Who Owns NEOS (IAUI)? -- Institutional Holders (2026-06-30)

69 institutions reported holding $60.6M of NEOS (IAUI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Private Advisor Group, LLC ($11.8M), Royal Bank of Canada ($11.6M), LPL Financial LLC ($5.6M), Belvedere Trading LLC ($2.9M), Stratos Wealth Partners, LTD. ($2.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Private Advisor Group, LLC$11.8M242,820Added
2Royal Bank of Canada$11.6M239,794Added
3LPL Financial LLC$5.6M115,326Added
4Belvedere Trading LLC$2.9M60,621Added
5Stratos Wealth Partners, LTD.$2.1M42,591Added
6MADDEN SECURITIES Corp$1.9M39,440Added
7Farther Finance Advisors, LLC$1.8M38,098Trimmed
8PFG Advisors$1.6M33,560Added
9CITADEL ADVISORS LLC$1.6M33,000Trimmed
10AE Wealth Management LLC$1.5M31,581Added
11RED CRANE WEALTH MANAGEMENT, LLC$1.3M26,151Added
12New England Private Wealth Advisors LLC$1.2M25,195Added
13Cambridge Investment Research Advisors, Inc.$1.0M21,526Added
14Diversify Advisory Services, LLC$979,50619,970New
15DIVERSIFY WEALTH MANAGEMENT, LLC$979,50619,970New
16STIFEL FINANCIAL CORP$974,71820,114Added
17Coastal Bridge Advisors, LLC$849,58417,535Added
18KINGSWOOD WEALTH ADVISORS, LLC$845,54917,452Added
19Compound Planning, Inc.$800,00516,512New
20SBI Securities Co., Ltd.$762,02215,728Added
21HUB Investment Partners, LLC$751,16915,504Trimmed
22Cresset Asset Management, LLC$461,0509,516Trimmed
23NewEdge Advisors, LLC$422,1978,714New
24GREAT VALLEY ADVISOR GROUP, INC.$418,6718,650New
25HERBST GROUP, LLC$402,4748,307New

Source: SEC Form 13F filings · as of 2026-06-30