TLTI Institutional Ownership
NEOS Enhanced Income 20+ Year Treasury Bond ETF
1W: -2.1%
1M: -4.8%
3M: -8.7%
YTD: -9.7%
1Y: -11.8%
$41.18
-0.05 (-0.11%)
Weekly Expected Move ±1.4%
$40
$41
$41
$42
$42
Overview
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Holdings
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Institutional Ownership — TLTI
9
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
2M
Total Invested
5
New Positions
2
Increased
2
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (11 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Claro Advisors Inc. NEW | 13,596 | 560K | — | +0.0% | 1Q | SEC ↗ |
| 2 | Sound Income Strategies, LLC | 6,761 | 278K | +2,019 | +42.6% | 3Q | SEC ↗ |
| 3 | JANE STREET GROUP, LLC | 6,665 | 274K | -3,140 | -32.0% | 3Q | SEC ↗ |
| 4 | CWM, LLC | 5,432 | 224K | +18 | +0.3% | 4Q | SEC ↗ |
| 5 | Mutual Advisors, LLC NEW | 4,592 | 189K | — | +0.0% | 1Q | SEC ↗ |
| 6 | CoreCap Advisors, LLC | 1,117 | 46K | +327 | +41.4% | 4Q | SEC ↗ |
| 7 | Global Retirement Partners, LLC NEW | 453 | 19K | — | +0.0% | 1Q | SEC ↗ |
| 8 | HARBOUR INVESTMENTS, INC. NEW | 355 | 15K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Capital Investment Advisory Services, NEW | 225 | 9K | — | +0.0% | 1Q | SEC ↗ |
| 10 | Kestra Advisory Services, LLC | 0 | 0K | -3,045 | -100.0% | 1Q | SEC ↗ |
| 11 | UBS Group AG | 0 | 0K | -242 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| Claro Advisors Inc. | 13,596 | 560K |
| Mutual Advisors, LLC | 4,592 | 189K |
| Global Retirement Partners, LLC | 453 | 19K |
| HARBOUR INVESTMENTS, INC. | 355 | 15K |
| Capital Investment Advisory Service | 225 | 9K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kestra Advisory Services, LLC | 3,045 | 125K |
| UBS Group AG | 242 | 10K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Sound Income Strategies, LLC | +2,019 | +42.6% | 6,761 |
| CoreCap Advisors, LLC | +327 | +41.4% | 1,117 |
| CWM, LLC | +18 | +0.3% | 5,432 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -3,140 | -32.0% | 6,665 |