Stock Analysis
Data Source: SEC EDGAR 13F
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NEOS ETF TRUST (MLPI)

4 + 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%

4+

Inst. Holders

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
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Analyst Recommendations

Stock Performance

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Company Profile: MLPI

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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
0.1
/ 10
conviction
Hedge Fund Positioning: MLPI
2026 Q1 Stats Unlock in 1 days 4 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 4 0 100%
13F Shares 94K 0 100%
Total Value $5M $0 100%
New Positions 4 0 +4
Increased Positions 0 0 -
Closed Positions 0 0 -
Reduced Positions 0 0 -
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 Q1)

4 + 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 institutional holders of MLPI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MADDEN SECURITIES Corp 2.74% 161,198 $9.1M
2 Navis Wealth Advisors, LLC 0.54% 18,525 $1.0M
3 Gradient Investments LLC 0.19% 214,226 $12.1M
4 CAP Partners, LLC 0.17% 5,441 $308K
5 Retirement Planning Group, LLC 0.10% 59,449 $3.4M
6 Delta Investment Management, LLC 0.09% 9,160 $519K
7 BRASADA CAPITAL MANAGEMENT, LP 0.08% 7,500 $425K
8 Naviter Wealth, LLC 0.05% 7,374 $418K
9 HUB Investment Partners, LLC 0.04% 27,298 $1.5M
10 New England Private Wealth Advisors LLC 0.03% 5,035 $285K
11 Keebeck Wealth Management 0.03% 5,000 $283K
12 NFSG Corp 0.02% 2,347 $133K
13 Quotient Wealth Partners, LLC 0.02% 11,639 $659K
14 ADIRONDACK TRUST CO 0.01% 490 $28K
15 HB Wealth Management, LLC 0.00% 5,256 $298K
16 JANE STREET GROUP, LLC 0.00% 250,903 $14.2M
17 FINANCIAL CONSULATE, INC 0.00% 250 $14K
18 CITADEL ADVISORS LLC 0.00% 148,269 $8.4M
19 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 13,708 $776K
20 Cambridge Investment Research Advisors, Inc. 0.00% 6,842 —
21 Lodestone Wealth Management LLC 0.00% 36 $2K
22 HRT FINANCIAL LP 0.00% 5,460 $309K
23 ROYAL BANK OF CANADA 0.00% 63,274 $3.6M
24 STIFEL FINANCIAL CORP 0.00% 7,640 $433K
25 Atlantic Edge Private Wealth Management, LLC 0.00% 25 $1K
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)

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.