NEOS ETF TRUST (NIHI)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
33
Reporting holders
$36.1M
Reported value
0.0%
Held as options
+11
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 |
|---|---|---|---|---|---|
| Cascade Wealth Advisors, Inc | $8.8M | 164,898 | 3.52% | 4q | -3.1%-$283.7K |
| Private Advisor Group, LLC | $4.5M | 86,827 | 0.02% | new | NEW |
| Farther Finance Advisors, LLC | $4.2M | 81,266 | 0.03% | 2q | +42.2%+$1.2M |
| MML INVESTORS SERVICES, LLC | $3.2M | 62,251 | 0.01% | 2q | +20.1%+$536.9K |
| MADDEN SECURITIES Corp | $2.3M | 44,849 | 0.64% | 4q | +3.4%+$75.2K |
| LPL Financial LLC | $1.8M | 34,242 | 0.00% | new | NEW |
| BCS Wealth Management | $1.4M | 27,871 | 0.26% | 3q | +46.1%+$453.4K |
| JANE STREET GROUP, LLC | $1.3M | 25,516 | 0.00% | 4q | -41.4%-$930.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 23,560 | 0.00% | 3q | -46.2%-$1.0M |
| OLD MISSION CAPITAL LLC | $1.0M | 19,759 | 0.02% | 2q | +309.8%+$769.7K |
| CAP Partners, LLC | $965.7K | 18,741 | 0.47% | 2q | +153.2%+$584.3K |
| Coppell Advisory Solutions LLC | $657.9K | 25,080 | 0.05% | new | NEW |
| Occidental Asset Management, LLC | $637.1K | 12,363 | 0.06% | 2q | +84.7%+$292.2K |
| New England Private Wealth Advisors LLC | $509.4K | 9,970 | 0.05% | new | NEW |
| Belpointe Asset Management LLC | $506.5K | 9,830 | 0.02% | 2q | +100.4%+$253.7K |
| NFSG Corp | $454.3K | 8,817 | 0.06% | 3q | +48.1%+$147.6K |
| Ponta Wealth Partners, LLC | $350.1K | 6,794 | 0.19% | new | NEW |
| STIFEL FINANCIAL CORP | $317.0K | 6,151 | 0.00% | 2q | -4.0%-$13.0K |
| Valmark Advisers, Inc. | $314.3K | 6,100 | 0.00% | 2q | HELD |
| Garden State Investment Advisory Services LLC | $296.6K | 5,755 | 0.05% | new | NEW |
| PFG Advisors | $283.1K | 5,495 | 0.01% | 3q | -81.8%-$1.3M |
| Summit Financial, LLC | $265.7K | 5,157 | 0.00% | new | NEW |
| PRIVATE TRUST CO NA | $237.0K | 4,600 | 0.02% | new | NEW |
| Steward Partners Investment Advisory, LLC | $202.0K | 3,920 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $127.6K | 2,476 | 0.00% | new | NEW |
| Parallel Advisors, LLC | $113.4K | 2,201 | 0.00% | new | NEW |
| IFP Advisors, Inc | $57.8K | 1,122 | 0.00% | 2q | +2.3%+$1.3K |
| Allworth Financial LP | $41.2K | 800 | 0.00% | 2q | HELD |
| SHP Wealth Management | $26.0K | 504 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $22.0K | 429 | 0.00% | new | NEW |
| SALEM INVESTMENT COUNSELORS INC | $20.6K | 400 | 0.00% | 2q | +100.0%+$10.3K |
| Ameritas Advisory Services, LLC | $11.1K | 215 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $473 | 9,193 | 0.00% | new | NEW |
| Capital Analysts, LLC | $18 | 346 | 0.00% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $10 | 0 | 0.00% | new | NEW |
| Roble, Belko & Company, Inc | $5 | 99 | 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 | 33 | $36.1M | 707,959 | 15 | 11 | 5 | 0.0% |
| Q1 2026 | 22 | $26.5M | 532,615 | 15 | 7 | 0 | 0.0% |
| Q4 2025 | 8 | $12.5M | 243,596 | 5 | 2 | 1 | 0.0% |
| Q3 2025 | 3 | $2.1M | 41,737 | 3 | 0 | 0 | 0.0% |