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

NEOS ETF TRUST

49 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 78433H543·49 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$47M
visible holders
Holders
49
filers reporting
Concentration
12.19%
Cascade Wealth Advisors, Inc #1
top holder share
AI Holders Summary · Q3 2026

49 institutions reported NIHI in Q3 2026. Cascade Wealth Advisors, Inc leads at 12.2% 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
$6M114K2.35%Q3 202602
LPL Financial LLC
CIK 0001403438
$6M111K0.00%Q3 202603
Private Advisor Group, LLC
CIK 0001567755
$6M109K0.02%Q3 202604
Farther Finance Advisors, LLC
CIK 0001992825
$4M85K0.03%Q3 202605
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M57K0.00%Q3 202606
MML INVESTORS SERVICES, LLC
CIK 0000701059
$2M42K0.01%Q3 202607
MADDEN SECURITIES Corp
CIK 0001803566
$2M42K0.57%Q3 202608
LFG Wealth Partners, LLC
CIK 0002044171
$2M30K0.63%Q3 202609
BCS Wealth Management
CIK 0001798172
$1M28K0.25%Q3 202610
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M25K0.00%Q3 202611
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M24K0.00%Q2 202612
New England Private Wealth Advisors LLC
CIK 0001582813
$1M23K0.11%Q3 202613
CAP Partners, LLC
CIK 0002006870
$1M22K0.51%Q3 202614
PFG Advisors
CIK 0001694435
$1M21K0.06%Q3 202615
OLD MISSION CAPITAL LLC
CIK 0001455915
$1M20K0.02%Q2 202616
Belpointe Asset Management LLC
CIK 0001721242
$831K16K0.02%Q3 202617
Occidental Asset Management, LLC
CIK 0001770994
$813K16K0.07%Q3 202618
Coppell Advisory Solutions LLC
CIK 0001848433
$658K25K0.05%Q2 202619
Newbridge Financial Services Group, Inc.
CIK 0001879757
$616K12K0.07%Q3 202620
Apollon Wealth Management, LLC
CIK 0001764387
$552K11K0.01%Q3 2026
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