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Neos Msci Eafe High Income (NIHI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares110,772 from 34,242
Change+76,530 (+224%)
Value$5.6M (+$3.9M)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares84,841 from 81,266
Change+3,575 (+4%)
Value$4.3M (+$133.3K)
Filed 2026-10-08
Madden Securities Corp
DECREASED
Shares41,961 from 44,849
Change-2,888 (-6%)
Value$2.1M (-$174.0K)
Filed 2026-10-27
LFG Wealth Partners, LLC
NEW
Shares29,750
Change+29,750
Value$1.5M
Filed 2026-10-28
BCS Wealth Management
UNCHANGED
Shares27,871 from 27,871
Change0 (0%)
Value$1.4M (-$16.7K)
Filed 2026-11-03
New England Private Wealth Advisors LLC
INCREASED
Shares23,332 from 9,970
Change+13,362 (+134%)
Value$1.2M (+$678.9K)
Filed 2026-10-19
Cap Partners, LLC
INCREASED
Shares21,652 from 18,741
Change+2,911 (+16%)
Value$1.1M (+$137.0K)
Filed 2026-10-19
PFG Advisors
INCREASED
Shares21,428 from 5,495
Change+15,933 (+290%)
Value$1.1M (+$808.2K)
Filed 2026-10-16
Occidental Asset Management, LLC
INCREASED
Shares15,971 from 12,363
Change+3,608 (+29%)
Value$813.4K (+$176.3K)
Filed 2026-11-05
Nfsg Corp
INCREASED
Shares12,103 from 8,817
Change+3,286 (+37%)
Value$616.4K (+$162.1K)
Filed 2026-10-15
Apollon Wealth Management, LLC
NEW
Shares10,837
Change+10,837
Value$551.9K
Filed 2026-10-23
Private Trust Co NA
INCREASED
Shares8,786 from 4,600
Change+4,186 (+91%)
Value$447.5K (+$210.4K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
NEW
Shares7,530
Change+7,530
Value$384
Filed 2026-11-02
Valmark Advisers, Inc.
UNCHANGED
Shares6,100 from 6,100
Change0 (0%)
Value$310.7K (-$3.7K)
Filed 2026-11-06
Independent Financial Group, LLC
NEW
Shares5,803
Change+5,803
Value$295.5K
Filed 2026-10-13
WealthPlan Investment Management, LLC
NEW
Shares4,373
Change+4,373
Value$222.7K
Filed 2026-10-15
Kestra Advisory Services, LLC
NEW
Shares4,130
Change+4,130
Value$210.3K
Filed 2026-11-02
Parallel Advisors, LLC
INCREASED
Shares2,681 from 2,201
Change+480 (+22%)
Value$136.5K (+$23.1K)
Filed 2026-11-03
IFP Advisors, Inc
UNCHANGED
Shares1,122 from 1,122
Change0 (0%)
Value$57.1K (-$674)
Filed 2026-10-16
Allworth Financial LP
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$41.2K ($0)
Filed 2026-11-06
Pension & Wealth Management Advisors, Inc.
NEW
Shares752
Change+752
Value$38.3K
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
NEW
Shares42
Change+42
Value$2.1K
Filed 2026-11-03
Salem Investment Counselors Inc
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$20.6K)
Filed 2026-10-13
Cascade Wealth Advisors, Inc
N/A
Shares— from 164,898
Change-164,898 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 86,827
Change-86,827 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 62,251
Change-62,251 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 25,516
Change-25,516 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 25,080
Change-25,080 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 23,560
Change-23,560 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 19,759
Change-19,759 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 9,830
Change-9,830 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 9,193
Change-9,193 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 6,794
Change-6,794 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 6,151
Change-6,151 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 5,755
Change-5,755 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 5,157
Change-5,157 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,920
Change-3,920 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,476
Change-2,476 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 504
Change-504 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 429
Change-429 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 346
Change-346 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 215
Change-215 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 146
Change-146 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 146
Change-146 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 99
Change-99 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED110,77234,242+76,530+224%$1.8M$5.6M+$3.9M2026-11-06
Farther Finance Advisors, LLC
INCREASED84,84181,266+3,575+4%$4.2M$4.3M+$133.3K2026-10-08
Madden Securities Corp
DECREASED41,96144,849-2,888-6%$2.3M$2.1M-$174.0K2026-10-27
LFG Wealth Partners, LLC
NEW29,750—+29,750——$1.5M—2026-10-28
BCS Wealth Management
UNCHANGED27,87127,87100%$1.4M$1.4M-$16.7K2026-11-03
New England Private Wealth Advisors LLC
INCREASED23,3329,970+13,362+134%$509.4K$1.2M+$678.9K2026-10-19
Cap Partners, LLC
INCREASED21,65218,741+2,911+16%$965.7K$1.1M+$137.0K2026-10-19
PFG Advisors
INCREASED21,4285,495+15,933+290%$283.1K$1.1M+$808.2K2026-10-16
Occidental Asset Management, LLC
INCREASED15,97112,363+3,608+29%$637.1K$813.4K+$176.3K2026-11-05
Nfsg Corp
INCREASED12,1038,817+3,286+37%$454.3K$616.4K+$162.1K2026-10-15
Apollon Wealth Management, LLC
NEW10,837—+10,837——$551.9K—2026-10-23
Private Trust Co NA
INCREASED8,7864,600+4,186+91%$237.0K$447.5K+$210.4K2026-10-20
Cambridge Investment Research Advisors, Inc.
NEW7,530—+7,530——$384—2026-11-02
Valmark Advisers, Inc.
UNCHANGED6,1006,10000%$314.3K$310.7K-$3.7K2026-11-06
Independent Financial Group, LLC
NEW5,803—+5,803——$295.5K—2026-10-13
WealthPlan Investment Management, LLC
NEW4,373—+4,373——$222.7K—2026-10-15
Kestra Advisory Services, LLC
NEW4,130—+4,130——$210.3K—2026-11-02
Parallel Advisors, LLC
INCREASED2,6812,201+480+22%$113.4K$136.5K+$23.1K2026-11-03
IFP Advisors, Inc
UNCHANGED1,1221,12200%$57.8K$57.1K-$6742026-10-16
Allworth Financial LP
UNCHANGED80080000%$41.2K$41.2K$02026-11-06
Pension & Wealth Management Advisors, Inc.
NEW752—+752——$38.3K—2026-10-16
Ashton Thomas Private Wealth, LLC
NEW42—+42——$2.1K—2026-11-03
Salem Investment Counselors Inc
CLOSED0400-400-100%$20.6K$0-$20.6K2026-10-13
Cascade Wealth Advisors, Inc
N/A—164,898-164,898-100%$8.8M———
Private Advisor Group, LLC
N/A—86,827-86,827-100%$4.5M———
MML Investors Services, LLC
N/A—62,251-62,251-100%$3.2M———
Jane Street Group, LLC
N/A—25,516-25,516-100%$1.3M———
Coppell Advisory Solutions LLC
N/A—25,080-25,080-100%$657.9K———
Susquehanna International Group, LLP
N/A—23,560-23,560-100%$1.2M———
Old Mission Capital LLC
N/A—19,759-19,759-100%$1.0M———
Belpointe Asset Management LLC
N/A—9,830-9,830-100%$506.5K———
HRT Financial LP
N/A—9,193-9,193-100%$473———
Ponta Wealth Partners, LLC
N/A—6,794-6,794-100%$350.1K———
Stifel Financial Corp
N/A—6,151-6,151-100%$317.0K———
Garden State Investment Advisory Services LLC
N/A—5,755-5,755-100%$296.6K———
Summit Financial, LLC
N/A—5,157-5,157-100%$265.7K———
Steward Partners Investment Advisory, LLC
N/A—3,920-3,920-100%$202.0K———
Osaic Holdings, Inc.
N/A—2,476-2,476-100%$127.6K———
SHP Wealth Management
N/A—504-504-100%$26.0K———
Royal Bank of Canada
N/A—429-429-100%$22.0K———
Capital Analysts, LLC
N/A—346-346-100%$18———
Ameritas Advisory Services, LLC
N/A—215-215-100%$11.1K———
BFC Planning, Inc.
N/A—146-146-100%$7.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—146-146-100%$7.5K———
Roble, Belko & Company, Inc
N/A—99-99-100%$5———
Wells Fargo & Company
N/A—00—$10———
Showing 46 of 46 institutions