13F Insight
DOSSIER · 13F Holders · Q2 2026

NEOS ETF TRUST

54 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 78433H618·54 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$46M
visible holders
Holders
54
filers reporting
Concentration
17.86%
Gradient Investments LLC #1
top holder share
AI Holders Summary · Q2 2026

54 institutions reported NEOS ETF TRUST in Q2 2026. Gradient Investments LLC leads at 17.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Gradient Investments LLC
CIK 0001542265
$8M167K0.11%Q2 202602
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
CIK 0001989941
$7M141K1.03%Q2 202603
Cascade Wealth Advisors, Inc
CIK 0002018936
$5M107K2.13%Q2 202604
MADDEN SECURITIES Corp
CIK 0001803566
$5M100K1.37%Q2 202605
New England Private Wealth Advisors LLC
CIK 0001582813
$3M65K0.32%Q2 202606
RFG Advisory, LLC
CIK 0001633387
$3M65K0.05%Q2 202607
Moran Wealth Management, LLC
CIK 0001965334
$2M48K0.06%Q2 202608
Cherry Creek Investment Advisors, Inc.
CIK 0001877829
$2M43K0.84%Q2 202609
Summit Financial, LLC
CIK 0001765536
$1M26K0.01%Q2 202610
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M22K0.00%Q1 202611
CAP Partners, LLC
CIK 0002006870
$914K19K0.45%Q2 202612
STIFEL FINANCIAL CORP
CIK 0000720672
$900K18K0.00%Q2 202613
LPL Financial LLC
CIK 0001403438
$819K17K0.00%Q2 202614
High Net Worth Advisory Group LLC
CIK 0001919142
$792K16K0.17%Q2 202615
World Investment Advisors
CIK 0001652594
$745K16K0.01%Q1 202616
Core Wealth Advisors, Inc.
CIK 0001770532
$701K14K0.14%Q2 202617
Prosperity Wealth Management, Inc.
CIK 0001991463
$641K13K0.21%Q4 202518
PVG ASSET MANAGEMENT CORP
CIK 0000820434
$615K13K0.36%Q2 202619
ROYAL BANK OF CANADA
CIK 0001000275
$580K12K0.00%Q2 202620
Steward Partners Investment Advisory, LLC
CIK 0001723397
$507K10K0.00%Q2 2026
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