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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | History | New | 57,147 | 2,830 | 0.03% | — | 1 | +57,147 | New | Q1 2026 | Apr 07, 2026 |
| BCS Wealth Management | History | Added to | 19,072 | 929 | 0.19% | 0.07% | 2 | +4,590 | 31.69% | Q1 2026 | Apr 17, 2026 |
| Occidental Asset Management, LLC | History | New | 6,692 | 326 | 0.04% | — | 3 | +6,692 | New | Q1 2026 | Apr 15, 2026 |
| Naviter Wealth, LLC | History | New | 4,950 | 241 | 0.03% | — | 4 | +4,950 | New | Q1 2026 | Apr 10, 2026 |
| IFP Advisors, Inc | History | New | 1,097 | 53 | 0.0% | — | 5 | +1,097 | New | Q1 2026 | Apr 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 200 | 9 | 0.0% | — | 6 | +200 | New | Q1 2026 | Apr 13, 2026 |
| Cascade Wealth Advisors, Inc | History | Closed out | 0 | 0 | — | 3.57% | — | -149,053 | -100.0% | Q4 2025 | Feb 04, 2026 |
| MADDEN SECURITIES Corp | History | Closed out | 0 | 0 | — | 0.41% | — | -26,330 | -100.0% | Q4 2025 | Feb 04, 2026 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.06% | — | -25,116 | -100.0% | Q4 2025 | Jan 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -16,310 | -100.0% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,055 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -668 | -100.0% | Q4 2025 | Jan 21, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -582 | -100.0% | Q4 2025 | Feb 13, 2026 |