Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i NEOS ETF Trust - NEOS Nasdaq-100 Hedged Equity Income ETF inkluderar Commerce Advisors, LLC, Prospera Financial Services Inc, Oregon Pacific Wealth Management, LLC, Summit Financial, LLC, Puff Wealth Management, Llc, Western Wealth Management, LLC, BlackRock, Inc., Simplex Trading, Llc, Ashton Thomas Private Wealth, LLC, Innovative Asset Advisors Group, LLC, och Citigroup Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-27 | 13F | Wealthstar Advisors, Llc | 65 783 | 0,00 | 3 371 | −5,63 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 3 891 | 207,83 | 199 | 192,65 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 38 274 | 8,83 | 1 962 | 2,72 | ||||
| 2026-01-07 | 13F | Puff Wealth Management, Llc | 3 740 | 203 | ||||||
| 2026-05-11 | 13F | Millennium Capital Advisors, LLC | 8 004 | 3,52 | 410 | −2,15 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 1 | 0 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 4 387 | 225 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 4 814 | 12,98 | 0 | |||||
| 2026-04-27 | 13F | PFG Investments, LLC | 74 915 | 0,94 | 3 839 | −4,74 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 4 324 | 3,92 | 222 | −1,78 | ||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 8 259 | 423 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 700 | 16,67 | 36 | 9,38 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2 826 | 145 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 5 061 | 0,20 | 259 | −5,47 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 2 876 | 275,95 | 147 | 258,54 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 16 541 | 1,52 | 848 | −4,19 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 70 634 | 79,93 | 3 620 | 69,87 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 231 934 | 7,48 | 11 887 | 1,43 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 7 232 | 371 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1 653 | 85 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 209 | 11 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 4 582 | 0,11 | 235 | −5,65 | ||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 6 592 | 88,34 | 338 | 77,37 | ||||
| 2026-04-28 | 13F | CAP Partners, LLC | 11 375 | 0,61 | 583 | −5,06 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 6 320 | 324 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 177 | 9 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | −100,00 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 11 597 | 1,67 | 594 | −4,04 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 14 772 | 0,08 | 1 | |||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 15 692 | 79,38 | 804 | 69,26 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 66 742 | 1,39 | 3 421 | −4,31 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 4 151 | 1 560,40 | 213 | |||||
| 2026-05-05 | 13F | Thayer Partners, LLC / MA | 56 465 | 3,09 | 2 894 | −2,72 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 4 557 | 234 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 3 067 | 31,12 | 157 | 23,62 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 49 727 | 294,41 | 2 549 | 272,51 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 17 132 | 30,46 | 931 | 30,25 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 7 510 | 101,45 | 385 | 90,10 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 6 627 | 340 | ||||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 7 008 | 2,29 | 359 | −3,49 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 10 096 | 5,68 | 517 | −0,19 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 5 239 | 2,30 | 269 | −3,60 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 13 655 | 700 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 176 | 9 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 942 | 1,62 | 48 | −4,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 58 861 | 71,95 | 3 017 | 62,33 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 270 | 2,27 | 14 | −7,14 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 11 833 | 22,72 | 606 | 15,87 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 100 | 5 | ||||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 1 622 | 2,27 | 83 | −3,49 |
