8 institutions reported holding $3.3M of NEOS ETF TRUST (NEHI) in SEC 13F filings for 2026-06-30. Largest institutional holders: MADDEN SECURITIES Corp ($1.5M), JANE STREET GROUP, LLC ($1.4M), Kingsview Wealth Management, LLC ($257,405), Newbridge Financial Services Group, Inc. ($148,019), AE Wealth Management LLC ($16,520). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MADDEN SECURITIES Corp | $1.5M | 62,300 | Added |
| 2 | JANE STREET GROUP, LLC | $1.4M | 57,981 | Added |
| 3 | Kingsview Wealth Management, LLC | $257,405 | 10,907 | Trimmed |
| 4 | Newbridge Financial Services Group, Inc. | $148,019 | 6,272 | Added |
| 5 | AE Wealth Management LLC | $16,520 | 700 | New |
| 6 | Capital Investment Advisory Services, LLC | $7,114 | 301 | Added |
| 7 | MORGAN STANLEY | $35 | 1 | New |
| 8 | Farther Finance Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30