Who owns NEOS ETF TRUST?
- Ticker: IWMI
- CUSIP Number: 78433h634
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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 |
|---|---|---|---|---|---|
| LPL Financial | 388k | $19M | 111% | Dec 2025 |
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| MADDEN SECURITIES Corp | 247k | $12M | 37% | Dec 2025 |
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| Gradient Investments | 163k | $8.0M | 0% | Dec 2025 |
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| Cascade Wealth Advisors | 117k | $5.9M | -16% | Dec 2025 |
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| Stephens | 64k | $3.1M | 17% | Dec 2025 |
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| Mml Investors Services | 58k | $2.8M | 100% | Dec 2025 |
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| Independence Wealth Advisors | 44k | $2.1M | 100% | Dec 2025 |
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| Brookwood Investment Group | 35k | $1.7M | 134% | Dec 2025 |
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| High Net Worth Advisory Group | 31k | $1.5M | 5% | Dec 2025 |
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| Mutual Advisors | 28k | $1.4M | 12% | Dec 2025 |
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| Garden State Investment Advisory Services | 27k | $1.3M | 22% | Dec 2025 |
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| Jane Street | 27k | $1.3M | -18% | Dec 2025 |
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| Capital Investment Advisory Services | 26k | $1.3M | 0% | Dec 2025 |
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| Summit Financial | 25k | $1.2M | 100% | Dec 2025 |
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| Stifel Financial | 24k | $1.2M | 12% | Dec 2025 |
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| Kestra Advisory Services | 21k | $1.0M | 248% | Dec 2025 |
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| Cresset Asset Management | 16k | $796k | -4% | Dec 2025 |
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| Susquehanna International | 15k | $748k | -78% | Dec 2025 |
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| Newbridge Financial Services Group | 15k | $737k | 401% | Dec 2025 |
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| FSA Advisors | 15k | $735k | 100% | Dec 2025 |
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| Palacios Wealth Management | 13k | $633k | -2% | Dec 2025 |
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| Kestra Private Wealth Services | 13k | $624k | 1% | Dec 2025 |
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| Savvy Advisors | 13k | $614k | 100% | Dec 2025 |
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| PFG Investments | 12k | $581k | 100% | Dec 2025 |
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| World Equity Group | 9.1k | $444k | 12% | Dec 2025 |
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| SeaCrest Wealth Management | 8.8k | $437k | -2% | Dec 2025 |
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| Moran Wealth Management | 8.4k | $408k | 100% | Dec 2025 |
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| Sunbelt Securities | 7.1k | $345k | 12% | Dec 2025 |
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| Cambridge Investment Research Advisors | 6.6k | $321k | 41% | Dec 2025 |
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| Naviter Wealth | 6.4k | $314k | 100% | Dec 2025 |
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| Owen LaRue | 6.1k | $299k | 30% | Dec 2025 |
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| Stratos Wealth Partners | 5.0k | $245k | 100% | Dec 2025 |
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| Quantum Private Wealth | 5.0k | $243k | 100% | Dec 2025 |
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| Private Trust Co Na | 4.8k | $234k | 12% | Dec 2025 |
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| Cetera Investment Advisers | 4.7k | $231k | 100% | Dec 2025 |
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| Gladstone Institutional Advisory | 4.5k | $220k | 100% | Dec 2025 |
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| CWM | 4.3k | $208k | 7% | Dec 2025 |
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| PSI Advisors | 4.3k | $207k | -8% | Dec 2025 |
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| Gateway Wealth Partners | 4.2k | $204k | 100% | Dec 2025 |
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| Hanson McClain Advisors | 2.9k | $141k | 61% | Dec 2025 |
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| Group One Trading | 1.7k | $83k | -27% | Dec 2025 |
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| Rockefeller Capital Management | 1.6k | $79k | 100% | Dec 2025 |
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| International Assets Investment Management | 1.4k | $68k | 100% | Dec 2025 |
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| Aptus Capital Advisors | 1.2k | $57k | 0% | Dec 2025 |
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| CoreCap Advisors | 1.1k | $51k | 0% | Dec 2025 |
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| Royal Bank of Canada | 1.0k | $49k | 100% | Sep 2025 |
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| Capital Analysts | 397.00 | $19k | -6% | Dec 2025 |
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| AdvisorNet Financial | 353.00 | $17k | 147% | Dec 2025 |
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| Advisor Group Holdings | 297.00 | $15k | 100% | Dec 2025 |
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| Spire Wealth Management | 202.00 | $9.9k | 100% | Dec 2025 |
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| Financial Management Professionals | 186.00 | $9.1k | 100% | Dec 2025 |
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| GHP Investment Advisors | 162.00 | $7.9k | 100% | Dec 2025 |
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| Bnp Paribas Arbitrage, Snc | 48.00 | $2.3k | 100% | Dec 2025 |
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| Global Wealth Strategies & Associates | 30.00 | $1.5k | 100% | Dec 2025 |
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| DHJJ Financial Advisors | 30.00 | $1.5k | 0% | Dec 2025 |
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| Signature | 20.00 | $974.000000 | 100% | Dec 2025 |
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| Triumph Capital Management | 6.00 | $292.000200 | 100% | Dec 2025 |
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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 2025 | 21k | $994k |
| Envestnet Asset Management | Sep 2025 | 5.8k | $283k |
| UBS Group | Sep 2025 | 2.8k | $134k |
| Global Retirement Partners | Sep 2025 | 965.00 | $47k |
| Founders Financial Alliance | Sep 2025 | 202.00 | $9.8k |
| Salem Investment Counselors | Sep 2025 | 125.00 | $6.1k |