Neos MLP Enrgy HGH Inc ETF (MLPI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Gradient Investments LLC

INCREASED

Shares231,425 from 222,302

Change+9,123 (+4%)

Value$11.6M (-$611.2K)

Filed 2026-10-08

Madden Securities Corp

INCREASED

Shares191,101 from 180,755

Change+10,346 (+6%)

Value$9.6M (-$350.0K)

Filed 2026-10-27

Retirement Planning Group, LLC

INCREASED

Shares83,402 from 73,157

Change+10,245 (+14%)

Value$4.2M (+$162.5K)

Filed 2026-10-19

Herbst Group, LLC

NEW

Shares40,628

Change+40,628

Value$2.0M

Filed 2026-10-20

StoneCrest Wealth Management, Inc.

INCREASED

Shares35,272 from 33,575

Change+1,697 (+5%)

Value$1.8M (-$76.3K)

Filed 2026-11-03

Farther Finance Advisors, LLC

INCREASED

Shares34,386 from 22,985

Change+11,401 (+50%)

Value$1.7M (+$461.9K)

Filed 2026-10-08

HUB Investment Partners, LLC

DECREASED

Shares27,632 from 29,803

Change-2,171 (-7%)

Value$1.4M (-$252.3K)

Filed 2026-11-03

MSH Capital Advisors LLC

INCREASED

Shares16,933 from 16,063

Change+870 (+5%)

Value$850.2K (-$33.6K)

Filed 2026-11-03

Chicago Partners Investment Group LLC

NEW

Shares15,719

Change+15,719

Value$825.2K

Filed 2026-10-27

Cap Partners, LLC

INCREASED

Shares15,031 from 9,599

Change+5,432 (+57%)

Value$754.7K (+$226.6K)

Filed 2026-10-19

Truist Financial Corp

INCREASED

Shares13,730 from 13,550

Change+180 (+1%)

Value$689.4K (-$56.5K)

Filed 2026-10-30

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares10,873 from 8,865

Change+2,008 (+23%)

Value$546 (+$58)

Filed 2026-11-02

International Assets Investment Management, LLC

INCREASED

Shares10,574 from 8,299

Change+2,275 (+27%)

Value$535.7K (+$84.5K)

Filed 2026-11-02

Entrewealth, LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$502.1K (-$31.9K)

Filed 2026-10-14

Independent Financial Group, LLC

NEW

Shares9,089

Change+9,089

Value$456.4K

Filed 2026-10-13

Diversify Advisory Services, LLC

INCREASED

Shares7,980 from 7,965

Change+15 (+0%)

Value$410.4K (-$23.6K)

Filed 2026-10-20

Diversify Wealth Management, LLC

INCREASED

Shares7,980 from 7,965

Change+15 (+0%)

Value$410.4K (-$23.6K)

Filed 2026-10-20

Commonwealth Equity Services, LLC

NEW

Shares7,678

Change+7,678

Value$385.5K

Filed 2026-11-02

Sunpointe, LLC

INCREASED

Shares6,500 from 5,625

Change+875 (+16%)

Value$326.4K (+$16.9K)

Filed 2026-10-22

Nfsg Corp

INCREASED

Shares6,049 from 3,120

Change+2,929 (+94%)

Value$303.7K (+$132.1K)

Filed 2026-10-15

MBL Wealth, LLC

NEW

Shares5,700

Change+5,700

Value$286.2K

Filed 2026-10-22

New England Private Wealth Advisors LLC

INCREASED

Shares5,662 from 5,579

Change+83 (+1%)

Value$284.3K (-$25.6K)

Filed 2026-10-19

Integrated Advisors Network LLC

NEW

Shares5,138

Change+5,138

Value$258.0K

Filed 2026-10-20

HB Wealth Management, LLC

DECREASED

Shares5,126 from 5,256

Change-130 (-2%)

Value$257.4K (-$31.8K)

Filed 2026-10-23

WealthPlan Investment Management, LLC

NEW

Shares4,233

Change+4,233

Value$212.5K

Filed 2026-10-15

Simplex Trading, LLC

NEW

Shares2,162

Change+2,162

Value$108.6K

Filed 2026-11-04

EverSource Wealth Advisors, LLC

NEW

Shares1,501

Change+1,501

Value$75.4K

Filed 2026-11-04

Capital Investment Advisory Services, LLC

INCREASED

Shares900 from 400

Change+500 (+125%)

Value$45.2K (+$23.2K)

Filed 2026-10-30

Adirondack Trust Co

UNCHANGED

Shares727 from 727

Change0 (0%)

Value$36.5K (-$3.5K)

Filed 2026-10-14

Armstrong Advisory Group, Inc

NEW

Shares500

Change+500

Value$25.1K

Filed 2026-10-09

Markowski Investments

NEW

Shares418

Change+418

Value$21.0K

Filed 2026-10-30

Larson Financial Group LLC

NEW

Shares376

Change+376

Value$18.9K

Filed 2026-11-05

Financial Consulate, Inc

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$12.6K (-$1.2K)

Filed 2026-10-23

Angeles Wealth Management, LLC

NEW

Shares183

Change+183

Value$9.2K

Filed 2026-10-26

Sunrise Financial Services, LLC

NEW

Shares109

Change+109

Value$5.5K

Filed 2026-10-21

Compass Financial Management LLC

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$2.5K (-$241)

Filed 2026-10-30

Ashton Thomas Private Wealth, LLC

NEW

Shares41

Change+41

Value$2.1K

Filed 2026-11-03

Lodestone Wealth Management LLC

INCREASED

Shares39 from 38

Change+1 (+3%)

Value$2.0K (-$113)

Filed 2026-10-14

Worth Asset Management, LLC

CLOSED

Shares0 from 3,955

Change-3,955 (-100%)

Value$0 (-$217.6K)

Filed 2026-10-07

Salem Investment Counselors Inc

CLOSED

Shares0 from 250

Change-250 (-100%)

Value$0 (-$13.8K)

Filed 2026-10-13

Atlantic Edge Private Wealth Management, LLC

CLOSED

Shares0 from 25

Change-25 (-100%)

Value$0 (-$1.4K)

Filed 2026-10-20

Royal Bank of Canada

N/A

Shares— from 64,196

Change-64,196 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 40,373

Change-40,373 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 40,342

Change-40,342 (-100%)

Value—

Quotient Wealth Partners, LLC

N/A

Shares— from 25,091

Change-25,091 (-100%)

Value—

Delta Investment Management, LLC

N/A

Shares— from 18,558

Change-18,558 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 18,360

Change-18,360 (-100%)

Value—

Keebeck Wealth Management

N/A

Shares— from 15,900

Change-15,900 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 15,662

Change-15,662 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 12,497

Change-12,497 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 10,595

Change-10,595 (-100%)

Value—

Jaffetilchin Investment Partners, LLC

N/A

Shares— from 5,983

Change-5,983 (-100%)

Value—

Naviter Wealth, LLC

N/A

Shares— from 5,252

Change-5,252 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 3,951

Change-3,951 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 3,770

Change-3,770 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 2,721

Change-2,721 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 378

Change-378 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 284

Change-284 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 284

Change-284 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 276

Change-276 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 262

Change-262 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 113

Change-113 (-100%)

Value—

UBS Group AG

N/A

Shares— from 60

Change-60 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

	Status
Gradient Investments LLC	INCREASED	231,425	222,302	+9,123	+4%	$12.2M	$11.6M	-$611.2K	2026-10-08
Madden Securities Corp	INCREASED	191,101	180,755	+10,346	+6%	$9.9M	$9.6M	-$350.0K	2026-10-27
Retirement Planning Group, LLC	INCREASED	83,402	73,157	+10,245	+14%	$4.0M	$4.2M	+$162.5K	2026-10-19
Herbst Group, LLC	NEW	40,628	—	+40,628	—	—	$2.0M	—	2026-10-20
StoneCrest Wealth Management, Inc.	INCREASED	35,272	33,575	+1,697	+5%	$1.8M	$1.8M	-$76.3K	2026-11-03
Farther Finance Advisors, LLC	INCREASED	34,386	22,985	+11,401	+50%	$1.3M	$1.7M	+$461.9K	2026-10-08
HUB Investment Partners, LLC	DECREASED	27,632	29,803	-2,171	-7%	$1.6M	$1.4M	-$252.3K	2026-11-03
MSH Capital Advisors LLC	INCREASED	16,933	16,063	+870	+5%	$883.8K	$850.2K	-$33.6K	2026-11-03
Chicago Partners Investment Group LLC	NEW	15,719	—	+15,719	—	—	$825.2K	—	2026-10-27
Cap Partners, LLC	INCREASED	15,031	9,599	+5,432	+57%	$528.1K	$754.7K	+$226.6K	2026-10-19
Truist Financial Corp	INCREASED	13,730	13,550	+180	+1%	$745.9K	$689.4K	-$56.5K	2026-10-30
Cambridge Investment Research Advisors, Inc.	INCREASED	10,873	8,865	+2,008	+23%	$488	$546	+$58	2026-11-02
International Assets Investment Management, LLC	INCREASED	10,574	8,299	+2,275	+27%	$451.2K	$535.7K	+$84.5K	2026-11-02
Entrewealth, LLC	UNCHANGED	10,000	10,000	0	0%	$534.0K	$502.1K	-$31.9K	2026-10-14
Independent Financial Group, LLC	NEW	9,089	—	+9,089	—	—	$456.4K	—	2026-10-13
Diversify Advisory Services, LLC	INCREASED	7,980	7,965	+15	+0%	$434.0K	$410.4K	-$23.6K	2026-10-20
Diversify Wealth Management, LLC	INCREASED	7,980	7,965	+15	+0%	$434.0K	$410.4K	-$23.6K	2026-10-20
Commonwealth Equity Services, LLC	NEW	7,678	—	+7,678	—	—	$385.5K	—	2026-11-02
Sunpointe, LLC	INCREASED	6,500	5,625	+875	+16%	$309.5K	$326.4K	+$16.9K	2026-10-22
Nfsg Corp	INCREASED	6,049	3,120	+2,929	+94%	$171.7K	$303.7K	+$132.1K	2026-10-15
MBL Wealth, LLC	NEW	5,700	—	+5,700	—	—	$286.2K	—	2026-10-22
New England Private Wealth Advisors LLC	INCREASED	5,662	5,579	+83	+1%	$309.9K	$284.3K	-$25.6K	2026-10-19
Integrated Advisors Network LLC	NEW	5,138	—	+5,138	—	—	$258.0K	—	2026-10-20
HB Wealth Management, LLC	DECREASED	5,126	5,256	-130	-2%	$289.2K	$257.4K	-$31.8K	2026-10-23
WealthPlan Investment Management, LLC	NEW	4,233	—	+4,233	—	—	$212.5K	—	2026-10-15
Simplex Trading, LLC	NEW	2,162	—	+2,162	—	—	$108.6K	—	2026-11-04
EverSource Wealth Advisors, LLC	NEW	1,501	—	+1,501	—	—	$75.4K	—	2026-11-04
Capital Investment Advisory Services, LLC	INCREASED	900	400	+500	+125%	$22.0K	$45.2K	+$23.2K	2026-10-30
Adirondack Trust Co	UNCHANGED	727	727	0	0%	$40.0K	$36.5K	-$3.5K	2026-10-14
Armstrong Advisory Group, Inc	NEW	500	—	+500	—	—	$25.1K	—	2026-10-09
Markowski Investments	NEW	418	—	+418	—	—	$21.0K	—	2026-10-30
Larson Financial Group LLC	NEW	376	—	+376	—	—	$18.9K	—	2026-11-05
Financial Consulate, Inc	UNCHANGED	250	250	0	0%	$13.8K	$12.6K	-$1.2K	2026-10-23
Angeles Wealth Management, LLC	NEW	183	—	+183	—	—	$9.2K	—	2026-10-26
Sunrise Financial Services, LLC	NEW	109	—	+109	—	—	$5.5K	—	2026-10-21
Compass Financial Management LLC	UNCHANGED	50	50	0	0%	$2.8K	$2.5K	-$241	2026-10-30
Ashton Thomas Private Wealth, LLC	NEW	41	—	+41	—	—	$2.1K	—	2026-11-03
Lodestone Wealth Management LLC	INCREASED	39	38	+1	+3%	$2.1K	$2.0K	-$113	2026-10-14
Worth Asset Management, LLC	CLOSED	0	3,955	-3,955	-100%	$217.6K	$0	-$217.6K	2026-10-07
Salem Investment Counselors Inc	CLOSED	0	250	-250	-100%	$13.8K	$0	-$13.8K	2026-10-13
Atlantic Edge Private Wealth Management, LLC	CLOSED	0	25	-25	-100%	$1.4K	$0	-$1.4K	2026-10-20
Royal Bank of Canada	N/A	—	64,196	-64,196	-100%	$3.5M	—	—	—
Citadel Advisors LLC	N/A	—	40,373	-40,373	-100%	$2.2M	—	—	—
Stifel Financial Corp	N/A	—	40,342	-40,342	-100%	$2.2M	—	—	—
Quotient Wealth Partners, LLC	N/A	—	25,091	-25,091	-100%	$1.4M	—	—	—
Delta Investment Management, LLC	N/A	—	18,558	-18,558	-100%	$1.0M	—	—	—
LPL Financial LLC	N/A	—	18,360	-18,360	-100%	$1.0M	—	—	—
Keebeck Wealth Management	N/A	—	15,900	-15,900	-100%	$874.8K	—	—	—
HRT Financial LP	N/A	—	15,662	-15,662	-100%	$861	—	—	—
Mariner, LLC	N/A	—	12,497	-12,497	-100%	$687.6K	—	—	—
CreativeOne Wealth, LLC	N/A	—	10,595	-10,595	-100%	$582.9K	—	—	—
Jaffetilchin Investment Partners, LLC	N/A	—	5,983	-5,983	-100%	$329.2K	—	—	—
Naviter Wealth, LLC	N/A	—	5,252	-5,252	-100%	$289.0K	—	—	—
Jane Street Group, LLC	N/A	—	3,951	-3,951	-100%	$217.4K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	3,770	-3,770	-100%	$207.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	2,721	-2,721	-100%	$149.7K	—	—	—
Harbour Investments, Inc.	N/A	—	378	-378	-100%	$20.8K	—	—	—
BFC Planning, Inc.	N/A	—	284	-284	-100%	$15.6K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	284	-284	-100%	$15.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	276	-276	-100%	$15.2K	—	—	—
Osaic Holdings, Inc.	N/A	—	262	-262	-100%	$14.4K	—	—	—
Wells Fargo & Company	N/A	—	113	-113	-100%	$6.2K	—	—	—
UBS Group AG	N/A	—	60	-60	-100%	$3.3K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	50	-50	-100%	$2.8K	—	—	—

Showing 64 of 64 institutions