Neos Enhanced Income Credit Select ETF
13F holders, Q3 2024 (September 30)8holders
$10.51avg. 13F price*
At the end of Q3 2024, 8 institutions reported holding Neos Enhanced Income Credit Select ETF in their 13F filings. The largest holders were Financial Security Advisor, Inc. ($77.6M), Clearstead Advisors, LLC ($35.7M) and Cambridge Investment Research Advisors, Inc. ($947K).
- Company
- Neos Enhanced Income Credit Select ETF
- Filed as
- NEOS ETF TRUST (Q3 2024)
- CUSIP
- 78433H659
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $117.6M |
| Exits | 0 | $0 |
Ownership 8 holders
| Financial Security Advisor, Inc. | 19.33% | New | 7,377,942 | $77.6M |
| Clearstead Advisors, LLC | 0.55% | New | 3,391,724 | $35.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 90,072 | $947K |
| Choreo, LLC | 0.01% | New | 87,932 | $922K |
| Fortis Capital Advisors, LLC | 0.30% | New | 85,015 | $894K |
| Belpointe Asset Management LLC | 0.05% | New | 85,015 | $894K |
| Triumph Capital Management | 0.14% | New | 38,442 | $404K |
| Envestnet Asset Management Inc. | 0.00% | New | 28,544 | $300K |
"% of holder's portfolio" is NEOS ENHANCED INCOME CREDIT SELECT ETF's weight in each manager's 13F, not the share of Neos Enhanced Income Credit Select ETF the manager owns.