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Disclosery

BTCI NEOS ETF TRUST

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BITC HIG INC ETF (fund)

53 managers (53 13F filers) reported a position in BTCI shares at 2025-12-31, 894,165 shares in all. 19 filers opened a position and 10 filers sold out during the quarter.

Managers
53
13F filers
53
New
19
Added
17
Reduced
8
Sold out
10
Shares held by filers
894,165

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 Corp253,546$11.2M3.4%-31,44313F-HRTimeline
Estate Planners Group, LLC126,591$5.57M2.42%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP72,479$3.19M<0.01%-6,56213F-HR/ATimelineGroup
RENAISSANCE TECHNOLOGIES LLC47,900$2.11M<0.01%new13F-HRTimeline
OLD MISSION CAPITAL LLC46,742$2.06M0.08%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC36,224$1.59M<0.01%+12,63013F-HRTimelineGroup
Retirement Planning Group, LLC29,679$1.31M0.04%+6,13013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC27,841$1.23M0.58%+18,07713F-HRTimeline
Belvedere Trading LLC23,825$1.05M0.19%new13F-HRTimeline
Orion Porfolio Solutions, LLC21,679$954K0.01%+6,53613F-HRTimeline
Oasis Advisors, LLC21,678$954K0.51%13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC20,845$918K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,384$800K<0.01%+8,31113F-HRTimeline
Farther Finance Advisors, LLC14,511$639K0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth10,210$597K<0.01%+64013F-HRTimelineGroup
AE Wealth Management LLC12,497$550K<0.01%+11,90713F-HRTimeline
HighTower Advisors, LLC10,039$442K<0.01%+6,13513F-HRTimeline
Kingsview Wealth Management, LLC9,453$416K0.01%new13F-HRTimeline
Kaizen Financial Strategies7,962$350K0.15%+17613F-HRTimeline
NFSG Corp7,378$325K0.05%+5,65113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,423$283K<0.01%-21,80013F-HRTimelineGroup
CAP Partners, LLC6,310$278K0.16%+2,80713F-HRTimeline
Cambridge Investment Research Advisors,…6,202$273K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC6,091$268K0.01%-3,54813F-HRTimeline
Fullerton Advisors, LLC5,908$260K0.26%13F-HRTimeline
NewEdge Advisors, LLC5,653$249K<0.01%new13F-HRTimeline
Allworth Financial LP5,578$246K<0.01%+3,17813F-HRTimeline
Whalen Wealth Management Inc.5,317$234K0.13%-2,48413F-HRTimeline
Berger Financial Group, Inc5,046$222K0.01%013F-HRTimeline
HRT FINANCIAL LP4,688$206K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC4,506$198K<0.01%+3,28313F-HRTimelineGroup
City State Bank3,500$154K0.04%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,491$154K<0.01%-7,27413F-HRTimelineGroup
Keating Financial Advisory Services, In…2,031$89.4K0.01%13F-HRTimeline
Capital Investment Advisory Services, L…1,144$50.4K<0.01%new13F-HRTimeline
IFP Advisors, Inc741$32.6K<0.01%+57313F-HRTimeline
Steward Partners Investment Advisory, L…567$25K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN448$19.7K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…411$18.1K<0.01%new13F-HRTimeline
Basecamp Wealth Advisors LLC323$14.2K<0.01%13F-HRTimeline
Aptus Capital Advisors, LLC223$9.82K<0.01%+17113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC218$9.6K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.209$9.2K<0.01%new13F-HRTimeline
GROUP ONE TRADING LLC186$8.19K<0.01%-1513F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC225$8K0.01%+12513F-HRTimeline
VISION FINANCIAL MARKETS LLC130$5.71K0.01%+813F-HRTimeline
CX Institutional75$3K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC18$792<0.01%new13F-HRTimelineGroup
MONTAG A & ASSOCIATES INC16$705<0.01%-2,39113F-HRTimeline
Independence Bank of Kentucky15$660<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5$220<0.01%new13F-HR/ATimelineGroup
DHJJ Financial Advisors, Ltd.2$89<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2$88<0.01%new13F-HR/ATimelineGroup