NEOS Nasdaq-100 Hedged Equity Income ETF Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 11/12/2025 | 195.75 K | $10.65 M | 63.56% | 3.09% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 143.69 K | $7.82 M | 100.00% | 2.27% |
| PFG INVESTMENTS, LLC | 10/31/2025 | 72.85 K | $3.96 M | 1.69% | 1.15% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 72.30 K | $3.85 M | -6.87% | 1.14% |
| WEALTHSTAR ADVISORS, LLC | 11/12/2025 | 65.76 K | $3.58 M | 0.00% | 1.04% |
| CLEARSTEAD ADVISORS, LLC | 11/10/2025 | 60.85 K | $3.31 M | 26.78% | 0.96% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 32.29 K | $1.76 M | 0.46% | 0.51% |
| RPS ADVISORY SOLUTIONS LLC | 11/14/2025 | 29.84 K | $1.62 M | 34.93% | 0.47% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 29.02 K | $1.58 M | -4.04% | 0.46% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 28.54 K | $1.55 M | 28.03% | 0.45% |
| GOLDSTONE FINANCIAL GROUP, LLC | 10/17/2025 | 27.07 K | $1.47 M | 0.51% | 0.43% |
| OLD MISSION CAPITAL LLC | 11/14/2025 | 24.14 K | $1.31 M | 100.00% | 0.38% |
| RIVERTREE ADVISORS, LLC | 11/04/2025 | 23.15 K | $1.26 M | 100.00% | 0.37% |
| DAVIES FINANCIAL ADVISORS, INC. | 10/15/2025 | 22.32 K | $1.21 M | -2.26% | 0.35% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 20.26 K | $1.10 M | 170.48% | 0.32% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 20.22 K | $1.10 M | -68.52% | 0.32% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 16.78 K | $912.58 K | -9.53% | 0.26% |
| STRATOS WEALTH ADVISORS, LLC | 11/06/2025 | 16.06 K | $873.39 K | 8.41% | 0.25% |
| MML INVESTORS SERVICES, LLC | 11/14/2025 | 15.03 K | $817.59 K | 2.56% | 0.24% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 14.89 K | $810.00 K | 37.01% | 0.23% |
| ANCHOR CAPITAL MANAGEMENT GROUP INC | 11/10/2025 | 14.00 K | $761.57 K | 0.00% | 0.22% |
| COLONY GROUP, LLC | 11/14/2025 | 13.13 K | $714.34 K | 1.03% | 0.21% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 10/30/2025 | 12.13 K | $673.10 K | 0.44% | 0.19% |
| CAP PARTNERS, LLC | 10/29/2025 | 11.25 K | $611.93 K | 0.01% | 0.18% |
| ADVISORY SERVICES NETWORK, LLC | 11/18/2025 | 11.21 K | $609.68 K | 6.31% | 0.18% |
| SIGNAL ADVISORS WEALTH, LLC | 10/10/2025 | 10.59 K | $576.21 K | 0.78% | 0.17% |
| TPG ADVISORS LLC | 11/06/2025 | 9.38 K | $509.98 K | -24.72% | 0.15% |
| ATLANTIC FAMILY WEALTH, LLC | 11/06/2025 | 8.86 K | $481.86 K | 0.00% | 0.14% |
| STONEX GROUP INC. | 11/14/2025 | 8.78 K | $477.50 K | -3.95% | 0.14% |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 10/22/2025 | 7.15 K | $389.11 K | 0.00% | 0.11% |
| ROYAL BANK OF CANADA | 11/14/2025 | 6.90 K | $375.00 K | 7.80% | 0.11% |
| COLLABORATIVE WEALTH MANAGMENT INC. | 11/07/2025 | 6.76 K | $367.51 K | 0.00% | 0.11% |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 11/05/2025 | 6.70 K | $364.41 K | 2.37% | 0.11% |
| HIGH NET WORTH ADVISORY GROUP LLC | 10/29/2025 | 5.95 K | $323.67 K | 0.00% | 0.09% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 5.04 K | $274.27 K | 100.00% | 0.08% |
| QUANTINNO CAPITAL MANAGEMENT LP | 11/14/2025 | 5.01 K | $272.46 K | 2.37% | 0.08% |
| PALACIOS WEALTH MANAGEMENT, LLC | 11/05/2025 | 4.95 K | $269.05 K | 0.00% | 0.08% |
| MERIDIAN WEALTH MANAGEMENT, LLC | 11/04/2025 | 4.82 K | $261.98 K | -1.37% | 0.08% |
| NBC SECURITIES, INC. | 11/14/2025 | 4.79 K | $260.83 K | -7.04% | 0.08% |
| SIGMA PLANNING CORP | 11/10/2025 | 4.72 K | $256.71 K | -2.20% | 0.07% |
| AE WEALTH MANAGEMENT LLC | 11/03/2025 | 4.51 K | $245.25 K | 0.04% | 0.07% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 11/12/2025 | 4.12 K | $224.26 K | 0.98% | 0.07% |
| OPPENHEIMER & CO INC | 11/06/2025 | 4.07 K | $221.13 K | 0.37% | 0.06% |
| ELEVATED CAPITAL ADVISORS, LLC | 11/13/2025 | 4.02 K | $218.73 K | 100.00% | 0.06% |
| CENTAURUS FINANCIAL, INC. | 11/20/2025 | 3.92 K | $213.00 K | 0.00% | 0.06% |
| MORGAN STANLEY | 11/14/2025 | 3.32 K | $180.66 K | -46.10% | 0.05% |
| IFP ADVISORS, INC | 12/02/2025 | 3.07 K | $167.01 K | -11.25% | 0.05% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 11/14/2025 | 3.00 K | $162.92 K | 0.00% | 0.05% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 11/07/2025 | 2.68 K | $145.80 K | 100.00% | 0.04% |
| AMERITAS ADVISORY SERVICES, LLC | 11/06/2025 | 2.55 K | $138.79 K | 100.00% | 0.04% |
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NEOS Nasdaq-100 Hedged Equity Income ETF institutional Ownership - FAQ's
During the previous two years, 79 institutional investors and hedge funds held shares of NEOS Nasdaq-100 Hedged Equity Income ETF. The most heavily invested institutionals were:
LPL Financial LLC: 195,752
Janney Montgomery Scott LLC: 143,690
PFG Investments, LLC: 72,849
ADVISOR GROUP HOLDINGS, INC.: 72,295
Wealthstar Advisors, LLC: 65,764
Clearstead Advisors, LLC: 60,847
17.93% of NEOS Nasdaq-100 Hedged Equity Income ETF stock is owned by institutional investors.
Institutional investors have bought a total of 1.16 M shares in the last 24 months. This purchase volume represents approximately $63.52 M in transactions.