13F Insight
DOSSIER · 13F Holders · Q3 2026
CSHI

NEOS ETF TRUST

139 institutions still hold NEOS ETF TRUST as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78433H501·139 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$371M
visible holders
Holders
139
filers reporting
Concentration
13.36%
ATTICUS WEALTH MANAGEMENT, LLC #1
top holder share
AI Holders Summary · Q3 2026

139 institutions reported CSHI in Q3 2026. ATTICUS WEALTH MANAGEMENT, LLC leads at 13.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
ATTICUS WEALTH MANAGEMENT, LLC
CIK 0001800234
$50M996K10.96%Q3 202602
LPL Financial LLC
CIK 0001403438
$34M685K0.01%Q2 202603
New England Private Wealth Advisors LLC
CIK 0001582813
$30M611K2.90%Q3 202604
Gradient Investments LLC
CIK 0001542265
$28M573K0.41%Q3 202605
UBS Group AG
CIK 0001610520
$26M531K0.00%Q2 202606
Retirement Planning Group, LLC
CIK 0001508195
$26M517K0.64%Q3 202607
BIP Wealth, LLC
CIK 0001590214
$25M501K0.67%Q3 202608
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$20M410K0.03%Q2 202609
Arkadios Wealth Advisors
CIK 0001800798
$18M362K0.27%Q2 202610
Richard P Slaughter Associates Inc
CIK 0001811783
$15M294K2.89%Q3 202611
MADDEN SECURITIES Corp
CIK 0001803566
$14M284K3.93%Q2 202612
Global View Capital Management LLC
CIK 0001994495
$11M218K2.24%Q2 202613
Summit Financial, LLC
CIK 0001765536
$11M217K0.12%Q2 202614
Stratos Wealth Partners, LTD.
CIK 0001612865
$10M206K0.10%Q2 202615
MML INVESTORS SERVICES, LLC
CIK 0000701059
$10M203K0.02%Q2 202616
Grantvest Financial Group LLC
CIK 0002055216
$9M182K5.20%Q3 202617
Gainplan LLC
CIK 0001697857
$9M180K3.47%Q3 202618
Owen LaRue, LLC
CIK 0001965328
$8M170K2.94%Q2 202619
NewEdge Advisors, LLC
CIK 0001633516
$8M162K0.02%Q2 202620
Compound Planning, Inc.
CIK 0001978879
$7M149K0.19%Q2 2026
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