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

NEOS ETF TRUST

135 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 78433H501·135 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$323M
visible holders
Holders
135
filers reporting
Concentration
10.58%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

135 institutions reported CSHI in Q2 2026. LPL Financial LLC leads at 10.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$34M685K0.01%Q2 202602
Gradient Investments LLC
CIK 0001542265
$28M565K0.39%Q2 202603
UBS Group AG
CIK 0001610520
$26M531K0.00%Q2 202604
New England Private Wealth Advisors LLC
CIK 0001582813
$26M518K2.49%Q2 202605
Retirement Planning Group, LLC
CIK 0001508195
$22M439K0.56%Q2 202606
ATTICUS WEALTH MANAGEMENT, LLC
CIK 0001800234
$22M432K5.12%Q2 202607
Richard P Slaughter Associates Inc
CIK 0001811783
$21M417K4.08%Q2 202608
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$20M410K0.03%Q2 202609
Arkadios Wealth Advisors
CIK 0001800798
$18M362K0.27%Q2 202610
MADDEN SECURITIES Corp
CIK 0001803566
$14M284K3.93%Q2 202611
Global View Capital Management LLC
CIK 0001994495
$11M218K2.24%Q2 202612
Summit Financial, LLC
CIK 0001765536
$11M217K0.12%Q2 202613
Stratos Wealth Partners, LTD.
CIK 0001612865
$10M206K0.10%Q2 202614
MML INVESTORS SERVICES, LLC
CIK 0000701059
$10M203K0.02%Q2 202615
Grantvest Financial Group LLC
CIK 0002055216
$9M179K5.17%Q2 202616
Gainplan LLC
CIK 0001697857
$9M174K3.42%Q2 202617
Owen LaRue, LLC
CIK 0001965328
$8M170K2.94%Q2 202618
NewEdge Advisors, LLC
CIK 0001633516
$8M162K0.02%Q2 202619
Able Wealth Management LLC
CIK 0002011908
$8M161K1.84%Q2 202620
Compound Planning, Inc.
CIK 0001978879
$7M149K0.19%Q2 2026
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