NEOS ETF TRUST (HYBI)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
21
Reporting holders
$61.2M
Reported value
0.0%
Held as options
+5
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 |
|---|---|---|---|---|---|
| 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 |
| OLD MISSION CAPITAL LLC | $1.5M | 29,513 | 0.02% | new | NEW |
| Triumph Capital Management | $826.3K | 16,779 | 0.15% | new | NEW |
| 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 |
| ENVESTNET ASSET MANAGEMENT INC | $545.8K | 11,083 | 0.00% | 3q | +43.5%+$165.6K |
| 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 |
| CITADEL ADVISORS LLC | $280.3K | 5,691 | 0.00% | 5q | -63.7%-$492.6K |
| Global Retirement Partners, LLC | $83.6K | 1,698 | 0.00% | 4q | +1650.5%+$78.8K |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $1.5K | 29,588 | 0.00% | 7q | +96.0% |
| Janney Montgomery Scott LLC | $814 | 16,525 | 0.00% | 3q | +3.0% |
| AE Wealth Management LLC | $394 | 8 | 0.00% | 7q | HELD |
| Capital Analysts, LLC | $60 | 1,216 | 0.00% | 5q | -1.1% |
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 | 21 | $61.2M | 1,241,766 | 5 | 10 | 3 | 0.0% |
| Q1 2026 | 16 | $53.8M | 1,086,575 | 3 | 6 | 5 | 0.0% |
| Q4 2025 | 17 | $56.5M | 1,122,072 | 3 | 6 | 4 | 0.0% |
| Q3 2025 | 17 | $53.5M | 1,055,443 | 4 | 10 | 2 | 0.0% |
| Q2 2025 | 15 | $47.6M | 943,057 | 5 | 4 | 3 | 0.0% |
| Q1 2025 | 11 | $48.7M | 974,771 | 2 | 5 | 2 | 0.0% |
| Q4 2024 | 10 | $46.1M | 901,356 | 9 | 0 | 0 | 0.0% |