Cambridge Investment Research Advisors
BTCI

Cambridge Investment Research Advisors’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

Cambridge Investment Research Advisors’s Portfolio BTCI Stock Details BTCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$440K Buy
16,399
+7,795
+91% +$261K ﹤0.01% 3087
2026
Q1 		$282K Buy
8,604
+2,402
+39% +$90.3K ﹤0.01% 3343
2025
Q4 		$273K Buy
+6,202
New +$319K ﹤0.01% 3295

Other funds holding BTCI

MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
CPL
CAP Partners LLC Franklin, Tennessee $204M AUM 21.73% 1-Year Est. Return
FA
Fullerton Advisors Danville, California $107M AUM
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cambridge Investment Research Advisors's BTCI Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its NEOS Bitcoin High Income ETF (BTCI) stake by 91% in Q2 2026, buying an estimated $261K and bringing the position to 16,399 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #3087.

Cambridge Investment Research Advisors first reported a position in BTCI in Q4 2025 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold BTCI as of Q2 2026.

  • Cambridge Investment Research Advisors held 16,399 shares of NEOS Bitcoin High Income ETF worth $440K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 7,795 NEOS Bitcoin High Income ETF shares in Q2 2026, an estimated $261K.
  • NEOS Bitcoin High Income ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3087 holding.
  • Cambridge Investment Research Advisors first reported a position in NEOS Bitcoin High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.