BTCI — NEOS ETF TRUST

Ownership history in CAP Partners, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which CAP Partners, LLC reported a position in NEOS ETF TRUST (BTCI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.16% (2025 Q4)
Avg. % of fund
0.14%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 6,310 +2,807 +80.1% 0.16% $278K $41.13
2025 Q3 INITIATED 3,503 — — 0.12% $208K $51.88
% of Fund (quarterly)    BTCI price (monthly, adj. close)

Other funds also holding BTCI

As of 2025 Q4 — sorted by position size

MADDEN SECURITIES Corp 3Y 3.4% RPS ADVISORY SOLUTIONS LLC 0.58% Kaizen Financial Strategies 3Y 0.15% Whalen Wealth Management Inc. 0.13% Newbridge Financial Services Group, Inc. 3Y 0.05% OLD MISSION CAPITAL LLC 3Y 7Y 0.05% Berger Financial Group, Inc 3Y 0.01% Orion Porfolio Solutions, LLC 3Y 7Y 0.01% Farther Finance Advisors, LLC 0.01% Kingsview Wealth Management, LLC 3Y 0.01%
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