NEOS ETF TRUST BTCI
BITCOIN HIGH INC · ETP · CUSIP 78433H642
54
institutional holders
+1 vs Q4 2025
1.1m
shares reported held*
$33.0mreported value*
15 new
26 added
7 reduced
16 sold out
net bought ≈ $1.8m (+55.8k 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 ≈ $31.38. Options: 3 managers hold calls ($6.3m notional), 3 hold puts ($3.6m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2024 | 4 |
| Q1 2025 | 10 |
| Q2 2025 | 26 |
| Q3 2025 | 39 |
| Q4 2025 | 53 |
| Q1 2026 | 54 |
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 2025 | 9 | 3 |
| Q2 2025 | 24 | 3 |
| Q3 2025 | 34 | 10 |
| Q4 2025 | 37 | 17 |
| Q1 2026 | 41 | 23 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
CallsPuts
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $0 | $0 | — |
| Q3 2025 | $3.9m | $2.7m | 0.70 |
| Q4 2025 | $9.6m | $7.0m | 0.73 |
| Q1 2026 | $6.3m | $3.6m | 0.57 |
Biggest buyers
| MADDEN SECURITIES Corp | Added | +59.3k |
| GROUP ONE TRADING LLC | Added | +38.8k |
| INDEPENDENT FINANCIAL GROUP, LLC | New | +26.4k |
| JANE STREET GROUP, LLC | New | +26.1k |
| EXENCIAL WEALTH ADVISORS, LLC | New | +22.1k |
| Kingsview Wealth Management, LLC | Added | +20.4k |
| New England Private Wealth Advisors LLC | New | +17.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +14.3k |
| Whalen Wealth Management Inc. | Added | +12.7k |
| Banco BTG Pactual S.A. | New | +12.1k |
Biggest sellers
| Corient Private Wealth LP | Reduced | -77.3k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -38.0k |
| Orion Porfolio Solutions, LLC | Sold out | -21.7k |
| Oasis Advisors, LLC | Sold out | -21.7k |
| BROWN ADVISORY INC | Sold out | -20.8k |
| RPS ADVISORY SOLUTIONS LLC | Reduced | -17.3k |
| OLD MISSION CAPITAL LLC | Reduced | -16.5k |
| Focus Partners Wealth | Sold out | -10.2k |
| Belvedere Trading LLC | Reduced | -10.1k |
| NewEdge Advisors, LLC | Sold out | -5.7k |
Biggest calls
| JANE STREET GROUP, LLC | Reduced | $4.0m122.6k shares |
| CITADEL ADVISORS LLC | Reduced | $2.1m63.1k shares |
| Belvedere Trading LLC | Reduced | $226.2k6.9k shares |
Biggest puts
| JANE STREET GROUP, LLC | Reduced | $1.3m38.5k shares |
| Belvedere Trading LLC | Added | $1.2m36.5k shares |
| CITADEL ADVISORS LLC | Reduced | $1.1m35.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| MADDEN SECURITIES Corp 3.08% of their portfolio | 312.9k $10.3m | Added +59.3k |
| Estate Planners Group, LLC 2.13% of their portfolio | 135.5k $4.4m | Added +8.9k |
| Corient Private Wealth LP 0.00% of their portfolio | 67.7k $720.4k | Reduced -77.3k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 39.4k $1.3m | Added +3.2k |
| Retirement Planning Group, LLC 0.04% of their portfolio | 39.1k $1.3m | Added +9.4k |
| GROUP ONE TRADING LLC 0.04% of their portfolio | 38.9k $1.3m | Added +38.8k |
| Integrity Wealth Partners, LLC 0.89% of their portfolio | 30.3k $992.3k | First filing |
| OLD MISSION CAPITAL LLC 0.02% of their portfolio | 30.3k $992.0k | Reduced -16.5k |
| Kingsview Wealth Management, LLC 0.01% of their portfolio | 29.9k $978.8k | Added +20.4k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 28.9k $940.0k | Added +11.5k |
| INDEPENDENT FINANCIAL GROUP, LLC 0.02% of their portfolio | 26.4k $865.3k | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 26.1k $855.6k | New |
| EXENCIAL WEALTH ADVISORS, LLC 0.02% of their portfolio | 22.1k $723.4k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 20.7k $678.5k | Added +14.3k |
| Whalen Wealth Management Inc. 0.32% of their portfolio | 18.0k $591.6k | Added +12.7k |
| New England Private Wealth Advisors LLC 0.07% of their portfolio | 17.2k $563.9k | New |
| AE Wealth Management LLC 0.00% of their portfolio | 15.2k $497.2k | Added +2.7k |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 15.0k $491.8k | Added +477 |
| Belvedere Trading LLC 0.06% of their portfolio | 13.7k $448.3k | Reduced -10.1k |
| Banco BTG Pactual S.A. 0.08% of their portfolio | 12.1k $397.1k | New |
| HighTower Advisors, LLC 0.00% of their portfolio | 11.1k $365.0k | Added +1.1k |
| RPS ADVISORY SOLUTIONS LLC 0.20% of their portfolio | 10.6k $346.7k | Reduced -17.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 9.9k $324.5k | Reduced -38.0k |
| U.S. Capital Wealth Advisors, LLC 0.01% of their portfolio | 8.7k $285.0k | New |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 8.6k $282.0k | Added +2.4k |
| NFSG Corp 0.05% of their portfolio | 8.4k $276.6k | Added +1.1k |
| Kaizen Financial Strategies 0.12% of their portfolio | 8.0k $285.3k | Unchanged |
| CAP Partners, LLC 0.13% of their portfolio | 7.2k $236.4k | Added +903 |
| Foguth Wealth Management, LLC. 0.03% of their portfolio | 6.8k $231.7k | New |
| Allworth Financial LP 0.00% of their portfolio | 6.4k $209.5k | Added +814 |
| Fullerton Advisors, LLC 0.22% of their portfolio | 6.3k $207.6k | Added +426 |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 4.6k $150.5k | Reduced -1.5k |
| CWM, LLC 0.00% of their portfolio | 4.5k $147.9k | Added +5 |
| City State Bank 0.03% of their portfolio | 3.8k $122.9k | Added +250 |
| Keating Financial Advisory Services, Inc. 0.01% of their portfolio | 2.3k $74.3k | Added +236 |
| IFP Advisors, Inc 0.00% of their portfolio | 1.6k $53.9k | Added +902 |
| Capital Investment Advisory Services, LLC 0.00% of their portfolio | 1.3k $42.4k | Added +149 |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 635 $20.8k | New |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 567 $18.6k | Unchanged |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio | 411 $13.5k | Unchanged |
| Aptus Capital Advisors, LLC 0.00% of their portfolio | 333 $10.9k | Added +110 |
| SALEM INVESTMENT COUNSELORS INC 0.00% of their portfolio | 300 $9.8k | New |
| PIN OAK INVESTMENT ADVISORS INC 0.01% of their portfolio | 280 $9.0k | Added +55 |
| Root Financial Partners, LLC 0.00% of their portfolio | 224 $7.3k | New |
| Financial Management Professionals, Inc. 0.00% of their portfolio | 214 $7.0k | Added +5 |
| Innovative Asset Advisors Group, LLC 0.00% of their portfolio | 200 $6.6k | First filing |
| VISION FINANCIAL MARKETS LLC 0.00% of their portfolio | 140 $4.6k | Added +10 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 115 $4.0k | New |
| Legacy Wealth Managment, LLC/ID 0.00% of their portfolio | 85 $2.8k | New |
| Activest Wealth Management 0.00% of their portfolio | 62 $2.0k | New |
| Strategic Wealth Partners, Ltd. 0.00% of their portfolio | 8 $272 | New |
| Osbon Capital Management LLC 0.00% of their portfolio | 4 $131 | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 2 $51 | Reduced -446 |
| DHJJ Financial Advisors, Ltd. 0.00% of their portfolio | 2 $66 | Unchanged |