NEOS ETF Trust - NEHI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MADDEN SECURITIES Corp | History | Added to | 69,350 | 2,337 | 0.62% | 0.41% | 1 | +7,050 | 11.32% | Q3 2026 | Oct 27, 2026 |
| JANE STREET GROUP, LLC | History | No change | 57,981 | 1,368 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 10,907 | 257 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| NFSG Corp | History | Added to | 6,904 | 232 | 0.03% | 0.02% | 4 | +632 | 10.08% | Q3 2026 | Oct 15, 2026 |
| AE Wealth Management LLC | History | No change | 700 | 16 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -301 | -100.0% | Q3 2026 | Oct 30, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |