Who owns NEOS ETF TRUST?

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 232k $12M 7% Mar 2026
 View chart
PFG Investments 75k $3.8M 1% Mar 2026
 View chart
Hartland & Co 67k $3.4M 1% Mar 2026
 View chart
Wealthstar Advisors 66k $3.4M 0% Mar 2026
 View chart
Thayer Partners, LLC / MA 57k $2.9M 100% Mar 2026
 View chart
Moran Wealth Management 50k $2.5M 294% Mar 2026
 View chart
Rps Advisory Solutions 40k $2.1M -5% Mar 2026
 View chart
Advisor Group Holdings 39k $2.1M -46% Dec 2025
 View chart
RFG Advisory 38k $2.0M 9% Mar 2026
 View chart
Raymond James Financial 34k $1.9M 20% Dec 2025
 View chart
Guilbault Capital 33k $1.7M -7% Mar 2026
 View chart
Private Advisor 29k $1.5M -12% Mar 2026
 View chart
Commonwealth Equity Services 29k $1.5M 2% Mar 2026
 View chart
Goldstone Financial Group 25k $1.3M -4% Mar 2026
 View chart
Cetera Investment Advisers 20k $1.0M -1% Mar 2026
 View chart
Colony 17k $931k 30% Dec 2025
 View chart
Stratos Wealth Advisors 17k $848k 2% Mar 2026
 View chart
Royal Bank of Canada 16k $804k 128% Mar 2026
 View chart
Signal Advisors Wealth 16k $803k -15% Mar 2026
 View chart
Cambridge Investment Research Advisors 15k $757k 0% Mar 2026
 View chart
Anchor Capital Management Group 14k $718k 0% Mar 2026
 View chart
Envestnet Asset Management 14k $700k 100% Mar 2026
 View chart
Stifel Financial 13k $679k -22% Mar 2026
 View chart
Intl Fcstone 12k $606k 23% Mar 2026
 View chart
Advisory Services Network 11k $620k 2% Dec 2025
 View chart
CAP Partners 11k $583k 1% Mar 2026
 View chart
TPG Advisors 10k $517k 6% Mar 2026
 View chart
Chicago Partners Investment 10k $539k -19% Mar 2026
 View chart
Atlantic Family Wealth 8.9k $454k 0% Mar 2026
 View chart
Commerce Advisors 8.3k $423k 100% Mar 2026
 View chart
Millennium Capital Advisors 8.0k $410k 4% Mar 2026
 View chart
Patriot Financial Group Insurance Agency 7.5k $385k 101% Mar 2026
 View chart
B&l Asset Management 7.2k $388k 0% Dec 2025
 View chart
Prime Capital Investment Advisors 7.0k $359k 2% Mar 2026
 View chart
Prospera Financial Services 6.6k $340k 100% Mar 2026
 View chart
Jackson Hole Capital Partners 6.6k $338k 88% Mar 2026
 View chart
Oregon Pacific Wealth Management 6.3k $324k 100% Mar 2026
 View chart
High Net Worth Advisory Group 6.0k $305k 0% Mar 2026
 View chart
Quantinno Capital Management 5.2k $269k 2% Mar 2026
 View chart
HighTower Advisors 5.1k $259k 0% Mar 2026
 View chart
Palacios Wealth Management 4.9k $268k 0% Mar 2026
 View chart
Wedbush Morgan Securities 4.8k $247k 13% Mar 2026
 View chart
Sigma Planning 4.6k $235k 0% Mar 2026
 View chart
Nbc Securities 4.6k $234k -5% Mar 2026
 View chart
Mml Investors Services 4.6k $234k 100% Mar 2026
 View chart
Summit Financial 4.4k $225k 100% Mar 2026
 View chart
Level Four Advisory Services 4.2k $226k 1% Dec 2025
 View chart
Oppenheimer & Co 4.1k $208k 0% Mar 2026
 View chart
Centaurus Financial 4.0k $207k -8% Mar 2026
 View chart
Elevated Capital Advisors 4.0k $206k 0% Mar 2026
 View chart
Harbour Investments 3.9k $200k 208% Mar 2026
 View chart
Puff Wealth Management 3.7k $203k 100% Dec 2025
 View chart
Morgan Stanley 3.2k $165k 100% Mar 2026
 View chart
UBS Group 3.1k $157k 31% Mar 2026
 View chart
IFP Advisors 2.9k $147k 276% Mar 2026
 View chart
Founders Financial Alliance 2.8k $145k 100% Mar 2026
 View chart
Federation des caisses Desjardins du Quebec 2.5k $127k 0% Mar 2026
 View chart
Western Wealth Management 1.7k $85k 100% Mar 2026
 View chart
Dogwood Wealth Management 1.6k $83k 2% Mar 2026
 View chart
CoreCap Advisors 1.1k $56k 0% Mar 2026
 View chart
MAI Wealth Advisors 942.00 $48k 2% Mar 2026
 View chart
Hanson McClain Advisors 925.00 $50k 11% Dec 2025
 View chart
SHP Wealth Management 848.00 $44k -6% Mar 2026
 View chart
Signature 700.00 $36k 17% Mar 2026
 View chart
Global Retirement Partners 606.00 $33k 0% Dec 2025
 View chart
Farther Finance Advisors 540.00 $28k 0% Mar 2026
 View chart
United Community Bank 380.00 $20k 0% Mar 2026
 View chart
Steward Partners Investment Advisory 270.00 $14k 2% Mar 2026
 View chart
Private Trust Co Na 250.00 $13k -55% Mar 2026
 View chart
CWM 250.00 $14k 100% Dec 2025
 View chart
BlackRock 209.00 $11k 100% Mar 2026
 View chart
Ashton Thomas Private Wealth 176.00 $9.0k 100% Mar 2026
 View chart
AE Wealth Management 132.00 $6.8k -97% Mar 2026
 View chart
Quaker Wealth Management 125.00 $6.4k 0% Mar 2026
 View chart
Innovative Asset Advisors Group 100.00 $5.1k 100% Mar 2026
 View chart
Huntington National Bank 51.00 $2.8k 5000% Dec 2025
 View chart
Caitlin John 49.00 $2.5k 0% Mar 2026
 View chart
Triumph Capital Management 14.00 $717.999800 0% Mar 2026
 View chart
Citigroup 1.00 $51.000000 100% Mar 2026
 View chart
Wells Fargo & Company 1.00 $54.000000 -75% Mar 2026
 View chart

Who sold out of Neos Etf Trust?

Fund or Company Name Date Sold Shares Held Valued At
Janney Montgomery Scott Dec 2025 141k $7.6M
Old Mission Capital Sep 2025 24k $1.3M
Collaborative Wealth Managment Dec 2025 6.8k $367k
Meridian Wealth Management Dec 2025 4.8k $262k
GPS Wealth Strategies Group Sep 2025 1.7k $90k
Garton & Associates Financial Advisors Dec 2025 902.00 $49k
Kestra Advisory Services Dec 2025 744.00 $40k
Capital Investment Advisory Services Dec 2025 630.00 $34k
Flagship Harbor Advisors Dec 2025 423.00 $23k
Concord Wealth Partners Dec 2025 140.00 $7.6k
Essential Partners Dec 2025 54.00 $2.9k
Larson Financial Group Sep 2025 1.00 $54.000000