HolderBook

NEOS ETF TRUST (KOCG)

Institutional ownership reported to the SEC as of Q2 2025, across 16 quarters.

3
Reporting holders
$25.5M
Reported value
0.0%
Held as options
+1
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

FilerValueShares Their book Held Change
Knights of Columbus Asset Advisors LLC$25.0M800,0001.51%16qHELD
Cerity Partners LLC$322.8K10,3350.00%7qHELD
SMITH, MOORE & CO.$215.9K6,9130.02%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 20253$25.5M817,2481000.0%
Q1 20252$22.8M810,3350000.0%
Q4 20245$22.9M810,7020110.0%
Q3 20246$22.8M818,9301010.0%
Q2 20246$21.9M833,7000120.0%
Q1 20247$21.3M829,5724010.0%
Q4 20234$19.1M810,8222100.0%
Q3 20232$17.3M800,0361000.0%
Q2 20233$18.1M810,6982000.0%
Q1 20232$17.2M810,3350000.0%
Q4 20223$16.1M810,6110010.0%
Q3 20223$15.1M810,6930010.0%
Q2 20224$17.6M880,0270200.0%
Q1 20225$19.8M824,9403100.0%
Q4 20213$23.2M896,9830110.0%
Q3 20213$21.5M894,7583000.0%