NEOS Nasdaq-100 Hedged Equity Income ETF Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ADVISOR GROUP HOLDINGS, INC. | 05/12/2025 | 75.53 K | $3.69 M | 100.00% | 1.32% |
| LPL FINANCIAL LLC | 05/07/2025 | 73.65 K | $3.60 M | 100.00% | 1.29% |
| PFG INVESTMENTS, LLC | 04/22/2025 | 69.85 K | $3.41 M | 100.00% | 1.22% |
| WEALTHSTAR ADVISORS, LLC | 04/25/2025 | 65.76 K | $3.21 M | 100.00% | 1.15% |
| STIFEL FINANCIAL CORP | 05/14/2025 | 63.88 K | $3.12 M | 100.00% | 1.12% |
| COMMONWEALTH EQUITY SERVICES, LLC | 05/09/2025 | 54.53 K | $2.66 M | 100.00% | 0.95% |
| CLEARSTEAD ADVISORS, LLC | 05/13/2025 | 46.59 K | $2.27 M | 100.00% | 0.81% |
| JANE STREET GROUP, LLC | 05/19/2025 | 38.44 K | $1.88 M | 100.00% | 0.67% |
| 04/16/2025 | 27.63 K | $1.35 M | 100.00% | 0.48% | |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/22/2025 | 24.27 K | $1.19 M | 100.00% | 0.42% |
| RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 22.16 K | $1.08 M | 100.00% | 0.39% |
| ENVESTNET ASSET MANAGEMENT INC | 04/29/2025 | 16.12 K | $786.81 K | 100.00% | 0.28% |
| MML INVESTORS SERVICES, LLC | 05/14/2025 | 14.45 K | $705.00 K | 100.00% | 0.25% |
| 05/06/2025 | 14.00 K | $683.48 K | 100.00% | 0.24% | |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 05/09/2025 | 13.00 K | $644.98 K | 100.00% | 0.23% |
| COLONY GROUP, LLC | 05/20/2025 | 12.87 K | $628.27 K | 100.00% | 0.22% |
| ATRIA WEALTH SOLUTIONS, INC. | 05/09/2025 | 12.58 K | $613.91 K | 100.00% | 0.22% |
| TPG ADVISORS LLC | 04/24/2025 | 12.50 K | $610.01 K | 100.00% | 0.22% |
| CAP PARTNERS, LLC | 05/08/2025 | 11.47 K | $559.85 K | 100.00% | 0.20% |
| STEPHENS INC /AR/ | 05/01/2025 | 11.07 K | $540.54 K | 100.00% | 0.19% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 10.30 K | $502.90 K | 100.00% | 0.18% |
| UBS GROUP AG | 05/13/2025 | 9.84 K | $480.14 K | 100.00% | 0.17% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2025 | 9.43 K | $460.41 K | 100.00% | 0.16% |
| ATLANTIC FAMILY WEALTH, LLC | 05/07/2025 | 8.86 K | $432.45 K | 100.00% | 0.15% |
| 05/14/2025 | 7.33 K | $357.61 K | 100.00% | 0.13% | |
| CETERA INVESTMENT ADVISERS | 05/06/2025 | 7.04 K | $343.69 K | 100.00% | 0.12% |
| ROYAL BANK OF CANADA | 05/15/2025 | 6.86 K | $335.00 K | 100.00% | 0.12% |
| COLLABORATIVE WEALTH MANAGMENT INC. | 05/08/2025 | 6.76 K | $329.83 K | 100.00% | 0.12% |
| SIGMA PLANNING CORP | 05/02/2025 | 5.54 K | $270.29 K | 100.00% | 0.10% |
| NBC SECURITIES, INC. | 04/09/2025 | 5.17 K | $252 | 100.00% | 0.09% |
| MOLONEY SECURITIES ASSET MANAGEMENT, LLC | 04/30/2025 | 5.05 K | $246.66 K | 100.00% | 0.09% |
| HRT FINANCIAL LP | 05/15/2025 | 5.03 K | $245.00 K | 100.00% | 0.09% |
| 05/09/2025 | 4.95 K | $241.46 K | 100.00% | 0.09% | |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/12/2025 | 4.78 K | $233.41 K | 100.00% | 0.08% |
| SMITH ANGLIN FINANCIAL, LLC | 04/10/2025 | 4.77 K | $233.02 K | 100.00% | 0.08% |
| CITADEL ADVISORS LLC | 05/15/2025 | 4.52 K | $220.62 K | 100.00% | 0.08% |
| AE WEALTH MANAGEMENT LLC | 05/06/2025 | 4.50 K | $219.86 K | 100.00% | 0.08% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 05/15/2025 | 4.42 K | $215.54 K | 100.00% | 0.08% |
| CENTAURUS FINANCIAL, INC. | 05/15/2025 | 3.92 K | $191.00 K | 100.00% | 0.07% |
| IFP ADVISORS, INC | 05/05/2025 | 3.75 K | $183.26 K | 100.00% | 0.07% |
| MORGAN STANLEY | 05/15/2025 | 3.38 K | $165.12 K | 100.00% | 0.06% |
| HARBOUR INVESTMENTS, INC. | 05/08/2025 | 2.07 K | $100.92 K | 100.00% | 0.04% |
| GPS WEALTH STRATEGIES GROUP, LLC | 04/15/2025 | 1.93 K | $94.22 K | 100.00% | 0.03% |
| 04/30/2025 | 1.49 K | $72.52 K | 100.00% | 0.03% | |
| MAI CAPITAL MANAGEMENT | 05/15/2025 | 885 | $43.20 K | 100.00% | 0.02% |
| CORECAP ADVISORS, LLC | 05/09/2025 | 833 | $40.67 K | 100.00% | 0.01% |
| PRIVATE TRUST CO NA | 04/28/2025 | 750 | $36.62 K | 100.00% | 0.01% |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 04/29/2025 | 630 | $30.76 K | 100.00% | 0.01% |
| FARTHER FINANCE ADVISORS, LLC | 04/14/2025 | 540 | $26.46 K | 100.00% | 0.01% |
| SIGNATUREFD, LLC | 05/02/2025 | 400 | $19.53 K | 100.00% | 0.01% |
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NEOS Nasdaq-100 Hedged Equity Income ETF institutional Ownership - FAQ's
During the previous two years, 71 institutional investors and hedge funds held shares of NEOS Nasdaq-100 Hedged Equity Income ETF. The most heavily invested institutionals were:
ADVISOR GROUP HOLDINGS, INC.: 75,533
LPL Financial LLC: 73,654
PFG Investments, LLC: 69,845
Wealthstar Advisors, LLC: 65,759
STIFEL FINANCIAL CORP: 63,881
COMMONWEALTH EQUITY SERVICES, LLC: 54,528
14.26% of NEOS Nasdaq-100 Hedged Equity Income ETF stock is owned by institutional investors.
Institutional investors have bought a total of 761.23 K shares in the last 24 months. This purchase volume represents approximately $39.70 M in transactions.