Filing Research | NEOS ETF TRUST Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

13 / 13 loaded

#		Instrument	quantity
1	Gradient Investments LLC	Shares	222.3KSH	$12.2M
2	MADDEN SECURITIES Corp	Shares	180.8KSH	$9.9M
3	StoneCrest Wealth Management, Inc.	Shares	33.6KSH	$1.8M
4	Farther Finance Advisors, LLC	Shares	23.0KSH	$1.3M
5	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	8.3KSH	$451.2K
6	Sunpointe, LLC	Shares	5.6KSH	$309.5K
7	Worth Asset Management, LLC	Shares	4.0KSH	$217.6K
8	ADIRONDACK TRUST CO	Shares	727SH	$40.0K
9	Capital Investment Advisory Services, LLC	Shares	400SH	$22.0K
10	FINANCIAL CONSULATE, INC	Shares	250SH	$13.8K
11	SALEM INVESTMENT COUNSELORS INC	Shares	250SH	$13.8K
12	Lodestone Wealth Management LLC	Shares	38SH	$2.1K
13	Atlantic Edge Private Wealth Management, LLC	Shares	25SH	$1.4K

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

13 / 13 loaded

#		Instrument
1	StoneCrest Wealth Management, Inc. new	Shares	+33.6K	+$1.8M	$1.8M
2	Farther Finance Advisors, LLC new	Shares	+23.0K	+$1.3M	$1.3M
3	MADDEN SECURITIES Corp added	Shares	+19.6K	+$816.5K	$9.9M
4	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+8.3K	+$451.2K	$451.2K
5	Sunpointe, LLC new	Shares	+5.6K	+$309.5K	$309.5K
6	Worth Asset Management, LLC new	Shares	+4.0K	+$217.6K	$217.6K
7	Gradient Investments LLC added	Shares	+8.1K	+$99.4K	$12.2M
8	Capital Investment Advisory Services, LLC new	Shares	+400	+$22.0K	$22.0K
9	ADIRONDACK TRUST CO added	Shares	+237	+$12.3K	$40.0K
10	SALEM INVESTMENT COUNSELORS INC added	Shares	+200	+$10.9K	$13.8K
11	Lodestone Wealth Management LLC added	Shares	+2	+$16	$2.1K
12	Atlantic Edge Private Wealth Management, LLC unchanged	Shares	0	-$40	$1.4K
13	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$403	$13.8K

Filing Research | NEOS ETF TRUST Institutional Holdings