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

NEOS ENHANCED INCOME CREDI

26 institutions still hold NEOS ENHANCED INCOME CREDI as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78433H584·26 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$62M
visible holders
Holders
26
filers reporting
Concentration
66.55%
Clearstead Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

26 institutions reported HYBI in Q2 2026. Clearstead Advisors, LLC leads at 66.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Clearstead Advisors, LLC
CIK 0000842775
$41M834K0.39%Q2 202602
MML INVESTORS SERVICES, LLC
CIK 0000701059
$6M126K0.01%Q2 202603
IEQ CAPITAL, LLC
CIK 0001779789
$3M52K0.01%Q2 202604
RFG Advisory, LLC
CIK 0001633387
$2M45K0.03%Q2 202605
Brookwood Investment Group LLC
CIK 0002066812
$2M31K0.17%Q2 202606
OLD MISSION CAPITAL LLC
CIK 0001455915
$1M30K0.02%Q2 202607
Triumph Capital Management
CIK 0001730765
$826K17K0.15%Q2 202608
Janney Montgomery Scott LLC
CIK 0001329948
$794K16K0.00%Q1 202609
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$747K15K0.00%Q1 202610
Kestra Advisory Services, LLC
CIK 0001830819
$614K12K0.00%Q2 202611
Cerity Partners LLC
CIK 0001566475
$568K12K0.00%Q2 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$546K11K0.00%Q2 202613
HighTower Advisors, LLC
CIK 0001462245
$508K10K0.00%Q2 202614
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$492K10K0.00%Q1 202615
Seros Financial, LLC
CIK 0002039918
$400K8K0.21%Q2 202616
Sound Income Strategies, LLC
CIK 0001730960
$345K7K0.02%Q2 202617
WORLD EQUITY GROUP, INC.
CIK 0000878770
$295K6K0.07%Q2 202618
CITADEL ADVISORS LLC
CIK 0001423053
$280K6K0.00%Q2 202619
CWM, LLC
CIK 0001535847
$254K5K0.00%Q1 202620
Global Retirement Partners, LLC
CIK 0001749744
$84K2K0.00%Q2 2026
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