Filing Research | NEOS ETF TRUST Institutional Holdings

Snapshot holdings

36 / 36 loaded

#		Instrument	quantity
1	Gradient Investments LLC	Shares	565.3KSH	$28.2M
2	ATTICUS WEALTH MANAGEMENT, LLC	Shares	432.2KSH	$21.5M
3	Richard P Slaughter Associates Inc	Shares	417.3KSH	$20.8M
4	MADDEN SECURITIES Corp	Shares	284.0KSH	$14.1M
5	Global View Capital Management LLC	Shares	218.2KSH	$10.9M
6	Gainplan LLC	Shares	174.1KSH	$8.7M
7	Owen LaRue, LLC	Shares	169.6KSH	$8.4M
8	INDEPENDENT FINANCIAL GROUP, LLC	Shares	136.2KSH	$6.8M
9	Capital Investment Advisory Services, LLC	Shares	120.8KSH	$6.0M
10	Apollon Wealth Management, LLC	Shares	102.9KSH	$5.1M
11	True North Advisors, LLC	Shares	71.9KSH	$3.6M
12	Farther Finance Advisors, LLC	Shares	59.4KSH	$3.0M
13	Wealthcare Advisory Partners LLC	Shares	53.9KSH	$2.7M
14	ARQ WEALTH ADVISORS, LLC	Shares	48.2KSH	$2.4M
15	Bright Futures Wealth Management, LLC.	Shares	47.4KSH	$2.4M
16	WT Wealth Management	Shares	44.6KSH	$2.2M
17	Prospera Financial Services Inc	Shares	42.9KSH	$2.1M
18	Dynamic Advisor Solutions LLC	Shares	29.3KSH	$1.5M
19	Unique Wealth Strategies, LLC	Shares	28.1KSH	$1.4M
20	CoreCap Advisors, LLC	Shares	25.9KSH	$1.3M
21	Heck Capital Advisors, LLC	Shares	24.7KSH	$1.2M
22	Brookwood Investment Group LLC	Shares	20.8KSH	$1.0M
23	Paladin Wealth, LLC	Shares	20.4KSH	$1.0M
24	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	20.4KSH	$1.0M
25	Mason & Associates Inc	Shares	20.1KSH	$1.0M
26	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	17.6KSH	$878.0K
27	WEST MICHIGAN ADVISORS, LLC	Shares	11.3KSH	$560.7K
28	Cannon Advisors, Inc.	Shares	9.2KSH	$458.2K
29	Redhawk Wealth Advisors, Inc.	Shares	8.1KSH	$404.1K
30	WINNACLE WEALTH LLC	Shares	7.0KSH	$349.2K
31	RiverTree Advisors, LLC	Shares	6.4KSH	$320.6K
32	IFP Advisors, Inc	Shares	6.3KSH	$313.6K
33	FLAGSHIP HARBOR ADVISORS, LLC	Shares	5.2KSH	$259.1K
34	LANARK FINANCIAL, INC.	Shares	5.2KSH	$257.9K
35	Triumph Capital Management	Shares	1.0KSH	$49.8K
36	DHJJ Financial Advisors, Ltd.	Shares	410SH	$20.4K

Manager changes2026-06-30 vs 2026-03-31

38 / 38 loaded

#		Instrument
1	Global View Capital Management LLC added	Shares	+178.1K	+$8.9M	$10.9M
2	ATTICUS WEALTH MANAGEMENT, LLC added	Shares	+95.6K	+$4.8M	$21.5M
3	Gradient Investments LLC added	Shares	+54.9K	+$2.8M	$28.2M
4	True North Advisors, LLC added	Shares	+26.6K	+$1.3M	$3.6M
5	ARQ WEALTH ADVISORS, LLC added	Shares	+25.0K	+$1.2M	$2.4M
6	MADDEN SECURITIES Corp added	Shares	+24.0K	+$1.2M	$14.1M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+17.6K	+$878.0K	$878.0K
8	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+13.8K	+$688.7K	$1.0M
9	Apollon Wealth Management, LLC added	Shares	+11.5K	+$574.8K	$5.1M
10	Bright Futures Wealth Management, LLC. added	Shares	+10.0K	+$499.3K	$2.4M
11	Prospera Financial Services Inc added	Shares	+9.8K	+$490.1K	$2.1M
12	Farther Finance Advisors, LLC added	Shares	+8.4K	+$419.6K	$3.0M
13	WINNACLE WEALTH LLC new	Shares	+7.0K	+$349.2K	$349.2K
14	Unique Wealth Strategies, LLC added	Shares	+5.6K	+$281.1K	$1.4M
15	Brookwood Investment Group LLC added	Shares	+5.6K	+$280.5K	$1.0M
16	WT Wealth Management added	Shares	+5.3K	+$265.3K	$2.2M
17	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+3.3K	+$167.1K	$6.8M
18	CoreCap Advisors, LLC added	Shares	+2.5K	+$127.4K	$1.3M
19	Paladin Wealth, LLC added	Shares	+1.8K	+$92.2K	$1.0M
20	Heck Capital Advisors, LLC added	Shares	+1.4K	+$69.1K	$1.2M
21	Dynamic Advisor Solutions LLC added	Shares	+805	+$41.0K	$1.5M
22	IFP Advisors, Inc added	Shares	+335	+$16.9K	$313.6K
23	Triumph Capital Management unchanged	Shares	0	+$30	$49.8K
24	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$13	$20.4K
25	WEST MICHIGAN ADVISORS, LLC unchanged	Shares	0	$0	$560.7K
26	LANARK FINANCIAL, INC. trimmed	Shares	-332	-$16.4K	$257.9K
27	Redhawk Wealth Advisors, Inc. trimmed	Shares	-652	-$32.2K	$404.1K
28	Sound Income Strategies, LLC exited	Shares	-1.2K	-$61.0K	$0
29	FLAGSHIP HARBOR ADVISORS, LLC trimmed	Shares	-1.7K	-$82.7K	$259.1K
30	Gainplan LLC trimmed	Shares	-2.4K	-$113.0K	$8.7M
31	Wealthcare Advisory Partners LLC trimmed	Shares	-2.9K	-$144.2K	$2.7M
32	Capital Investment Advisory Services, LLC trimmed	Shares	-4.1K	-$200.6K	$6.0M
33	Tactive Advisors, LLC exited	Shares	-8.4K	-$418.6K	$0
34	Mason & Associates Inc trimmed	Shares	-9.7K	-$479.9K	$1.0M
35	Cannon Advisors, Inc. trimmed	Shares	-11.0K	-$544.3K	$458.2K
36	RiverTree Advisors, LLC trimmed	Shares	-25.4K	-$1.3M	$320.6K
37	Owen LaRue, LLC trimmed	Shares	-110.7K	-$5.5M	$8.4M
38	Richard P Slaughter Associates Inc trimmed	Shares	-273.7K	-$13.6M	$20.8M