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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 78433H626

NEOS ETF TRUST

12 institutions · $102.1M total · 3,363,248 shares

#ManagerSharesValue% of TotalPeriod
1WEALTH ENHANCEMENT ADVISORY SERVICES, LLC3,197,675$97.2M95.07%2025-12-31
2CREATIVE FINANCIAL DESIGNS INC /ADV87,293$2.6M2.59%2025-12-31
3CreativeOne Wealth, LLC53,518$1.6M1.59%2025-12-31
4BAM Wealth Management, LLC8,557$257.0K0.25%2025-12-31
5CITADEL ADVISORS LLC7,910$235.4K0.23%2025-09-30
6Creative Planning6,855$205.9K0.20%2025-12-31
7JONES FINANCIAL COMPANIES LLLP1,105$33.2K0.03%2025-12-31
8JPMORGAN CHASE & CO304$9.0K0.00%2025-09-30
9GeoWealth Management, LLC12$3600.00%2025-12-31
10UBS Group AG12$3300.00%2025-06-30
11BANK OF AMERICA CORP /DE/7$1920.00%2025-06-30
12CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30