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Disclosery

BTCI NEOS ETF TRUST

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BITC HIG INC ETF (fund)

39 managers (39 13F filers) reported a position in BTCI shares at 2025-09-30, 586,908 shares in all. 21 filers opened a position and 7 filers sold out during the quarter.

Managers
39
13F filers
39
New
21
Added
13
Reduced
3
Sold out
7
Shares held by filers
586,908

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MADDEN SECURITIES Corp284,989$16.9M5.18%+16,73413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP79,041$4.7M0.01%+33,79713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,223$1.68M<0.01%-17,69513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,594$1.4M<0.01%new13F-HRTimelineGroup
Retirement Planning Group, LLC23,549$1.4M0.05%new13F-HRTimeline
Orion Porfolio Solutions, LLC15,143$900K0.01%new13F-HRTimeline
Cresset Asset Management, LLC13,876$824K<0.01%new13F-HR/ATimeline
Strategic Financial Concepts, LLC11,268$669K0.1%+40813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,765$640K<0.01%+34513F-HRTimelineGroup
RPS ADVISORY SOLUTIONS LLC9,764$580K0.28%+78213F-HRTimeline
SIMPLEX TRADING, LLC9,639$572K0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth9,570$569K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,073$565K<0.01%new13F-HRTimeline
Whalen Wealth Management Inc.7,801$463K0.27%+3,85513F-HRTimeline
Kaizen Financial Strategies7,786$407K0.18%new13F-HRTimeline
Berger Financial Group, Inc5,046$300K0.02%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,000$297K0.01%-30013F-HRTimeline
Pasadena Private Wealth, LLC4,800$285K0.04%new13F-HRTimeline
HighTower Advisors, LLC3,904$232K<0.01%+25513F-HRTimeline
Compound Planning, Inc.3,784$225K0.01%new13F-HRTimeline
WORLD EQUITY GROUP, INC.3,573$212K0.05%new13F-HRTimeline
CAP Partners, LLC3,503$208K0.12%new13F-HRTimeline
City State Bank3,500$208K0.06%+1,50013F-HRTimeline
MONTAG A & ASSOCIATES INC2,407$143K0.01%new13F-HRTimeline
Allworth Financial LP2,400$143K<0.01%+1,10013F-HRTimeline
NFSG Corp1,727$103K0.02%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,223$73K<0.01%+84613F-HRTimelineGroup
AE Wealth Management LLC590$35.1K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…567$33.7K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC201$11.9K<0.01%new13F-HRTimeline
IFP Advisors, Inc168$9.98K<0.01%+1113F-HR/ATimeline
VISION FINANCIAL MARKETS LLC122$7.21K0.01%+813F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC100$5.94K<0.01%+10013F-HRTimeline
Frazier Financial Advisors, LLC96$5.72K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC61$3.61K<0.01%-4,99613F-HRTimeline
Aptus Capital Advisors, LLC52$3.09K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.2$119<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$31<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…0$16<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.