Neos Bitcoin High Income ETFBTCIETF

13F holders, Q3 2025 (September 30)
38holders +14
21new positions
7sold out
1famous investor
$59.36avg. 13F price*

At the end of Q3 2025, 38 institutions reported holding Neos Bitcoin High Income ETF (BTCI) in their 13F filings, up 14 from Q2 2025. 21 opened new positions and 7 sold out. The largest holders were MADDEN SECURITIES Corp ($16.9M), Corient Private Wealth LP ($4.7M) and Susquehanna International Group, LLP ($1.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Neos Bitcoin High Income ETF
Filed as
NEOS ETF TRUST (Q3 2025)
CUSIP
78433H642
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q4 2024: 3Q4 2024Q1 2025: 9Q1 2025Q2 2025: 24Q2 2025Q3 2025: 38Q3 2025Q4 2025: 53Q4 2025Q1 2026: 54Q1 2026Q2 2026: 53Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions21$7.9M
Exits7$8.4M

All 13F filers, Q2 2025 → Q3 2025: 192,707 shares bought and 164,204 shares sold, net +28,503 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 38 holders
MADDEN SECURITIES Corp 5.21% Add +6.2% 284,989 $16.9M
Corient Private Wealth LP 0.01% Add +74.7% 79,041 $4.7M
Susquehanna International Group, LLP 0.00% Reduce -38.5% 28,223 $1.7M
Citadel Advisors 0.00% New 23,594 $1.4M
Retirement Planning Group, LLC 0.05% New 23,549 $1.4M
Orion Porfolio Solutions, LLC 0.01% New 15,143 $900K
Cresset Asset Management, LLC 0.00% New 13,876 $824K
Strategic Financial Concepts, LLC 0.10% Add +3.8% 11,268 $669K
Kestra Advisory Services, LLC 0.00% Add +3.3% 10,765 $640K
RPS Advisory Solutions LLC 0.28% Add +8.7% 9,764 $580K
Simplex Trading, LLC 0.01% New 9,639 $572K
Focus Partners Wealth 0.00% New 9,570 $569K
Wealth Enhancement Advisory Services, LLC 0.00% New 9,073 $565K
Whalen Wealth Management Inc. 0.27% Add +97.7% 7,801 $463K
Kaizen Financial Strategies 0.18% New 7,786 $407K
Berger Financial Group, Inc 0.02% No change 5,046 $300K
Independent Financial Group, LLC 0.01% Reduce -5.7% 5,000 $297K
Pasadena Private Wealth, LLC 0.04% New 4,800 $285K
HighTower Advisors, LLC 0.00% Add +7.0% 3,904 $232K
Compound Planning, Inc. 0.01% New 3,784 $225K
World Equity Group, Inc. 0.05% New 3,573 $212K
CAP Partners, LLC 0.12% New 3,503 $208K
City State Bank 0.06% Add +75.0% 3,500 $208K
Montag A & Associates Inc. 0.01% New 2,407 $143K
Allworth Financial LP 0.00% Add +84.6% 2,400 $143K
NFSG Corp 0.02% New 1,727 $103K
Cwm, LLC 0.00% Add +224.4% 1,223 $73K
AE Wealth Management LLC 0.00% New 590 $35K
Steward Partners Investment Advisory, LLC 0.00% No change 567 $34K
Group One Trading LLC 0.00% New 201 $12K
IFP Advisors, Inc 0.00% Add +7.0% 168 $10K
Vision Financial Markets LLC 0.01% Add +7.0% 122 $7K
Pin Oak Investment Advisors Inc. 0.00% Add +0.0% 100 $6K
Frazier Financial Advisors, LLC 0.00% New 96 $6K
Global Retirement Partners, LLC 0.00% Reduce -98.8% 61 $4K
Aptus Capital Advisors, LLC 0.00% New 52 $3K
DHJJ Financial Advisors, Ltd. 0.00% New 2 $119
Russell Investments Group, Ltd. 0.00% New 1 $31

"% of holder's portfolio" is BTCI's weight in each manager's 13F, not the share of Neos Bitcoin High Income ETF the manager owns.