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 | 564k | $27M | 45% | Mar 2026 |
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| MADDEN SECURITIES Corp | 263k | $13M | 7% | Mar 2026 |
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| Gradient Investments | 164k | $7.8M | 1% | Mar 2026 |
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| Jane Street | 144k | $6.8M | 428% | Mar 2026 |
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| Cascade Wealth Advisors | 125k | $6.5M | 7% | Mar 2026 |
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| Farther Finance Advisors | 102k | $4.9M | 100% | Mar 2026 |
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| Prevail Innovative Wealth Advisors | 93k | $4.4M | 100% | Mar 2026 |
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| Mml Investors Services | 84k | $4.0M | 44% | Mar 2026 |
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| Stifel Financial | 63k | $3.0M | 162% | Mar 2026 |
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| Palacios Wealth Management | 59k | $3.0M | 350% | Mar 2026 |
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| Rockefeller Capital Management | 53k | $2.5M | 3181% | Mar 2026 |
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| Royal Bank of Canada | 52k | $2.5M | 5124% | Mar 2026 |
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| Marshall & Sterling Wealth Advisors | 49k | $2.3M | 100% | Mar 2026 |
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| Independence Wealth Advisors | 48k | $2.3M | 8% | Mar 2026 |
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| Summit Financial | 46k | $2.2M | 82% | Mar 2026 |
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| Garden State Investment Advisory Services | 44k | $2.1M | 59% | Mar 2026 |
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| Moran Wealth Management | 32k | $1.5M | 284% | Mar 2026 |
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| High Net Worth Advisory Group | 31k | $1.5M | 0% | Mar 2026 |
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| Brookwood Investment Group | 30k | $1.4M | -14% | Mar 2026 |
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| Capital Investment Advisory Services | 30k | $1.4M | 14% | Mar 2026 |
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| Mutual Advisors | 29k | $1.4M | 2% | Mar 2026 |
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| Citadel Advisors | 26k | $1.2M | 311% | Mar 2026 |
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| Owen LaRue | 26k | $1.2M | 321% | Mar 2026 |
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| Stephens | 24k | $1.1M | -62% | Mar 2026 |
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| Independent Financial Group | 23k | $1.1M | 100% | Mar 2026 |
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| Kestra Advisory Services | 21k | $978k | -3% | Mar 2026 |
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| FSA Advisors | 21k | $975k | 36% | Mar 2026 |
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| Gateway Wealth Partners | 18k | $862k | 334% | Mar 2026 |
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| Newbridge Financial Services Group | 17k | $780k | 9% | Mar 2026 |
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| Steward Partners Investment Advisory | 16k | $755k | 100% | Mar 2026 |
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| Claudia M.p. Batlle, Crp | 16k | $754k | 100% | Mar 2026 |
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| ValMark Advisers | 16k | $734k | 100% | Mar 2026 |
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| Susquehanna International | 15k | $748k | -78% | Dec 2025 |
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| PFG Investments | 13k | $627k | 11% | Mar 2026 |
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| Kestra Private Wealth Services | 13k | $613k | 1% | Mar 2026 |
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| Cambridge Investment Research Advisors | 13k | $611k | 96% | Mar 2026 |
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| Cresset Asset Management | 12k | $567k | -27% | Mar 2026 |
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| Kingswood Wealth Advisors | 12k | $563k | 100% | Mar 2026 |
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| Envestnet Asset Management | 11k | $543k | 100% | Mar 2026 |
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| SeaCrest Wealth Management | 11k | $521k | 26% | Mar 2026 |
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| Sunbelt Securities | 10k | $472k | 40% | Mar 2026 |
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| World Equity Group | 9.9k | $468k | 8% | Mar 2026 |
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| Vann Equity Management | 8.6k | $409k | 100% | Mar 2026 |
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| Gladstone Institutional Advisory | 8.4k | $398k | 85% | Mar 2026 |
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| Naviter Wealth | 7.7k | $363k | 19% | Mar 2026 |
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| J.w. Cole Advisors | 7.3k | $345k | 100% | Mar 2026 |
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| Quantum Private Wealth | 7.0k | $332k | 40% | Mar 2026 |
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| Stratos Wealth Partners | 6.8k | $321k | 35% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 6.7k | $317k | 100% | Mar 2026 |
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| Hrt Financial | 6.3k | $299k | 100% | Mar 2026 |
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| Walkner Condon Financial Advisors | 5.8k | $277k | 100% | Mar 2026 |
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| Foguth Wealth Management | 5.6k | $291k | 100% | Mar 2026 |
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| Private Trust Co Na | 4.8k | $228k | 0% | Mar 2026 |
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| Cetera Investment Advisers | 4.7k | $225k | 0% | Mar 2026 |
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| Private Advisor | 4.7k | $221k | 100% | Mar 2026 |
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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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| Hanson McClain Advisors | 2.9k | $141k | 61% | Dec 2025 |
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| Wellington Grp | 2.6k | $124k | 100% | Mar 2026 |
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| Group One Trading | 2.1k | $100k | 24% | Mar 2026 |
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| International Assets Investment Management | 1.9k | $91k | 35% | Mar 2026 |
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| Sound Income Strategies | 1.7k | $82k | 100% | Mar 2026 |
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| GHP Investment Advisors | 1.5k | $70k | 815% | Mar 2026 |
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| CoreCap Advisors | 1.4k | $65k | 31% | Mar 2026 |
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| Nbc Securities | 1.2k | $57k | 100% | Mar 2026 |
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| Aptus Capital Advisors | 1.2k | $56k | 0% | Mar 2026 |
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| Founders Financial Alliance | 1.1k | $53k | 100% | Mar 2026 |
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| Harbour Investments | 500.00 | $24k | 100% | Mar 2026 |
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| Salem Investment Counselors | 475.00 | $23k | 100% | Mar 2026 |
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| Advisor Group Holdings | 297.00 | $15k | 100% | Dec 2025 |
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| SBI Securities | 212.00 | $10k | 100% | Mar 2026 |
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| Spire Wealth Management | 210.00 | $9.9k | 4% | Mar 2026 |
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| Financial Management Professionals | 197.00 | $9.3k | 6% | Mar 2026 |
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| Capital Analysts | 182.00 | $9.0k | -54% | Mar 2026 |
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| IFP Advisors | 100.00 | $4.7k | 100% | Mar 2026 |
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| SWAN Capital | 84.00 | $4.0k | 100% | Mar 2026 |
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| Signature | 55.00 | $2.6k | 175% | Mar 2026 |
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| DHJJ Financial Advisors | 30.00 | $1.4k | 0% | Mar 2026 |
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| Global Wealth Strategies & Associates | 29.00 | $1.4k | -3% | Mar 2026 |
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| Mot | 19.00 | $901.000900 | 100% | Mar 2026 |
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| Triumph Capital Management | 6.00 | $283.999800 | 0% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 3.00 | $141.999900 | -94% | Mar 2026 |
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| Wells Fargo & Company | 1.00 | $29.000000 | 100% | Mar 2026 |
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| Morgan Stanley | 1.00 | $61.000000 | -95% | Mar 2026 |
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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 |
| Savvy Advisors | Dec 2025 | 13k | $614k |
| Global Retirement Partners | Sep 2025 | 965.00 | $47k |
| AdvisorNet Financial | Dec 2025 | 353.00 | $17k |
| Essential Partners | Dec 2025 | 59.00 | $2.9k |