13F Insight
DOSSIER · 13F Holders · Q1 2026
NIHI

NEOS ETF TRUST

22 institutions still hold NEOS ETF TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78433H543·22 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$26M
visible holders
Holders
22
filers reporting
Concentration
33.73%
Cascade Wealth Advisors, Inc #1
top holder share
AI Holders Summary · Q1 2026

22 institutions reported NIHI in Q1 2026. Cascade Wealth Advisors, Inc leads at 33.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Cascade Wealth Advisors, Inc
CIK 0002018936
$9M170K3.85%Q1 202602
Farther Finance Advisors, LLC
CIK 0001992825
$4M81K0.03%Q2 202603
MML INVESTORS SERVICES, LLC
CIK 0000701059
$3M52K0.01%Q1 202604
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M44K0.00%Q1 202605
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M44K0.00%Q1 202606
MADDEN SECURITIES Corp
CIK 0001803566
$2M43K0.64%Q1 202607
BCS Wealth Management
CIK 0001798172
$1M28K0.26%Q2 202608
CAP Partners, LLC
CIK 0002006870
$361K7K0.20%Q1 202609
Occidental Asset Management, LLC
CIK 0001770994
$326K7K0.04%Q1 202610
STIFEL FINANCIAL CORP
CIK 0000720672
$312K6K0.00%Q1 202611
Valmark Advisers, Inc.
CIK 0001380443
$297K6K0.00%Q1 202612
Newbridge Financial Services Group, Inc.
CIK 0001879757
$290K6K0.05%Q1 202613
PFG Advisors
CIK 0001694435
$283K5K0.01%Q2 202614
Naviter Wealth, LLC
CIK 0001855567
$241K5K0.03%Q1 202615
Belpointe Asset Management LLC
CIK 0001721242
$239K5K0.01%Q1 202616
OLD MISSION CAPITAL LLC
CIK 0001455915
$235K5K0.00%Q1 202617
IFP Advisors, Inc
CIK 0001641866
$58K1K0.00%Q2 202618
Allworth Financial LP
CIK 0001555170
$39K8000.00%Q1 202619
SALEM INVESTMENT COUNSELORS INC
CIK 0000884423
$21K4000.00%Q2 202620
Capital Analysts, LLC
CIK 0001624758
$17K3460.00%Q1 2026
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