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Neos ETF Trust FIS Christian

Q4 2025 vs Q1 2026

Comparing institutional holders between quarters

Quarters

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares6,564 from 10,083
Change-3,519 (-35%)
Value$214.0K (-$109.3K)
Filed 2026-04-08
IFP Advisors, Inc
UNCHANGED
Shares674 from 674
Change0 (0%)
Value$22.0K (+$896)
Filed 2026-04-13
Strategic Equity Management
CLOSED
Shares0 from 37,713
Change-37,713 (-100%)
Value$0 (-$1.2M)
Filed 2026-04-21
Moneywise, Inc.
CLOSED
Shares0 from 30,976
Change-30,976 (-100%)
Value$0 (-$968.3K)
Filed 2026-04-27
Moneta Group Investment Advisors LLC
CLOSED
Shares0 from 16,187
Change-16,187 (-100%)
Value$0 (-$509.5K)
Filed 2026-05-12
Harvest Investment Services, LLC
CLOSED
Shares0 from 8,158
Change-8,158 (-100%)
Value$0 (-$255.0K)
Filed 2026-05-15
Jane Street Group, LLC
CLOSED
Shares0 from 6,750
Change-6,750 (-100%)
Value$0 (-$211.0K)
Filed 2026-05-12
Kestra Advisory Services, LLC
CLOSED
Shares0 from 4,515
Change-4,515 (-100%)
Value$0 (-$141.1K)
Filed 2026-04-30
Jones Financial Companies Lllp
CLOSED
Shares0 from 2,259
Change-2,259 (-100%)
Value$0 (-$70.6K)
Filed 2026-05-15
UBS Group AG
CLOSED
Shares0 from 675
Change-675 (-100%)
Value$0 (-$21.1K)
Filed 2026-05-05
SHP Wealth Management
CLOSED
Shares0 from 625
Change-625 (-100%)
Value$0 (-$19.5K)
Filed 2026-05-08
Camelot Portfolios, LLC
CLOSED
Shares0 from 592
Change-592 (-100%)
Value$0 (-$18.5K)
Filed 2026-05-08
Geneos Wealth Management Inc.
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$9.4K)
Filed 2026-05-05
Morgan Stanley
CLOSED
Shares0 from 196
Change-196 (-100%)
Value$0 (-$6.1K)
Filed 2026-05-15
Status
Wealth Enhancement Advisory Services, LLC
DECREASED6,56410,083-3,519-35%$323.3K$214.0K-$109.3K2026-04-08
IFP Advisors, Inc
UNCHANGED67467400%$21.1K$22.0K+$8962026-04-13
Strategic Equity Management
CLOSED037,713-37,713-100%$1.2M$0-$1.2M2026-04-21
Moneywise, Inc.
CLOSED030,976-30,976-100%$968.3K$0-$968.3K2026-04-27
Moneta Group Investment Advisors LLC
CLOSED016,187-16,187-100%$509.5K$0-$509.5K2026-05-12
Harvest Investment Services, LLC
CLOSED08,158-8,158-100%$255.0K$0-$255.0K2026-05-15
Jane Street Group, LLC
CLOSED06,750-6,750-100%$211.0K$0-$211.0K2026-05-12
Kestra Advisory Services, LLC
CLOSED04,515-4,515-100%$141.1K$0-$141.1K2026-04-30
Jones Financial Companies Lllp
CLOSED02,259-2,259-100%$70.6K$0-$70.6K2026-05-15
UBS Group AG
CLOSED0675-675-100%$21.1K$0-$21.1K2026-05-05
SHP Wealth Management
CLOSED0625-625-100%$19.5K$0-$19.5K2026-05-08
Camelot Portfolios, LLC
CLOSED0592-592-100%$18.5K$0-$18.5K2026-05-08
Geneos Wealth Management Inc.
CLOSED0300-300-100%$9.4K$0-$9.4K2026-05-05
Morgan Stanley
CLOSED0196-196-100%$6.1K$0-$6.1K2026-05-15
Showing 14 of 14 institutions