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HYBI Institutional Ownership

NEOS Enhanced Income Credit Select ETF
1W: +0.0% 1M: -0.9% 3M: -1.9% YTD: -3.0% 1Y: -3.8%
$48.20
+0.00 (+0.01%)
 
Weekly Expected Move ±0.3%
$48 $48 $48 $48 $48
ETF NASDAQ · AUM $142.9M

Institutional Ownership — HYBI

24
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
62M
Total Invested
6
New Positions
11
Increased
5
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (29 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Clearstead Advisors, LLC 834,478 $40M -34,718 -4.0% 7Q SEC ↗
2 MML INVESTORS SERVICES, LLC 125,534 $6M +99,057 +374.1% 4Q SEC ↗
3 IEQ CAPITAL, LLC 51,804 $2M +7,580 +17.1% 4Q SEC ↗
4 RFG Advisory, LLC 44,682 $2M +9,317 +26.3% 3Q SEC ↗
5 JANE STREET GROUP, LLC 32,958 $2M +23,006 +231.2% 7Q SEC ↗
6 Brookwood Investment Group LLC 30,762 $1M -3,687 -10.7% 6Q SEC ↗
7 OLD MISSION CAPITAL LLC NEW 29,513 $1M — +0.0% 1Q SEC ↗
8 Triumph Capital Management NEW 16,779 $809K — +0.0% 1Q SEC ↗
9 Janney Montgomery Scott LLC 16,525 $796K +485 +3.0% 3Q SEC ↗
10 Cambridge Investment Research Advisors 14,794 $713K -304 -2.0% 7Q SEC ↗
11 Kestra Advisory Services, LLC 12,458 $600K +21 +0.2% 6Q SEC ↗
12 Cerity Partners LLC 11,540 $556K +506 +4.6% 7Q SEC ↗
13 ENVESTNET ASSET MANAGEMENT INC 11,083 $534K +3,362 +43.5% 3Q SEC ↗
14 HighTower Advisors, LLC 10,317 $497K +552 +5.7% 7Q SEC ↗
15 Seros Financial, LLC NEW 8,129 $392K — +0.0% 1Q SEC ↗
16 Sound Income Strategies, LLC NEW 7,007 $338K — +0.0% 1Q SEC ↗
17 WORLD EQUITY GROUP, INC. 5,985 $288K +1,608 +36.7% 2Q SEC ↗
18 CITADEL ADVISORS LLC 5,691 $274K -10,003 -63.7% 5Q SEC ↗
19 CWM, LLC 5,133 $247K +21 +0.4% 4Q SEC ↗
20 Global Retirement Partners, LLC NEW 1,698 $82K — +0.0% 1Q SEC ↗
21 Capital Analysts, LLC 1,216 $59K -14 -1.1% 5Q SEC ↗
22 WELLS FARGO & COMPANY/MN NEW 511 $25K — +0.0% 1Q SEC ↗
23 IFP Advisors, Inc 511 $25K +86 +20.2% 2Q SEC ↗
24 Steward Partners Investment Advisory, 318 $15K — +0.0% 2Q SEC ↗
25 AE Wealth Management LLC 8 $0K — +0.0% 7Q SEC ↗
26 TECTONIC ADVISORS LLC 0 $0K -4,100 -100.0% 3Q SEC ↗
27 Aptus Capital Advisors, LLC 0 $0K -2,869 -100.0% 2Q SEC ↗
28 Orion Porfolio Solutions, LLC 0 $0K -6,975 -100.0% 1Q SEC ↗
29 Focus Partners Wealth 0 $0K -4,776 -100.0% 3Q SEC ↗

Recent Activity

New Positions (6)
Sold Out (4)
HolderPrev SharesPrev Value
Orion Porfolio Solutions, LLC 6,975 $336K
Focus Partners Wealth 4,776 $230K
TECTONIC ADVISORS LLC 4,100 $198K
Aptus Capital Advisors, LLC 2,869 $138K
Biggest Increases (12)
HolderAddedChange %Total Shares
MML INVESTORS SERVICES, LLC +99,057 +374.1% 125,534
JANE STREET GROUP, LLC +23,006 +231.2% 32,958
RFG Advisory, LLC +9,317 +26.3% 44,682
IEQ CAPITAL, LLC +7,580 +17.1% 51,804
ENVESTNET ASSET MANAGEMENT INC +3,362 +43.5% 11,083
WORLD EQUITY GROUP, INC. +1,608 +36.7% 5,985
HighTower Advisors, LLC +552 +5.7% 10,317
Cerity Partners LLC +506 +4.6% 11,540
Janney Montgomery Scott LLC +485 +3.0% 16,525
IFP Advisors, Inc +86 +20.2% 511
CWM, LLC +21 +0.4% 5,133
Kestra Advisory Services, LLC +21 +0.2% 12,458
Biggest Decreases (5)
HolderReducedChange %Total Shares
Clearstead Advisors, LLC -34,718 -4.0% 834,478
CITADEL ADVISORS LLC -10,003 -63.7% 5,691
Brookwood Investment Group LLC -3,687 -10.7% 30,762
Cambridge Investment Research Advis -304 -2.0% 14,794
Capital Analysts, LLC -14 -1.1% 1,216

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms