Neos ETF TrustETF
13F holders, Q2 2025 (June 30)20holders +2
3new positions
1sold out
1famous investor
$30.63avg. 13F price*
At the end of Q2 2025, 20 institutions reported holding Neos ETF Trust in their 13F filings, up 2 from Q1 2025. 3 opened new positions and 1 sold out. The largest holders were Capital Insight Partners, LLC ($30.2M), Creative Financial Designs Inc. ($1.6M) and Jane Street Group, LLC ($1.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Neos ETF Trust
- CUSIP
- 78433H204
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $731K |
| Exits | 1 | $14K |
All 13F filers, Q1 2025 → Q2 2025: 97,638 shares bought and 4,282 shares sold, net +93,356 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Capital Insight Partners, LLC | 5.24% | Reduce -0.2% | 985,150 | $30.2M |
| Creative Financial Designs Inc. | 0.12% | Add +48.3% | 52,168 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +203.8% | 44,845 | $1.4M |
| Flow Traders U.S. LLC | 0.04% | Add +70.2% | 33,404 | $1.0M |
| Strategic Equity Management | 0.36% | Add +18.5% | 31,882 | $976K |
| Moneywise, Inc. | 0.38% | Add +19.6% | 26,722 | $818K |
| AE Wealth Management LLC | 0.00% | Add +0.9% | 20,812 | $637K |
| LBMC Investment Advisors, LLC | 0.05% | No change | 20,780 | $636K |
| Moneta Group Investment Advisors LLC | 0.01% | No change | 16,300 | $499K |
| Creekmur Asset Management LLC | 0.08% | Reduce -7.2% | 15,533 | $476K |
| Harvest Investment Services, LLC | 0.09% | Add +29.4% | 13,658 | $418K |
| Citadel Advisors | 0.00% | New | 10,860 | $333K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 9,203 | $284K |
| IFP Advisors, Inc | 0.01% | Reduce -4.0% | 8,083 | $248K |
| UBS Group AG | 0.00% | Add +3.8% | 4,532 | $139K |
| Allworth Financial LP | 0.00% | No change | 4,264 | $131K |
| Ameritas Advisory Services, LLC | 0.01% | New | 3,722 | $114K |
| Geneos Wealth Management Inc. | 0.00% | Add +200.0% | 300 | $9K |
| Morgan Stanley | 0.00% | Reduce -0.5% | 195 | $6K |
| Arax Advisory Partners | 0.00% | No change | 100 | $3K |
"% 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.