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NEOS Bitcoin High Income ETF (BTCI) Institutional Ownership

NEOS Bitcoin High Income ETF logo
$37.70 +0.58 (+1.56%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for NEOS Bitcoin High Income ETF (BATS:BTCI)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$46.54M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$3.61M
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BTCI Institutional Buying and Selling by Quarter

NEOS Bitcoin High Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026NFSG Corp8,439$277K0.0%+14.4%0.138%
5/4/2026 Retirement Planning Group LLC39,065$1.28M0.0%+31.6%0.639%
5/2/2026 CAP Partners LLC7,213$236K0.1%+14.3%0.118%
4/27/2026 Integrity Wealth Partners LLC30,272$992K0.9%N/A0.495%
4/21/2026 Fullerton 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%
2/13/2026 Kestra 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%
2/6/2026 RPS 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%
2/4/2026 CAP Partners LLC6,310$278K0.2%+80.1%0.025%
2/4/2026MADDEN SECURITIES Corp253,546$11.16M3.4%-11.0%0.994%
2/3/2026 Retirement Planning Group LLC29,679$1.31M0.0%+26.0%0.116%
2/2/2026 Fullerton 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%
1/21/2026Capital 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%
1/20/2026 Whalen 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%
11/12/2025 Montag A & Associates Inc.2,407$143K0.0%N/A0.016%
11/12/2025Cresset Asset Management LLC14,011$832K0.0%N/A0.093%
11/12/2025 Kaizen 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%
10/29/2025 CAP Partners LLC3,503$208K0.1%N/A0.024%
10/27/2025 Retirement Planning Group LLC23,549$1.40M0.0%N/A0.160%
10/24/2025World Equity Group Inc.3,573$212K0.0%N/A0.025%
10/24/2025MADDEN SECURITIES Corp284,989$16.93M5.2%+6.2%1.989%
10/24/2025 Pasadena 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%
10/9/2025 Whalen 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%
8/6/2025 RPS Advisory Solutions LLC8,982$536K0.3%N/A0.114%
8/5/2025Strategic Financial Concepts LLC10,860$648K0.1%N/A0.138%
8/4/2025 Whalen 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%
7/22/2025 Berger 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

Who are the largest shareholders of BTCI shares?

During the previous two years, 43 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), Renaissance Technologies LLC ($2.11M), OLD Mission Capital LLC ($2.06M), Susquehanna International Group LLP ($1.68M), and Retirement Planning Group LLC ($1.28M).Learn more on NEOS Bitcoin High Income ETF's institutional investors.

Which institutional investors have been buying NEOS Bitcoin High Income ETF's stock?

Of the 40 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).

How much institutional buying is happening at NEOS Bitcoin High Income ETF?

Institutional investors have bought a total of 861,717 shares in the last 24 months. This purchase volume represents approximately $46.54M in transactions.

Which of NEOS Bitcoin High Income ETF's major shareholders have been selling company stock?

The following institutional investors have sold NEOS Bitcoin High Income ETF stock in the last 24 months: 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).

How much institutional selling is happening at NEOS Bitcoin High Income ETF?

Institutional investors have sold a total of 75,568 shares in the last 24 months. This volume of shares sold represents approximately $3.61M in transactions.



This page (BATS:BTCI) was last updated on 5/5/2026 by MarketBeat.com Staff.
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