Neos ETF Trust

Q4 2024 vs Q1 2025

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

IFP Advisors, Inc

INCREASED

Shares7,478 from 7,338

Change+140 (+2%)

Value$200.3K (+$9.0K)

Filed 2025-05-05

Prime Capital Investment Advisors, LLC

DECREASED

Shares6,345 from 12,209

Change-5,864 (-48%)

Value$309.7K (-$8.4K)

Filed 2025-05-13

Osaic Holdings, Inc.

CLOSED

Shares0 from 158,011

Change-158,011 (-100%)

Value$0 (-$4.1M)

Filed 2025-05-12

LPL Financial LLC

CLOSED

Shares0 from 149,282

Change-149,282 (-100%)

Value$0 (-$3.9M)

Filed 2025-05-07

Susquehanna International Group, LLP

CLOSED

Shares0 from 135,692

Change-135,692 (-100%)

Value$0 (-$3.5M)

Filed 2025-05-14

Wealthstar Advisors, LLC

CLOSED

Shares0 from 131,614

Change-131,614 (-100%)

Value$0 (-$3.4M)

Filed 2025-04-25

Stifel Financial Corp

CLOSED

Shares0 from 125,361

Change-125,361 (-100%)

Value$0 (-$3.3M)

Filed 2025-05-14

PFG Investments, LLC

CLOSED

Shares0 from 99,837

Change-99,837 (-100%)

Value$0 (-$2.6M)

Filed 2025-04-22

Goldstone Financial Group, LLC

CLOSED

Shares0 from 78,205

Change-78,205 (-100%)

Value$0 (-$2.0M)

Filed 2025-04-16

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 69,915

Change-69,915 (-100%)

Value$0 (-$1.8K)

Filed 2025-05-09

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 55,903

Change-55,903 (-100%)

Value$0 (-$1.5K)

Filed 2025-04-22

Davies Financial Advisors, Inc.

CLOSED

Shares0 from 44,432

Change-44,432 (-100%)

Value$0 (-$1.2M)

Filed 2025-04-22

Jane Street Group, LLC

CLOSED

Shares0 from 44,146

Change-44,146 (-100%)

Value$0 (-$1.2M)

Filed 2025-05-19

Raymond James Financial Inc

CLOSED

Shares0 from 40,224

Change-40,224 (-100%)

Value$0 (-$1.0M)

Filed 2025-05-13

Envestnet Asset Management Inc

CLOSED

Shares0 from 32,386

Change-32,386 (-100%)

Value$0 (-$844.0K)

Filed 2025-04-29

AE Wealth Management LLC

CLOSED

Shares0 from 31,752

Change-31,752 (-100%)

Value$0 (-$827.5K)

Filed 2025-05-06

MML Investors Services, LLC

CLOSED

Shares0 from 30,317

Change-30,317 (-100%)

Value$0 (-$790)

Filed 2025-05-14

Anchor Capital Management Group Inc

CLOSED

Shares0 from 28,000

Change-28,000 (-100%)

Value$0 (-$729.7K)

Filed 2025-05-06

TPG Advisors LLC

CLOSED

Shares0 from 27,718

Change-27,718 (-100%)

Value$0 (-$722.3K)

Filed 2025-04-24

Old Mission Capital LLC

CLOSED

Shares0 from 25,872

Change-25,872 (-100%)

Value$0 (-$674.2K)

Filed 2025-05-15

Cap Partners, LLC

CLOSED

Shares0 from 23,678

Change-23,678 (-100%)

Value$0 (-$617.0K)

Filed 2025-05-08

Atria Wealth Solutions, Inc.

CLOSED

Shares0 from 22,667

Change-22,667 (-100%)

Value$0 (-$590.7K)

Filed 2025-05-09

Advisory Services Network, LLC

CLOSED

Shares0 from 18,649

Change-18,649 (-100%)

Value$0 (-$486.0K)

Filed 2025-05-15

Atlantic Family Wealth, LLC

CLOSED

Shares0 from 17,717

Change-17,717 (-100%)

Value$0 (-$461.7K)

Filed 2025-05-07

Royal Bank of Canada

CLOSED

Shares0 from 16,921

Change-16,921 (-100%)

Value$0 (-$441.0K)

Filed 2025-11-21

Beam Wealth Advisors, Inc.

CLOSED

Shares0 from 16,873

Change-16,873 (-100%)

Value$0 (-$439.7K)

Filed 2025-05-12

Mccarter Private Wealth Services LLC

CLOSED

Shares0 from 16,297

Change-16,297 (-100%)

Value$0 (-$424.7K)

Filed 2025-05-14

Federation des caisses Desjardins du Quebec

CLOSED

Shares0 from 15,970

Change-15,970 (-100%)

Value$0 (-$416.2K)

Filed 2025-05-15

Focus Partners Wealth

CLOSED

Shares0 from 14,708

Change-14,708 (-100%)

Value$0 (-$383.3K)

Filed 2025-05-20

Cetera Investment Advisers

CLOSED

Shares0 from 14,488

Change-14,488 (-100%)

Value$0 (-$377.6K)

Filed 2025-05-06

Collaborative Wealth Managment Inc.

CLOSED

Shares0 from 13,512

Change-13,512 (-100%)

Value$0 (-$352.1K)

Filed 2025-05-08

Oppenheimer & Co Inc

CLOSED

Shares0 from 12,451

Change-12,451 (-100%)

Value$0 (-$324.5K)

Filed 2025-04-23

Wedbush Securities Inc

CLOSED

Shares0 from 11,257

Change-11,257 (-100%)

Value$0 (-$293)

Filed 2025-05-06

StoneX Group Inc.

CLOSED

Shares0 from 11,082

Change-11,082 (-100%)

Value$0 (-$288.8K)

Filed 2025-08-13

Sigma Planning Corp

CLOSED

Shares0 from 10,927

Change-10,927 (-100%)

Value$0 (-$284.8K)

Filed 2025-05-02

Private Advisor Group, LLC

CLOSED

Shares0 from 10,590

Change-10,590 (-100%)

Value$0 (-$276.0K)

Filed 2025-05-05

High Net Worth Advisory Group LLC

CLOSED

Shares0 from 9,900

Change-9,900 (-100%)

Value$0 (-$258.0K)

Filed 2025-04-09

Palacios Wealth Management, LLC

CLOSED

Shares0 from 9,895

Change-9,895 (-100%)

Value$0 (-$259.3K)

Filed 2025-05-09

Smith Anglin Financial, LLC

CLOSED

Shares0 from 9,534

Change-9,534 (-100%)

Value$0 (-$248.5K)

Filed 2025-04-10

Moloney Securities Asset Management, LLC

CLOSED

Shares0 from 8,488

Change-8,488 (-100%)

Value$0 (-$221.2K)

Filed 2025-04-30

H D Vest Advisory Services

CLOSED

Shares0 from 8,433

Change-8,433 (-100%)

Value$0 (-$219.8K)

Filed 2025-05-06

Meridian Wealth Management, LLC

CLOSED

Shares0 from 8,197

Change-8,197 (-100%)

Value$0 (-$213.6K)

Filed 2025-05-12

Elevated Capital Advisors, LLC

CLOSED

Shares0 from 8,043

Change-8,043 (-100%)

Value$0 (-$209.6K)

Filed 2025-04-24

Level Four Advisory Services, LLC

CLOSED

Shares0 from 7,933

Change-7,933 (-100%)

Value$0 (-$206.8K)

Filed 2025-05-14

Morgan Stanley

CLOSED

Shares0 from 7,573

Change-7,573 (-100%)

Value$0 (-$197.4K)

Filed 2025-05-15

Citadel Advisors LLC

CLOSED

Shares0 from 7,150

Change-7,150 (-100%)

Value$0 (-$186.3K)

Filed 2025-05-15

Wells Fargo & Company

CLOSED

Shares0 from 6,499

Change-6,499 (-100%)

Value$0 (-$169.4K)

Filed 2025-05-13

EP Wealth Advisors, LLC

CLOSED

Shares0 from 6,078

Change-6,078 (-100%)

Value$0 (-$158.4K)

Filed 2025-05-15

CoreCap Advisors, LLC

CLOSED

Shares0 from 4,709

Change-4,709 (-100%)

Value$0 (-$122.7K)

Filed 2025-05-09

Harbour Investments, Inc.

CLOSED

Shares0 from 4,081

Change-4,081 (-100%)

Value$0 (-$106.4K)

Filed 2025-05-08

GPS Wealth Strategies Group, LLC

CLOSED

Shares0 from 3,863

Change-3,863 (-100%)

Value$0 (-$100.7K)

Filed 2025-04-15

Dogwood Wealth Management LLC

CLOSED

Shares0 from 2,907

Change-2,907 (-100%)

Value$0 (-$75.8K)

Filed 2025-04-30

MAI Capital Management

CLOSED

Shares0 from 1,745

Change-1,745 (-100%)

Value$0 (-$45.5K)

Filed 2025-05-15

Private Trust Co NA

CLOSED

Shares0 from 1,500

Change-1,500 (-100%)

Value$0 (-$39.1K)

Filed 2025-04-28

Capital Investment Advisory Services, LLC

CLOSED

Shares0 from 1,260

Change-1,260 (-100%)

Value$0 (-$32.8K)

Filed 2025-04-29

Farther Finance Advisors, LLC

CLOSED

Shares0 from 1,080

Change-1,080 (-100%)

Value$0 (-$28.1K)

Filed 2025-04-14

Signaturefd, LLC

CLOSED

Shares0 from 800

Change-800 (-100%)

Value$0 (-$20.8K)

Filed 2025-05-02

Nfsg Corp

CLOSED

Shares0 from 699

Change-699 (-100%)

Value$0 (-$18.2K)

Filed 2025-05-15

Northwestern Mutual Wealth Management Co

CLOSED

Shares0 from 608

Change-608 (-100%)

Value$0 (-$15.8K)

Filed 2025-05-14

Steward Partners Investment Advisory, LLC

CLOSED

Shares0 from 500

Change-500 (-100%)

Value$0 (-$13.0K)

Filed 2025-05-13

BFC Planning, Inc.

CLOSED

Shares0 from 230

Change-230 (-100%)

Value$0 (-$6.0K)

Filed 2026-10-29

Berthel, Fisher & Company Financial Services, Inc.

CLOSED

Shares0 from 230

Change-230 (-100%)

Value$0 (-$6.0K)

Filed 2026-10-30

Simplex Trading, LLC

CLOSED

Shares0 from 229

Change-229 (-100%)

Value$0 (-$5)

Filed 2025-05-12

UBS Group AG

CLOSED

Shares0 from 131

Change-131 (-100%)

Value$0 (-$3.4K)

Filed 2025-05-13

Decker Retirement Planning Inc.

CLOSED

Shares0 from 110

Change-110 (-100%)

Value$0 (-$2.9K)

Filed 2025-04-24

Caitlin John, LLC

CLOSED

Shares0 from 98

Change-98 (-100%)

Value$0 (-$2.6K)

Filed 2025-05-14

Future Financial Wealth Managment LLC

CLOSED

Shares0 from 30

Change-30 (-100%)

Value$0 (-$782)

Filed 2025-04-09

Tucker Asset Management LLC

CLOSED

Shares0 from 22

Change-22 (-100%)

Value$0 (-$573)

Filed 2026-01-06

Lanark Financial, Inc.

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 (-$269)

Filed 2025-04-09

Proequities, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2025-05-14

	Status
IFP Advisors, Inc	INCREASED	7,478	7,338	+140	+2%	$191.2K	$200.3K	+$9.0K	2025-05-05
Prime Capital Investment Advisors, LLC	DECREASED	6,345	12,209	-5,864	-48%	$318.2K	$309.7K	-$8.4K	2025-05-13
Osaic Holdings, Inc.	CLOSED	0	158,011	-158,011	-100%	$4.1M	$0	-$4.1M	2025-05-12
LPL Financial LLC	CLOSED	0	149,282	-149,282	-100%	$3.9M	$0	-$3.9M	2025-05-07
Susquehanna International Group, LLP	CLOSED	0	135,692	-135,692	-100%	$3.5M	$0	-$3.5M	2025-05-14
Wealthstar Advisors, LLC	CLOSED	0	131,614	-131,614	-100%	$3.4M	$0	-$3.4M	2025-04-25
Stifel Financial Corp	CLOSED	0	125,361	-125,361	-100%	$3.3M	$0	-$3.3M	2025-05-14
PFG Investments, LLC	CLOSED	0	99,837	-99,837	-100%	$2.6M	$0	-$2.6M	2025-04-22
Goldstone Financial Group, LLC	CLOSED	0	78,205	-78,205	-100%	$2.0M	$0	-$2.0M	2025-04-16
Commonwealth Equity Services, LLC	CLOSED	0	69,915	-69,915	-100%	$1.8K	$0	-$1.8K	2025-05-09
Cambridge Investment Research Advisors, Inc.	CLOSED	0	55,903	-55,903	-100%	$1.5K	$0	-$1.5K	2025-04-22
Davies Financial Advisors, Inc.	CLOSED	0	44,432	-44,432	-100%	$1.2M	$0	-$1.2M	2025-04-22
Jane Street Group, LLC	CLOSED	0	44,146	-44,146	-100%	$1.2M	$0	-$1.2M	2025-05-19
Raymond James Financial Inc	CLOSED	0	40,224	-40,224	-100%	$1.0M	$0	-$1.0M	2025-05-13
Envestnet Asset Management Inc	CLOSED	0	32,386	-32,386	-100%	$844.0K	$0	-$844.0K	2025-04-29
AE Wealth Management LLC	CLOSED	0	31,752	-31,752	-100%	$827.5K	$0	-$827.5K	2025-05-06
MML Investors Services, LLC	CLOSED	0	30,317	-30,317	-100%	$790	$0	-$790	2025-05-14
Anchor Capital Management Group Inc	CLOSED	0	28,000	-28,000	-100%	$729.7K	$0	-$729.7K	2025-05-06
TPG Advisors LLC	CLOSED	0	27,718	-27,718	-100%	$722.3K	$0	-$722.3K	2025-04-24
Old Mission Capital LLC	CLOSED	0	25,872	-25,872	-100%	$674.2K	$0	-$674.2K	2025-05-15
Cap Partners, LLC	CLOSED	0	23,678	-23,678	-100%	$617.0K	$0	-$617.0K	2025-05-08
Atria Wealth Solutions, Inc.	CLOSED	0	22,667	-22,667	-100%	$590.7K	$0	-$590.7K	2025-05-09
Advisory Services Network, LLC	CLOSED	0	18,649	-18,649	-100%	$486.0K	$0	-$486.0K	2025-05-15
Atlantic Family Wealth, LLC	CLOSED	0	17,717	-17,717	-100%	$461.7K	$0	-$461.7K	2025-05-07
Royal Bank of Canada	CLOSED	0	16,921	-16,921	-100%	$441.0K	$0	-$441.0K	2025-11-21
Beam Wealth Advisors, Inc.	CLOSED	0	16,873	-16,873	-100%	$439.7K	$0	-$439.7K	2025-05-12
Mccarter Private Wealth Services LLC	CLOSED	0	16,297	-16,297	-100%	$424.7K	$0	-$424.7K	2025-05-14
Federation des caisses Desjardins du Quebec	CLOSED	0	15,970	-15,970	-100%	$416.2K	$0	-$416.2K	2025-05-15
Focus Partners Wealth	CLOSED	0	14,708	-14,708	-100%	$383.3K	$0	-$383.3K	2025-05-20
Cetera Investment Advisers	CLOSED	0	14,488	-14,488	-100%	$377.6K	$0	-$377.6K	2025-05-06
Collaborative Wealth Managment Inc.	CLOSED	0	13,512	-13,512	-100%	$352.1K	$0	-$352.1K	2025-05-08
Oppenheimer & Co Inc	CLOSED	0	12,451	-12,451	-100%	$324.5K	$0	-$324.5K	2025-04-23
Wedbush Securities Inc	CLOSED	0	11,257	-11,257	-100%	$293	$0	-$293	2025-05-06
StoneX Group Inc.	CLOSED	0	11,082	-11,082	-100%	$288.8K	$0	-$288.8K	2025-08-13
Sigma Planning Corp	CLOSED	0	10,927	-10,927	-100%	$284.8K	$0	-$284.8K	2025-05-02
Private Advisor Group, LLC	CLOSED	0	10,590	-10,590	-100%	$276.0K	$0	-$276.0K	2025-05-05
High Net Worth Advisory Group LLC	CLOSED	0	9,900	-9,900	-100%	$258.0K	$0	-$258.0K	2025-04-09
Palacios Wealth Management, LLC	CLOSED	0	9,895	-9,895	-100%	$259.3K	$0	-$259.3K	2025-05-09
Smith Anglin Financial, LLC	CLOSED	0	9,534	-9,534	-100%	$248.5K	$0	-$248.5K	2025-04-10
Moloney Securities Asset Management, LLC	CLOSED	0	8,488	-8,488	-100%	$221.2K	$0	-$221.2K	2025-04-30
H D Vest Advisory Services	CLOSED	0	8,433	-8,433	-100%	$219.8K	$0	-$219.8K	2025-05-06
Meridian Wealth Management, LLC	CLOSED	0	8,197	-8,197	-100%	$213.6K	$0	-$213.6K	2025-05-12
Elevated Capital Advisors, LLC	CLOSED	0	8,043	-8,043	-100%	$209.6K	$0	-$209.6K	2025-04-24
Level Four Advisory Services, LLC	CLOSED	0	7,933	-7,933	-100%	$206.8K	$0	-$206.8K	2025-05-14
Morgan Stanley	CLOSED	0	7,573	-7,573	-100%	$197.4K	$0	-$197.4K	2025-05-15
Citadel Advisors LLC	CLOSED	0	7,150	-7,150	-100%	$186.3K	$0	-$186.3K	2025-05-15
Wells Fargo & Company	CLOSED	0	6,499	-6,499	-100%	$169.4K	$0	-$169.4K	2025-05-13
EP Wealth Advisors, LLC	CLOSED	0	6,078	-6,078	-100%	$158.4K	$0	-$158.4K	2025-05-15
CoreCap Advisors, LLC	CLOSED	0	4,709	-4,709	-100%	$122.7K	$0	-$122.7K	2025-05-09
Harbour Investments, Inc.	CLOSED	0	4,081	-4,081	-100%	$106.4K	$0	-$106.4K	2025-05-08
GPS Wealth Strategies Group, LLC	CLOSED	0	3,863	-3,863	-100%	$100.7K	$0	-$100.7K	2025-04-15
Dogwood Wealth Management LLC	CLOSED	0	2,907	-2,907	-100%	$75.8K	$0	-$75.8K	2025-04-30
MAI Capital Management	CLOSED	0	1,745	-1,745	-100%	$45.5K	$0	-$45.5K	2025-05-15
Private Trust Co NA	CLOSED	0	1,500	-1,500	-100%	$39.1K	$0	-$39.1K	2025-04-28
Capital Investment Advisory Services, LLC	CLOSED	0	1,260	-1,260	-100%	$32.8K	$0	-$32.8K	2025-04-29
Farther Finance Advisors, LLC	CLOSED	0	1,080	-1,080	-100%	$28.1K	$0	-$28.1K	2025-04-14
Signaturefd, LLC	CLOSED	0	800	-800	-100%	$20.8K	$0	-$20.8K	2025-05-02
Nfsg Corp	CLOSED	0	699	-699	-100%	$18.2K	$0	-$18.2K	2025-05-15
Northwestern Mutual Wealth Management Co	CLOSED	0	608	-608	-100%	$15.8K	$0	-$15.8K	2025-05-14
Steward Partners Investment Advisory, LLC	CLOSED	0	500	-500	-100%	$13.0K	$0	-$13.0K	2025-05-13
BFC Planning, Inc.	CLOSED	0	230	-230	-100%	$6.0K	$0	-$6.0K	2026-10-29
Berthel, Fisher & Company Financial Services, Inc.	CLOSED	0	230	-230	-100%	$6.0K	$0	-$6.0K	2026-10-30
Simplex Trading, LLC	CLOSED	0	229	-229	-100%	$5	$0	-$5	2025-05-12
UBS Group AG	CLOSED	0	131	-131	-100%	$3.4K	$0	-$3.4K	2025-05-13
Decker Retirement Planning Inc.	CLOSED	0	110	-110	-100%	$2.9K	$0	-$2.9K	2025-04-24
Caitlin John, LLC	CLOSED	0	98	-98	-100%	$2.6K	$0	-$2.6K	2025-05-14
Future Financial Wealth Managment LLC	CLOSED	0	30	-30	-100%	$782	$0	-$782	2025-04-09
Tucker Asset Management LLC	CLOSED	0	22	-22	-100%	$573	$0	-$573	2026-01-06
Lanark Financial, Inc.	CLOSED	0	10	-10	-100%	$269	$0	-$269	2025-04-09
Proequities, Inc.	CLOSED	0	0	0	—	$0	$0	$0	2025-05-14

Showing 70 of 70 institutions