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Neos ENH IC 20+yr TRE BD ETF (TLTI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Claro Advisors Inc.
INCREASED
Shares28,108 from 13,596
Change+14,512 (+107%)
Value$1.2M (+$539.3K)
Filed 2026-11-02
Sound Income Strategies, LLC
INCREASED
Shares9,810 from 6,761
Change+3,049 (+45%)
Value$406.1K (+$96.9K)
Filed 2026-10-09
CoreCap Advisors, LLC
INCREASED
Shares3,349 from 1,117
Change+2,232 (+200%)
Value$138.3K (+$87.3K)
Filed 2026-10-08
Capital Investment Advisory Services, LLC
INCREASED
Shares725 from 225
Change+500 (+222%)
Value$30.0K (+$19.7K)
Filed 2026-10-30
Global Retirement Partners, LLC
INCREASED
Shares459 from 453
Change+6 (+1%)
Value$18.9K (-$1.8K)
Filed 2026-11-10
Harbour Investments, Inc.
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$14.7K (-$1.6K)
Filed 2026-11-09
Farther Finance Advisors, LLC
NEW
Shares2
Change+2
Value$83
Filed 2026-10-08
Jane Street Group, LLC
N/A
Shares— from 6,665
Change-6,665 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 4,592
Change-4,592 (-100%)
Value—
Status
Claro Advisors Inc.
INCREASED28,10813,596+14,512+107%$621.9K$1.2M+$539.3K2026-11-02
Sound Income Strategies, LLC
INCREASED9,8106,761+3,049+45%$309.2K$406.1K+$96.9K2026-10-09
CoreCap Advisors, LLC
INCREASED3,3491,117+2,232+200%$51.1K$138.3K+$87.3K2026-10-08
Capital Investment Advisory Services, LLC
INCREASED725225+500+222%$10.3K$30.0K+$19.7K2026-10-30
Global Retirement Partners, LLC
INCREASED459453+6+1%$20.7K$18.9K-$1.8K2026-11-10
Harbour Investments, Inc.
UNCHANGED35535500%$16.2K$14.7K-$1.6K2026-11-09
Farther Finance Advisors, LLC
NEW2—+2——$83—2026-10-08
Jane Street Group, LLC
N/A—6,665-6,665-100%$304.9K———
Mutual Advisors, LLC
N/A—4,592-4,592-100%$210.0K———
Showing 9 of 9 institutions