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 | 167k | $8.2M | 2% | Jun 2026 |
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| GFS Advisors | 160k | $12k | 100% | Jun 2026 |
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| Prevail Innovative Wealth Advisors | 139k | $6.6M | 394% | Mar 2026 |
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| Cascade Wealth Advisors | 128k | $6.3M | 20% | Mar 2026 |
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| MADDEN SECURITIES Corp | 100k | $4.9M | -1% | Jun 2026 |
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| New England Private Wealth Advisors | 65k | $3.3M | 100% | Jun 2026 |
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| RFG Advisory | 52k | $2.5M | 13% | Mar 2026 |
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| Cherry Creek Investment Advisors | 43k | $2.1M | 6% | Jun 2026 |
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| Moran Wealth Management | 36k | $1.7M | 287% | Mar 2026 |
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| Jane Street | 22k | $1.0M | -31% | Mar 2026 |
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| Summit Financial | 22k | $1.0M | 394% | Mar 2026 |
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| Citadel Advisors | 21k | $969k | 100% | Mar 2026 |
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| CAP Partners | 19k | $914k | 24% | Jun 2026 |
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| Stifel Financial | 17k | $798k | 100% | Mar 2026 |
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| High Net Worth Advisory Group | 16k | $792k | 0% | Jun 2026 |
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| Pensionmark Financial Group | 16k | $745k | 18% | Mar 2026 |
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| Pvg Asset Management | 13k | $615k | 12% | Jun 2026 |
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| Envestnet Asset Management | 11k | $500k | 8% | Mar 2026 |
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| D.A. Davidson & Co. | 10k | $502k | 100% | Jun 2026 |
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| Core Wealth Advisors | 8.4k | $397k | 100% | Mar 2026 |
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| Cresset Asset Management | 7.9k | $372k | -2% | Mar 2026 |
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| HighTower Advisors | 6.3k | $299k | 3% | Mar 2026 |
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| Atomi Financial Group | 5.0k | $246k | 100% | Jun 2026 |
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| Commonwealth Equity Services | 4.8k | $234k | 100% | Jun 2026 |
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| World Equity Group | 4.4k | $216k | 3% | Jun 2026 |
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| Royal Bank of Canada | 4.0k | $187k | 100% | Mar 2026 |
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| CWM | 2.8k | $133k | 0% | Mar 2026 |
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| CoreCap Advisors | 800.00 | $39k | 0% | Jun 2026 |
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| IFP Advisors | 606.00 | $29k | 100% | Mar 2026 |
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| SBI Securities | 496.00 | $24k | 100% | Mar 2026 |
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| Founders Financial Alliance | 493.00 | $24k | 35% | Jun 2026 |
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| Farther Finance Advisors | 447.00 | $22k | 851% | Jun 2026 |
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| TSFG | 306.00 | $15k | 100% | Jun 2026 |
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| Planning Strategies | 232.00 | $11k | 100% | Jun 2026 |
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| Roble, Belko & Company | 215.00 | $11k | 97% | Jun 2026 |
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| Financial Management Professionals | 206.00 | $10k | 8% | Jun 2026 |
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| Newbridge Financial Services Group | 155.00 | $7.3k | -21% | Mar 2026 |
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| Salem Investment Counselors | 150.00 | $7.1k | 100% | Mar 2026 |
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| Simplex Trading | 119.00 | $5.6k | -56% | Mar 2026 |
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| Osbon Capital Management | 21.00 | $992.999700 | 100% | Mar 2026 |
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| Wells Fargo & Company | 1.00 | $37.000000 | 100% | Mar 2026 |
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| DHJJ Financial Advisors | 1.00 | $50.000000 | 0% | Jun 2026 |
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Who sold out of Neos Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| UBS Group | Dec 2025 | 1.6k | $79k |
| Hanson McClain Advisors | Dec 2025 | 700.00 | $34k |
| Advisor Group Holdings | Dec 2025 | 200.00 | $9.7k |
| Mot | Mar 2026 | 64.00 | $3.0k |