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NIHI Institutional Ownership

NEOS MSCI EAFE High Income ETF
1W: -1.4% 1M: -2.4% 3M: -2.5% YTD: +1.5%
$50.93
+0.46 (+0.91%)
 
Weekly Expected Move ±1.7%
$49 $50 $51 $52 $53
ETF CBOE · AUM $182.8M

Institutional Ownership — NIHI

39
Institutional Holders
+15 vs prior quarter
0.0%
Ownership
+0.00pp
37M
Total Invested
17
New Positions
11
Increased
8
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (41 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Cascade Wealth Advisors, Inc 164,898 8M -5,343 -3.1% 4Q SEC ↗
2 Private Advisor Group, LLC NEW 86,827 4M — +0.0% 1Q SEC ↗
3 Farther Finance Advisors, LLC 81,266 4M +24,119 +42.2% 2Q SEC ↗
4 MML INVESTORS SERVICES, LLC 62,251 3M +10,419 +20.1% 2Q SEC ↗
5 MADDEN SECURITIES Corp 44,849 2M +1,460 +3.4% 4Q SEC ↗
6 LPL Financial LLC NEW 34,242 2M — +0.0% 1Q SEC ↗
7 BCS Wealth Management 27,871 1M +8,799 +46.1% 3Q SEC ↗
8 JANE STREET GROUP, LLC 25,516 1M -18,049 -41.4% 4Q SEC ↗
9 Coppell Advisory Solutions LLC NEW 25,080 1M — +0.0% 1Q SEC ↗
10 SUSQUEHANNA INTERNATIONAL GROUP, LLP 23,560 1M -20,240 -46.2% 3Q SEC ↗
11 OLD MISSION CAPITAL LLC 19,759 1M +14,937 +309.8% 2Q SEC ↗
12 CAP Partners, LLC 18,741 954K +11,339 +153.2% 2Q SEC ↗
13 Occidental Asset Management, LLC 12,363 630K +5,671 +84.7% 2Q SEC ↗
14 New England Private Wealth Advisors LL NEW 9,970 508K — +0.0% 1Q SEC ↗
15 Belpointe Asset Management LLC 9,830 501K +4,924 +100.4% 2Q SEC ↗
16 HRT FINANCIAL LP NEW 9,193 468K — +0.0% 1Q SEC ↗
17 NFSG Corp 8,817 449K +2,865 +48.1% 3Q SEC ↗
18 Ponta Wealth Partners, LLC NEW 6,794 346K — +0.0% 1Q SEC ↗
19 STIFEL FINANCIAL CORP 6,151 313K -253 -4.0% 2Q SEC ↗
20 Valmark Advisers, Inc. 6,100 311K — +0.0% 2Q SEC ↗
21 Garden State Investment Advisory Servi NEW 5,755 293K — +0.0% 1Q SEC ↗
22 PFG Advisors 5,495 280K -24,670 -81.8% 3Q SEC ↗
23 Summit Financial, LLC NEW 5,157 263K — +0.0% 1Q SEC ↗
24 PRIVATE TRUST CO NA NEW 4,600 234K — +0.0% 1Q SEC ↗
25 Steward Partners Investment Advisory, NEW 3,920 200K — +0.0% 1Q SEC ↗
26 OSAIC HOLDINGS, INC. NEW 2,476 126K — +0.0% 1Q SEC ↗
27 Parallel Advisors, LLC NEW 2,201 112K — +0.0% 1Q SEC ↗
28 IFP Advisors, Inc 1,122 57K +25 +2.3% 2Q SEC ↗
29 Allworth Financial LP 800 41K — +0.0% 2Q SEC ↗
30 SHP Wealth Management NEW 504 26K — +0.0% 1Q SEC ↗
31 ROYAL BANK OF CANADA NEW 429 22K — +0.0% 1Q SEC ↗
32 SALEM INVESTMENT COUNSELORS INC 400 20K +200 +100.0% 2Q SEC ↗
33 Capital Analysts, LLC 346 18K — +0.0% 2Q SEC ↗
34 CWM, LLC NEW 326 17K — +0.0% 1Q SEC ↗
35 Ameritas Advisory Services, LLC NEW 215 11K — +0.0% 1Q SEC ↗
36 Roble, Belko & Company, Inc NEW 99 5K — +0.0% 1Q SEC ↗
37 CITADEL ADVISORS LLC 0 0K -23,553 -100.0% 1Q SEC ↗
38 UBS Group AG 0 0K -200 -100.0% 1Q SEC ↗
39 WELLS FARGO & COMPANY/MN NEW 0 0K — — 1Q SEC ↗
40 Kestra Advisory Services, LLC 0 0K -582 -100.0% 1Q SEC ↗
41 Naviter Wealth, LLC 0 0K -4,950 -100.0% 1Q SEC ↗
Biggest Increases (11)
HolderAddedChange %Total Shares
Farther Finance Advisors, LLC +24,119 +42.2% 81,266
OLD MISSION CAPITAL LLC +14,937 +309.8% 19,759
CAP Partners, LLC +11,339 +153.2% 18,741
MML INVESTORS SERVICES, LLC +10,419 +20.1% 62,251
BCS Wealth Management +8,799 +46.1% 27,871
Occidental Asset Management, LLC +5,671 +84.7% 12,363
Belpointe Asset Management LLC +4,924 +100.4% 9,830
NFSG Corp +2,865 +48.1% 8,817
MADDEN SECURITIES Corp +1,460 +3.4% 44,849
SALEM INVESTMENT COUNSELORS INC +200 +100.0% 400
IFP Advisors, Inc +25 +2.3% 1,122
Biggest Decreases (5)
HolderReducedChange %Total Shares
PFG Advisors -24,670 -81.8% 5,495
SUSQUEHANNA INTERNATIONAL GROUP, LL -20,240 -46.2% 23,560
JANE STREET GROUP, LLC -18,049 -41.4% 25,516
Cascade Wealth Advisors, Inc -5,343 -3.1% 164,898
STIFEL FINANCIAL CORP -253 -4.0% 6,151

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