Neos ETF TrustETF
13F holders, Q1 2025 (March 31)3holders +2
2new positions
0sold out
$24.75avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding Neos ETF Trust in their 13F filings, up 2 from Q4 2024. 2 opened new positions and 0 sold out. The largest holders were CreativeOne Wealth, LLC ($78.5M), UBS Group AG ($12K) and Bank of America Corp. ($173).
- Company
- Neos ETF Trust
- CUSIP
- 78433H626
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $12K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 1,688,613 shares bought, net +1,688,613 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| CreativeOne Wealth, LLC | 2.35% | Add +113.9% | 3,170,575 | $78.5M |
| UBS Group AG | 0.00% | New | 492 | $12K |
| Bank of America Corp. | 0.00% | New | 7 | $173 |
"% 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.