NEOS Investment Management LLC

Position in GS — Goldman Sachs Group Inc

CIK 2001019 Westport, CT

Position in GS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$48,937,160

+$11,969,935 QoQ

Shares Held

48,387

+10.7% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#286

of 3,125 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

NEOS Investment Management LLC holds $134,032,626 across 5 Capital Markets names. GS ranks #1 (36.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	48,387	$48,937,160
2	MS	Morgan Stanley	194,970	$40,756,528
3	SCHW	Schwab Charles Corp	272,235	$25,119,123
4	HOOD	Robinhood Markets, Inc.	128,528	$12,888,787
5	IBKR	Interactive Brokers Group, Inc.	72,737	$6,331,028

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$48,937,160	48,387	+10.7%	Shares	Sole	2026-08-11
2026-03-31	$36,967,225	43,697	+7.1%	Shares	Sole	2026-05-15
2025-12-31	$35,864,079	40,801	+13.7%	Shares	Other	2026-02-17
2025-09-30	$28,567,463	35,873	+41.4%	Shares	Other	2025-11-07
2025-06-30	$17,956,324	25,371	+26.6%	Shares	Other	2025-08-13
2025-03-31	$10,949,290	20,043	+22.8%	Shares	Sole	2025-05-15
2024-12-31	$9,346,876	16,323	+30.0%	Shares	Sole	2025-02-12
2024-09-30	$6,218,086	12,559	+24.1%	Shares	Sole	2024-11-13
2024-06-30	$4,578,835	10,123	+41.9%	Shares	Sole	2024-08-14
2024-03-31	$2,980,218	7,135	-17.4%	Shares	Sole	2024-05-13
2023-12-31	$3,331,894	8,637	+13.0%	Shares	Sole	2024-02-13
2023-09-30	$2,474,015	7,646	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.