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 |
|---|---|---|---|---|---|
| LPL Financial | 740k | $40M | 31% | Jun 2026 |
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| MADDEN SECURITIES Corp | 263k | $14M | 0% | Jun 2026 |
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| Prevail Innovative Wealth Advisors | 175k | $9.4M | 88% | Jun 2026 |
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| Gradient Investments | 160k | $7.8M | -3% | Sep 2026 |
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| Farther Finance Advisors | 132k | $6.4M | 13% | Sep 2026 |
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| Cascade Wealth Advisors | 124k | $6.6M | 0% | Jun 2026 |
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| Royal Bank of Canada | 99k | $5.3M | 90% | Jun 2026 |
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| Private Advisor | 95k | $5.1M | 1930% | Jun 2026 |
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| UBS Group | 92k | $4.9M | 100% | Jun 2026 |
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| Stifel Financial | 89k | $4.8M | 41% | Jun 2026 |
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| Owen LaRue | 81k | $4.3M | 214% | Jun 2026 |
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| Citadel Advisors | 80k | $4.3M | 202% | Jun 2026 |
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| Mml Investors Services | 70k | $3.8M | -16% | Jun 2026 |
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| Palacios Wealth Management | 62k | $3.3M | 6% | Jun 2026 |
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| Garden State Investment Advisory Services | 60k | $3.2M | 38% | Jun 2026 |
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| Summit Financial | 60k | $3.2M | 30% | Jun 2026 |
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| Rockefeller Capital Management | 60k | $3.2M | 12% | Jun 2026 |
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| Marshall & Sterling Wealth Advisors | 57k | $3.1M | 18% | Jun 2026 |
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| Independence Wealth Advisors | 55k | $2.9M | 15% | Jun 2026 |
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| Moran Wealth Management | 54k | $2.7M | 28% | Sep 2026 |
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| Jane Street | 48k | $2.6M | -67% | Jun 2026 |
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| Old Mission Capital | 39k | $2.1M | 214% | Jun 2026 |
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| Mutual Advisors | 36k | $1.9M | 24% | Jun 2026 |
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| Capital Investment Advisory Services | 33k | $1.8M | 12% | Jun 2026 |
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| High Net Worth Advisory Group | 31k | $1.7M | 0% | Jun 2026 |
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| Herbst Group | 31k | $1.7M | 100% | Jun 2026 |
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| Insigneo Advisory Services | 30k | $1.6M | 100% | Jun 2026 |
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| Envestnet Asset Management | 28k | $1.5M | 142% | Jun 2026 |
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| Brookwood Investment Group | 26k | $1.4M | -13% | Jun 2026 |
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| Independent Financial Group | 26k | $1.4M | 12% | Jun 2026 |
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| Wellington Grp | 26k | $1.4M | 883% | Jun 2026 |
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| FSA Advisors | 25k | $1.3M | 21% | Jun 2026 |
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| Claudia M.p. Batlle, Crp | 24k | $1.3M | 50% | Jun 2026 |
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| Steward Partners Investment Advisory | 24k | $1.3M | 48% | Jun 2026 |
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| Kestra Advisory Services | 23k | $1.2M | 12% | Jun 2026 |
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| Stephens | 23k | $1.2M | -4% | Jun 2026 |
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| Newbridge Financial Services Group | 20k | $960k | 7% | Sep 2026 |
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| Cambridge Investment Research Advisors | 18k | $973k | 41% | Jun 2026 |
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| Belvedere Trading | 16k | $851k | 100% | Jun 2026 |
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| Diversify Wealth Management | 16k | $809k | 100% | Jun 2026 |
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| Diversify Advisory Services | 16k | $809k | 100% | Jun 2026 |
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| ValMark Advisers | 16k | $829k | 0% | Jun 2026 |
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| Entrewealth | 15k | $791k | 100% | Jun 2026 |
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| Vima | 15k | $713k | 100% | Sep 2026 |
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| Kestra Private Wealth Services | 15k | $778k | 13% | Jun 2026 |
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| SeaCrest Wealth Management | 15k | $776k | 32% | Jun 2026 |
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| Gateway Wealth Partners | 14k | $773k | -21% | Jun 2026 |
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| PFG Investments | 13k | $714k | 1% | Jun 2026 |
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| HighTower Advisors | 13k | $675k | 100% | Jun 2026 |
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| Navis Wealth Advisors | 13k | $670k | 100% | Jun 2026 |
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| PSI Advisors | 13k | $669k | 146% | Jun 2026 |
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| Walkner Condon Financial Advisors | 11k | $604k | 93% | Jun 2026 |
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| Vann Equity Management | 11k | $542k | 5% | Sep 2026 |
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| Branch Banking & Trust Company | 11k | $591k | 100% | Jun 2026 |
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| World Equity Group | 11k | $567k | 7% | Jun 2026 |
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| IFG Advisory | 10k | $548k | 100% | Jun 2026 |
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| Kingswood Wealth Advisors | 9.2k | $451k | -55% | Sep 2026 |
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| Gladstone Institutional Advisory | 8.9k | $478k | 7% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 8.4k | $450k | 100% | Jun 2026 |
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| J.w. Cole Advisors | 8.1k | $434k | 11% | Jun 2026 |
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| Commonwealth Equity Services | 7.7k | $411k | 100% | Jun 2026 |
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| Cresset Asset Management | 7.6k | $405k | -37% | Jun 2026 |
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| Quantum Private Wealth | 7.2k | $387k | 3% | Jun 2026 |
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| Naviter Wealth | 6.7k | $360k | -12% | Jun 2026 |
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| Stratos Wealth Partners | 6.5k | $350k | -4% | Jun 2026 |
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| Susquehanna International | 6.1k | $329k | 8% | Jun 2026 |
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| Private Trust Co Na | 6.1k | $327k | 27% | Jun 2026 |
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| Quotient Wealth Partners | 5.9k | $315k | 100% | Jun 2026 |
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| Nbc Securities | 5.6k | $301k | 365% | Jun 2026 |
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| Virtue Capital Management | 5.0k | $268k | 100% | Jun 2026 |
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| Resources Investment Advisors | 5.0k | $268k | 100% | Jun 2026 |
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| Cetera Investment Advisers | 4.7k | $254k | 0% | Jun 2026 |
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| Advisory Advocates | 4.4k | $238k | 100% | Jun 2026 |
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| Foguth Wealth Management | 4.3k | $227k | -22% | Jun 2026 |
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| Meridian Wealth Management | 4.3k | $230k | 100% | Jun 2026 |
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| CAP Partners | 4.3k | $230k | 100% | Jun 2026 |
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| Hanson McClain Advisors | 4.3k | $228k | 25% | Jun 2026 |
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| Fifth Third Bancorp | 4.2k | $224k | 100% | Jun 2026 |
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| Laird Norton Tyee Trust | 4.0k | $214k | 100% | Jun 2026 |
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| CI Private Wealth | 3.9k | $211k | 100% | Jun 2026 |
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| CoreCap Advisors | 3.6k | $177k | 152% | Sep 2026 |
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| Angeles Wealth Management | 2.8k | $151k | 100% | Jun 2026 |
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| International Assets Investment Management | 1.9k | $102k | 0% | Jun 2026 |
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| Stance Capital | 1.9k | $100k | 100% | Jun 2026 |
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| Parallel Advisors | 1.8k | $94k | 100% | Jun 2026 |
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| Simplex Trading | 1.7k | $93k | 100% | Jun 2026 |
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| GHP Investment Advisors | 1.6k | $80k | 6% | Sep 2026 |
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| Advisor Group Holdings | 1.4k | $75k | 209% | Jun 2026 |
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| Founders Financial Alliance | 1.3k | $72k | 21% | Jun 2026 |
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| Luminist Capital | 1.2k | $64k | 100% | Jun 2026 |
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| Aptus Capital Advisors | 1.2k | $63k | 0% | Jun 2026 |
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| Group One Trading | 1.2k | $62k | -45% | Jun 2026 |
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| Jpmorgan Chase & Co | 650.00 | $0 | 100% | Jun 2026 |
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| Ameritas Advisory Services | 618.00 | $33k | 100% | Jun 2026 |
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| Mercer Global Advisors | 602.00 | $32k | 100% | Jun 2026 |
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| TrueNorth | 600.00 | $32k | 100% | Jun 2026 |
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| SBI Securities | 530.00 | $26k | 99% | Sep 2026 |
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| Harbour Investments | 520.00 | $28k | 4% | Jun 2026 |
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| SHP Wealth Management | 491.00 | $26k | 100% | Jun 2026 |
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| Spire Wealth Management | 332.00 | $18k | 58% | Jun 2026 |
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| Wells Fargo & Company | 211.00 | $11k | 21000% | Jun 2026 |
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| Financial Management Professionals | 210.00 | $10k | 7% | Sep 2026 |
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| Capital Analysts | 172.00 | $9.0k | -5% | Jun 2026 |
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| Larson Financial Group | 150.00 | $8.0k | 100% | Jun 2026 |
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| IFP Advisors | 100.00 | $5.4k | 0% | Jun 2026 |
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| SWAN Capital | 84.00 | $4.5k | 0% | Jun 2026 |
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| Signature | 55.00 | $2.7k | 0% | Sep 2026 |
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| Asset Dedication | 35.00 | $1.9k | 100% | Jun 2026 |
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| DHJJ Financial Advisors | 30.00 | $1.5k | 0% | Sep 2026 |
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| Triumph Capital Management | 29.00 | $1.4k | 383% | Sep 2026 |
|
| Bnp Paribas Arbitrage, Snc | 3.00 | $161.000100 | 0% | Jun 2026 |
|
Who sold out of Neos Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Northwestern Mutual Wealth Management Company | Mar 2026 | 6.7k | $317k |
| Hrt Financial | Mar 2026 | 6.3k | $299k |
| Financial Management Network | Jun 2026 | 3.9k | $207k |
| Salem Investment Counselors | Jun 2026 | 475.00 | $25k |
| TSFG | Jun 2026 | 296.00 | $16k |
| Mot | Mar 2026 | 19.00 | $901.000900 |