Neos ETF TrustETF
13F holders, Q4 2024 (December 31)14holders +1
1new positions
0sold out
$28.86avg. 13F price*
At the end of Q4 2024, 14 institutions reported holding Neos ETF Trust in their 13F filings, up 1 from Q3 2024. 1 opened new positions and 0 sold out. The largest holders were Capital Insight Partners, LLC ($29.0M), Creative Financial Designs Inc. ($605K) and LBMC Investment Advisors, LLC ($600K).
- Company
- Neos ETF Trust
- CUSIP
- 78433H204
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $235K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 85,615 shares bought and 12,525 shares sold, net +73,090 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Capital Insight Partners, LLC | 5.02% | Add +6.4% | 1,006,479 | $29.0M |
| Creative Financial Designs Inc. | 0.05% | Add +60.9% | 20,950 | $605K |
| LBMC Investment Advisors, LLC | 0.05% | No change | 20,780 | $600K |
| AE Wealth Management LLC | 0.00% | Add +47.8% | 17,685 | $510K |
| Creekmur Asset Management LLC | 0.11% | Reduce -15.4% | 16,733 | $483K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +8.1% | 8,295 | $239K |
| Harvest Investment Services, LLC | 0.06% | New | 8,157 | $235K |
| IFP Advisors, Inc | 0.01% | Add +43.0% | 7,974 | $230K |
| Jane Street Group, LLC | 0.00% | Reduce -56.0% | 7,230 | $209K |
| Allworth Financial LP | 0.00% | Reduce -1.5% | 4,264 | $128K |
| Osaic Holdings, Inc. | 0.00% | No change | 500 | $14K |
| Morgan Stanley | 0.00% | No change | 196 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 100 | $3K |
| UBS Group AG | 0.00% | Reduce -95.2% | 10 | $289 |
"% of holder's portfolio" is NEOS ETF TRUST's weight in each manager's 13F, not the share of Neos ETF Trust the manager owns.