Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Neos ETF Trust (NIHI)

35 + Investors. Track Smart Money conviction in NIHI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
3Q ▲
Buyers last Q
76%

Smart Money Signals — NIHI

Based on 36 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 3Q
For 3 consecutive quarters, more hedge funds added NIHI 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
36 hedge funds hold NIHI right now — the highest count in 1.0 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 — 76% buying

28 buying9 selling
Last quarter: 28 funds were net buyers (17 opened a brand new position + 11 added to an existing one). Only 9 were sellers (5 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 16 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 92% entered in last year

■ 0% conviction (2yr+) ■ 8% medium ■ 92% 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.
🚀

Acceleration phase — new buyers rushing in

5 → 16 → 17 new funds/Q
New funds entering each quarter: 5 → 16 → 17. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 36 current holders: 36 (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.
📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds
4 of 35 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
7.3
out of 10
High Exit Risk
Exit risk score 7.3/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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 — NIHI

In 2026 Q2, 28 hedge funds were net buyers of NIHI (17 opened a new position, 11 added to an existing one), while 9 reduced or exited (5 trimmed, 4 sold completely) — a 76% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 36.

Hedge Fund Ownership: NIHI

How many hedge funds hold NIHI — quarterly history vs. share price
Quarterly hedge fund ownership of NIHI vs. share price

Market Analysis: NIHI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NIHI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: NIHI
2026 Q3 Stats Unlock in 5 days 35 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 35 23 52.17%
13F Shares 718K 533K 34.64%
Total Value $37M $26M 38.06%
New Positions 17 16 +1
Increased Positions 11 7 +4
Closed Positions 4 1 +3
Reduced Positions 5 0 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NIHI

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q3)

35 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NIHI. Verified SEC 13F-HR filings.

QUARTER:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 NIHI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cascade Wealth Advisors, Inc 2.35% 114,286 $5.7M
2 LFG Wealth Partners, LLC 0.63% 29,750 $1.5M
3 MADDEN SECURITIES Corp 0.57% 41,961 $2.1M
4 CAP Partners, LLC 0.51% 21,652 $1.1M
5 BCS Wealth Management 0.25% 27,871 $1.4M
6 Alpha Financial Partners LLC 0.19% 7,183 $366K
7 New England Private Wealth Advisors LLC 0.11% 23,332 $1.2M
8 NFSG Corp 0.07% 12,103 $616K
9 Occidental Asset Management, LLC 0.07% 15,971 $813K
10 PFG Advisors 0.06% 21,428 $1.1M
11 Private Trust Co NA 0.04% 8,786 $447K
12 Farther Finance Advisors, LLC 0.03% 84,841 $4.3M
13 Goldstone Financial Group, LLC 0.02% 5,206 $265K
14 Belpointe Asset Management LLC 0.02% 16,310 $831K
15 Private Advisor Group, LLC 0.02% 108,595 $5.5M
16 WealthPlan Investment Management, LLC 0.01% 4,373 $223K
17 GeoWealth Management, LLC 0.01% 5,216 $266K
18 Pension & Wealth Management Advisors, INC. 0.01% 752 $38K
19 Mml Investors Services, LLC 0.01% 42,021 $2.1M
20 Apollon Wealth Management, LLC 0.01% 10,837 $552K
21 Independent Financial Group, LLC 0.01% 5,803 $296K
22 Osaic Holdings, INC. 0.00% 57,267 $2.9M
23 Summit Financial, LLC 0.00% 6,070 $309K
24 Valmark Advisers, Inc. 0.00% 6,100 $311K
25 Parallel Advisors, LLC 0.00% 2,681 $137K
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 (NIHI)

What does the Smart Money Trend signal show for NIHI?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added NIHI 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 NIHI?

More buyers than sellers — 76% buying: Last quarter: 28 funds were net buyers (17 opened a brand new position + 11 added to an existing one). Only 9 were sellers (5 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NIHI holders?

Smaller funds dominant — 9% AUM from top-100: 4 of 35 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held NIHI?

Mostly new holders — 92% 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.

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.

Full history →