9 institutions reported holding $1.5M of NEOS ETF TRUST (TLTI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Claro Advisors LLC ($621,899), Sound Income Strategies, LLC ($309,248), JANE STREET GROUP, LLC ($304,857), Mutual Advisors, LLC ($210,038), CoreCap Advisors, LLC ($51,092). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Claro Advisors LLC | $621,899 | 13,596 | New |
| 2 | Sound Income Strategies, LLC | $309,248 | 6,761 | Added |
| 3 | JANE STREET GROUP, LLC | $304,857 | 6,665 | Trimmed |
| 4 | Mutual Advisors, LLC | $210,038 | 4,592 | New |
| 5 | CoreCap Advisors, LLC | $51,092 | 1,117 | Added |
| 6 | Global Retirement Partners, LLC | $20,724 | 453 | New |
| 7 | HARBOUR INVESTMENTS, INC. | $16,238 | 355 | New |
| 8 | Capital Investment Advisory Services, LLC | $10,292 | 225 | New |
| 9 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30