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 | 231,425 | 11,619 | 0.17% | 0.17% | 1 | +9,123 | 4.1% | Q3 2026 | Oct 08, 2026 |
| MADDEN SECURITIES Corp | History | Added to | 191,101 | 9,595 | 2.54% | 2.76% | 2 | +10,346 | 5.72% | Q3 2026 | Oct 27, 2026 |
| Retirement Planning Group, LLC | History | Added to | 83,402 | 4,187 | 0.1% | 0.1% | 3 | +10,245 | 14.0% | Q3 2026 | Oct 19, 2026 |
| ROYAL BANK OF CANADA | History | No change | 64,196 | 3,532 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 40,373 | 2,221 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 40,342 | 2,219 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HERBST GROUP, LLC | History | New | 40,628 | 2,039 | 1.16% | — | 7 | +40,628 | New | Q3 2026 | Oct 20, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 35,272 | 1,771 | 0.57% | 0.59% | 8 | +1,697 | 5.05% | Q3 2026 | Nov 03, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 34,386 | 1,726 | 0.01% | 0.01% | 9 | +11,401 | 49.6% | Q3 2026 | Oct 08, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 27,632 | 1,387 | 0.02% | 0.03% | 10 | -2,171 | -7.28% | Q3 2026 | Nov 03, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 25,091 | 1,380 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Delta Investment Management, LLC | History | No change | 18,558 | 1,021 | 0.17% | 0.17% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 18,360 | 1,010 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keebeck Wealth Management | History | No change | 15,900 | 874 | 0.09% | 0.09% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HRT FINANCIAL LP | History | No change | 15,662 | 861 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MSH Capital Advisors LLC | History | Added to | 16,933 | 850 | 0.13% | 0.15% | 16 | +870 | 5.42% | Q3 2026 | Nov 02, 2026 |
| Chicago Partners Investment Group LLC | History | New | 15,719 | 825 | 0.02% | — | 17 | +15,719 | New | Q3 2026 | Oct 26, 2026 |
| CAP Partners, LLC | History | Added to | 15,031 | 754 | 0.35% | 0.26% | 18 | +5,432 | 56.59% | Q3 2026 | Oct 19, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 13,730 | 689 | 0.0% | 0.0% | 19 | +180 | 1.33% | Q3 2026 | Oct 30, 2026 |
| Mariner, LLC | History | No change | 12,497 | 687 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 10,595 | 582 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 10,873 | 546 | 0.0% | 0.0% | 22 | +2,008 | 22.65% | Q3 2026 | Nov 02, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 10,574 | 535 | 0.03% | 0.03% | 23 | +2,275 | 27.41% | Q3 2026 | Nov 02, 2026 |
| ENTREWEALTH, LLC | History | No change | 10,000 | 502 | 0.18% | 0.2% | 24 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 9,089 | 456 | 0.01% | — | 25 | +9,089 | New | Q3 2026 | Oct 13, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 7,980 | 410 | 0.01% | 0.01% | 26 | +15 | 0.19% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 7,980 | 410 | 0.01% | 0.01% | 27 | +15 | 0.19% | Q3 2026 | Oct 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 7,678 | 385 | 0.0% | — | 28 | +7,678 | New | Q3 2026 | Nov 02, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 5,983 | 329 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| Sunpointe, LLC | History | Added to | 6,500 | 326 | 0.1% | 0.09% | 30 | +875 | 15.56% | Q3 2026 | Oct 22, 2026 |
| NFSG Corp | History | Added to | 6,049 | 303 | 0.03% | 0.02% | 31 | +2,929 | 93.88% | Q3 2026 | Oct 15, 2026 |
| Naviter Wealth, LLC | History | No change | 5,252 | 288 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MBL Wealth, LLC | History | New | 5,700 | 286 | 0.02% | — | 33 | +5,700 | New | Q3 2026 | Oct 22, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 5,662 | 284 | 0.03% | 0.03% | 34 | +83 | 1.49% | Q3 2026 | Oct 19, 2026 |
| Integrated Advisors Network LLC | History | New | 5,138 | 257 | 0.01% | — | 36 | +5,138 | New | Q3 2026 | Oct 20, 2026 |
| HB Wealth Management, LLC | History | Reduced | 5,126 | 257 | 0.0% | 0.0% | 35 | -130 | -2.47% | Q3 2026 | Oct 23, 2026 |
| JANE STREET GROUP, LLC | History | No change | 3,951 | 217 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthPlan Investment Management, LLC | History | New | 4,233 | 212 | 0.01% | — | 38 | +4,233 | New | Q3 2026 | Oct 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 3,770 | 207 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,721 | 149 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 2,162 | 108 | 0.0% | — | 41 | +2,162 | New | Q3 2026 | Nov 04, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 1,501 | 75 | 0.0% | — | 42 | +1,501 | New | Q3 2026 | Nov 04, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 900 | 45 | 0.0% | 0.0% | 43 | +500 | 125.0% | Q3 2026 | Oct 30, 2026 |
| ADIRONDACK TRUST CO | History | No change | 727 | 36 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | New | 500 | 25 | 0.0% | — | 45 | +500 | New | Q3 2026 | Oct 09, 2026 |
| Markowski Investments | History | New | 418 | 20 | 0.0% | — | 47 | +418 | New | Q3 2026 | Oct 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 378 | 20 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | New | 376 | 18 | 0.0% | — | 48 | +376 | New | Q3 2026 | Nov 05, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 284 | 15 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 276 | 15 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BFC Planning, Inc. | History | No change | 284 | 15 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 262 | 14 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 250 | 12 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 183 | 9 | 0.0% | — | 54 | +183 | New | Q3 2026 | Oct 26, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 113 | 6 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sunrise Financial Services, LLC | History | New | 109 | 5 | 0.0% | — | 56 | +109 | New | Q3 2026 | Oct 21, 2026 |
| UBS Group AG | History | No change | 60 | 3 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 41 | 2 | 0.0% | — | 60 | +41 | New | Q3 2026 | Nov 02, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 39 | 1 | 0.0% | 0.0% | 61 | +1 | 2.63% | Q3 2026 | Oct 14, 2026 |
| Worth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,955 | -100.0% | Q3 2026 | Oct 07, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2026 | Oct 20, 2026 |