Neos ETF TrustETF
13F holders, Q3 2025 (September 30)7holders
1new positions
2sold out
1famous investor
$29.76avg. 13F price*
At the end of Q3 2025, 7 institutions reported holding Neos ETF Trust in their 13F filings, unchanged from Q2 2025. 1 opened new positions and 2 sold out. The largest holders were CreativeOne Wealth, LLC ($94.9M), Creative Financial Designs Inc. ($1.0M) and Creative Planning ($557K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Neos ETF Trust
- CUSIP
- 78433H626
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $557K |
| Exits | 2 | $522 |
All 13F filers, Q2 2025 → Q3 2025: 31,165 shares bought and 38,855 shares sold, net −7,690 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| CreativeOne Wealth, LLC | 2.32% | Reduce -1.2% | 3,190,452 | $94.9M |
| Creative Financial Designs Inc. | 0.07% | Add +56.6% | 33,661 | $1.0M |
| Creative Planning | 0.00% | New | 18,705 | $557K |
| BAM Wealth Management, LLC | 0.20% | — | 8,482 | $252K |
| Citadel Advisors | 0.00% | Reduce -7.0% | 7,910 | $235K |
| JPMorgan Chase & Co. | 0.00% | Add +7500.0% | 304 | $9K |
| GeoWealth Management, LLC | 0.00% | No change | 12 | $357 |
"% 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.