Filing Research | NEOS ETF TRUST Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

14 / 14 loaded

#		Instrument	quantity
1	MADDEN SECURITIES Corp	Shares	309.1KSH	$8.3M
2	INDEPENDENT FINANCIAL GROUP, LLC	Shares	28.1KSH	$753.9K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	20.7KSH	$597.0K
4	Farther Finance Advisors, LLC	Shares	19.7KSH	$529.2K
5	City State Bank	Shares	3.8KSH	$100.7K
6	IFP Advisors, Inc	Shares	3.6KSH	$96.6K
7	Capital Investment Advisory Services, LLC	Shares	1.4KSH	$36.3K
8	AdvisorNet Financial, Inc	Shares	1.3KSH	$35.3K
9	SALEM INVESTMENT COUNSELORS INC	Shares	550SH	$14.8K
10	Financial Management Professionals, Inc.	Shares	219SH	$5.9K
11	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	200SH	$5.5K
12	VIMA LLC	Shares	170SH	$4.6K
13	VISION FINANCIAL MARKETS LLC	Shares	149SH	$4.0K
14	DHJJ Financial Advisors, Ltd.	Shares	2SH	$54

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

15 / 15 loaded

#		Instrument
1	IFP Advisors, Inc added	Shares	+2.0K	+$42.7K	$96.6K
2	Farther Finance Advisors, LLC added	Shares	+4.7K	+$37.5K	$529.2K
3	AdvisorNet Financial, Inc new	Shares	+1.3K	+$35.3K	$35.3K
4	SALEM INVESTMENT COUNSELORS INC added	Shares	+250	+$4.9K	$14.8K
5	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	-$12	$54
6	VISION FINANCIAL MARKETS LLC added	Shares	+9	-$510	$4.0K
7	Financial Management Professionals, Inc. added	Shares	+5	-$1.1K	$5.9K
8	Activest Wealth Management exited	Shares	-62	-$2.0K	$0
9	Capital Investment Advisory Services, LLC added	Shares	+60	-$6.1K	$36.3K
10	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-211	-$8.0K	$5.5K
11	City State Bank unchanged	Shares	0	-$22.2K	$100.7K
12	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+1.7K	-$111.3K	$753.9K
13	Foguth Wealth Management, LLC. exited	Shares	-6.8K	-$231.7K	$0
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-8.2K	-$343.0K	$597.0K
15	MADDEN SECURITIES Corp trimmed	Shares	-3.8K	-$2.0M	$8.3M

Filing Research | NEOS ETF TRUST Institutional Holdings