NIHI Institutional Ownership & Shareholders
NEOS MSCI EAFE HIGH INCOME-U (NIHI) is currently held by 37 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $36.75M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Cascade Wealth Advisors, Inc is currently the largest disclosed institutional shareholder of NIHI tracked by InsiderSet, reporting ownership valued at approximately $8.76M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $8.37M, representing an estimated loss of -4.45% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed NIHI value among the investors covered in this analysis. Major shareholders include Cascade Wealth Advisors, Inc, Private Advisor Group, Llc, Farther Finance Advisors, Llc, and several other long-term asset managers with concentrated positions in NEOS MSCI EAFE HIGH INCOME-U (NIHI).
This page ranks the largest institutional NIHI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
37
Total Reported Value
$36.75M
Largest Holder
Cascade Wealth Advisors, Inc
Largest Position
$8.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cascade Wealth Advisors, Inc | 3.52% | 164,898 | $8,756,714 | $8,366,925 | -$389,789 | -4.45% | |
| Private Advisor Group, Llc | 0.02% | 86,827 | $4,474,178 | $4,405,602 | -$68,576 | -1.53% | |
| Farther Finance Advisors, Llc | 0.03% | 84,841 | $4,320,964 | $4,304,832 | -$16,132 | -0.37% | |
| Mml Investors Services, Llc | 0.01% | 62,251 | $3,207,775 | $3,158,616 | -$49,159 | -1.53% | |
| Madden Securities Corp | 0.64% | 44,849 | $2,311,069 | $2,275,638 | -$35,431 | -1.53% | |
| Lpl Financial Llc | 0.00% | 34,242 | $1,764,502 | $1,737,439 | -$27,063 | -1.53% | |
| Bcs Wealth Management | 0.26% | 27,871 | $1,436,192 | $1,414,175 | -$22,017 | -1.53% | |
| Jane Street Group, Llc | 0.00% | 25,516 | $1,314,840 | $1,294,682 | -$20,158 | -1.53% | |
| Susquehanna International Group, Llp | 0.00% | 23,560 | $1,214,047 | $1,195,434 | -$18,613 | -1.53% | |
| Old Mission Capital Llc | 0.03% | 19,759 | $1,018,181 | $1,002,572 | -$15,609 | -1.53% | |
| Cap Partners, Llc | 0.47% | 18,741 | $965,738 | $950,918 | -$14,820 | -1.53% | |
| Coppell Advisory Solutions Llc | 0.05% | 25,080 | $657,894 | $1,272,559 | +$614,665 | +93.43% | |
| Occidental Asset Management, Llc | 0.06% | 12,363 | $637,065 | $627,299 | -$9,766 | -1.53% | |
| New England Private Wealth Advisors Llc | 0.05% | 9,970 | $509,384 | $505,878 | -$3,506 | -0.69% | |
| Belpointe Asset Management Llc | 0.02% | 9,830 | $506,540 | $498,774 | -$7,766 | -1.53% | |
| Hrt Financial Lp | 0.00% | 9,193 | $473,000 | $466,453 | -$6,547 | -1.38% | |
| Nfsg Corp | 0.06% | 8,817 | $454,340 | $447,375 | -$6,965 | -1.53% | |
| Ponta Wealth Partners, Llc | 0.19% | 6,794 | $350,095 | $344,728 | -$5,367 | -1.53% | |
| Stifel Financial Corp | 0.00% | 6,151 | $316,961 | $312,102 | -$4,859 | -1.53% | |
| Valmark Advisers, Inc. | 0.00% | 6,100 | $314,333 | $309,514 | -$4,819 | -1.53% | |
| Garden State Investment Advisory Services Llc | 0.06% | 5,755 | $296,556 | $292,009 | -$4,547 | -1.53% | |
| Pfg Advisors | 0.01% | 5,495 | $283,133 | $278,816 | -$4,317 | -1.52% | |
| Summit Financial, Llc | 0.00% | 5,157 | $265,719 | $261,666 | -$4,053 | -1.53% | |
| Private Trust Co Na | 0.02% | 4,600 | $237,038 | $233,404 | -$3,634 | -1.53% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 3,920 | $201,998 | $198,901 | -$3,097 | -1.53% | |
| Osaic Holdings, Inc. | 0.00% | 2,476 | $127,588 | $125,632 | -$1,956 | -1.53% | |
| Parallel Advisors, Llc | 0.00% | 2,201 | $113,418 | $111,679 | -$1,739 | -1.53% | |
| Ifp Advisors, Inc | 0.00% | 1,122 | $57,817 | $56,930 | -$887 | -1.53% | |
| Allworth Financial Lp | 0.00% | 800 | $41,224 | $40,592 | -$632 | -1.53% | |
| Shp Wealth Management | 0.00% | 504 | $25,980 | $25,573 | -$407 | -1.57% | |
| Royal Bank Of Canada | 0.00% | 429 | $22,000 | $21,767 | -$233 | -1.06% | |
| Salem Investment Counselors Inc | 0.00% | 400 | $20,612 | $20,296 | -$316 | -1.53% | |
| Capital Analysts, Llc | 0.00% | 346 | $18,000 | $17,556 | -$444 | -2.47% | |
| Cwm, Llc | 0.00% | 326 | $15,907 | $16,541 | +$634 | +3.99% | |
| Ameritas Advisory Services, Llc | 0.00% | 215 | $11,079 | $10,909 | -$170 | -1.53% | |
| Roble, Belko & Company, Inc | 0.00% | 99 | $5,000 | $5,023 | +$23 | +0.47% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $10 | — | — | — |
Frequently asked questions about NIHI
Who are the largest institutional holders of NIHI?
The largest institutional holders of NIHI reported in the latest SEC Form 13F filings include Cascade Wealth Advisors, Inc, Private Advisor Group, Llc, Farther Finance Advisors, Llc, Mml Investors Services, Llc, and Madden Securities Corp. InsiderSet ranks institutional holders by their latest reported NIHI position.
What is NIHI institutional ownership?
This page tracks NIHI positions reported by institutional investment managers through SEC Form 13F. NEOS MSCI EAFE HIGH INCOME-U (NIHI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NIHI?
InsiderSet currently tracks 37 institutional managers reporting NIHI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of NIHI shareholders.
How much NIHI stock do institutions own?
Institutional investment managers disclosed approximately $36.75M in NIHI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NIHI institutional ownership last updated?
The latest NIHI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional NIHI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its NIHI position after the reporting date.
Are institutions buying or selling NIHI?
Institutional buying and selling can be analyzed by comparing NIHI positions across consecutive 13F reporting periods. InsiderSet's NIHI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NIHI ownership changes.
How has NIHI institutional ownership changed over time?
InsiderSet tracks NIHI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.