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 | No change | 164,898 | 8,756 | 3.52% | 3.52% | 1 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | Added to | 110,772 | 5,641 | 0.0% | 0.0% | 2 | +76,530 | 223.5% | Q3 2026 | Nov 06, 2026 |
| Private Advisor Group, LLC | History | No change | 86,827 | 4,474 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 84,841 | 4,320 | 0.03% | 0.03% | 4 | +3,575 | 4.4% | Q3 2026 | Oct 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 62,251 | 3,207 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MADDEN SECURITIES Corp | History | Reduced | 41,961 | 2,137 | 0.57% | 0.64% | 6 | -2,888 | -6.44% | Q3 2026 | Oct 27, 2026 |
| LFG Wealth Partners, LLC | History | New | 29,750 | 1,515 | 0.63% | — | 7 | +29,750 | New | Q3 2026 | Oct 28, 2026 |
| BCS Wealth Management | History | No change | 27,871 | 1,419 | 0.25% | 0.26% | 8 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| JANE STREET GROUP, LLC | History | No change | 25,516 | 1,314 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 23,560 | 1,214 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 23,332 | 1,188 | 0.11% | 0.05% | 11 | +13,362 | 134.02% | Q3 2026 | Oct 19, 2026 |
| CAP Partners, LLC | History | Added to | 21,652 | 1,102 | 0.51% | 0.47% | 12 | +2,911 | 15.53% | Q3 2026 | Oct 19, 2026 |
| PFG Advisors | History | Added to | 21,428 | 1,091 | 0.06% | 0.01% | 13 | +15,933 | 289.95% | Q3 2026 | Oct 15, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 19,759 | 1,018 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Occidental Asset Management, LLC | History | Added to | 15,971 | 813 | 0.07% | 0.06% | 15 | +3,608 | 29.18% | Q3 2026 | Nov 05, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 25,080 | 657 | 0.05% | 0.05% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NFSG Corp | History | Added to | 12,103 | 616 | 0.07% | 0.06% | 17 | +3,286 | 37.27% | Q3 2026 | Oct 15, 2026 |
| Apollon Wealth Management, LLC | History | New | 10,837 | 551 | 0.01% | — | 18 | +10,837 | New | Q3 2026 | Oct 23, 2026 |
| Belpointe Asset Management LLC | History | No change | 9,830 | 506 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HRT FINANCIAL LP | History | No change | 9,193 | 473 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 8,786 | 447 | 0.04% | 0.02% | 21 | +4,186 | 91.0% | Q3 2026 | Oct 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 7,530 | 384 | 0.0% | — | 22 | +7,530 | New | Q3 2026 | Nov 02, 2026 |
| Ponta Wealth Partners, LLC | History | No change | 6,794 | 350 | 0.19% | 0.19% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 6,151 | 316 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valmark Advisers, Inc. | History | No change | 6,100 | 314 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 5,755 | 296 | 0.05% | 0.05% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 5,803 | 295 | 0.01% | — | 27 | +5,803 | New | Q3 2026 | Oct 13, 2026 |
| Summit Financial, LLC | History | No change | 5,157 | 265 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthPlan Investment Management, LLC | History | New | 4,373 | 222 | 0.01% | — | 29 | +4,373 | New | Q3 2026 | Oct 15, 2026 |
| Kestra Advisory Services, LLC | History | New | 4,130 | 210 | 0.0% | — | 30 | +4,130 | New | Q3 2026 | Nov 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,920 | 201 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,681 | 136 | 0.0% | 0.0% | 32 | +480 | 21.81% | Q3 2026 | Nov 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,476 | 127 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 1,122 | 57 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Allworth Financial LP | History | No change | 800 | 41 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 752 | 38 | 0.01% | — | 36 | +752 | New | Q3 2026 | Oct 16, 2026 |
| SHP Wealth Management | History | No change | 504 | 25 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 429 | 22 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 346 | 18 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 215 | 11 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 146 | 7 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 146 | 7 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Roble, Belko & Company, Inc | History | No change | 99 | 5 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 42 | 2 | 0.0% | — | 44 | +42 | New | Q3 2026 | Nov 02, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2026 | Oct 13, 2026 |