Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Neos ETF Trust (MLPI)

48 + Investors. Track Smart Money conviction in MLPI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
2Q ▲
Buyers last Q
84%

Smart Money Signals — MLPI

Based on 48 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 2Q
For 2 consecutive quarters, more hedge funds added MLPI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
48 hedge funds hold MLPI right now — the highest count in 0.8 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🟢

More buyers than sellers — 84% buying

42 buying8 selling
Last quarter: 42 funds were net buyers (21 opened a brand new position + 21 added to an existing one). Only 8 were sellers (3 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 28 → 21. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 48 current holders: 48 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 17% AUM from top-100

17% from top-100 AUM funds
6 of 48 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MLPI

In 2026 Q2, 42 hedge funds were net buyers of MLPI (21 opened a new position, 21 added to an existing one), while 8 reduced or exited (3 trimmed, 5 sold completely) — a 84% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 48.

Hedge Fund Ownership: MLPI

How many hedge funds hold MLPI — quarterly history vs. share price
Quarterly hedge fund ownership of MLPI vs. share price

Market Analysis: MLPI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MLPI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: MLPI
48 + Investors

Track Smart Money conviction in MLPI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 48 32 50.0%
13F Shares 950K 1M -8.47%
Total Value $52M $58M -11.36%
New Positions 21 28 -7
Increased Positions 21 4 +17
Closed Positions 5 0 +5
Reduced Positions 3 0 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MLPI

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Financial Highlights

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Institutional Holders (2026 Q2)

48 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MLPI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 MLPI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MADDEN SECURITIES Corp 2.76% 180,755 $9.9M
2 StoneCrest Wealth Management, Inc. 0.59% 33,575 $1.8M
3 CAP Partners, LLC 0.26% 9,599 $528K
4 Entrewealth, LLC 0.20% 10,000 $534K
5 Gradient Investments LLC 0.17% 222,302 $12.2M
6 Delta Investment Management, LLC 0.17% 18,558 $1.0M
7 MSH Capital Advisors LLC 0.15% 16,063 $884K
8 Retirement Planning Group, LLC 0.10% 73,157 $4.0M
9 Sunpointe, LLC 0.09% 5,625 $309K
10 Keebeck Wealth Management 0.09% 15,900 $875K
11 Worth Asset Management, LLC 0.07% 3,955 $218K
12 Quotient Wealth Partners, LLC 0.03% 25,091 $1.4M
13 New England Private Wealth Advisors LLC 0.03% 5,579 $310K
14 HUB Investment Partners, LLC 0.03% 29,803 $1.6M
15 International Assets Investment Management, LLC 0.03% 8,299 $451K
16 Naviter Wealth, LLC 0.03% 5,252 $289K
17 NFSG Corp 0.02% 3,120 $172K
18 Strategic Wealth Partners, Ltd. 0.01% 3,770 $207K
19 CreativeOne Wealth, LLC 0.01% 10,595 $583K
20 Adirondack Trust Co 0.01% 727 $40K
21 Farther Finance Advisors, LLC 0.01% 22,985 $1.3M
22 Diversify Wealth Management, LLC 0.01% 7,965 $434K
23 Diversify Advisory Services, LLC 0.01% 7,965 $434K
24 Stifel Financial Corp 0.00% 40,342 $2.2M
25 HB Wealth Management, LLC 0.00% 5,256 $289K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Neos ETF Trust (MLPI)

What does the Smart Money Trend signal show for MLPI?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added MLPI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MLPI?

More buyers than sellers — 84% buying: Last quarter: 42 funds were net buyers (21 opened a brand new position + 21 added to an existing one). Only 8 were sellers (3 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MLPI holders?

Smaller funds dominant — 17% AUM from top-100: 6 of 48 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MLPI?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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