NEOS ETF TRUST (NEHI)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
7
Reporting holders
$3.3M
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MADDEN SECURITIES Corp | $1.5M | 62,300 | 0.41% | 2q | +23.4%+$279.2K |
| JANE STREET GROUP, LLC | $1.4M | 57,981 | 0.00% | 3q | +313.8%+$1.0M |
| Kingsview Wealth Management, LLC | $257.4K | 10,907 | 0.00% | 2q | -21.0%-$68.2K |
| NFSG Corp | $148.0K | 6,272 | 0.02% | 3q | +22.2%+$26.9K |
| AE Wealth Management LLC | $16.5K | 700 | 0.00% | new | NEW |
| Capital Investment Advisory Services, LLC | $7.1K | 301 | 0.00% | 3q | +8.3% |
| MORGAN STANLEY | $35 | 1 | 0.00% | new | NEW |
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 | 7 | $3.3M | 138,462 | 2 | 4 | 1 | 0.0% |
| Q1 2026 | 6 | $2.8M | 84,666 | 3 | 2 | 1 | 0.0% |
| Q4 2025 | 4 | $2.1M | 42,385 | 4 | 0 | 0 | 0.0% |