IWMI / Neos ETF Trust - NEOS Russell 2000 High Income ETF - Proprietate instituțională - Cumpărători

Neos ETF Trust - NEOS Russell 2000 High Income ETF
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Proprietatea instituțională și de fond - Cumpărători

Principalii deținători care au deschis noi poziții în Neos ETF Trust - NEOS Russell 2000 High Income ETF includ Farther Finance Advisors, LLC, Prevail Innovative Wealth Advisors, Llc, Marshall & Sterling Wealth Advisors Inc., Steward Partners Investment Advisory, Llc, Claudia M.p. Batlle, Crp (r) Llc, Valmark Advisers, Inc., Kingswood Wealth Advisors, Llc, Vann Equity Management LLC, J.w. Cole Advisors, Inc., Northwestern Mutual Wealth Management Co, Hrt Financial Lp, Walkner Condon Financial Advisors LLC, Foguth Wealth Management, LLC., Private Advisor Group, LLC, Wellington Grp LLC, Sound Income Strategies, LLC, Nbc Securities, Inc., Harbour Investments, Inc., SBI Securities Co., Ltd., și IFP Advisors, Inc .

Această pagină prezintă modificări în structura proprietății prin listarea instituțiilor, fondurilor și acționarilor majori care și-au mărit participațiile sau au deschis noi poziții în ultima perioadă de raportare. Rândurile verzi indică poziții noi. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.

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Data fișierului Sursă Investitor Tip Preț mediu
(Est)
Acțiuni Δ Acțiuni
(%)
Raportat
Valoare
(1000 USD)
Valoarea Δ
(%)
Port Alloc
(%)
2026-05-05 13F MADDEN SECURITIES Corp 263.123 6,64 12.472 3,85
2026-04-24 13F Private Advisor Group, LLC 4.654 221
2026-04-27 13F Sound Income Strategies, LLC 1.725 82
2026-05-15 13F Summit Financial, LLC 46.234 82,48 2.192 77,70
2026-05-15 13F Citadel Advisors Llc Call 26.300 310,94 1.247 300,64
2026-05-06 13F FSA Advisors, Inc. 20.566 36,18 975 32,52
2026-05-11 13F Wells Fargo & Company/mn 1 0
2026-05-15 13F Old Mission Capital Llc 12.357 586
2026-04-07 13F Farther Finance Advisors, LLC 102.039 4.857
2026-04-07 13F Signaturefd, Llc 55 175,00 3
2026-04-27 13F PFG Investments, LLC 13.228 10,92 627 8,10
2026-05-15 13F/A Independent Financial Group, Llc 23.422 63,45 1.110 59,25
2026-04-27 13F Quantum Private Wealth, LLC 7.000 40,00 332 36,21
2026-04-15 13F Seacrest Wealth Management, Llc 11.000 25,71 521 19,22
2026-05-14 13F Allworth Financial LP 3.400 17,24 161 14,18
2026-04-28 13F Walkner Condon Financial Advisors LLC 5.845 277
2026-05-14 13F Gladstone Institutional Advisory LLC 8.385 85,34 397 80,45
2026-04-13 13F IFP Advisors, Inc 100 5
2026-05-14 13F Rockefeller Capital Management L.P. 53.312 3.180,74 2.527 3.098,73
2026-04-28 13F Kingswood Wealth Advisors, Llc 11.873 563
2026-04-22 13F Motco 19 1
2026-05-11 13F Founders Financial Alliance, LLC 1.117 53
2026-05-12 13F Jane Street Group, Llc Put 13.600 126,67 645 120,55
2026-05-12 13F Jane Street Group, Llc 107.022 598,53 5.073 580,81
2026-05-14 13F Hrt Financial Lp 6.327 0
2026-05-15 13F Advisor Group Holdings, Inc. 454 52,86 22 50,00
2026-05-12 13F Jane Street Group, Llc Call 23.700 295,00 1.123 284,59
2026-05-05 13F Capital Investment Advisory Services, LLC 29.507 14,17 1.399 11,13
2026-05-05 13F Newbridge Financial Services Group, Inc. 16.460 8,80 780 5,98
2026-05-06 13F World Equity Group, Inc. 9.868 8,21 468 5,42
2026-05-11 13F Palacios Wealth Management, LLC 58.477 349,79 2.983 371,99
2026-04-23 13F J.w. Cole Advisors, Inc. 7.287 345
2026-05-12 13F Stifel Financial Corp 63.438 162,47 3.007 155,61
2026-04-20 13F Kestra Private Wealth Services, Llc 12.926 0,87 613 -1,77
2026-05-06 13F LPL Financial LLC 563.915 45,36 26.730 41,54
2026-05-14 13F Cwm, Llc 4.680 9,47 222
2026-05-15 13F PSI Advisors, LLC 5.082 19,41 241 15,94
2026-05-01 13F International Assets Investment Management, Llc 1.901 35,50 90 32,35
2026-05-15 13F Harbour Investments, Inc. 500 24
2026-05-15 13F Gateway Wealth Partners, LLC 18.192 334,18 862 324,63
2026-04-13 13F Gradient Investments LLC 164.206 0,52 7.783 -2,13
2026-04-30 13F Owen LaRue, LLC 25.835 320,77 1.225 310,74
2026-04-07 13F CoreCap Advisors, LLC 1.377 30,89 65 27,45
2026-04-14 13F Nbc Securities, Inc. 1.211 57
2026-05-11 13F Cascade Wealth Advisors, Inc 124.458 6,76 6.459 9,75
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 12.889 95,52 1
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 48.665 2.307
2026-04-15 13F Financial Management Professionals, Inc. 197 5,91 9 0,00
2026-05-15 13F Royal Bank Of Canada 52.243 91,97 2.476 86,87
2026-05-07 13F Northwestern Mutual Wealth Management Co 6.685 317
2026-05-08 13F Vann Equity Management LLC 8.626 409
2026-04-20 13F Independence Wealth Advisors, LLC 47.753 8,16 2.264 5,30
2026-04-22 13F Spire Wealth Management 210 3,96 10 0,00
2026-04-28 13F Stratos Wealth Partners, LTD. 6.779 34,85 321 31,56
2026-04-21 13F GHP Investment Advisors, Inc. 1.482 814,81 70 900,00
2026-05-14 13F Claudia M.p. Batlle, Crp (r) Llc 15.910 754
2026-05-01 13F Mutual Advisors, LLC 29.000 1,94 1.375 -0,72
2026-05-22 13F Wellington Grp LLC 2.622 124
2026-04-27 13F Moran Wealth Management, LLC 32.116 283,66 1.522 273,96
2026-05-04 13F Mml Investors Services, Llc 84.092 44,47 3.986 40,66
2026-05-13 13F/A Jpmorgan Chase & Co 0 0
2026-04-28 13F SBI Securities Co., Ltd. 212 10
2026-04-29 13F/A Salem Investment Counselors Inc 475 23
2026-05-16 13F Sunbelt Securities, Inc. 9.956 40,32 472 36,52
2026-06-01 13F Foguth Wealth Management, LLC. 5.566 291
2026-05-01 13F Valmark Advisers, Inc. 15.485 734
2026-05-04 13F Envestnet Asset Management Inc 11.447 543
2026-04-10 13F Naviter Wealth, LLC 7.664 18,91 363 15,97
2026-05-13 13F Garden State Investment Advisory Services LLC 43.560 58,95 2.065 54,72
2026-05-08 13F Steward Partners Investment Advisory, Llc 15.922 755
2026-04-30 13F Prevail Innovative Wealth Advisors, Llc 93.070 4.412
2026-05-14 13F SWAN Capital LLC 84 4
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