Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Neos ETF Trust (MLPI)

32 + 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
↑ +28
Streak
1Q ▲
Buyers last Q
100%

Smart Money Signals — MLPI

Based on 32 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 1Q
For 1 consecutive quarter, 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
32 hedge funds hold MLPI right now — the highest count in 0.5 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 — 100% buying

32 buying0 selling
Last quarter: 32 funds were net buyers (28 opened a brand new position + 4 added to an existing one). Only 0 were sellers (0 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.
🔄

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.
💰

Value +1135% but shares only +1000% — price-driven

Value
+1134%
Shares
+999%
Last quarter: the total dollar value of institutional holdings rose +1135%, but actual share count only changed +1000%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 32 current holders: 32 (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.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
3 of 32 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in MLPI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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 Q1, 32 hedge funds were net buyers of MLPI (28 opened a new position, 4 added to an existing one), while 0 reduced or exited — a 100% buyer ratio, indicating clear institutional accumulation. 45% of total institutional value in MLPI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +28 funds (more new holders than closures). Total institutional holders: 32.

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.

Is It Too Late to Buy Neos ETF Trust (MLPI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MLPI has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 85d ago
MLPI
-1.6%
SPY
+14.9%

MLPI outperformed SPY by -16.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
MLPI
-2.5%
SPY
+1.1%

Since the filing became public, MLPI outperformed SPY by -3.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: MLPI
32 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 32 4 700.0%
13F Shares 1M 94K 999.91%
Total Value $58M $5M 1134.84%
New Positions 28 4 +24
Increased Positions 4 0 +4
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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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

32 + 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 Q1 · 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 Lodestone Wealth Management LLC 0.00% 36 $2K
21 Hrt Financial LP 0.00% 5,460 $309K
22 Royal Bank of Canada 0.00% 63,274 $3.6M
23 Stifel Financial Corp 0.00% 7,640 $433K
24 Atlantic Edge Private Wealth Management, LLC 0.00% 25 $1K
25 Harbour Investments, INC. 0.00% 360 $20K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 100% buying: Last quarter: 32 funds were net buyers (28 opened a brand new position + 4 added to an existing one). Only 0 were sellers (0 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MLPI holders?

Elite ownership — 45% AUM from top-100 funds: 3 of 32 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in MLPI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

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.

Is it too late to buy Neos ETF Trust (MLPI) following the 2026 Q1 hedge fund 13F filings?

As of today, MLPI has moved -2.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -3.6%. Since the quarter end (March 31, 2026), MLPI has gained -1.6% vs +14.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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