 | 0.0% | 0.0% | 37 | +18 | 5.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | New | 276 | 15 | 0.0% | — | 38 | +276 | New | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 262 | 14 | 0.0% | 0.0% | 39 | +205 | 359.65% | Q2 2026 | Aug 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 250 | 13 | 0.0% | 0.0% | 40 | +200 | 400.0% | Q2 2026 | Jul 14, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 250 | 13 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 113 | 6 | 0.0% | — | 42 | +113 | New | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | New | 60 | 3 | 0.0% | — | 43 | +60 | New | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | New | 50 | 2 | 0.0% | — | 45 | +50 | New | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 50 | 2 | 0.0% | — | 46 | +50 | New | Q2 2026 | Aug 12, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 38 | 2 | 0.0% | 0.0% | 44 | +2 | 5.56% | Q2 2026 | Jul 23, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Navis Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -18,525 | -100.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,708 | -100.0% | Q2 2026 | Jul 29, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.08% | — | -7,500 | -100.0% | Q2 2026 | Aug 17, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -520 | -100.0% | Q2 2026 | Aug 12, 2026 |