NEOS Nasdaq-100 Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 145.24 K | $3.71 M | -9.16% | 1.19% |
| ROVIN CAPITAL /UT/ /ADV | 01/14/2025 | 43.80 K | $1.14 M | 0.87% | 0.36% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 01/24/2025 | 25.44 K | $665.61 K | -0.57% | 0.21% |
| IFP ADVISORS, INC | 02/04/2025 | 5.11 K | $133.00 K | -25.81% | 0.04% |
| CONCORD WEALTH PARTNERS | 01/24/2025 | 372 | $9.69 K | 2.20% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/10/2025 | 0 | $0 | -100.00% | 0.00% |
| FMR LLC | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| MML INVESTORS SERVICES, LLC | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| STIFEL FINANCIAL CORP | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| NBC SECURITIES, INC. | 01/22/2025 | 0 | $0 | -100.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 02/10/2025 | 0 | $0 | -100.00% | 0.00% |
| OPPENHEIMER & CO INC | 02/05/2025 | 0 | $0 | -100.00% | 0.00% |
| CENTAURUS FINANCIAL, INC. | 03/12/2025 | 0 | $0 | -100.00% | 0.00% |
| MORGAN STANLEY | 05/15/2025 | 0 | $0 | -100.00% | 0.00% |
| STONEX GROUP INC. | 08/13/2025 | 0 | $0 | -100.00% | 0.00% |
| ROYAL BANK OF CANADA | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| WEDBUSH SECURITIES INC | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| PRIVATE TRUST CO NA | 02/05/2025 | 0 | $0 | -100.00% | 0.00% |
| AVANTAX ADVISORY SERVICES, INC. | 02/10/2025 | 0 | $0 | -100.00% | 0.00% |
| LPL FINANCIAL LLC | 02/11/2025 | 0 | $0 | -100.00% | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| SIGMA PLANNING CORP | 02/03/2025 | 0 | $0 | -100.00% | 0.00% |
| OLD MISSION CAPITAL LLC | 02/12/2025 | 0 | $0 | -100.00% | 0.00% |
| SIGNATUREFD, LLC | 02/10/2025 | 0 | $0 | -100.00% | 0.00% |
| CWM, LLC | 02/04/2025 | 0 | $0 | -100.00% | 0.00% |
| COLONY GROUP, LLC | 05/29/2025 | 0 | $0 | -100.00% | 0.00% |
| SMITH ANGLIN FINANCIAL, LLC | 01/14/2025 | 0 | $0 | -100.00% | 0.00% |
| PRIVATE ADVISOR GROUP, LLC | 02/03/2025 | 0 | $0 | -100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 01/23/2025 | 0 | $0 | -100.00% | 0.00% |
| CETERA INVESTMENT ADVISERS | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 02/12/2025 | 0 | $0 | -100.00% | 0.00% |
| MERIDIAN WEALTH MANAGEMENT, LLC | 02/06/2025 | 0 | $0 | -100.00% | 0.00% |
| AE WEALTH MANAGEMENT LLC | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/06/2025 | 0 | $0 | -100.00% | 0.00% |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 02/12/2025 | 0 | $0 | -100.00% | 0.00% |
| GPS WEALTH STRATEGIES GROUP, LLC | 01/24/2025 | 0 | $0 | -100.00% | 0.00% |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | 01/13/2025 | 0 | $0 | -100.00% | 0.00% |
| ELEVATED CAPITAL ADVISORS, LLC | 01/13/2025 | 0 | $0 | -100.00% | 0.00% |
| BEAM WEALTH ADVISORS, INC. | 02/07/2025 | 0 | $0 | -100.00% | 0.00% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 01/28/2025 | 0 | $0 | -100.00% | 0.00% |
| COLLABORATIVE WEALTH MANAGMENT INC. | 02/10/2025 | 0 | $0 | -100.00% | 0.00% |
| CORECAP ADVISORS, LLC | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| HIGH NET WORTH ADVISORY GROUP LLC | 01/21/2025 | 0 | $0 | -100.00% | 0.00% |
| ATRIA WEALTH SOLUTIONS, INC. | 01/31/2025 | 0 | $0 | -100.00% | 0.00% |
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NEOS Nasdaq-100 institutional Ownership - FAQ's
During the previous two years, 9 institutional investors and hedge funds held shares of NEOS Nasdaq-100. The most heavily invested institutionals were:
Raymond James Financial Services Advisors, Inc.: 30,802
FinTrust Capital Advisors, LLC: 1,076
BUCKINGHAM STRATEGIC WEALTH, LLC: 14,708
Silicon Hills Wealth Management, LLC: 13,016
Ahrens Investment Partners LLC: 1,000
American Portfolios Advisors: 5,394
1.80% of NEOS Nasdaq-100 stock is owned by institutional investors.
Institutional investors have bought a total of 146.62 K shares in the last 24 months. This purchase volume represents approximately $0 in transactions.