Who Owns NEOS ETF TRUST (BTCI)? -- Institutional Holders (2026-06-30)
26 institutions reported holding $15.1M of NEOS ETF TRUST (BTCI) in SEC 13F filings for 2026-06-30. Largest institutional holders: MADDEN SECURITIES Corp ($8.3M), Belvedere Trading LLC ($1.5M), Cambridge Investment Research Advisors, Inc. ($880,000), New England Private Wealth Advisors LLC ($840,756), INDEPENDENT FINANCIAL GROUP, LLC ($753,933). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MADDEN SECURITIES Corp | $8.3M | 309,072 | Trimmed |
| 2 | Belvedere Trading LLC | $1.5M | 55,004 | Trimmed |
| 3 | Cambridge Investment Research Advisors, Inc. | $880,000 | 32,798 | Added |
| 4 | New England Private Wealth Advisors LLC | $840,756 | 29,615 | Added |
| 5 | INDEPENDENT FINANCIAL GROUP, LLC | $753,933 | 28,069 | Added |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $596,993 | 20,689 | Trimmed |
| 7 | Farther Finance Advisors, LLC | $529,223 | 19,703 | Added |
| 8 | AE Wealth Management LLC | $466,693 | 17,375 | Added |
| 9 | Kestra Advisory Services, LLC | $279,415 | 10,403 | New |
| 10 | KESTRA PRIVATE WEALTH SERVICES, LLC | $218,655 | 8,141 | New |
| 11 | CAP Partners, LLC | $207,719 | 7,733 | Added |
| 12 | Fullerton Advisors, LLC | $206,981 | 7,706 | Added |
| 13 | City State Bank | $100,725 | 3,750 | Hold |
| 14 | IFP Advisors, Inc | $96,589 | 3,596 | Added |
| 15 | Capital Investment Advisory Services, LLC | $36,339 | 1,353 | Added |
| 16 | AdvisorNet Financial, Inc | $35,255 | 1,313 | New |
| 17 | SALEM INVESTMENT COUNSELORS INC | $14,773 | 550 | Added |
| 18 | Asset Dedication, LLC | $11,953 | 445 | New |
| 19 | Financial Management Professionals, Inc. | $5,882 | 219 | Added |
| 20 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $5,450 | 200 | Trimmed |
| 21 | VIMA LLC | $4,566 | 170 | New |
| 22 | VISION FINANCIAL MARKETS LLC | $4,049 | 149 | Added |
| 23 | DHJJ Financial Advisors, Ltd. | $54 | 2 | Hold |
| 24 | Root Financial Partners, LLC | $0 | 0 | Exited |
| 25 | Activest Wealth Management | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30