Neos Bitcoin High Income ETFBTCIETF

13F holders, Q4 2025 (December 31)
53holders +15
19new positions
10sold out
2famous investors
$44.22avg. 13F price*

At the end of Q4 2025, 53 institutions reported holding Neos Bitcoin High Income ETF (BTCI) in their 13F filings, up 15 from Q3 2025. 19 opened new positions and 10 sold out. The largest holders were MADDEN SECURITIES Corp ($11.2M), Estate Planners Group, LLC ($5.6M) and Corient Private Wealth LP ($3.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Neos Bitcoin High Income ETF
Filed as
NEOS ETF TRUST (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions19$8.0M
Exits10$2.5M

All 13F filers, Q3 2025 → Q4 2025: 268,702 shares bought and 117,976 shares sold, net +150,726 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 53 holders

MADDEN SECURITIES Corp 3.40% Reduce -11.0% 253,546 $11.2M
Estate Planners Group, LLC 2.42% — 126,591 $5.6M
Corient Private Wealth LP 0.00% Reduce -8.3% 72,479 $3.2M
Renaissance Technologies 0.00% New 47,900 $2.1M
Old Mission Capital LLC 0.08% New 46,742 $2.1M
Citadel Advisors 0.00% Add +53.5% 36,224 $1.6M
Retirement Planning Group, LLC 0.04% Add +26.0% 29,679 $1.3M
RPS Advisory Solutions LLC 0.58% Add +185.1% 27,841 $1.2M
Belvedere Trading LLC 0.19% New 23,825 $1.0M
Orion Porfolio Solutions, LLC 0.01% Add +43.2% 21,679 $954K
Oasis Advisors, LLC 0.51% — 21,678 $954K
Brown Advisory Inc. 0.00% New 20,845 $918K
Wealth Enhancement Advisory Services, LLC 0.00% Add +91.6% 17,384 $800K
Farther Finance Advisors, LLC 0.01% New 14,511 $639K
Focus Partners Wealth 0.00% Add +6.7% 10,210 $597K
AE Wealth Management LLC 0.00% Add +2018.1% 12,497 $550K
HighTower Advisors, LLC 0.00% Add +157.2% 10,039 $442K
Kingsview Wealth Management, LLC 0.01% New 9,453 $416K
Kaizen Financial Strategies 0.15% Add +2.3% 7,962 $350K
NFSG Corp 0.05% Add +327.2% 7,378 $325K
Susquehanna International Group, LLP 0.00% Reduce -77.2% 6,423 $283K
CAP Partners, LLC 0.16% Add +80.1% 6,310 $278K
Cambridge Investment Research Advisors, Inc. 0.00% New 6,202 $273K
Simplex Trading, LLC 0.01% Reduce -36.8% 6,091 $268K
Fullerton Advisors, LLC 0.26% — 5,908 $260K
NewEdge Advisors, LLC 0.00% New 5,653 $249K
Allworth Financial LP 0.00% Add +132.4% 5,578 $246K
Whalen Wealth Management Inc. 0.13% Reduce -31.8% 5,317 $234K
Berger Financial Group, Inc 0.01% No change 5,046 $222K
HRT Financial LP 0.00% New 4,688 $206K
Cwm, LLC 0.00% Add +268.4% 4,506 $198K
City State Bank 0.04% No change 3,500 $154K
Kestra Advisory Services, LLC 0.00% Reduce -67.6% 3,491 $154K
Keating Financial Advisory Services, Inc. 0.01% — 2,031 $89K
Capital Investment Advisory Services, LLC 0.00% New 1,144 $50K
IFP Advisors, Inc 0.00% Add +341.1% 741 $33K
Steward Partners Investment Advisory, LLC 0.00% No change 567 $25K
Wells Fargo & Company 0.00% New 448 $20K
International Assets Investment Management, LLC 0.00% New 411 $18K
Basecamp Wealth Advisors LLC 0.00% — 323 $14K
Aptus Capital Advisors, LLC 0.00% Add +328.9% 223 $10K
Tucker Asset Management LLC 0.00% New 218 $10K
Financial Management Professionals, Inc. 0.00% New 209 $9K
Group One Trading LLC 0.00% Reduce -7.5% 186 $8K
Pin Oak Investment Advisors Inc. 0.01% Add +125.0% 225 $8K
Vision Financial Markets LLC 0.01% Add +6.6% 130 $6K
CX Institutional 0.00% New 75 $3K
Assetmark, Inc. 0.00% New 18 $792
Montag A & Associates Inc. 0.00% Reduce -99.3% 16 $705
Independence Bank of Kentucky 0.00% New 15 $660
Morgan Stanley 0.00% New 5 $220
DHJJ Financial Advisors, Ltd. 0.00% No change 2 $89
Northwestern Mutual Wealth Management Co. 0.00% New 2 $88

"% 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.