Who owns NEOS ETF TRUST?
- Ticker: IWMI
- CUSIP Number: 78433h634
Tip: Access positions for across all investors
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 |
|---|---|---|---|---|---|
| Gradient Investments | 143k | $6.2M | 9% | Mar 2025 |
|
| Jane Street | 38k | $1.9M | 95% | Dec 2024 |
|
| Napa Wealth Management | 29k | $1.4M | 30% | Dec 2024 |
|
| High Net Worth Advisory Group | 24k | $1.0M | 33% | Mar 2025 |
|
| MADDEN SECURITIES Corp | 23k | $1.0M | 100% | Mar 2025 |
|
| Stephens | 15k | $746k | 23% | Dec 2024 |
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| Axxcess Wealth Management | 11k | $526k | 100% | Dec 2024 |
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| Spire Wealth Management | 11k | $516k | 100% | Dec 2024 |
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| Stifel Financial | 9.6k | $472k | 100% | Dec 2024 |
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| Garden State Investment Advisory Services | 6.4k | $311k | 100% | Dec 2024 |
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| Capital Investment Advisory Services | 2.0k | $98k | 100% | Dec 2024 |
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| Aptus Capital Advisors | 1.2k | $58k | 0% | Dec 2024 |
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| Global Retirement Partners | 842.00 | $41k | 100% | Dec 2024 |
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| Royal Bank of Canada | 280.00 | $14k | 100% | Dec 2024 |
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| AdvisorNet Financial | 133.00 | $5.8k | 100% | Mar 2025 |
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| DHJJ Financial Advisors | 52.00 | $2.5k | 100% | Dec 2024 |
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| Wells Fargo & Company | 1.00 | $28.000000 | 100% | Dec 2024 |
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| FMR | 1.00 | $49.000000 | 0% | Dec 2024 |
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Who sold out of Neos Etf Trust?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Old Mission Capital | Sep 2024 | 7.2k | $372k |
| Gainplan | Dec 2024 | 5.4k | $263k |
| UBS Group | Sep 2024 | 4.6k | $238k |
| Two Sigma Securities | Sep 2024 | 4.0k | $207k |
| Advisor Group Holdings | Sep 2024 | 1.0k | $51k |