Neos ETF TrustETF
13F holders, Q3 2025 (September 30)18holders −2
0new positions
2sold out
1famous investor
$31.36avg. 13F price*
At the end of Q3 2025, 18 institutions reported holding Neos ETF Trust in their 13F filings, down 2 from Q2 2025. 0 opened new positions and 2 sold out. The largest holders were Capital Insight Partners, LLC ($30.2M), Creative Financial Designs Inc. ($1.8M) and Flow Traders U.S. LLC ($1.3M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $117K |
All 13F filers, Q2 2025 → Q3 2025: 29,615 shares bought and 73,180 shares sold, net −43,565 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Capital Insight Partners, LLC | 5.00% | Reduce -2.2% | 963,550 | $30.2M |
| Creative Financial Designs Inc. | 0.12% | Add +10.1% | 57,413 | $1.8M |
| Flow Traders U.S. LLC | 0.05% | Add +23.1% | 41,112 | $1.3M |
| Strategic Equity Management | 0.41% | Add +11.1% | 35,406 | $1.1M |
| AE Wealth Management LLC | 0.01% | Add +44.7% | 30,109 | $944K |
| Moneywise, Inc. | 0.42% | Add +11.4% | 29,768 | $934K |
| LBMC Investment Advisors, LLC | 0.04% | No change | 20,780 | $652K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 16,300 | $511K |
| Creekmur Asset Management LLC | 0.08% | No change | 15,533 | $487K |
| Jane Street Group, LLC | 0.00% | Reduce -71.8% | 12,638 | $396K |
| Citadel Advisors | 0.00% | Reduce -19.0% | 8,798 | $276K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.5% | 8,603 | $269K |
| Harvest Investment Services, LLC | 0.05% | Reduce -40.1% | 8,178 | $256K |
| UBS Group AG | 0.00% | Add +17.5% | 5,327 | $167K |
| Allworth Financial LP | 0.00% | No change | 4,264 | $134K |
| IFP Advisors, Inc | 0.00% | Reduce -91.7% | 674 | $21K |
| Geneos Wealth Management Inc. | 0.00% | No change | 300 | $9K |
| Morgan Stanley | 0.00% | No change | 195 | $6K |
"% 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.