Institusi dan Kepemilikan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di NEOS ETF Trust - NEOS Nasdaq-100 Hedged Equity Income ETF termasuk Commerce Advisors, LLC, Prospera Financial Services Inc, Oregon Pacific Wealth Management, LLC, Summit Financial, LLC, Puff Wealth Management, Llc, Western Wealth Management, LLC, BlackRock, Inc., Simplex Trading, Llc, Ashton Thomas Private Wealth, LLC, Innovative Asset Advisors Group, LLC, dan Citigroup Inc .
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.
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| Tanggal Berkas | Sumber | Investor | Jenis | Harga Rata-rata (Perkiraan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Δ Nilai (%) |
Alokasi Portofolio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-27 | 13F | Wealthstar Advisors, Llc | 65.783 | 0,00 | 3.371 | -5,63 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 3.891 | 207,83 | 199 | 192,65 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 38.274 | 8,83 | 1.962 | 2,72 | ||||
| 2026-01-07 | 13F | Puff Wealth Management, Llc | 3.740 | 203 | ||||||
| 2026-05-11 | 13F | Millennium Capital Advisors, LLC | 8.004 | 3,52 | 410 | -2,15 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 1 | 0 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 4.387 | 225 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 4.814 | 12,98 | 0 | |||||
| 2026-04-27 | 13F | PFG Investments, LLC | 74.915 | 0,94 | 3.839 | -4,74 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 4.324 | 3,92 | 222 | -1,78 | ||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 8.259 | 423 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 700 | 16,67 | 36 | 9,38 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2.826 | 145 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 5.061 | 0,20 | 259 | -5,47 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 2.876 | 275,95 | 147 | 258,54 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 16.541 | 1,52 | 848 | -4,19 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 70.634 | 79,93 | 3.620 | 69,87 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 231.934 | 7,48 | 11.887 | 1,43 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 7.232 | 371 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.653 | 85 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 209 | 11 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 4.582 | 0,11 | 235 | -5,65 | ||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 6.592 | 88,34 | 338 | 77,37 | ||||
| 2026-04-28 | 13F | CAP Partners, LLC | 11.375 | 0,61 | 583 | -5,06 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 6.320 | 324 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 177 | 9 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | -100,00 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 11.597 | 1,67 | 594 | -4,04 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 14.772 | 0,08 | 1 | |||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 15.692 | 79,38 | 804 | 69,26 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 66.742 | 1,39 | 3.421 | -4,31 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 4.151 | 1.560,40 | 213 | |||||
| 2026-05-05 | 13F | Thayer Partners, LLC / MA | 56.465 | 3,09 | 2.894 | -2,72 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 4.557 | 234 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 3.067 | 31,12 | 157 | 23,62 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 49.727 | 294,41 | 2.549 | 272,51 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 17.132 | 30,46 | 931 | 30,25 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 7.510 | 101,45 | 385 | 90,10 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 6.627 | 340 | ||||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 7.008 | 2,29 | 359 | -3,49 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 10.096 | 5,68 | 517 | -0,19 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 5.239 | 2,30 | 269 | -3,60 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 13.655 | 700 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 176 | 9 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 942 | 1,62 | 48 | -4,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 58.861 | 71,95 | 3.017 | 62,33 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 270 | 2,27 | 14 | -7,14 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 11.833 | 22,72 | 606 | 15,87 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 100 | 5 | ||||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 1.622 | 2,27 | 83 | -3,49 |
