DaveManuel.com · Institutional Ownership · Who Owns It
NEOS ETF TRUST (NIHI)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
37
Reporting holders
$36.6M
Reported value
0.0%
Calls
0.0%
Puts
+13
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| HRT FINANCIAL LP | $473.0K | 9,193 | 0.00% | new | NEW |
| 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 |
| Capital Analysts, LLC | $18.0K | 346 | 0.00% | 2q | HELD |
| Ameritas Advisory Services, LLC | $11.1K | 215 | 0.00% | new | NEW |
| BFC Planning, Inc. | $7.5K | 146 | 0.00% | 2q | +2.8% |
| Roble, Belko & Company, Inc | $5.0K | 99 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $10 | none filed | 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 13 | $13.6M | 266,740 | 5 | 6 | 1 | 0.0% |
| Q2 2026 | 37 | $36.6M | 717,743 | 17 | 12 | 5 | 0.0% |
| Q1 2026 | 24 | $26.5M | 533,103 | 17 | 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% |