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 | 62,300 | 1,470 | 0.41% | 0.5% | 1 | +11,830 | 23.44% | Q2 2026 | Jul 24, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 57,981 | 1,368 | 0.0% | 0.0% | 2 | +43,969 | 313.8% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 10,907 | 257 | 0.0% | 0.01% | 3 | -2,891 | -20.95% | Q2 2026 | Aug 18, 2026 |
| NFSG Corp | History | Added to | 6,272 | 148 | 0.02% | 0.03% | 4 | +1,139 | 22.19% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | New | 700 | 16 | 0.0% | — | 5 | +700 | New | Q2 2026 | Aug 03, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 301 | 7 | 0.0% | 0.0% | 6 | +23 | 8.27% | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -975 | -100.0% | Q2 2026 | Jul 17, 2026 |
| MORGAN STANLEY | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 13, 2026 |