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 | New | 214,226 | 12,131 | 0.19% | — | 1 | +214,226 | New | Q1 2026 | Apr 13, 2026 |
| Naviter Wealth, LLC | History | New | 7,374 | 417 | 0.05% | — | 2 | +7,374 | New | Q1 2026 | Apr 10, 2026 |
| ADIRONDACK TRUST CO | History | New | 490 | 27 | 0.01% | — | 3 | +490 | New | Q1 2026 | Apr 03, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 50 | 2 | 0.0% | — | 4 | +50 | New | Q1 2026 | Apr 13, 2026 |
| MADDEN SECURITIES Corp | History | Closed out | 0 | 0 | — | 0.98% | — | -63,845 | -100.0% | Q4 2025 | Feb 04, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,295 | -100.0% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,908 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -342 | -100.0% | Q4 2025 | Jan 21, 2026 |