Who owns NEOS ETF TRUST?
- Ticker: IYRI
- CUSIP Number: 78433h618
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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 |
|---|---|---|---|---|---|
| Gradient Investments | 165k | $7.4M | -1% | Sep 2026 |
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| Sound Income Strategies | 158k | $7.1M | 100% | Sep 2026 |
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| Prevail Innovative Wealth Advisors | 139k | $6.2M | -2% | Sep 2026 |
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| Cascade Wealth Advisors | 107k | $5.3M | -17% | Jun 2026 |
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| MADDEN SECURITIES Corp | 85k | $3.8M | -15% | Sep 2026 |
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| RFG Advisory | 83k | $3.8M | 27% | Sep 2026 |
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| New England Private Wealth Advisors | 78k | $3.5M | 19% | Sep 2026 |
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| Moran Wealth Management | 64k | $2.9M | 32% | Sep 2026 |
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| LPL Financial | 51k | $2.3M | 207% | Sep 2026 |
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| Cherry Creek Investment Advisors | 30k | $1.3M | -32% | Sep 2026 |
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| Apollon Wealth Management | 29k | $1.3M | 421% | Sep 2026 |
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| Summit Financial | 26k | $1.3M | 18% | Jun 2026 |
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| CAP Partners | 22k | $1.0M | 20% | Sep 2026 |
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| Citadel Advisors | 19k | $933k | -7% | Jun 2026 |
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| Stifel Financial | 18k | $900k | 9% | Jun 2026 |
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| D.A. Davidson & Co. | 18k | $792k | 71% | Sep 2026 |
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| Parallel Advisors | 17k | $777k | 82% | Sep 2026 |
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| High Net Worth Advisory Group | 16k | $729k | 0% | Sep 2026 |
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| Pensionmark Financial Group | 16k | $745k | 0% | Jun 2026 |
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| Core Wealth Advisors | 14k | $701k | 70% | Jun 2026 |
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| Atomi Financial Group | 13k | $599k | 164% | Sep 2026 |
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| Pvg Asset Management | 13k | $566k | 0% | Sep 2026 |
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| Royal Bank of Canada | 12k | $580k | 198% | Jun 2026 |
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| Steward Partners Investment Advisory | 10k | $507k | 100% | Jun 2026 |
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| Entrewealth | 10k | $452k | 0% | Sep 2026 |
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| Cambridge Investment Research Advisors | 9.0k | $407k | 100% | Sep 2026 |
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| Foundations Investment Advisors | 7.6k | $371k | 100% | Jun 2026 |
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| Independent Financial Group | 7.1k | $321k | 18% | Sep 2026 |
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| Envestnet Asset Management | 6.8k | $334k | -36% | Jun 2026 |
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| Jaffetilchin Investment Partners | 6.5k | $319k | 100% | Jun 2026 |
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| Mariner Wealth Advisors | 5.6k | $273k | 100% | Jun 2026 |
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| Belvedere Trading | 5.5k | $247k | 100% | Sep 2026 |
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| Susquehanna International | 5.3k | $258k | 100% | Jun 2026 |
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| HighTower Advisors | 5.0k | $248k | -20% | Jun 2026 |
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| World Equity Group | 4.5k | $204k | 3% | Sep 2026 |
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| Us Bancorp | 2.8k | $126k | 37% | Sep 2026 |
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| Strategic Wealth Partners | 2.3k | $112k | 100% | Jun 2026 |
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| Advisor Group Holdings | 896.00 | $44k | 100% | Jun 2026 |
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| IFP Advisors | 762.00 | $35k | 0% | Sep 2026 |
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| Sunrise Financial Services | 573.00 | $26k | 100% | Sep 2026 |
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| Founders Financial Alliance | 493.00 | $24k | 35% | Jun 2026 |
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| SBI Securities | 464.00 | $21k | 30% | Sep 2026 |
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| Farther Finance Advisors | 400.00 | $18k | -11% | Sep 2026 |
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| Planning Strategies | 238.00 | $11k | 3% | Sep 2026 |
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| Financial Management Professionals | 218.00 | $9.9k | 6% | Sep 2026 |
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| Roble, Belko & Company | 215.00 | $11k | 97% | Jun 2026 |
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| CoreCap Advisors | 200.00 | $9.0k | -75% | Sep 2026 |
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| Rossby Financial, LCC | 167.00 | $7.6k | 100% | Sep 2026 |
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| Newbridge Financial Services Group | 155.00 | $7.0k | 0% | Sep 2026 |
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| Global Retirement Partners | 80.00 | $3.9k | 100% | Jun 2026 |
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| Harbour Investments | 21.00 | $1.0k | 100% | Jun 2026 |
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| DHJJ Financial Advisors | 1.00 | $46.000000 | 0% | Sep 2026 |
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| Wells Fargo & Company | 1.00 | $34.000000 | 0% | Jun 2026 |
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Who sold out of Neos Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| GFS Advisors | Jun 2026 | 160k | $12k |
| Jane Street | Mar 2026 | 22k | $1.0M |
| Cresset Asset Management | Mar 2026 | 7.9k | $372k |
| Commonwealth Equity Services | Jun 2026 | 4.8k | $234k |
| Salem Investment Counselors | Jun 2026 | 325.00 | $16k |
| TSFG | Jun 2026 | 306.00 | $15k |
| Mot | Mar 2026 | 64.00 | $3.0k |
| Osbon Capital Management | Mar 2026 | 21.00 | $992.999700 |