Who Owns NEOS ETF TRUST (HYBI)? -- Institutional Holders (2026-06-30)
27 institutions reported holding $174.5M of NEOS ETF TRUST (HYBI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Financial Security Advisor, Inc. ($107.5M), Clearstead Advisors, LLC ($41.1M), MML INVESTORS SERVICES, LLC ($6.2M), Arkadios Wealth Advisors ($4.2M), IEQ CAPITAL, LLC ($2.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Financial Security Advisor, Inc. | $107.5M | 2.2M | Added |
| 2 | Clearstead Advisors, LLC | $41.1M | 834,478 | Trimmed |
| 3 | MML INVESTORS SERVICES, LLC | $6.2M | 125,534 | Added |
| 4 | Arkadios Wealth Advisors | $4.2M | 84,530 | Trimmed |
| 5 | IEQ CAPITAL, LLC | $2.6M | 51,804 | Added |
| 6 | RFG Advisory, LLC | $2.2M | 44,682 | Added |
| 7 | JANE STREET GROUP, LLC | $1.6M | 32,958 | Added |
| 8 | Brookwood Investment Group LLC | $1.5M | 30,762 | Trimmed |
| 9 | OLD MISSION CAPITAL LLC | $1.5M | 29,513 | New |
| 10 | Triumph Capital Management | $826,304 | 16,779 | New |
| 11 | Janney Montgomery Scott LLC | $814,000 | 16,525 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $729,000 | 14,794 | Trimmed |
| 13 | Kestra Advisory Services, LLC | $613,539 | 12,458 | Added |
| 14 | Cerity Partners LLC | $568,330 | 11,540 | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $545,825 | 11,083 | Added |
| 16 | HighTower Advisors, LLC | $508,075 | 10,317 | Added |
| 17 | Seros Financial, LLC | $400,316 | 8,129 | New |
| 18 | Sound Income Strategies, LLC | $345,079 | 7,007 | Added |
| 19 | WORLD EQUITY GROUP, INC. | $294,746 | 5,985 | Added |
| 20 | CITADEL ADVISORS LLC | $280,269 | 5,691 | Trimmed |
| 21 | Global Retirement Partners, LLC | $83,608 | 1,698 | Added |
| 22 | Capital Analysts, LLC | $60,000 | 1,216 | Trimmed |
| 23 | IFP Advisors, Inc | $25,166 | 511 | Added |
| 24 | WELLS FARGO & COMPANY/MN | $25,166 | 511 | New |
| 25 | HARBOUR INVESTMENTS, INC. | $15,809 | 321 | New |
Source: SEC Form 13F filings · as of 2026-06-30