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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 78433H659

NEOS ENHANCED INCOME CREDIT SELECT ETF

12 institutions · $146.7M total · 5,915,121 shares

#ManagerSharesValue% of TotalPeriod
1Financial Security Advisor, Inc.1,900,096$95.6M32.12%2025-12-31
2Clearstead Advisors, LLC3,391,724$35.7M57.33%2024-09-30
3Arkadios Wealth Advisors230,107$11.6M3.89%2025-12-31
4CHOREO, LLC87,932$922.4K1.48%2024-09-30
5Belpointe Asset Management LLC85,015$893.9K1.43%2024-09-30
6Fortis Capital Advisors, LLC85,015$893.9K1.43%2024-09-30
7Triumph Capital Management16,116$811.0K0.27%2025-12-31
8ENVESTNET ASSET MANAGEMENT INC28,544$300.1K0.48%2024-09-30
9Sound Income Strategies, LLC419$21.1K0.00%2025-12-31
10Farther Finance Advisors, LLC81$4.1K0.00%2025-12-31
11Cambridge Investment Research Advisors, Inc.90,072$9471.52%2024-09-30
12CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2024-09-30