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Neos Bitcoin High Income ETF (BTCI)

CUSIP: 78433H642 | NYSE | 98 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Madden Securities Corp298,500
2.7% of portfolio›$10.1M
Farther Finance Advisors, LLC63,336
0.0% of portfolio›$2.1M
Retirement Planning Group, LLC52,411
0.0% of portfolio›$1.8M
New England Private Wealth Advisors LLC38,138
0.1% of portfolio›$1.3M
Integrity Wealth Partners, LLC34,021
0.9% of portfolio›$1.1M
Kestra Advisory Services, LLC33,420
0.0% of portfolio›$1.1M
Independent Financial Group, LLC26,410
0.0% of portfolio›$891.3K
Wealth Enhancement Advisory Services, LLC20,714
0.0% of portfolio›$682.3K
Cambridge Investment Research Advisors, Inc.16,744
0.0% of portfolio›$565
Simplex Trading, LLC16,150
0.0% of portfolio›$545.1K
Nfsg Corp8,923
0.0% of portfolio›$301.2K
Avidian Wealth Enterprises, LLC8,511
0.0% of portfolio›$287.2K
Cap Partners, LLC8,327
0.1% of portfolio›$281.0K
Fullerton Advisors, LLC8,250
0.3% of portfolio›$278.4K
Kestra Private Wealth Services, LLC8,138
0.0% of portfolio›$274.7K
Independence Wealth Advisors, LLC8,132
0.1% of portfolio›$274.5K
Sunpointe, LLC6,059
0.1% of portfolio›$204.5K
City State Bank3,750
0.0% of portfolio›$126.6K
Parallel Advisors, LLC3,700
0.0% of portfolio›$124.9K
IFP Advisors, Inc3,582
0.0% of portfolio›$120.9K
Belvedere Trading LLC226
0.0% of portfolio›$7.6K
Financial Management Professionals, Inc.224
0.0% of portfolio›$7.6K
Vision Financial Markets LLC159
0.0% of portfolio›$5.4K
Dhjj Financial Advisors, Ltd.2
0.0% of portfolio›$68
StyleTurnoverLocationFiled
Madden Securities Corp
298,500$10.1M2.7%GrowthMediumDallas, TX2026-10-27
Farther Finance Advisors, LLC
63,336$2.1M0.0%IndexLowSan Francisco, CA2026-10-08
Retirement Planning Group, LLC
52,411$1.8M0.0%ETFVery LowLeawood, KS2026-10-19
New England Private Wealth Advisors LLC
38,138$1.3M0.1%ETFVery LowWellesley, MA2026-10-19
Integrity Wealth Partners, LLC
34,021$1.1M0.9%ETFN/AWalnut Creek, CA2026-10-14
Kestra Advisory Services, LLC
33,420$1.1M0.0%CoreLowAustin, TX2026-11-02
Independent Financial Group, LLC
26,410$891.3K0.0%GrowthLowSan Diego, CA2026-10-13
Wealth Enhancement Advisory Services, LLC
20,714$682.3K0.0%CoreLowPlymouth, MN2026-10-13
Cambridge Investment Research Advisors, Inc.
16,744$5650.0%ETFLowFairfield, IA2026-11-02
Simplex Trading, LLC
16,150$545.1K0.0%CoreVery HighChicago, IL2026-11-04
Nfsg Corp
8,923$301.2K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Avidian Wealth Enterprises, LLC
8,511$287.2K0.0%ETFLowHouston, TX2026-10-08
Cap Partners, LLC
8,327$281.0K0.1%ETFLowFranklin, TN2026-10-19
Fullerton Advisors, LLC
8,250$278.4K0.3%ETFLowDanville, CA2026-10-14
Kestra Private Wealth Services, LLC
8,138$274.7K0.0%GrowthLowAustin, TX2026-10-30
Independence Wealth Advisors, LLC
8,132$274.5K0.1%ETFHighIndependence, OH2026-10-29
Sunpointe, LLC
6,059$204.5K0.1%GrowthMediumSt. Louis, MO2026-10-22
City State Bank
3,750$126.6K0.0%GrowthVery LowNorwalk, IA2026-10-20
Parallel Advisors, LLC
3,700$124.9K0.0%IndexLowSan Francisco, CA2026-11-03
IFP Advisors, Inc
3,582$120.9K0.0%GrowthLowTampa, FL2026-10-16
Belvedere Trading LLC
226$7.6K0.0%Agg GrowthVery HighChicago, IL2026-11-05
Financial Management Professionals, Inc.
224$7.6K0.0%ETFMediumAustin, TX2026-10-23
Vision Financial Markets LLC
159$5.4K0.0%CoreLowStamford, CT2026-10-22
Dhjj Financial Advisors, Ltd.
2$680.0%ETFVery LowNaperville, IL2026-10-23