Who owns NEOS ETF TRUST?
- Ticker: MLPI
- CUSIP Number: 78433h485
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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 | 222k | $12M | 4% | Jun 2026 |
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| MADDEN SECURITIES Corp | 181k | $9.9M | 12% | Jun 2026 |
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| Retirement Planning Group | 73k | $4.0M | 23% | Jun 2026 |
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| Royal Bank of Canada | 64k | $3.5M | 1% | Jun 2026 |
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| Citadel Advisors | 40k | $2.2M | -73% | Jun 2026 |
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| Stifel Financial | 40k | $2.2M | 428% | Jun 2026 |
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| StoneCrest Wealth Management | 34k | $1.8M | 100% | Jun 2026 |
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| TCG Advisory Services | 30k | $1.6M | 9% | Jun 2026 |
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| Quotient Wealth Partners | 25k | $1.4M | 116% | Jun 2026 |
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| Farther Finance Advisors | 23k | $1.3M | 100% | Jun 2026 |
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| Delta Investment Management | 19k | $1.0M | 103% | Jun 2026 |
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| LPL Financial | 18k | $1.0M | 100% | Jun 2026 |
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| MSH Capital Advisors | 16k | $884k | 100% | Jun 2026 |
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| Keebeck Wealth Management | 16k | $875k | 218% | Jun 2026 |
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| Hrt Financial | 16k | $861k | 187% | Jun 2026 |
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| Branch Banking & Trust Company | 14k | $746k | 100% | Jun 2026 |
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| Mariner Wealth Advisors | 13k | $688k | 100% | Jun 2026 |
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| Change Path | 11k | $583k | 100% | Jun 2026 |
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| Entrewealth | 10k | $534k | 100% | Jun 2026 |
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| CAP Partners | 9.6k | $528k | 76% | Jun 2026 |
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| Cambridge Investment Research Advisors | 8.9k | $488k | 30% | Jun 2026 |
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| International Assets Investment Management | 8.3k | $451k | 100% | Jun 2026 |
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| Diversify Wealth Management | 8.0k | $434k | 100% | Jun 2026 |
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| Diversify Advisory Services | 8.0k | $434k | 100% | Jun 2026 |
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| Sunpointe | 5.6k | $310k | 100% | Jun 2026 |
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| New England Private Wealth Advisors | 5.6k | $310k | 11% | Jun 2026 |
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| HB Wealth Management | 5.3k | $289k | 0% | Jun 2026 |
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| Naviter Wealth | 5.3k | $289k | -29% | Jun 2026 |
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| Worth Asset Management | 4.0k | $218k | 100% | Jun 2026 |
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| Jane Street | 4.0k | $217k | -98% | Jun 2026 |
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| Strategic Wealth Partners | 3.8k | $207k | 125567% | Jun 2026 |
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| Newbridge Financial Services Group | 3.1k | $172k | 33% | Jun 2026 |
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| Steward Partners Investment Advisory | 2.7k | $150k | 1260% | Jun 2026 |
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| Integrated Wealth Concepts | 1.7k | $91k | 100% | Jun 2026 |
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| Adirondack Trust | 727.00 | $40k | 48% | Jun 2026 |
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| CWM | 672.00 | $38k | 100% | Mar 2026 |
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| Capital Investment Advisory Services | 400.00 | $22k | 100% | Jun 2026 |
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| Harbour Investments | 378.00 | $21k | 5% | Jun 2026 |
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| Global Retirement Partners | 276.00 | $15k | 100% | Jun 2026 |
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| Advisor Group Holdings | 262.00 | $14k | 360% | Jun 2026 |
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| Salem Investment Counselors | 250.00 | $14k | 400% | Jun 2026 |
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| Financial Consulate | 250.00 | $14k | 0% | Jun 2026 |
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| Wells Fargo & Company | 113.00 | $6.2k | 100% | Jun 2026 |
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| UBS Group | 60.00 | $3.3k | 100% | Jun 2026 |
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| Compass Financial Management | 50.00 | $2.8k | 100% | Jun 2026 |
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| Medallion Wealth Advisors | 50.00 | $2.8k | 100% | Jun 2026 |
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| Mercer Global Advisors | 47.00 | $2.6k | 100% | Jun 2026 |
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| Lodestone Wealth Management | 38.00 | $2.1k | 6% | Jun 2026 |
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| Atlantic Edge Private Wealth Management | 25.00 | $1.4k | 0% | Jun 2026 |
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Who sold out of Neos Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Navis Wealth Advisors | Mar 2026 | 19k | $1.0M |
| Commonwealth Equity Services | Mar 2026 | 14k | $776k |
| Brasada Capital Management | Mar 2026 | 7.5k | $425k |
| Aptus Capital Advisors | Mar 2026 | 520.00 | $29k |