Who Owns NEOS (HYBI)? -- Institutional Holders (2026-06-30)

27 institutions reported holding $174.5M of NEOS (HYBI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Financial Security Advisor, Inc. ($107.5M), Clearstead Advisors, LLC ($41.1M), MML INVESTORS SERVICES, LLC ($6.2M), Arkadios Wealth Advisors ($4.2M), IEQ CAPITAL, LLC ($2.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Financial Security Advisor, Inc.$107.5M2.2MAdded
2Clearstead Advisors, LLC$41.1M834,478Trimmed
3MML INVESTORS SERVICES, LLC$6.2M125,534Added
4Arkadios Wealth Advisors$4.2M84,530Trimmed
5IEQ CAPITAL, LLC$2.6M51,804Added
6RFG Advisory, LLC$2.2M44,682Added
7JANE STREET GROUP, LLC$1.6M32,958Added
8Brookwood Investment Group LLC$1.5M30,762Trimmed
9OLD MISSION CAPITAL LLC$1.5M29,513New
10Triumph Capital Management$826,30416,779New
11Janney Montgomery Scott LLC$814,00016,525Added
12Cambridge Investment Research Advisors, Inc.$729,00014,794Trimmed
13Kestra Advisory Services, LLC$613,53912,458Added
14Cerity Partners LLC$568,33011,540Added
15ENVESTNET ASSET MANAGEMENT INC$545,82511,083Added
16HighTower Advisors, LLC$508,07510,317Added
17Seros Financial, LLC$400,3168,129New
18Sound Income Strategies, LLC$345,0797,007Added
19WORLD EQUITY GROUP, INC.$294,7465,985Added
20CITADEL ADVISORS LLC$280,2695,691Trimmed
21Global Retirement Partners, LLC$83,6081,698Added
22Capital Analysts, LLC$60,0001,216Trimmed
23IFP Advisors, Inc$25,166511Added
24WELLS FARGO & COMPANY/MN$25,166511New
25HARBOUR INVESTMENTS, INC.$15,809321New

Source: SEC Form 13F filings · as of 2026-06-30