NEOS ETF TRUST (BTCI)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
51
Reporting holders
$50.8M
Reported value
13.9%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | $16.4M | 507,918 | 0.00% | 5q | +1845.9%+$15.5M |
| MADDEN SECURITIES Corp | $8.3M | 309,072 | 2.31% | 6q | -1.2%-$102.6K |
| CITADEL ADVISORS LLC | $4.5M | 43,651 | 0.00% | 4q | +10.9%+$437.9K |
| Estate Planners Group, LLC | $4.3M | 160,966 | 1.96% | 3q | +18.8%+$684.8K |
| Corient Private Wealth LP | $3.4M | 126,172 | 0.00% | 5q | +86.5%+$1.6M |
| Belvedere Trading LLC | $1.5M | 16,604 | 0.00% | 3q | +21.4%+$260.4K |
| Retirement Planning Group, LLC | $1.4M | 52,650 | 0.04% | 4q | +34.8%+$364.9K |
| GROUP ONE TRADING LLC | $991.7K | 36,921 | 0.00% | 4q | -5.2%-$54.2K |
| Banco BTG Pactual S.A. | $950.1K | 35,373 | 0.08% | 2q | +192.0%+$624.7K |
| Savant Capital, LLC | $890.0K | 31,040 | 0.00% | new | NEW |
| Kingsview Wealth Management, LLC | $875.0K | 32,575 | 0.01% | 3q | +9.1%+$72.9K |
| New England Private Wealth Advisors LLC | $840.8K | 29,615 | 0.08% | 2q | +72.2%+$352.4K |
| INDEPENDENT FINANCIAL GROUP, LLC | $753.9K | 28,069 | 0.01% | 2q | +6.3%+$44.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $597.0K | 20,689 | 0.00% | 4q | -28.4%-$236.4K |
| SIMPLEX TRADING, LLC | $583.1K | 21,709 | 0.00% | 4q | +372.8%+$459.8K |
| Farther Finance Advisors, LLC | $529.2K | 19,703 | 0.00% | 3q | +31.5%+$126.6K |
| AE Wealth Management LLC | $466.7K | 17,375 | 0.00% | 4q | +14.6%+$59.3K |
| RPS ADVISORY SOLUTIONS LLC | $422.1K | 15,716 | 0.28% | 5q | +48.6%+$138.0K |
| HighTower Advisors, LLC | $371.2K | 13,819 | 0.00% | 5q | +24.1%+$72.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $333.5K | 12,415 | 0.00% | 5q | -40.0%-$222.5K |
| Whalen Wealth Management Inc. | $299.0K | 11,133 | 0.13% | 5q | -38.3%-$185.7K |
| Kestra Advisory Services, LLC | $279.4K | 10,403 | 0.00% | new | NEW |
| Arax Advisory Partners | $261.3K | 9,730 | 0.00% | new | NEW |
| NFSG Corp | $238.3K | 8,871 | 0.03% | 4q | +5.1%+$11.6K |
| Allworth Financial LP | $230.8K | 8,592 | 0.00% | 5q | +34.4%+$59.1K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $218.7K | 8,141 | 0.00% | new | NEW |
| CAP Partners, LLC | $207.7K | 7,733 | 0.10% | 4q | +7.2%+$14.0K |
| Fullerton Advisors, LLC | $207.0K | 7,706 | 0.19% | 3q | +21.7%+$36.9K |
| City State Bank | $100.7K | 3,750 | 0.02% | 5q | HELD |
| IFP Advisors, Inc | $96.6K | 3,596 | 0.00% | 6q | +118.9%+$52.5K |
| PNC Financial Services Group, Inc. | $61.3K | 2,281 | 0.00% | 2q | +259.2%+$44.2K |
| Capital Investment Advisory Services, LLC | $36.3K | 1,353 | 0.00% | 3q | +4.6%+$1.6K |
| AdvisorNet Financial, Inc | $35.3K | 1,313 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $23.6K | 877 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $20.2K | 752 | 0.00% | new | NEW |
| SALEM INVESTMENT COUNSELORS INC | $14.8K | 550 | 0.00% | 2q | +83.3%+$6.7K |
| Steward Partners Investment Advisory, LLC | $13.6K | 507 | 0.00% | 5q | -10.6%-$1.6K |
| Asset Dedication, LLC | $12.0K | 445 | 0.00% | new | NEW |
| Aptus Capital Advisors, LLC | $9.5K | 355 | 0.00% | 4q | +6.6% |
| Geneos Wealth Management Inc. | $9.4K | 351 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $8.3K | 309 | 0.00% | new | NEW |
| Financial Management Professionals, Inc. | $5.9K | 219 | 0.00% | 3q | +2.3% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $5.5K | 200 | 0.00% | 3q | -51.3%-$5.7K |
| VIMA LLC | $4.6K | 170 | 0.00% | new | NEW |
| VISION FINANCIAL MARKETS LLC | $4.0K | 149 | 0.00% | 6q | +6.4% |
| MORGAN STANLEY | $3.2K | 121 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $3.0K | 100 | 0.00% | 2q | -13.0% |
| US BANCORP \DE\ | $967 | 36 | 0.00% | new | NEW |
| Strategic Wealth Partners, Ltd. | $903 | 34 | 0.00% | 2q | +325.0% |
| Cambridge Investment Research Advisors, Inc. | $880 | 32,798 | 0.00% | 3q | +281.2% |
| HRT FINANCIAL LP | $364 | 13,580 | 0.00% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $54 | 2 | 0.00% | 4q | HELD |
| WELLS FARGO & COMPANY/MN | $31 | 1 | 0.00% | 3q | -75.0% |
| PIN OAK INVESTMENT ADVISORS INC | $22 | 735 | 0.01% | 4q | +162.5% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 51 | $50.8M | 1,621,832 | 13 | 27 | 9 | 13.9% |
| Q1 2026 | 51 | $42.4M | 1,037,142 | 13 | 23 | 7 | 23.4% |
| Q4 2025 | 48 | $58.7M | 950,625 | 16 | 16 | 7 | 28.3% |
| Q3 2025 | 38 | $40.8M | 576,046 | 21 | 11 | 4 | 16.1% |
| Q2 2025 | 22 | $32.6M | 545,409 | 16 | 6 | 0 | 0.0% |
| Q1 2025 | 9 | $1.6M | 32,933 | 9 | 0 | 0 | 0.0% |
| Q4 2024 | 3 | $1.1M | 40,123 | 2 | 0 | 0 | 0.0% |