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Neos Bitcoin High Income ETF (BTCI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Madden Securities Corp
DECREASED
Shares298,500 from 309,072
Change-10,572 (-3%)
Value$10.1M (+$1.8M)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares63,336 from 19,703
Change+43,633 (+221%)
Value$2.1M (+$1.6M)
Filed 2026-10-08
Retirement Planning Group, LLC
DECREASED
Shares52,411 from 52,650
Change-239 (0%)
Value$1.8M (+$354.7K)
Filed 2026-10-19
New England Private Wealth Advisors LLC
INCREASED
Shares38,138 from 29,615
Change+8,523 (+29%)
Value$1.3M (+$446.4K)
Filed 2026-10-19
Integrity Wealth Partners, LLC
NEW
Shares34,021
Change+34,021
Value$1.1M
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares33,420 from 10,403
Change+23,017 (+221%)
Value$1.1M (+$848.5K)
Filed 2026-11-02
Independent Financial Group, LLC
DECREASED
Shares26,410 from 28,069
Change-1,659 (-6%)
Value$891.3K (+$137.4K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares20,714 from 20,689
Change+25 (+0%)
Value$682.3K (+$85.3K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares16,744 from 16,399
Change+345 (+2%)
Value$565 (-$439.4K)
Filed 2026-11-02
Simplex Trading, LLC
DECREASED
Shares16,150 from 21,709
Change-5,559 (-26%)
Value$545.1K (-$38.0K)
Filed 2026-11-04
Nfsg Corp
INCREASED
Shares8,923 from 8,871
Change+52 (+1%)
Value$301.2K (+$62.9K)
Filed 2026-10-15
Avidian Wealth Enterprises, LLC
NEW
Shares8,511
Change+8,511
Value$287.2K
Filed 2026-10-08
Cap Partners, LLC
INCREASED
Shares8,327 from 7,733
Change+594 (+8%)
Value$281.0K (+$73.3K)
Filed 2026-10-19
Fullerton Advisors, LLC
INCREASED
Shares8,250 from 7,706
Change+544 (+7%)
Value$278.4K (+$71.5K)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
DECREASED
Shares8,138 from 8,141
Change-3 (0%)
Value$274.7K (+$56.0K)
Filed 2026-10-30
Independence Wealth Advisors, LLC
NEW
Shares8,132
Change+8,132
Value$274.5K
Filed 2026-10-29
Sunpointe, LLC
NEW
Shares6,059
Change+6,059
Value$204.5K
Filed 2026-10-22
City State Bank
UNCHANGED
Shares3,750 from 3,750
Change0 (0%)
Value$126.6K (+$25.8K)
Filed 2026-10-20
Parallel Advisors, LLC
NEW
Shares3,700
Change+3,700
Value$124.9K
Filed 2026-11-03
IFP Advisors, Inc
DECREASED
Shares3,582 from 3,596
Change-14 (0%)
Value$120.9K (+$24.3K)
Filed 2026-10-16
Belvedere Trading LLC
DECREASED
Shares226 from 16,604
Change-16,378 (-99%)
Value$7.6K (-$438.4K)
Filed 2026-11-05
Financial Management Professionals, Inc.
INCREASED
Shares224 from 219
Change+5 (+2%)
Value$7.6K (+$1.7K)
Filed 2026-10-23
Vision Financial Markets LLC
INCREASED
Shares159 from 149
Change+10 (+7%)
Value$5.4K (+$1.3K)
Filed 2026-10-22
Rossby Financial, LCC
NEW
Shares114
Change+114
Value$3.8K
Filed 2026-11-05
US Bancorp \de\
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$1.2K (+$248)
Filed 2026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$68 (+$14)
Filed 2026-10-23
Whalen Wealth Management Inc.
CLOSED
Shares0 from 11,133
Change-11,133 (-100%)
Value$0 (-$299.0K)
Filed 2026-10-08
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 1,353
Change-1,353 (-100%)
Value$0 (-$36.3K)
Filed 2026-10-30
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,313
Change-1,313 (-100%)
Value$0 (-$35.3K)
Filed 2026-10-15
Salem Investment Counselors Inc
CLOSED
Shares0 from 550
Change-550 (-100%)
Value$0 (-$14.8K)
Filed 2026-10-13
Asset Dedication, LLC
CLOSED
Shares0 from 445
Change-445 (-100%)
Value$0 (-$12.0K)
Filed 2026-11-03
International Assets Investment Management, LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$5.5K)
Filed 2026-11-02
Vima LLC
CLOSED
Shares0 from 170
Change-170 (-100%)
Value$0 (-$4.6K)
Filed 2026-10-23
Jane Street Group, LLC
N/A
Shares— from 507,918
Change-507,918 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 160,966
Change-160,966 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 43,651
Change-43,651 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 36,921
Change-36,921 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 35,373
Change-35,373 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 32,575
Change-32,575 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 31,040
Change-31,040 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 17,375
Change-17,375 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 15,716
Change-15,716 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 13,819
Change-13,819 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 13,580
Change-13,580 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 12,415
Change-12,415 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 9,730
Change-9,730 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 8,592
Change-8,592 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 2,281
Change-2,281 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,069
Change-1,069 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 752
Change-752 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 507
Change-507 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 455
Change-455 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 355
Change-355 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 351
Change-351 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 309
Change-309 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 121
Change-121 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 100
Change-100 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 34
Change-34 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Madden Securities Corp
DECREASED298,500309,072-10,572-3%$8.3M$10.1M+$1.8M2026-10-27
Farther Finance Advisors, LLC
INCREASED63,33619,703+43,633+221%$529.2K$2.1M+$1.6M2026-10-08
Retirement Planning Group, LLC
DECREASED52,41152,650-2390%$1.4M$1.8M+$354.7K2026-10-19
New England Private Wealth Advisors LLC
INCREASED38,13829,615+8,523+29%$840.8K$1.3M+$446.4K2026-10-19
Integrity Wealth Partners, LLC
NEW34,021—+34,021——$1.1M—2026-10-14
Kestra Advisory Services, LLC
INCREASED33,42010,403+23,017+221%$279.4K$1.1M+$848.5K2026-11-02
Independent Financial Group, LLC
DECREASED26,41028,069-1,659-6%$753.9K$891.3K+$137.4K2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED20,71420,689+25+0%$597.0K$682.3K+$85.3K2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED16,74416,399+345+2%$440.0K$565-$439.4K2026-11-02
Simplex Trading, LLC
DECREASED16,15021,709-5,559-26%$583.1K$545.1K-$38.0K2026-11-04
Nfsg Corp
INCREASED8,9238,871+52+1%$238.3K$301.2K+$62.9K2026-10-15
Avidian Wealth Enterprises, LLC
NEW8,511—+8,511——$287.2K—2026-10-08
Cap Partners, LLC
INCREASED8,3277,733+594+8%$207.7K$281.0K+$73.3K2026-10-19
Fullerton Advisors, LLC
INCREASED8,2507,706+544+7%$207.0K$278.4K+$71.5K2026-10-14
Kestra Private Wealth Services, LLC
DECREASED8,1388,141-30%$218.7K$274.7K+$56.0K2026-10-30
Independence Wealth Advisors, LLC
NEW8,132—+8,132——$274.5K—2026-10-29
Sunpointe, LLC
NEW6,059—+6,059——$204.5K—2026-10-22
City State Bank
UNCHANGED3,7503,75000%$100.7K$126.6K+$25.8K2026-10-20
Parallel Advisors, LLC
NEW3,700—+3,700——$124.9K—2026-11-03
IFP Advisors, Inc
DECREASED3,5823,596-140%$96.6K$120.9K+$24.3K2026-10-16
Belvedere Trading LLC
DECREASED22616,604-16,378-99%$446.0K$7.6K-$438.4K2026-11-05
Financial Management Professionals, Inc.
INCREASED224219+5+2%$5.9K$7.6K+$1.7K2026-10-23
Vision Financial Markets LLC
INCREASED159149+10+7%$4.0K$5.4K+$1.3K2026-10-22
Rossby Financial, LCC
NEW114—+114——$3.8K—2026-11-05
US Bancorp \de\
UNCHANGED363600%$967$1.2K+$2482026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED2200%$54$68+$142026-10-23
Whalen Wealth Management Inc.
CLOSED011,133-11,133-100%$299.0K$0-$299.0K2026-10-08
Capital Investment Advisory Services, LLC
CLOSED01,353-1,353-100%$36.3K$0-$36.3K2026-10-30
AdvisorNet Financial, Inc
CLOSED01,313-1,313-100%$35.3K$0-$35.3K2026-10-15
Salem Investment Counselors Inc
CLOSED0550-550-100%$14.8K$0-$14.8K2026-10-13
Asset Dedication, LLC
CLOSED0445-445-100%$12.0K$0-$12.0K2026-11-03
International Assets Investment Management, LLC
CLOSED0200-200-100%$5.5K$0-$5.5K2026-11-02
Vima LLC
CLOSED0170-170-100%$4.6K$0-$4.6K2026-10-23
Jane Street Group, LLC
N/A—507,918-507,918-100%$13.6M———
Estate Planners Group, LLC
N/A—160,966-160,966-100%$4.3M———
Citadel Advisors LLC
N/A—43,651-43,651-100%$1.2M———
Group One Trading LLC
N/A—36,921-36,921-100%$991.7K———
Banco BTG Pactual S.A.
N/A—35,373-35,373-100%$950.1K———
Kingsview Wealth Management, LLC
N/A—32,575-32,575-100%$875.0K———
Savant Capital, LLC
N/A—31,040-31,040-100%$890.0K———
AE Wealth Management LLC
N/A—17,375-17,375-100%$466.7K———
RPS Advisory Solutions LLC
N/A—15,716-15,716-100%$422.1K———
HighTower Advisors, LLC
N/A—13,819-13,819-100%$371.2K———
HRT Financial LP
N/A—13,580-13,580-100%$364.0K———
Susquehanna International Group, LLP
N/A—12,415-12,415-100%$333.5K———
Arax Advisory Partners
N/A—9,730-9,730-100%$261.3K———
Allworth Financial LP
N/A—8,592-8,592-100%$230.8K———
PNC Financial Services Group, Inc.
N/A—2,281-2,281-100%$61.3K———
BFC Planning, Inc.
N/A—1,069-1,069-100%$28.7K———
Global Retirement Partners, LLC
N/A—752-752-100%$20.2K———
Steward Partners Investment Advisory, LLC
N/A—507-507-100%$13.6K———
PIN OAK Investment Advisors Inc
N/A—455-455-100%$12———
Aptus Capital Advisors, LLC
N/A—355-355-100%$9.5K———
Geneos Wealth Management Inc.
N/A—351-351-100%$9.4K———
Tower Research Capital LLC (TRC)
N/A—309-309-100%$8.3K———
Morgan Stanley
N/A—121-121-100%$3.3K———
Royal Bank of Canada
N/A—100-100-100%$3.0K———
Strategic Wealth Partners, Ltd.
N/A—34-34-100%$903———
Wells Fargo & Company
N/A—1-1-100%$31———
Showing 59 of 59 institutions