Public ownership evidence

NEOS MLP & Energy Infrastructure High Income ETF (MLPI) Ownership Disclosures

Read MLPI insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

NEOS MLP & Energy Infrastructure High Income ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
ENTREWEALTH, LLC
Report period
2026-06-30
Available
2026-08-15
Reported shares
10,000
Value (USD)
$534,000
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001941040-26-000601
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read MLPI fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read MLPI fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

The Form 4 source is temporarily unavailable. Continue with the other disclosures below or open company fundamentals.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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ENTREWEALTH, LLC2026-06-302026-08-1510,000$534,000None
NFSG Corp2026-06-302026-08-153,120$171,662None
OSAIC HOLDINGS, INC.2026-06-302026-08-15262$14,447None
JANE STREET GROUP, LLC2026-06-302026-08-153,951$217,384None
HRT FINANCIAL LP2026-06-302026-08-1515,662$861,000None
Medallion Wealth Advisors, LLC2026-06-302026-08-1550$2,751None
ROYAL BANK OF CANADA2026-06-302026-08-1564,196$3,532,000None
CITADEL ADVISORS LLC2026-06-302026-08-1540,373$2,221,322None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151$44None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15112$6,162None
Delta Investment Management, LLC2026-06-302026-08-1418,558$1,021,053None
CreativeOne Wealth, LLC2026-06-302026-08-1410,595$582,937None
Steward Partners Investment Advisory, LLC2026-06-302026-08-142,721$149,709None
UBS Group AG2026-06-302026-08-1460$3,301None
Mariner, LLC2026-06-302026-08-1412,497$687,609None
COMPASS FINANCIAL MANAGEMENT LLC2026-06-302026-08-1350$2,751None
Integrated Wealth Concepts LLC2026-06-302026-08-131,661$91,393None
Strategic Wealth Partners, Ltd.2026-06-302026-08-133,770$207,435None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13378$20,798None
STIFEL FINANCIAL CORP2026-06-302026-08-1340,342$2,219,626None
MSH Capital Advisors LLC2026-06-302026-08-1216,063$883,786None
Keebeck Wealth Management2026-06-302026-08-1215,900$874,818None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-1247$2,571None
Diversify Advisory Services, LLC2026-06-302026-08-117,965$434,013None
Naviter Wealth, LLC2026-06-302026-08-085,252$288,965None
LPL Financial LLC2026-06-302026-08-0818,360$1,010,147None
Global Retirement Partners, LLC2026-06-302026-08-07276$15,186None
Retirement Planning Group, LLC2026-06-302026-08-0673,157$4,025,098None
New England Private Wealth Advisors LLC2026-06-302026-08-055,579$309,922None
Quotient Wealth Partners, LLC2026-06-302026-08-0425,091$1,380,532None
HUB Investment Partners, LLC2026-06-302026-08-0129,803$1,639,767None
DIVERSIFY WEALTH MANAGEMENT, LLC2026-06-302026-07-317,965$434,013None
CAP Partners, LLC2026-06-302026-07-319,599$528,116None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-318,865$488,000None
HB Wealth Management, LLC2026-06-302026-07-305,256$289,185None
TRUIST FINANCIAL CORP2026-06-302026-07-2913,550$745,928None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-288,865$488,000None
Sunpointe, LLC2026-06-302026-07-255,625$309,488None
Lodestone Wealth Management LLC2026-06-302026-07-2538$2,079None
MADDEN SECURITIES Corp2026-06-302026-07-25180,755$9,945,140None
Atlantic Edge Private Wealth Management, LLC2026-06-302026-07-2425$1,376None
FINANCIAL CONSULATE, INC2026-06-302026-07-24250$13,755None
Capital Investment Advisory Services, LLC2026-06-302026-07-24400$22,008None
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC2026-06-302026-07-238,299$451,217None
Farther Finance Advisors, LLC2026-06-302026-07-1822,985$1,264,635None
ADIRONDACK TRUST CO2026-06-302026-07-17727$39,997None
SALEM INVESTMENT COUNSELORS INC2026-06-302026-07-15250$13,755None

90-day public filing window, up to 50 source positions.

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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