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Neos Enhanced ICS ETF (HYBI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Clearstead Advisors, LLC
INCREASED
Shares867,977 from 834,478
Change+33,499 (+4%)
Value$41.8M (+$718.4K)
Filed 2026-11-06
RFG Advisory, LLC
INCREASED
Shares59,142 from 44,682
Change+14,460 (+32%)
Value$2.8M (+$648.7K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares14,704 from 14,794
Change-90 (-1%)
Value$708 (-$21)
Filed 2026-11-02
Triumph Capital Management
DECREASED
Shares14,012 from 16,779
Change-2,767 (-16%)
Value$675.0K (-$151.3K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares12,476 from 12,458
Change+18 (+0%)
Value$601.0K (-$12.5K)
Filed 2026-11-02
IFP Advisors, Inc
UNCHANGED
Shares511 from 511
Change0 (0%)
Value$24.6K (-$549)
Filed 2026-10-16
Angeles Wealth Management, LLC
NEW
Shares204
Change+204
Value$9.8K
Filed 2026-10-26
Seros Financial, LLC
CLOSED
Shares0 from 8,129
Change-8,129 (-100%)
Value$0 (-$400.3K)
Filed 2026-10-21
Sound Income Strategies, LLC
CLOSED
Shares0 from 7,007
Change-7,007 (-100%)
Value$0 (-$345.1K)
Filed 2026-10-09
World Equity Group, Inc.
CLOSED
Shares0 from 5,985
Change-5,985 (-100%)
Value$0 (-$294.7K)
Filed 2026-10-14
MML Investors Services, LLC
N/A
Shares— from 125,534
Change-125,534 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 51,804
Change-51,804 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 32,958
Change-32,958 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 30,762
Change-30,762 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 29,513
Change-29,513 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 16,525
Change-16,525 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 11,540
Change-11,540 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 11,083
Change-11,083 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 10,317
Change-10,317 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 5,691
Change-5,691 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,377
Change-2,377 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,698
Change-1,698 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,216
Change-1,216 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 511
Change-511 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 318
Change-318 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
Clearstead Advisors, LLC
INCREASED867,977834,478+33,499+4%$41.1M$41.8M+$718.4K2026-11-06
RFG Advisory, LLC
INCREASED59,14244,682+14,460+32%$2.2M$2.8M+$648.7K2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED14,70414,794-90-1%$729$708-$212026-11-02
Triumph Capital Management
DECREASED14,01216,779-2,767-16%$826.3K$675.0K-$151.3K2026-10-14
Kestra Advisory Services, LLC
INCREASED12,47612,458+18+0%$613.5K$601.0K-$12.5K2026-11-02
IFP Advisors, Inc
UNCHANGED51151100%$25.2K$24.6K-$5492026-10-16
Angeles Wealth Management, LLC
NEW204—+204——$9.8K—2026-10-26
Seros Financial, LLC
CLOSED08,129-8,129-100%$400.3K$0-$400.3K2026-10-21
Sound Income Strategies, LLC
CLOSED07,007-7,007-100%$345.1K$0-$345.1K2026-10-09
World Equity Group, Inc.
CLOSED05,985-5,985-100%$294.7K$0-$294.7K2026-10-14
MML Investors Services, LLC
N/A—125,534-125,534-100%$6.2M———
IEQ Capital, LLC
N/A—51,804-51,804-100%$2.6M———
Jane Street Group, LLC
N/A—32,958-32,958-100%$1.6M———
Brookwood Investment Group LLC
N/A—30,762-30,762-100%$1.5M———
Old Mission Capital LLC
N/A—29,513-29,513-100%$1.5M———
Janney Montgomery Scott LLC
N/A—16,525-16,525-100%$814———
Cerity Partners LLC
N/A—11,540-11,540-100%$568.3K———
Envestnet Asset Management Inc
N/A—11,083-11,083-100%$545.8K———
HighTower Advisors, LLC
N/A—10,317-10,317-100%$508.1K———
Citadel Advisors LLC
N/A—5,691-5,691-100%$280.3K———
BFC Planning, Inc.
N/A—2,377-2,377-100%$117.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,200-2,200-100%$108.4K———
Global Retirement Partners, LLC
N/A—1,698-1,698-100%$83.6K———
Capital Analysts, LLC
N/A—1,216-1,216-100%$60———
Wells Fargo & Company
N/A—511-511-100%$25.2K———
Steward Partners Investment Advisory, LLC
N/A—318-318-100%$15.7K———
AE Wealth Management LLC
N/A—8-8-100%$394———
Showing 27 of 27 institutions