NEOS ETF TRUST (MLPI)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
46
Reporting holders
$50.9M
Reported value
0.0%
Held as options
+16
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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | $12.2M | 222,302 | 0.17% | 2q | +3.8%+$444.3K |
| MADDEN SECURITIES Corp | $9.9M | 180,755 | 2.76% | 3q | +12.1%+$1.1M |
| Retirement Planning Group, LLC | $4.0M | 73,157 | 0.10% | 2q | +23.1%+$754.2K |
| ROYAL BANK OF CANADA | $3.5M | 64,196 | 0.00% | 2q | +1.5%+$50.7K |
| CITADEL ADVISORS LLC | $2.2M | 40,373 | 0.00% | 3q | -72.8%-$5.9M |
| STIFEL FINANCIAL CORP | $2.2M | 40,342 | 0.00% | 2q | +428.0%+$1.8M |
| StoneCrest Wealth Management, Inc. | $1.8M | 33,575 | 0.59% | new | NEW |
| HUB Investment Partners, LLC | $1.6M | 29,803 | 0.03% | 2q | +9.2%+$137.8K |
| Quotient Wealth Partners, LLC | $1.4M | 25,091 | 0.03% | 2q | +115.6%+$740.1K |
| Farther Finance Advisors, LLC | $1.3M | 22,985 | 0.01% | new | NEW |
| Delta Investment Management, LLC | $1.0M | 18,558 | 0.17% | 2q | +102.6%+$517.1K |
| LPL Financial LLC | $1.0M | 18,360 | 0.00% | new | NEW |
| MSH Capital Advisors LLC | $883.8K | 16,063 | 0.15% | new | NEW |
| Keebeck Wealth Management | $874.8K | 15,900 | 0.09% | 2q | +218.0%+$599.7K |
| TRUIST FINANCIAL CORP | $745.9K | 13,550 | 0.00% | new | NEW |
| Mariner, LLC | $687.6K | 12,497 | 0.00% | new | NEW |
| CreativeOne Wealth, LLC | $582.9K | 10,595 | 0.01% | new | NEW |
| ENTREWEALTH, LLC | $534.0K | 10,000 | 0.20% | new | NEW |
| CAP Partners, LLC | $528.1K | 9,599 | 0.26% | 2q | +76.4%+$228.8K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $451.2K | 8,299 | 0.03% | new | NEW |
| Diversify Advisory Services, LLC | $434.0K | 7,965 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $434.0K | 7,965 | 0.01% | new | NEW |
| New England Private Wealth Advisors LLC | $309.9K | 5,579 | 0.03% | 2q | +10.8%+$30.2K |
| Sunpointe, LLC | $309.5K | 5,625 | 0.09% | new | NEW |
| HB Wealth Management, LLC | $289.2K | 5,256 | 0.00% | 2q | HELD |
| Naviter Wealth, LLC | $289.0K | 5,252 | 0.03% | 2q | -28.8%-$116.8K |
| Worth Asset Management, LLC | $217.6K | 3,955 | 0.07% | new | NEW |
| JANE STREET GROUP, LLC | $217.4K | 3,951 | 0.00% | 3q | -98.4%-$13.6M |
| Strategic Wealth Partners, Ltd. | $207.4K | 3,770 | 0.01% | 2q | +125566.7%+$207.3K |
| NFSG Corp | $171.7K | 3,120 | 0.02% | 3q | +32.9%+$42.5K |
| Steward Partners Investment Advisory, LLC | $149.7K | 2,721 | 0.00% | 2q | +1260.5%+$138.7K |
| Integrated Wealth Concepts LLC | $91.4K | 1,661 | 0.00% | new | NEW |
| ADIRONDACK TRUST CO | $40.0K | 727 | 0.01% | 2q | +48.4%+$13.0K |
| Capital Investment Advisory Services, LLC | $22.0K | 400 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $20.8K | 378 | 0.00% | 2q | +5.0% |
| Global Retirement Partners, LLC | $15.2K | 276 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $14.4K | 262 | 0.00% | 2q | +359.6%+$11.3K |
| SALEM INVESTMENT COUNSELORS INC | $13.8K | 250 | 0.00% | 2q | +400.0%+$11.0K |
| FINANCIAL CONSULATE, INC | $13.8K | 250 | 0.00% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $6.2K | 113 | 0.00% | new | NEW |
| UBS Group AG | $3.3K | 60 | 0.00% | new | NEW |
| Medallion Wealth Advisors, LLC | $2.8K | 50 | 0.00% | new | NEW |
| COMPASS FINANCIAL MANAGEMENT LLC | $2.8K | 50 | 0.00% | new | FIRST |
| MERCER GLOBAL ADVISORS INC /ADV | $2.6K | 47 | 0.00% | new | NEW |
| Lodestone Wealth Management LLC | $2.1K | 38 | 0.00% | 2q | +5.6% |
| Atlantic Edge Private Wealth Management, LLC | $1.4K | 25 | 0.00% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $976 | 17,730 | 0.00% | 2q | +159.1% |
| HRT FINANCIAL LP | $861 | 15,662 | 0.00% | 2q | +186.8% |
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 | 46 | $50.9M | 925,746 | 20 | 19 | 3 | 0.0% |
| Q1 2026 | 30 | $58.1M | 1,025,905 | 26 | 4 | 0 | 0.0% |
| Q4 2025 | 4 | $4.7M | 94,390 | 4 | 0 | 0 | 0.0% |
| Q3 2020 | 44 | $21.9M | 2,327,086 | 7 | 7 | 13 | 0.0% |
| Q2 2020 | 49 | $28.9M | 2,528,236 | 8 | 6 | 24 | 0.0% |
| Q1 2020 | 67 | $110.5M | 13,580,585 | 8 | 13 | 30 | 0.0% |
| Q4 2019 | 85 | $553.0M | 28,481,345 | 10 | 17 | 36 | 0.0% |
| Q3 2019 | 88 | $829.0M | 39,765,100 | 13 | 21 | 32 | 0.0% |
| Q2 2019 | 86 | $971.6M | 43,509,569 | 8 | 31 | 30 | 0.0% |
| Q1 2019 | 90 | $1.0B | 44,186,995 | 12 | 25 | 33 | 0.0% |
| Q4 2018 | 95 | $937.9M | 47,394,847 | 1 | 3 | 0 | 0.0% |