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 | Reduced | 164,898 | 8,756 | 3.52% | 3.85% | 1 | -5,343 | -3.14% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | New | 86,827 | 4,474 | 0.02% | — | 2 | +86,827 | New | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 81,266 | 4,187 | 0.03% | 0.03% | 3 | +24,119 | 42.21% | Q2 2026 | Jul 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 62,251 | 3,207 | 0.01% | 0.01% | 4 | +10,419 | 20.1% | Q2 2026 | Aug 07, 2026 |
| MADDEN SECURITIES Corp | History | Added to | 44,849 | 2,311 | 0.64% | 0.64% | 5 | +1,460 | 3.36% | Q2 2026 | Jul 24, 2026 |
| LPL Financial LLC | History | New | 34,242 | 1,764 | 0.0% | — | 6 | +34,242 | New | Q2 2026 | Aug 07, 2026 |
| BCS Wealth Management | History | Added to | 27,871 | 1,436 | 0.26% | 0.19% | 7 | +8,799 | 46.14% | Q2 2026 | Jul 16, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 25,516 | 1,314 | 0.0% | 0.0% | 8 | -18,049 | -41.43% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 23,560 | 1,214 | 0.0% | 0.0% | 9 | -20,240 | -46.21% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 19,759 | 1,018 | 0.02% | 0.0% | 10 | +14,937 | 309.77% | Q2 2026 | Aug 14, 2026 |
| CAP Partners, LLC | History | Added to | 18,741 | 965 | 0.47% | 0.2% | 11 | +11,339 | 153.19% | Q2 2026 | Jul 30, 2026 |
| Coppell Advisory Solutions LLC | History | New | 25,080 | 657 | 0.05% | — | 12 | +25,080 | New | Q2 2026 | Aug 14, 2026 |
| Occidental Asset Management, LLC | History | Added to | 12,363 | 637 | 0.06% | 0.04% | 13 | +5,671 | 84.74% | Q2 2026 | Aug 07, 2026 |
| New England Private Wealth Advisors LLC | History | New | 9,970 | 509 | 0.05% | — | 14 | +9,970 | New | Q2 2026 | Aug 04, 2026 |
| Belpointe Asset Management LLC | History | Added to | 9,830 | 506 | 0.02% | 0.01% | 15 | +4,924 | 100.37% | Q2 2026 | Jul 31, 2026 |
| HRT FINANCIAL LP | History | New | 9,193 | 473 | 0.0% | — | 16 | +9,193 | New | Q2 2026 | Aug 14, 2026 |
| NFSG Corp | History | Added to | 8,817 | 454 | 0.06% | 0.05% | 17 | +2,865 | 48.14% | Q2 2026 | Aug 14, 2026 |
| Ponta Wealth Partners, LLC | History | New | 6,794 | 350 | 0.19% | — | 18 | +6,794 | New | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 6,151 | 316 | 0.0% | 0.0% | 19 | -253 | -3.95% | Q2 2026 | Aug 12, 2026 |
| Valmark Advisers, Inc. | History | No change | 6,100 | 314 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Garden State Investment Advisory Services LLC | History | New | 5,755 | 296 | 0.05% | — | 21 | +5,755 | New | Q2 2026 | Aug 11, 2026 |
| PFG Advisors | History | Reduced | 5,495 | 283 | 0.01% | 0.07% | 22 | -24,670 | -81.78% | Q2 2026 | Jul 16, 2026 |
| Summit Financial, LLC | History | New | 5,157 | 265 | 0.0% | — | 23 | +5,157 | New | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | New | 4,600 | 237 | 0.02% | — | 24 | +4,600 | New | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 3,920 | 201 | 0.0% | — | 25 | +3,920 | New | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 2,476 | 127 | 0.0% | — | 26 | +2,476 | New | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | New | 2,201 | 113 | 0.0% | — | 27 | +2,201 | New | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | Added to | 1,122 | 57 | 0.0% | 0.0% | 28 | +25 | 2.28% | Q2 2026 | Jul 20, 2026 |
| Allworth Financial LP | History | No change | 800 | 41 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SHP Wealth Management | History | New | 504 | 25 | 0.0% | — | 30 | +504 | New | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 429 | 22 | 0.0% | — | 31 | +429 | New | Q2 2026 | Aug 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 400 | 20 | 0.0% | 0.0% | 32 | +200 | 100.0% | Q2 2026 | Jul 14, 2026 |
| Capital Analysts, LLC | History | No change | 346 | 18 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CWM, LLC | History | No change | 326 | 15 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | New | 215 | 11 | 0.0% | — | 35 | +215 | New | Q2 2026 | Aug 14, 2026 |
| Roble, Belko & Company, Inc | History | New | 99 | 5 | 0.0% | — | 36 | +99 | New | Q2 2026 | Jul 24, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,553 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Naviter Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,950 | -100.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q2 2026 | Aug 13, 2026 |