Who Owns NEOS ETF TRUST (NIHI)? -- Institutional Holders (2026-06-30)

Name: NEOS ETF TRUST (NIHI) Institutional Holders (2026-06-30)
Creator: ko.io

38 institutions reported holding $36.6M of NEOS ETF TRUST (NIHI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cascade Wealth Advisors, Inc ($8.8M), Private Advisor Group, LLC ($4.5M), Farther Finance Advisors, LLC ($4.2M), MML INVESTORS SERVICES, LLC ($3.2M), MADDEN SECURITIES Corp ($2.3M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Cascade Wealth Advisors, Inc	$8.8M	164,898	Trimmed
2	Private Advisor Group, LLC	$4.5M	86,827	New
3	Farther Finance Advisors, LLC	$4.2M	81,266	Added
4	MML INVESTORS SERVICES, LLC	$3.2M	62,251	Added
5	MADDEN SECURITIES Corp	$2.3M	44,849	Added
6	LPL Financial LLC	$1.8M	34,242	New
7	BCS Wealth Management	$1.4M	27,871	Added
8	JANE STREET GROUP, LLC	$1.3M	25,516	Trimmed
9	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.2M	23,560	Trimmed
10	OLD MISSION CAPITAL LLC	$1.0M	19,759	Added
11	CAP Partners, LLC	$965,738	18,741	Added
12	Coppell Advisory Solutions LLC	$657,894	25,080	New
13	Occidental Asset Management, LLC	$637,065	12,363	Added
14	New England Private Wealth Advisors LLC	$509,384	9,970	New
15	Belpointe Asset Management LLC	$506,540	9,830	Added
16	HRT FINANCIAL LP	$473,000	9,193	New
17	Newbridge Financial Services Group, Inc.	$454,340	8,817	Added
18	Ponta Wealth Partners, LLC	$350,095	6,794	New
19	STIFEL FINANCIAL CORP	$316,961	6,151	Trimmed
20	Valmark Advisers, Inc.	$314,333	6,100	Hold
21	Garden State Investment Advisory Services LLC	$296,556	5,755	New
22	PFG Advisors	$283,133	5,495	Trimmed
23	Summit Financial, LLC	$265,719	5,157	New
24	PRIVATE TRUST CO NA	$237,038	4,600	New
25	Steward Partners Investment Advisory, LLC	$201,998	3,920	New

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