13F Insight
DOSSIER · 13F Holders · Q2 2026

NEOS ETF TRUST

67 institutions still hold NEOS ETF TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78433H550·67 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$54M
visible holders
Holders
67
filers reporting
Concentration
21.96%
Private Advisor Group, LLC #1
top holder share
AI Holders Summary · Q2 2026

67 institutions reported NEOS ETF TRUST in Q2 2026. Private Advisor Group, LLC leads at 22.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Private Advisor Group, LLC
CIK 0001567755
$12M243K0.05%Q2 202602
ROYAL BANK OF CANADA
CIK 0001000275
$12M240K0.00%Q2 202603
LPL Financial LLC
CIK 0001403438
$6M115K0.00%Q2 202604
Belvedere Trading LLC
CIK 0001632341
$3M61K0.00%Q2 202605
Stratos Wealth Partners, LTD.
CIK 0001612865
$2M43K0.02%Q2 202606
CITADEL ADVISORS LLC
CIK 0001423053
$2M37K0.00%Q4 202507
Integrity Wealth Partners, LLC
CIK 0002121884
$2M35K1.78%Q1 202608
MADDEN SECURITIES Corp
CIK 0001803566
$2M39K0.53%Q2 202609
Farther Finance Advisors, LLC
CIK 0001992825
$2M38K0.01%Q2 202610
PFG Advisors
CIK 0001694435
$2M34K0.08%Q2 202611
AE Wealth Management LLC
CIK 0001697723
$2M32K0.01%Q2 202612
RED CRANE WEALTH MANAGEMENT, LLC
CIK 0001686343
$1M26K0.93%Q2 202613
New England Private Wealth Advisors LLC
CIK 0001582813
$1M25K0.12%Q2 202614
DIVERSIFY WEALTH MANAGEMENT, LLC
CIK 0002030780
$980K20K0.02%Q2 202615
Diversify Advisory Services, LLC
CIK 0002021232
$980K20K0.02%Q2 202616
STIFEL FINANCIAL CORP
CIK 0000720672
$975K20K0.00%Q2 202617
Coastal Bridge Advisors, LLC
CIK 0001665976
$850K18K0.05%Q2 202618
KINGSWOOD WEALTH ADVISORS, LLC
CIK 0001987855
$846K17K0.03%Q2 202619
Compound Planning, Inc.
CIK 0001978879
$800K17K0.02%Q2 202620
SBI Securities Co., Ltd.
CIK 0001851815
$762K16K0.02%Q2 2026
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