NEOS ETF TRUST (HYBI)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
24
Reporting holders
$64.3M
Reported value
0.0%
Calls
0.0%
Puts
+5
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | $41.1M | 834,478 | 0.39% | 7q | -4.0%-$1.7M |
| MML INVESTORS SERVICES, LLC | $6.2M | 125,534 | 0.01% | 4q | +374.1%+$4.9M |
| IEQ CAPITAL, LLC | $2.6M | 51,804 | 0.01% | 4q | +17.1%+$373.3K |
| RFG Advisory, LLC | $2.2M | 44,682 | 0.03% | 3q | +26.3%+$458.8K |
| JANE STREET GROUP, LLC | $1.6M | 32,958 | 0.00% | 7q | +231.2%+$1.1M |
| Brookwood Investment Group LLC | $1.5M | 30,762 | 0.17% | 6q | -10.7%-$181.6K |
| Cambridge Investment Research Advisors, Inc. | $1.5M | 29,588 | 0.00% | 7q | +96.0%+$714.0K |
| OLD MISSION CAPITAL LLC | $1.5M | 29,513 | 0.02% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $1.1M | 22,166 | 0.00% | 3q | +187.1%+$711.4K |
| Triumph Capital Management | $826.3K | 16,779 | 0.15% | new | NEW |
| Janney Montgomery Scott LLC | $814.0K | 16,525 | 0.00% | 3q | +3.0%+$23.9K |
| Kestra Advisory Services, LLC | $613.5K | 12,458 | 0.00% | 6q | HELD |
| Cerity Partners LLC | $568.3K | 11,540 | 0.00% | 7q | +4.6%+$24.9K |
| CITADEL ADVISORS LLC | $560.5K | 11,382 | 0.00% | 5q | -27.5%-$212.4K |
| HighTower Advisors, LLC | $508.1K | 10,317 | 0.00% | 7q | +5.7%+$27.2K |
| Seros Financial, LLC | $400.3K | 8,129 | 0.21% | new | NEW |
| Sound Income Strategies, LLC | $345.1K | 7,007 | 0.02% | new | NEW |
| WORLD EQUITY GROUP, INC. | $294.7K | 5,985 | 0.07% | 2q | +36.7%+$79.2K |
| Global Retirement Partners, LLC | $83.6K | 1,698 | 0.00% | 4q | +1650.5%+$78.8K |
| Capital Analysts, LLC | $60.0K | 1,216 | 0.00% | 5q | -1.1% |
| WELLS FARGO & COMPANY/MN | $25.2K | 511 | 0.00% | new | NEW |
| IFP Advisors, Inc | $25.2K | 511 | 0.00% | 2q | +20.2%+$4.2K |
| Steward Partners Investment Advisory, LLC | $15.7K | 318 | 0.00% | 2q | HELD |
| AE Wealth Management LLC | $394 | 8 | 0.00% | 7q | HELD |
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 | 24 | $64.3M | 1,305,869 | 5 | 12 | 4 | 0.0% |
| Q1 2026 | 19 | $55.4M | 1,118,943 | 3 | 8 | 5 | 0.0% |
| Q4 2025 | 21 | $58.3M | 1,158,105 | 4 | 7 | 5 | 0.0% |
| Q3 2025 | 20 | $54.4M | 1,072,916 | 4 | 12 | 2 | 0.0% |
| Q2 2025 | 19 | $49.2M | 975,497 | 8 | 4 | 3 | 0.0% |
| Q1 2025 | 12 | $49.4M | 989,824 | 2 | 6 | 2 | 0.0% |
| Q4 2024 | 11 | $46.9M | 916,051 | 10 | 0 | 0 | 0.0% |