Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i NEOS ETF Trust - NEOS Enhanced Income 1-3 Month T-Bill ETF inkluderar True North Advisors, LLC, Arq Wealth Advisors, Llc, Valmark Advisers, Inc., Brookwood Investment Group LLC, Balboa Wealth Partners, Gateway Wealth Partners, LLC, West Michigan Advisors, Llc, Cetera Investment Advisers, Occidental Asset Management, LLC, IFP Advisors, Inc, Invst, LLC, Stephens Inc /ar/, Mather Group, Llc., och Sound Income Strategies, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Empire Financial Management Company, LLC | 14 498 | 12,19 | 722 | 12,31 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 71 476 | 11,92 | 3 558 | 12,06 | ||||
| 2026-05-05 | 13F | MADDEN SECURITIES Corp | 260 062 | 1,57 | 12 946 | 1,67 | ||||
| 2026-05-14 | 13F | Camarda Financial Advisors, LLC | 27 578 | 0,12 | 1 373 | 0,22 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 91 442 | 181,40 | 4 552 | 181,80 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 55 485 | 22,38 | 2 762 | 22,54 | ||||
| 2026-04-24 | 13F | Cannon Advisors, Inc. | 20 139 | 14,92 | 1 002 | 15,30 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 23 679 | 8,90 | 1 179 | 8,97 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 171 930 | 9,29 | 8 559 | 9,40 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 11 264 | 561 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 6 582 | 15,84 | 328 | 15,96 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 122 | 4,27 | 6 | 20,00 | ||||
| 2026-05-11 | 13F | Grantvest Financial Group LLC | 175 858 | 0,04 | 8 754 | 0,14 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 50 973 | 27,44 | 2 537 | 27,55 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 173 510 | 27,43 | 8 637 | 27,56 | ||||
| 2026-04-30 | 13F | Cherry Creek Investment Advisors, Inc. | 22 056 | 42,60 | 1 098 | 42,65 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 128 243 | 43,73 | 6 384 | 43,86 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 382 975 | 2,86 | 19 045 | 105 705,56 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 35 235 | 398,73 | 1 754 | 399,43 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 340 | 1,19 | 17 | 0,00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 5 960 | 297 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 800 | 33,33 | 40 | 34,48 | ||||
| 2026-04-16 | 13F | Paladin Wealth, LLC | 18 596 | 3,06 | 926 | 3,12 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 1 913 | 95 | ||||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 15 206 | 757 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 56 814 | 3,31 | 2 828 | 3,44 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 11 002 | 0,26 | 548 | 0,37 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 45 287 | 2 254 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 92 140 | 48,46 | 4 587 | 48,61 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 11 724 | 126,73 | 583 | 126,85 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 132 920 | 494,16 | 6 617 | 494,96 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 41 229 | 7,49 | 2 052 | 7,60 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 34 827 | 17,05 | 1 734 | 17,17 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 417 972 | 28,62 | 20 807 | 28,75 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 298 | 1 390,00 | 15 | |||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 8 536 | 425 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 4 030 | 201 | ||||||
| 2026-05-11 | 13F | Mattson Financial Services, LLC | 9 401 | 6,21 | 468 | 6,14 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 5 345 | 1,02 | 266 | 1,14 | ||||
| 2026-04-27 | 13F | Carter Financial Group, INC. | 10 159 | 7,71 | 506 | 7,68 | ||||
| 2026-05-13 | 13F | Invst, LLC | 5 607 | 279 | ||||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 5 774 | 5,62 | 287 | 5,90 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 239 707 | 328,58 | 11 933 | 329,05 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 51 369 | 30,80 | 2 557 | 255 600,00 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 559 | 0,18 | 0 | |||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 13 710 | 19,11 | 682 | 19,23 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 10 395 | 517 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 12 868 | 641 | ||||||
| 2026-02-06 | 13F | New Millennium Group LLC | 0 | 0 | ||||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 691 026 | 0,61 | 34 399 | 0,71 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1 225 | 61 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 28 540 | 1,37 | 1 421 | 1,43 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 10 759 | 51,00 | 536 | 51,13 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 33 072 | 93,88 | 1 646 | 94,10 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 15 011 | 747 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 105 | 5 | ||||||
| 2026-05-04 | 13F | Retirement Planning Group | 288 073 | 17,60 | 14 340 | 17,72 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 9 034 | 83,58 | 450 | 84,02 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 147 739 | 1,50 | 7 354 | 1,60 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 23 174 | 1 154 | ||||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 280 248 | 322,64 | 13 951 | 323,11 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 56 909 | 32,97 | 2 833 | 33,08 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 17 258 | 858 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 185 182 | 13,68 | 9 218 | 13,79 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 344 159 | 0,21 | 17 132 | 0,31 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 4 360 | 217 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 160 683 | 2 677 950,00 | 7 999 | |||||
| 2026-04-13 | 13F | Gradient Investments LLC | 510 390 | 6,00 | 25 407 | 6,11 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 15 600 | 8,52 | 777 | 8,68 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 23 377 | 11,34 | 1 164 | 11,40 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 17 831 | 888 | ||||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 15 800 | 26,40 | 787 | 26,57 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 5 509 | 7,18 | 274 | 7,45 | ||||
| 2026-05-06 | 13F | Precision Wealth Strategies, LLC | 170 897 | 35,80 | 8 507 | 35,94 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 179 379 | 38,79 | 8 929 | 38,93 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 2 100 | 9,09 | 105 | 9,47 |
