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Disclosery

MLPI NEOS ETF TRUST

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MLP EN IN HI ETF (fund)

46 managers (47 13F filers) reported a position in MLPI shares at 2026-06-30, 950,226 shares in all. 18 filers opened a position and 4 filers sold out during the quarter.

Managers
46
13F filers
47
New
18
Added
21
Reduced
3
Sold out
4
Shares held by filers
950,226

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Gradient Investments LLCin group Gradient Investments LLC222,302$12.2M0.17%+8,07613F-HRTimelineGroup
MADDEN SECURITIES Corp180,755$9.95M2.76%+19,55713F-HRTimeline
Retirement Planning Group, LLC73,157$4.03M0.1%+13,70813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA64,196$3.53M<0.01%+92213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC40,373$2.22M<0.01%-107,89613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP40,342$2.22M<0.01%+32,70213F-HRTimelineGroup
StoneCrest Wealth Management, Inc.33,575$1.85M0.59%new13F-HRTimeline
HUB Investment Partners, LLC29,803$1.64M0.03%+2,50513F-HRTimeline
Quotient Wealth Partners, LLC25,091$1.38M0.03%+13,45213F-HRTimeline
Farther Finance Advisors, LLC22,985$1.26M0.01%new13F-HRTimeline
Delta Investment Management, LLC18,558$1.02M0.17%+9,39813F-HRTimeline
LPL Financial LLC18,360$1.01M<0.01%new13F-HRTimeline
MSH Capital Advisors LLC16,063$884K0.15%new13F-HRTimeline
Keebeck Wealth Management15,900$875K0.09%+10,90013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding15,930$868KnewTimeline
HRT FINANCIAL LP15,662$861K<0.01%+10,20213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,550$746K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC12,497$688K<0.01%new13F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,595$583K0.01%new13F-HRTimelineGroup
ENTREWEALTH, LLC10,000$534K0.2%new13F-HRTimeline
CAP Partners, LLC9,599$528K0.26%+4,15813F-HRTimeline
Cambridge Investment Research Advisors,…8,865$488K<0.01%+2,02313F-HR/ATimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,299$451K0.03%new13F-HRTimeline
New England Private Wealth Advisors LLC5,579$310K0.03%+54413F-HRTimeline
Sunpointe, LLC5,625$309K0.09%new13F-HRTimeline
HB Wealth Management, LLC5,256$289K<0.01%013F-HRTimeline
Naviter Wealth, LLC5,252$289K0.03%-2,12213F-HRTimeline
Worth Asset Management, LLC3,955$218K0.07%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,951$217K<0.01%-246,95213F-HRTimelineGroup
Strategic Wealth Partners, Ltd.3,770$207K0.01%+3,76713F-HRTimeline
NFSG Corp3,120$172K0.02%+77313F-HRTimeline
Steward Partners Investment Advisory, L…2,721$150K<0.01%+2,52113F-HRTimeline
Integrated Wealth Concepts LLC1,661$91.4K<0.01%new13F-HRTimeline
ADIRONDACK TRUST CO727$40K0.01%+23713F-HRTimeline
Capital Investment Advisory Services, L…400$22K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.378$20.8K<0.01%+1813F-HRTimeline
Global Retirement Partners, LLC276$15.2K<0.01%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.262$14.4K<0.01%+20513F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC250$13.8K<0.01%+20013F-HRTimeline
FINANCIAL CONSULATE, INC250$13.8K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN113$6.21K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG60$3.3K<0.01%new13F-HRTimelineGroup
Medallion Wealth Advisors, LLC50$2.75K<0.01%new13F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC50$2.75K<0.01%13F-HRTimeline
Lodestone Wealth Management LLC38$2.08K<0.01%+213F-HRTimeline
Atlantic Edge Private Wealth Management…25$1.38K<0.01%013F-HRTimeline