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NEOS Bitcoin High Income ETF (BTCI) Institutional Ownership

NEOS Bitcoin High Income ETF logo
$28.39 -0.17 (-0.60%)
As of 07/24/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for NEOS Bitcoin High Income ETF (BATS:BTCI)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$32.48M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$4.85M
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BTCI Institutional Buying and Selling by Quarter

NEOS Bitcoin High Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/1/2026 Foguth Wealth Management LLC.6,849$232K0.0%N/A0.112%
5/14/2026Renaissance Technologies LLC9,900$325K0.0%-79.3%0.162%
5/14/2026Group One Trading LLC38,938$1.28M0.0%+79.6%0.637%
5/6/2026 Independent Financial Group LLC24,014$787K0.0%N/A0.393%
5/5/2026NFSG Corp8,439$277K0.0%+14.4%0.138%
5/4/2026Retirement Planning Group LLC39,065$1.28M0.0%+31.6%0.639%
5/2/2026CAP Partners LLC7,213$236K0.1%+14.3%0.118%
4/27/2026Integrity Wealth Partners LLC30,272$992K0.9%N/A0.495%
4/21/2026Fullerton Advisors LLC6,334$208K0.2%+7.2%0.104%
3/9/2026Corient Private Wealth LLC72,479$3.19M0.0%-8.3%0.282%
2/19/2026Corient Private Wealth LLC72,479$3.19M0.0%-8.3%0.282%
2/18/2026NewEdge Advisors LLC5,653$249K0.0%N/A0.022%
2/18/2026OLD Mission Capital LLC46,742$2.06M0.0%N/A0.182%
2/16/2026Brown Advisory Inc.20,845$918K0.0%N/A0.081%
2/13/2026Kestra Advisory Services LLC3,491$154K0.0%-67.6%0.014%
2/12/2026HRT Financial LP4,688$206K0.0%N/A0.018%
2/12/2026Orion Porfolio Solutions LLC21,679$954K0.0%+43.2%0.084%
2/12/2026Renaissance Technologies LLC47,900$2.11M0.0%N/A0.187%
2/11/2026Simplex Trading LLC6,091$268K0.0%-36.8%0.024%
2/9/2026Kingsview Wealth Management LLC9,453$416K0.0%N/A0.037%
2/6/2026 IFP Advisors Inc741$33K0.0%+341.1%0.003%
2/6/2026RPS Advisory Solutions LLC27,841$1.23M0.6%+185.1%0.108%
2/6/2026HighTower Advisors LLC10,039$442K0.0%+157.1%0.039%
2/5/2026Allworth Financial LP5,578$246K0.0%+132.4%0.022%
2/4/2026CAP Partners LLC6,310$278K0.2%+80.1%0.025%
2/4/2026MADDEN SECURITIES Corp253,546$11.16M3.4%-11.0%0.994%
2/3/2026Retirement Planning Group LLC29,679$1.31M0.0%+26.0%0.116%
2/2/2026Fullerton Advisors LLC5,908$260K0.3%N/A0.023%
1/26/2026CWM LLC4,506$198K0.0%+268.4%0.018%
1/23/2026 Farther Finance Advisors LLC14,511$639K0.0%N/A0.061%
1/21/2026 Capital Investment Advisory Services LLC1,144$50K0.0%N/A0.005%
1/21/2026Newbridge Financial Services Group Inc.7,378$325K0.1%+327.2%0.031%
1/20/2026Whalen Wealth Management Inc.5,317$234K0.1%-31.8%0.023%
1/8/2026 Wealth Enhancement Advisory Services LLC17,384$800K0.0%+91.6%0.077%
12/2/2025Allworth Financial LP2,400$143K0.0%+84.6%0.016%
11/17/2025Susquehanna International Group LLP28,223$1.68M0.0%-38.5%0.187%
11/17/2025Focus Partners Wealth9,570$569K0.0%N/A0.063%
11/14/2025Newbridge Financial Services Group Inc.1,727$103K0.0%N/A0.011%
11/12/2025Orion Porfolio Solutions LLC15,143$900K0.0%N/A0.100%
11/12/2025Montag A & Associates Inc.2,407$143K0.0%N/A0.016%
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11/12/2025Cresset Asset Management LLC14,011$832K0.0%N/A0.093%
11/12/2025Kaizen Financial Strategies7,786$463K0.2%N/A0.052%
11/10/2025Compound Planning Inc.3,784$225K0.0%N/A0.025%
11/3/2025AE Wealth Management LLC590$35K0.0%N/A0.004%
10/29/2025 Wealth Enhancement Advisory Services LLC9,073$565K0.0%N/A0.062%
10/29/2025CAP Partners LLC3,503$208K0.1%N/A0.024%
10/27/2025Retirement Planning Group LLC23,549$1.40M0.0%N/A0.160%
10/24/2025 World Equity Group Inc.3,573$212K0.0%N/A0.025%
10/24/2025MADDEN SECURITIES Corp284,989$16.93M5.2%+6.2%1.989%
10/24/2025Pasadena Private Wealth LLC4,800$285K0.0%N/A0.033%
10/16/2025 City State Bank3,500$208K0.1%+75.0%0.025%
10/15/2025CWM LLC1,223$73K0.0%+224.4%0.009%
10/9/2025Whalen Wealth Management Inc.7,801$463K0.3%+97.7%0.056%
9/26/2025Corient Private Wealth LLC45,244$2.70M0.0%N/A0.576%
8/15/2025Corient Private Wealth LLC45,243$2.70M0.0%N/A0.576%
8/14/2025Jane Street Group LLC85,258$5.09M0.0%N/A1.086%
8/12/2025Steward Partners Investment Advisory LLC567$34K0.0%N/A0.007%
8/12/2025Global Retirement Partners LLC5,057$302K0.0%N/A0.064%
8/7/2025Allworth Financial LP1,300$78K0.0%N/A0.017%
8/6/2025RPS Advisory Solutions LLC8,982$536K0.3%N/A0.114%
8/5/2025Strategic Financial Concepts LLC10,860$648K0.1%N/A0.138%
8/4/2025Whalen Wealth Management Inc.3,946$236K0.1%N/A0.050%
7/31/2025 City State Bank2,000$119K0.0%N/A0.026%
7/30/2025 Brookstone Capital Management4,254$254K0.0%N/A0.057%
7/23/2025MADDEN SECURITIES Corp268,255$16.02M5.4%+1,423.7%3.939%
7/22/2025Berger Financial Group Inc5,046$301K0.0%N/A0.074%
5/15/2025OLD Mission Capital LLC5,302$265K0.0%N/A0.163%
5/14/2025Banco BTG Pactual S.A.4,884$244K0.1%N/A0.150%
4/15/2025MADDEN SECURITIES Corp17,605$880K0.3%N/A0.724%
2/14/2025Jane Street Group LLC18,261$1.08M0.0%N/A0.000%


BTCI Institutional Ownership - Frequently Asked Questions

During the previous two years, 46 institutional investors and hedge funds held shares of NEOS Bitcoin High Income ETF. The most heavily invested institutionals were MADDEN SECURITIES Corp ($11.16M), Jane Street Group LLC ($5.09M), Corient Private Wealth LLC ($3.19M), OLD Mission Capital LLC ($2.06M), Susquehanna International Group LLP ($1.68M), Retirement Planning Group LLC ($1.28M), and Group One Trading LLC ($1.28M).Learn more on NEOS Bitcoin High Income ETF's institutional investors.

Of the 43 institutional investors that purchased NEOS Bitcoin High Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: MADDEN SECURITIES Corp ($284.99K), Jane Street Group LLC ($103.52K), Corient Private Wealth LLC ($90.49K), OLD Mission Capital LLC ($52.04K), Renaissance Technologies LLC ($47.90K), Retirement Planning Group LLC ($39.07K), and Integrity Wealth Partners LLC ($30.27K).

Institutional investors have bought a total of 643,950 shares in the last 24 months. This purchase volume represents approximately $32.48M in transactions.

The following institutional investors have sold NEOS Bitcoin High Income ETF stock in the last 24 months: Renaissance Technologies LLC ($38K), MADDEN SECURITIES Corp ($31.44K), Susquehanna International Group LLP ($17.70K), Corient Private Wealth LLC ($13.12K), Kestra Advisory Services LLC ($7.27K), Simplex Trading LLC ($3.55K), and Whalen Wealth Management Inc. ($2.48K).

Institutional investors have sold a total of 113,568 shares in the last 24 months. This volume of shares sold represents approximately $4.85M in transactions.


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This page (BATS:BTCI) was last updated on 7/25/2026 by MarketBeat.com Staff.
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