NEOS ETF TRUST MLPI
MLP EN IN HI ETF · ETP · CUSIP 78433H485
47
institutional holders
+15 vs Q1 2026
959.1k
shares reported held*
$52.7mreported value*
18 new
21 added
3 reduced
4 sold out
net sold ≈ $4.3m (-78.8k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $54.99.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2025 | 4 |
| Q1 2026 | 32 |
| Q2 2026 | 47 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2026 | 32 | 0 |
| Q2 2026 | 39 | 7 |
Biggest buyers
| StoneCrest Wealth Management, Inc. | New | +33.6k |
| STIFEL FINANCIAL CORP | Added | +32.7k |
| Farther Finance Advisors, LLC | New | +23.0k |
| MADDEN SECURITIES Corp | Added | +19.6k |
| LPL Financial LLC | New | +18.4k |
| MSH Capital Advisors LLC | New | +16.1k |
| Retirement Planning Group, LLC | Added | +13.7k |
| TRUIST FINANCIAL CORP | New | +13.6k |
| Quotient Wealth Partners, LLC | Added | +13.5k |
| Mariner, LLC | New | +12.5k |
Biggest sellers
| JANE STREET GROUP, LLC | Reduced | -247.0k |
| CITADEL ADVISORS LLC | Reduced | -107.9k |
| Navis Wealth Advisors, LLC | Sold out | -18.5k |
| COMMONWEALTH EQUITY SERVICES, LLC | Sold out | -13.7k |
| BRASADA CAPITAL MANAGEMENT, LP | Sold out | -7.5k |
| Naviter Wealth, LLC | Reduced | -2.1k |
| Aptus Capital Advisors, LLC | Sold out | -520 |
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Gradient Investments LLC 0.17% of their portfolio | 222.3k $12.2m | Added +8.1k |
| MADDEN SECURITIES Corp 2.76% of their portfolio | 180.8k $9.9m | Added +19.6k |
| Retirement Planning Group, LLC 0.10% of their portfolio | 73.2k $4.0m | Added +13.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 64.2k $3.5m | Added +922 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 40.4k $2.2m | Reduced -107.9k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 40.3k $2.2m | Added +32.7k |
| StoneCrest Wealth Management, Inc. 0.59% of their portfolio | 33.6k $1.8m | New |
| HUB Investment Partners, LLC 0.03% of their portfolio | 29.8k $1.6m | Added +2.5k |
| Quotient Wealth Partners, LLC 0.03% of their portfolio | 25.1k $1.4m | Added +13.5k |
| Farther Finance Advisors, LLC 0.01% of their portfolio | 23.0k $1.3m | New |
| Delta Investment Management, LLC 0.17% of their portfolio | 18.6k $1.0m | Added +9.4k |
| LPL Financial LLC 0.00% of their portfolio | 18.4k $1.0m | New |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 17.7k $976.0k | Added +10.9k |
| MSH Capital Advisors LLC 0.15% of their portfolio | 16.1k $883.8k | New |
| Keebeck Wealth Management 0.09% of their portfolio | 15.9k $874.8k | Added +10.9k |
| HRT FINANCIAL LP 0.00% of their portfolio | 15.7k $861.0k | Added +10.2k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 13.6k $745.9k | New |
| Mariner, LLC 0.00% of their portfolio | 12.5k $687.6k | New |
| CreativeOne Wealth, LLC 0.01% of their portfolio | 10.6k $582.9k | New |
| ENTREWEALTH, LLC 0.20% of their portfolio | 10.0k $534.0k | New |
| CAP Partners, LLC 0.26% of their portfolio | 9.6k $528.1k | Added +4.2k |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 8.3k $451.2k | New |
| Diversify Advisory Services, LLC 0.01% of their portfolio | 8.0k $434.0k | New |
| DIVERSIFY WEALTH MANAGEMENT, LLC 0.01% of their portfolio | 8.0k $434.0k | New |
| Sunpointe, LLC 0.09% of their portfolio | 5.6k $309.5k | New |
| New England Private Wealth Advisors LLC 0.03% of their portfolio | 5.6k $309.9k | Added +544 |
| HB Wealth Management, LLC 0.00% of their portfolio | 5.3k $289.2k | Unchanged |
| Naviter Wealth, LLC 0.03% of their portfolio | 5.3k $289.0k | Reduced -2.1k |
| Worth Asset Management, LLC 0.07% of their portfolio | 4.0k $217.6k | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 4.0k $217.4k | Reduced -247.0k |
| Strategic Wealth Partners, Ltd. 0.01% of their portfolio | 3.8k $207.4k | Added +3.8k |
| NFSG Corp 0.02% of their portfolio | 3.1k $171.7k | Added +773 |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 2.7k $149.7k | Added +2.5k |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 1.7k $91.4k | New |
| ADIRONDACK TRUST CO 0.01% of their portfolio | 727 $40.0k | Added +237 |
| Capital Investment Advisory Services, LLC 0.00% of their portfolio | 400 $22.0k | New |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 378 $20.8k | Added +18 |
| Global Retirement Partners, LLC 0.00% of their portfolio | 276 $15.2k | First filing |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 262 $14.4k | Added +205 |
| SALEM INVESTMENT COUNSELORS INC 0.00% of their portfolio | 250 $13.8k | Added +200 |
| FINANCIAL CONSULATE, INC 0.00% of their portfolio | 250 $13.8k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 113 $6.2k | New |
| UBS Group AG 0.00% of their portfolio | 60 $3.3k | New |
| Medallion Wealth Advisors, LLC 0.00% of their portfolio | 50 $2.8k | New |
| COMPASS FINANCIAL MANAGEMENT LLC 0.00% of their portfolio | 50 $2.8k | First filing |
| Lodestone Wealth Management LLC 0.00% of their portfolio | 38 $2.1k | Added +2 |
| Atlantic Edge Private Wealth Management, LLC 0.00% of their portfolio | 25 $1.4k | Unchanged |