13FBOX
NEOS ETF TRUST · 13F Institutional Holdings
Options Calculator Rankings
N

NEOS ETF TRUST

IAUI
Institutions
64
Combined AUM (Q2 2026)
$60.0M
Combined Shares (Q2 2026)
1.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+551,239
53 · 28 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-100,108
10 · 4 Exit · ≈
⚖️ Net
+451,131
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$60.0M
Institutions
64
New Buys
28
Adds
25
Reduces
6
Exits
4
Unchanged
5
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Private Advisor Group, LLC
0.05%0.06%#10$11.8M242,820$13.5M237,500+5,320+2.24%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#36$11.6M239,794$3.3M57,777+182,017+315.03%Add
LPL Financial LLC
<0.01%<0.01%#44$5.6M115,326$3.4M60,149+55,177+91.73%Add
Belvedere Trading LLC
<0.01%<0.01%#33$2.9M60,621$401,6167,062+53,559+758.41%Add
Stratos Wealth Partners, LTD.
0.02%<0.01%#17$2.1M42,591$264,3324,648+37,943+816.33%Add
MADDEN SECURITIES Corp
0.53%0.65%#2$1.9M39,440$2.2M38,207+1,233+3.23%Add
Farther Finance Advisors, LLC
0.01%0.02%#20$1.8M38,098$2.4M41,618-3,520-8.46%Reduce
PFG Advisors
0.08%0.07%#7$1.6M33,560$1.4M24,810+8,750+35.27%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#53$1.6M33,000$4.6M80,767-47,767-59.14%Reduce
AE Wealth Management LLC
0.01%<0.01%#24$1.5M31,581$537,0139,443+22,138+234.44%Add
RED CRANE WEALTH MANAGEMENT, LLC
0.93%1.12%#1$1.3M26,151$1.4M24,008+2,143+8.93%Add
New England Private Wealth Advisors LLC
0.12%0.11%#6$1.2M25,195$978,44817,205+7,990+46.44%Add
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#35$1.0M21,526$561,0009,866+11,660+118.18%Add
DIVERSIFY WEALTH MANAGEMENT, LLC
0.01%#22$979,50619,970$00+19,970New Buy
STIFEL FINANCIAL CORP
<0.01%<0.01%#47$974,71820,114$1.1M19,239+875+4.55%Add
Coastal Bridge Advisors, LLC
0.05%0.07%#11$849,58417,535$969,99017,056+479+2.81%Add
KINGSWOOD WEALTH ADVISORS, LLC
0.03%0.03%#12$845,54917,452$569,38210,012+7,440+74.31%Add
Compound Planning, Inc.
0.02%#16$800,00516,512$00+16,512New Buy
SBI Securities Co., Ltd.
0.02%0.01%#19$762,02215,728$358,2246,299+9,429+149.69%Add
HUB Investment Partners, LLC
0.01%0.02%#21$751,16915,504$960,02216,881-1,377-8.16%Reduce
Integrated Wealth Concepts LLC
<0.01%#32$708,25314,619$00+14,619New Buy
Cresset Asset Management, LLC
<0.01%<0.01%#38$461,0509,516$788,27513,861-4,345-31.35%Reduce
NewEdge Advisors, LLC
<0.01%#43$422,1978,714$00+8,714New Buy
GREAT VALLEY ADVISOR GROUP, INC.
0.01%#26$418,6718,650$00+8,650New Buy
HERBST GROUP, LLC
0.22%#3$402,4748,307$00+8,307New Buy
Kestra Advisory Services, LLC
<0.01%<0.01%#42$391,6018,083$254,5884,477+3,606+80.55%Add
Creative Planning
<0.01%<0.01%#52$386,2437,972$366,4706,444+1,528+23.71%Add
BCS Wealth Management
0.07%0.07%#9$383,3867,913$334,1685,876+2,037+34.67%Add
CAP Partners, LLC
0.18%0.2%#4$377,3837,789$353,2916,212+1,577+25.39%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%#49$334,9906,914$00+6,914New Buy
BROWN WEALTH MANAGEMENT, LLC
0.07%#8$329,5576,802$00+6,802New Buy
Strategic Wealth Partners, Ltd.
0.02%#18$301,2626,218$00+6,218New Buy
HBW ADVISORY SERVICES LLC
0.03%0.04%#14$300,9716,212$393,0856,912-700-10.13%Reduce
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#40$282,4645,830$273,2604,805+1,025+21.33%Add
JANE STREET GROUP, LLC
<0.01%#61$258,0455,326$00+5,326New Buy
THRYVE WEALTH MANAGEMENT LLC
0.14%#5$257,7815,321$00+5,321New Buy
Kingsview Wealth Management, LLC
<0.01%<0.01%#27$234,9874,132$234,9874,13200.00%Unchanged
ZEGA Investments, LLC
0.02%#15$207,0754,274$00+4,274New Buy
MML INVESTORS SERVICES, LLC
<0.01%#50$206,2814,258$00+4,258New Buy
WealthPlan Investment Management, LLC
0.01%#23$205,8164,248$00+4,248New Buy
Wealthcare Advisory Partners LLC
<0.01%#28$205,7604,247$00+4,247New Buy
EFG International AG
<0.01%0.01%#30$202,7874,170$236,7314,17000.00%Unchanged
UBS Group AG
<0.01%#62$113,8092,349$00+2,349New Buy
AdvisorNet Financial, Inc
<0.01%#31$77,5201,600$00+1,600New Buy
OSAIC HOLDINGS, INC.
<0.01%#55$74,9501,547$00+1,547New Buy
Innovative Asset Advisors Group, LLC
0.03%0.03%#13$67,8301,400$79,6181,40000.00%Unchanged
NFSG Corp
0.01%0.01%#25$57,2681,182$61,2491,077+105+9.75%Add
Parallel Advisors, LLC
<0.01%#46$53,7311,109$00+1,109New Buy
PRIVATE TRUST CO NA
<0.01%#29$48,256996$00+996New Buy
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#58$40,456835$00+835New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow