Who Owns NEOS (MLPI)? -- Institutional Holders (2026-06-30)

50 institutions reported holding $52.2M of NEOS (MLPI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Gradient Investments LLC ($12.2M), MADDEN SECURITIES Corp ($9.9M), Retirement Planning Group, LLC ($4.0M), Royal Bank of Canada ($3.5M), CITADEL ADVISORS LLC ($2.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Gradient Investments LLC$12.2M222,302Added
2MADDEN SECURITIES Corp$9.9M180,755Added
3Retirement Planning Group, LLC$4.0M73,157Added
4Royal Bank of Canada$3.5M64,196Added
5CITADEL ADVISORS LLC$2.2M40,373Trimmed
6STIFEL FINANCIAL CORP$2.2M40,342Added
7StoneCrest Wealth Management, Inc.$1.8M33,575New
8HUB Investment Partners, LLC$1.6M29,803Added
9Quotient Wealth Partners, LLC$1.4M25,091Added
10Farther Finance Advisors, LLC$1.3M22,985New
11Delta Investment Management, LLC$1.0M18,558Added
12LPL Financial LLC$1.0M18,360New
13MSH Capital Advisors LLC$883,78616,063New
14Keebeck Wealth Management$874,81815,900Added
15HRT FINANCIAL LP$861,00015,662Added
16TRUIST FINANCIAL CORP$745,92813,550New
17Mariner, LLC$687,60912,497New
18CreativeOne Wealth, LLC$582,93710,595New
19ENTREWEALTH, LLC$534,00010,000New
20CAP Partners, LLC$528,1169,599Added
21Cambridge Investment Research Advisors, Inc.$488,0008,865Added
22INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$451,2178,299New
23Diversify Advisory Services, LLC$434,0137,965New
24DIVERSIFY WEALTH MANAGEMENT, LLC$434,0137,965New
25New England Private Wealth Advisors LLC$309,9225,579Added

来源：SEC 13F 申报文件 · 截至 2026-06-30