13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
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
—
▲ 5.2%
vs prior quarter
13F value held
$25M
76.0% inst. owned
of float
Holders
22
-25 QoQ
filers reporting
Activity
+20 / −86
+887 added · −656 reduced
this quarter
Concentration
34.65%
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 34.7% of the visible book. -25 net institutions QoQ — distribution reading.

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
$3M57K0.03%Q1 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
PFG Advisors
CIK 0001694435
$1M30K0.07%Q1 202608
BCS Wealth Management
CIK 0001798172
$929,95119K0.19%Q1 202609
CAP Partners, LLC
CIK 0002006870
$360,9467K0.20%Q1 202610
Occidental Asset Management, LLC
CIK 0001770994
$326,3027K0.04%Q1 202611
STIFEL FINANCIAL CORP
CIK 0000720672
$312,2586K0.00%Q1 202612
Valmark Advisers, Inc.
CIK 0001380443
$297,4366K0.00%Q1 202613
Newbridge Financial Services Group, Inc.
CIK 0001879757
$290,2206K0.05%Q1 202614
Naviter Wealth, LLC
CIK 0001855567
$241,3625K0.03%Q1 202615
Belpointe Asset Management LLC
CIK 0001721242
$239,2175K0.01%Q1 202616
OLD MISSION CAPITAL LLC
CIK 0001455915
$235,1205K0.00%Q1 202617
IFP Advisors, Inc
CIK 0001641866
$53,4901K0.00%Q1 202618
Allworth Financial LP
CIK 0001555170
$39,0088000.00%Q1 202619
CWM, LLC
CIK 0001535847
$15,9073260.00%Q1 202620
SALEM INVESTMENT COUNSELORS INC
CIK 0000884423
$9,7522000.00%Q1 2026
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