Who Owns NEOS ETF TRUST (HYBI)? -- Institutional Holders (2026-03-31)
28 institutions reported holding $171.1M of NEOS ETF TRUST (HYBI) in SEC 13F filings for 2026-03-31. Largest institutional holders: Financial Security Advisor, Inc. ($104.2M), Clearstead Advisors, LLC ($43.0M), Arkadios Wealth Advisors ($11.4M), IEQ CAPITAL, LLC ($2.2M), RFG Advisory, LLC ($1.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Financial Security Advisor, Inc. | $104.2M | 2.1M | Added |
| 2 | Clearstead Advisors, LLC | $43.0M | 869,196 | Added |
| 3 | Arkadios Wealth Advisors | $11.4M | 231,007 | Added |
| 4 | IEQ CAPITAL, LLC | $2.2M | 44,224 | Hold |
| 5 | RFG Advisory, LLC | $1.7M | 35,365 | Added |
| 6 | Brookwood Investment Group LLC | $1.7M | 34,449 | Added |
| 7 | MML INVESTORS SERVICES, LLC | $1.3M | 26,477 | Trimmed |
| 8 | Janney Montgomery Scott LLC | $794,000 | 16,040 | Added |
| 9 | CITADEL ADVISORS LLC | $776,461 | 15,694 | Trimmed |
| 10 | Cambridge Investment Research Advisors, Inc. | $747,000 | 15,098 | Hold |
| 11 | Kestra Advisory Services, LLC | $615,316 | 12,437 | Added |
| 12 | Cerity Partners LLC | $545,917 | 11,034 | Added |
| 13 | JANE STREET GROUP, LLC | $492,375 | 9,952 | Trimmed |
| 14 | HighTower Advisors, LLC | $483,172 | 9,765 | Trimmed |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $382,010 | 7,721 | Added |
| 16 | CWM, LLC | $253,954 | 5,133 | Added |
| 17 | WORLD EQUITY GROUP, INC. | $216,576 | 4,377 | New |
| 18 | Sound Income Strategies, LLC | $124,623 | 2,519 | Added |
| 19 | Capital Analysts, LLC | $61,000 | 1,230 | Added |
| 20 | IFP Advisors, Inc | $21,027 | 425 | New |
| 21 | Steward Partners Investment Advisory, LLC | $15,733 | 318 | New |
| 22 | AE Wealth Management LLC | $396 | 8 | Trimmed |
| 23 | Orion Porfolio Solutions, LLC | $0 | 0 | Exited |
| 24 | Focus Partners Wealth | $0 | 0 | Exited |
| 25 | Aptus Capital Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31