Who owns NEOS ETF TRUST?
- Ticker: BTCI
- CUSIP Number: 78433h642
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Analyze quarterly positions in Neos Etf Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Neos Etf Trust stock
Who bought or sold NEOS ETF TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| MADDEN SECURITIES Corp | 313k | $10M | 23% | Mar 2026 |
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| Jane Street | 187k | $6.1M | -6% | Mar 2026 |
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| Citadel Advisors | 138k | $4.5M | -16% | Mar 2026 |
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| Estate Planners Group | 136k | $4.4M | 7% | Mar 2026 |
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| CI Private Wealth | 68k | $720k | -7% | Mar 2026 |
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| Belvedere Trading | 57k | $1.9M | -25% | Mar 2026 |
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| Renaissance Technologies | 48k | $2.1M | 100% | Dec 2025 |
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| Old Mission Capital | 47k | $2.1M | 100% | Dec 2025 |
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| Retirement Planning Group | 39k | $1.3M | 32% | Mar 2026 |
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| Group One Trading | 39k | $1.3M | 20834% | Mar 2026 |
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| Integrity Wealth Partners | 30k | $992k | 100% | Mar 2026 |
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| Kingsview Wealth Management | 30k | $979k | 216% | Mar 2026 |
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| Independent Financial Group | 26k | $865k | 428% | Mar 2026 |
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| Burns Wealth Management | 22k | $723k | 100% | Mar 2026 |
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| Whalen Wealth Management | 18k | $592k | 239% | Mar 2026 |
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| New England Private Wealth Advisors | 17k | $564k | 100% | Mar 2026 |
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| AE Wealth Management | 15k | $497k | 21% | Mar 2026 |
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| Farther Finance Advisors | 15k | $492k | 3% | Mar 2026 |
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| Banco BTG Pactual | 12k | $397k | 100% | Mar 2026 |
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| HighTower Advisors | 11k | $365k | 11% | Mar 2026 |
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| Rps Advisory Solutions | 11k | $347k | -62% | Mar 2026 |
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| Colony | 10k | $597k | 7% | Dec 2025 |
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| U.S. Capital Wealth Advisors | 8.7k | $285k | 100% | Mar 2026 |
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| Cambridge Investment Research Advisors | 8.6k | $282k | 39% | Mar 2026 |
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| Newbridge Financial Services Group | 8.4k | $277k | 14% | Mar 2026 |
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| Kaizen Financial Strategies | 8.0k | $285k | 0% | Mar 2026 |
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| CAP Partners | 7.2k | $237k | 14% | Mar 2026 |
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| Foguth Wealth Management | 6.8k | $232k | 100% | Mar 2026 |
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| Susquehanna International | 6.4k | $283k | -77% | Dec 2025 |
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| Fullerton Advisors | 6.3k | $208k | 7% | Mar 2026 |
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| Simplex Trading | 6.1k | $268k | -37% | Dec 2025 |
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| Hanson McClain Advisors | 5.6k | $246k | 132% | Dec 2025 |
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| CWM | 4.5k | $198k | 268% | Dec 2025 |
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| City State Bank | 3.8k | $123k | 7% | Mar 2026 |
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| Keating Financial Advisory Services | 2.3k | $74k | 100% | Mar 2026 |
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| IFP Advisors | 1.6k | $54k | 122% | Mar 2026 |
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| Capital Investment Advisory Services | 1.3k | $42k | 13% | Mar 2026 |
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| Pnc Financial Services | 635.00 | $21k | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 567.00 | $19k | 0% | Mar 2026 |
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| International Assets Investment Management | 411.00 | $14k | 0% | Mar 2026 |
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| Aptus Capital Advisors | 333.00 | $11k | 49% | Mar 2026 |
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| Salem Investment Counselors | 300.00 | $9.8k | 100% | Mar 2026 |
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| Pin Oak Investment Advisors | 280.00 | $9.0k | 24% | Mar 2026 |
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| Root Financial Partners | 224.00 | $7.3k | 100% | Mar 2026 |
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| Tucker Asset Management | 218.00 | $9.6k | 100% | Dec 2025 |
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| Financial Management Professionals | 214.00 | $7.0k | 2% | Mar 2026 |
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| Innovative Asset Advisors Group | 200.00 | $6.6k | 100% | Mar 2026 |
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| Vision Financial Markets | 140.00 | $4.6k | 8% | Mar 2026 |
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| Royal Bank of Canada | 115.00 | $4.0k | 100% | Mar 2026 |
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| Legacy Wealth Managment | 85.00 | $2.8k | 100% | Mar 2026 |
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| Activest Wealth Management | 62.00 | $2.0k | 100% | Mar 2026 |
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| Strategic Wealth Partners | 8.00 | $272.000000 | 100% | Mar 2026 |
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| DHJJ Financial Advisors | 2.00 | $66.000000 | 0% | Mar 2026 |
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| Wells Fargo & Company | 2.00 | $51.000000 | -100% | Mar 2026 |
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Who sold out of Neos Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| CLS Investments | Dec 2025 | 22k | $954k |
| Oasis Advisors | Dec 2025 | 22k | $954k |
| Brown Advisory Holdings Incorporated | Dec 2025 | 21k | $918k |
| Wealth Enhancement Advisory Services | Dec 2025 | 17k | $800k |
| Goss Wealth Management | Dec 2025 | 5.7k | $249k |
| Berger Financial Group | Dec 2025 | 5.0k | $222k |
| Hrt Financial | Dec 2025 | 4.7k | $206k |
| Atomi Financial Group | Sep 2025 | 3.8k | $225k |
| Kestra Advisory Services | Dec 2025 | 3.5k | $154k |
| CX Institutional | Dec 2025 | 75.00 | $3.0k |
| Global Retirement Partners | Sep 2025 | 61.00 | $3.6k |
| Assetmark | Dec 2025 | 18.00 | $792.000000 |
| A. Montag and Associates | Dec 2025 | 16.00 | $705.000000 |
| Independence Bank of Kentucky | Dec 2025 | 15.00 | $660.000000 |
| Morgan Stanley | Dec 2025 | 5.00 | $220.000000 |
| Northwestern Mutual Wealth Management Company | Dec 2025 | 2.00 | $88.000000 |