Institusi dan Kepemilikan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di NEOS ETF Trust - NEOS Enhanced Income 1-3 Month T-Bill ETF termasuk True North Advisors, LLC, Arq Wealth Advisors, Llc, Valmark Advisers, Inc., Brookwood Investment Group LLC, Balboa Wealth Partners, Gateway Wealth Partners, LLC, West Michigan Advisors, Llc, Cetera Investment Advisers, Occidental Asset Management, LLC, IFP Advisors, Inc, Invst, LLC, Stephens Inc /ar/, Mather Group, Llc., dan Sound Income Strategies, LLC .
Halaman ini menunjukkan perubahan struktur kepemilikan berdasarkan daftar institusi, dana, dan pemegang saham utama yang telah meningkatkan kepemilikannya atau membuka posisi baru pada periode pelaporan terakhir. Baris hijau menunjukkan posisi baru. Klik tautannya ikon untuk melihat riwayat transaksi lengkap.
Upgrade untuk membuka data premium.
| Tanggal Berkas | Sumber | Investor | Jenis | Harga Rata-rata (Perkiraan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Δ Nilai (%) |
Alokasi Portofolio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Empire Financial Management Company, LLC | 14.498 | 12,19 | 722 | 12,31 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 71.476 | 11,92 | 3.558 | 12,06 | ||||
| 2026-05-05 | 13F | MADDEN SECURITIES Corp | 260.062 | 1,57 | 12.946 | 1,67 | ||||
| 2026-05-14 | 13F | Camarda Financial Advisors, LLC | 27.578 | 0,12 | 1.373 | 0,22 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 91.442 | 181,40 | 4.552 | 181,80 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 55.485 | 22,38 | 2.762 | 22,54 | ||||
| 2026-04-24 | 13F | Cannon Advisors, Inc. | 20.139 | 14,92 | 1.002 | 15,30 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 23.679 | 8,90 | 1.179 | 8,97 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 171.930 | 9,29 | 8.559 | 9,40 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 11.264 | 561 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 6.582 | 15,84 | 328 | 15,96 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 122 | 4,27 | 6 | 20,00 | ||||
| 2026-05-11 | 13F | Grantvest Financial Group LLC | 175.858 | 0,04 | 8.754 | 0,14 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 50.973 | 27,44 | 2.537 | 27,55 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 173.510 | 27,43 | 8.637 | 27,56 | ||||
| 2026-04-30 | 13F | Cherry Creek Investment Advisors, Inc. | 22.056 | 42,60 | 1.098 | 42,65 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 128.243 | 43,73 | 6.384 | 43,86 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 382.975 | 2,86 | 19.045 | 105.705,56 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 35.235 | 398,73 | 1.754 | 399,43 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 340 | 1,19 | 17 | 0,00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 5.960 | 297 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 800 | 33,33 | 40 | 34,48 | ||||
| 2026-04-16 | 13F | Paladin Wealth, LLC | 18.596 | 3,06 | 926 | 3,12 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 1.913 | 95 | ||||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 15.206 | 757 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 56.814 | 3,31 | 2.828 | 3,44 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 11.002 | 0,26 | 548 | 0,37 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 45.287 | 2.254 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 92.140 | 48,46 | 4.587 | 48,61 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 11.724 | 126,73 | 583 | 126,85 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 132.920 | 494,16 | 6.617 | 494,96 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 41.229 | 7,49 | 2.052 | 7,60 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 34.827 | 17,05 | 1.734 | 17,17 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 417.972 | 28,62 | 20.807 | 28,75 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 298 | 1.390,00 | 15 | |||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 8.536 | 425 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 4.030 | 201 | ||||||
| 2026-05-11 | 13F | Mattson Financial Services, LLC | 9.401 | 6,21 | 468 | 6,14 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 5.345 | 1,02 | 266 | 1,14 | ||||
| 2026-04-27 | 13F | Carter Financial Group, INC. | 10.159 | 7,71 | 506 | 7,68 | ||||
| 2026-05-13 | 13F | Invst, LLC | 5.607 | 279 | ||||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 5.774 | 5,62 | 287 | 5,90 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 239.707 | 328,58 | 11.933 | 329,05 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 51.369 | 30,80 | 2.557 | 255.600,00 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 559 | 0,18 | 0 | |||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 13.710 | 19,11 | 682 | 19,23 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 10.395 | 517 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 12.868 | 641 | ||||||
| 2026-02-06 | 13F | New Millennium Group LLC | 0 | 0 | ||||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 691.026 | 0,61 | 34.399 | 0,71 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1.225 | 61 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 28.540 | 1,37 | 1.421 | 1,43 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 10.759 | 51,00 | 536 | 51,13 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 33.072 | 93,88 | 1.646 | 94,10 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 15.011 | 747 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 105 | 5 | ||||||
| 2026-05-04 | 13F | Retirement Planning Group | 288.073 | 17,60 | 14.340 | 17,72 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 9.034 | 83,58 | 450 | 84,02 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 147.739 | 1,50 | 7.354 | 1,60 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 23.174 | 1.154 | ||||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 280.248 | 322,64 | 13.951 | 323,11 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 56.909 | 32,97 | 2.833 | 33,08 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 17.258 | 858 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 185.182 | 13,68 | 9.218 | 13,79 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 344.159 | 0,21 | 17.132 | 0,31 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 4.360 | 217 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 160.683 | 2.677.950,00 | 7.999 | |||||
| 2026-04-13 | 13F | Gradient Investments LLC | 510.390 | 6,00 | 25.407 | 6,11 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 15.600 | 8,52 | 777 | 8,68 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 23.377 | 11,34 | 1.164 | 11,40 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 17.831 | 888 | ||||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 15.800 | 26,40 | 787 | 26,57 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 5.509 | 7,18 | 274 | 7,45 | ||||
| 2026-05-06 | 13F | Precision Wealth Strategies, LLC | 170.897 | 35,80 | 8.507 | 35,94 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 179.379 | 38,79 | 8.929 | 38,93 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 2.100 | 9,09 | 105 | 9,47 |
