13F Insight
DOSSIER · 13F Holders · Q2 2026
CSHI

NEOS ETF TRUST

123 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 78433H501·123 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$263M
visible holders
Holders
123
filers reporting
Concentration
10.71%
Gradient Investments LLC #1
top holder share
AI Holders Summary · Q2 2026

123 institutions reported CSHI in Q2 2026. Gradient Investments LLC leads at 10.7% 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
$28M565K0.39%Q2 202602
ATTICUS WEALTH MANAGEMENT, LLC
CIK 0001800234
$22M432K5.12%Q2 202603
LPL Financial LLC
CIK 0001403438
$21M418K0.01%Q1 202604
Richard P Slaughter Associates Inc
CIK 0001811783
$21M417K4.08%Q2 202605
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$20M394K0.03%Q1 202606
Arkadios Wealth Advisors
CIK 0001800798
$17M344K0.28%Q1 202607
Retirement Planning Group, LLC
CIK 0001508195
$14M288K0.44%Q1 202608
MADDEN SECURITIES Corp
CIK 0001803566
$14M284K3.93%Q2 202609
New England Private Wealth Advisors LLC
CIK 0001582813
$12M240K1.38%Q1 202610
Global View Capital Management LLC
CIK 0001994495
$11M218K2.24%Q2 202611
Stratos Wealth Partners, LTD.
CIK 0001612865
$9M185K0.10%Q1 202612
Able Wealth Management LLC
CIK 0002011908
$9M179K2.39%Q1 202613
Grantvest Financial Group LLC
CIK 0002055216
$9M176K5.67%Q1 202614
Gainplan LLC
CIK 0001697857
$9M174K3.42%Q2 202615
Summit Financial, LLC
CIK 0001765536
$9M174K0.11%Q1 202616
Compound Planning, Inc.
CIK 0001978879
$9M172K0.26%Q1 202617
Owen LaRue, LLC
CIK 0001965328
$8M170K2.94%Q2 202618
UBS Group AG
CIK 0001610520
$8M161K0.00%Q1 202619
MML INVESTORS SERVICES, LLC
CIK 0000701059
$7M148K0.02%Q1 202620
Integrated Wealth Concepts LLC
CIK 0001737109
$7M139K0.06%Q1 2026
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