NEOS ETF Trust - NIHI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cascade Wealth Advisors, Inc | History | Added to | 170,241 | 8,779 | 3.85% | 3.57% | 1 | +21,188 | 14.22% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | New | 57,147 | 2,830 | 0.03% | — | 2 | +57,147 | New | Q1 2026 | Apr 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 51,832 | 2,527 | 0.01% | — | 3 | +51,832 | New | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 43,800 | 2,135 | 0.0% | 0.0% | 4 | +27,490 | 168.55% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 43,565 | 2,124 | 0.0% | 0.0% | 5 | +32,510 | 294.08% | Q1 2026 | May 12, 2026 |
| MADDEN SECURITIES Corp | History | Added to | 43,389 | 2,115 | 0.64% | 0.41% | 6 | +17,059 | 64.79% | Q1 2026 | May 05, 2026 |
| PFG Advisors | History | Added to | 30,165 | 1,470 | 0.07% | 0.06% | 7 | +5,049 | 20.1% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | New | 23,553 | 1,148 | 0.0% | — | 8 | +23,553 | New | Q1 2026 | May 15, 2026 |
| BCS Wealth Management | History | Added to | 19,072 | 929 | 0.19% | 0.07% | 9 | +4,590 | 31.69% | Q1 2026 | Apr 17, 2026 |
| CAP Partners, LLC | History | New | 7,402 | 360 | 0.2% | — | 10 | +7,402 | New | Q1 2026 | Apr 28, 2026 |
| Occidental Asset Management, LLC | History | New | 6,692 | 326 | 0.04% | — | 11 | +6,692 | New | Q1 2026 | Apr 15, 2026 |
| STIFEL FINANCIAL CORP | History | New | 6,404 | 312 | 0.0% | — | 12 | +6,404 | New | Q1 2026 | May 12, 2026 |
| Valmark Advisers, Inc. | History | New | 6,100 | 297 | 0.0% | — | 13 | +6,100 | New | Q1 2026 | May 01, 2026 |
| NFSG Corp | History | Added to | 5,952 | 290 | 0.05% | 0.01% | 14 | +5,284 | 791.02% | Q1 2026 | May 05, 2026 |
| Naviter Wealth, LLC | History | New | 4,950 | 241 | 0.03% | — | 15 | +4,950 | New | Q1 2026 | Apr 10, 2026 |
| Belpointe Asset Management LLC | History | New | 4,906 | 239 | 0.01% | — | 16 | +4,906 | New | Q1 2026 | Apr 28, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 4,822 | 235 | 0.0% | — | 17 | +4,822 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | New | 1,097 | 53 | 0.0% | — | 18 | +1,097 | New | Q1 2026 | Apr 13, 2026 |
| Allworth Financial LP | History | New | 800 | 39 | 0.0% | — | 19 | +800 | New | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | New | 346 | 17 | 0.0% | — | 20 | +346 | New | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | New | 326 | 15 | 0.0% | — | 21 | +326 | New | Q1 2026 | May 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 200 | 9 | 0.0% | — | 22 | +200 | New | Q1 2026 | Apr 29, 2026 |
| UBS Group AG | History | New | 200 | 9 | 0.0% | — | 23 | +200 | New | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -582 | -100.0% | Q1 2026 | Apr 30, 2026 |