Neos S&P 500 High Income ETFSPYIETF
13F holders, Q2 2026 (June 30)449holders +53
84new positions
24sold out
3famous investors
$53.06avg. 13F price*
At the end of Q2 2026, 449 institutions reported holding Neos S&P 500 High Income ETF (SPYI) in their 13F filings, up 53 from Q1 2026. 84 opened new positions and 24 sold out. The largest holders were LPL Financial LLC ($279.1M), Royal Bank of Canada ($66.1M) and Gradient Investments LLC ($57.4M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Neos S&P 500 High Income ETF
- Filed as
- NEOS ETF TRUST (Q2 2026)
- CUSIP
- 78433H303
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 84 | $78.4M |
| Exits | 24 | $16.1M |
All 13F filers, Q1 2026 → Q2 2026: 7,062,353 shares bought and 1,277,515 shares sold, net +5,784,838 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 449 holders
| LPL Financial LLC | 0.06% | Add +22.2% | 5,257,356 | $279.1M |
| Royal Bank of Canada | 0.01% | Add +17.2% | 1,244,337 | $66.1M |
| Gradient Investments LLC | 0.79% | Add +4.3% | 1,080,581 | $57.4M |
| UBS Group AG | 0.01% | Add +10.4% | 1,033,664 | $54.9M |
| Foguth Wealth Management, LLC. | 6.10% | Reduce -16.7% | 1,010,999 | $53.6M |
| Howard Capital Management, LLC | 0.63% | Add +90.0% | 998,615 | $53.0M |
| MML Investors Services, LLC | 0.10% | Add +77.5% | 882,849 | $46.9M |
| Cetera Investment Advisers | 0.04% | Add +45.7% | 782,148 | $41.5M |
| Raymond James Financial Inc. | 0.01% | Add +60.1% | 736,415 | $39.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +62.9% | 709,315 | $37.7M |
| Private Advisor Group, LLC | 0.17% | Add +14.2% | 685,569 | $36.4M |
| Stifel Financial Corp. | 0.03% | Reduce -2.5% | 671,989 | $35.7M |
| MADDEN SECURITIES Corp | 7.85% | Reduce -0.8% | 532,284 | $28.3M |
| Second Half Financial Partners, LLC | 8.81% | No change | 404,802 | $21.5M |
| Merit Financial Group, LLC | 0.13% | Add +1.7% | 387,889 | $20.6M |
| Cascade Wealth Advisors, Inc | 7.30% | Reduce -1.5% | 335,192 | $18.2M |
| Aventura Private Wealth, LLC | 4.90% | Add +8.1% | 300,791 | $16.0M |
| Stratos Wealth Partners, LTD. | 0.15% | Add +28.6% | 279,886 | $14.9M |
| Kestra Advisory Services, LLC | 0.05% | Add +25.2% | 279,801 | $14.9M |
| Farther Finance Advisors, LLC | 0.11% | Add +5.1% | 275,302 | $14.6M |
| Summit Financial, LLC | 0.16% | Add +15.4% | 269,510 | $14.3M |
| URS Advisory LLC | 7.75% | Reduce -2.3% | 262,126 | $13.9M |
| Capital Investment Advisory Services, LLC | 0.81% | Add +7.3% | 246,423 | $13.1M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +12.5% | 228,907 | $12.2M |
| Prevail Innovative Wealth Advisors, LLC | 1.74% | Add +39.4% | 220,325 | $11.7M |
| Ausdal Financial Partners, Inc. | 0.45% | Add +5.7% | 214,677 | $11.4M |
| Marshall & Sterling Wealth Advisors Inc. | 6.05% | Add +11.5% | 192,330 | $10.2M |
| Baker Avenue Asset Management, LP | 0.19% | New | 192,104 | $10.2M |
| Independent Financial Group, LLC | 0.19% | Add +9.7% | 190,508 | $10.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +29.8% | 189,492 | $10.1M |
| Centurion Wealth Management LLC | 2.40% | Reduce -10.1% | 189,234 | $10.0M |
| HUB Investment Partners, LLC | 0.18% | Add +14.3% | 184,923 | $9.8M |
| Indivisible Partners | 0.54% | Reduce -2.2% | 180,638 | $9.6M |
| Sentinel Advisory Group, LLC | 3.78% | Add +14.8% | 174,303 | $9.3M |
| Mgo One Seven LLC | 0.15% | Add +3.4% | 174,104 | $9.2M |
| Steele Capital Management, Inc. | 0.34% | Add +7.2% | 173,620 | $9.2M |
| Apollon Wealth Management, LLC | 0.11% | Add +12.6% | 163,661 | $8.7M |
| Ameritas Advisory Services, LLC | 0.17% | Add +157.1% | 162,264 | $8.6M |
| Chung Wu Investment Group, LLC | 5.48% | Add +9.9% | 157,085 | $8.3M |
| Teamwork Financial Advisors, LLC | 0.78% | Add +5.7% | 156,863 | $8.3M |
| Choreo, LLC | 0.08% | Add +17.9% | 143,372 | $7.6M |
| Osaic Holdings, Inc. | 0.01% | Add +140.2% | 142,802 | $7.6M |
| SageGuard Financial Group, LLC | 1.02% | Add +4.4% | 136,997 | $7.3M |
| RiverTree Advisors, LLC | 4.29% | Add +7.0% | 136,699 | $7.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +14.2% | 133,021 | $7.1M |
| Lee Johnson Capital Management, LLC | 2.21% | Reduce -25.5% | 132,860 | $7.1M |
| Belpointe Asset Management LLC | 0.23% | Add +28.2% | 132,336 | $7.0M |
| SteelPeak Wealth, LLC | 0.18% | Add +3.0% | 131,458 | $7.0M |
| Delta Investment Management, LLC | 1.12% | Add +16.2% | 127,799 | $6.8M |
| Legacy Capital Wealth Partners, LLC | 1.28% | New | 125,918 | $6.7M |
| Baird Financial Group, Inc. | 0.01% | Add +12.8% | 124,998 | $6.6M |
| Citadel Advisors | 0.00% | New | 124,338 | $6.6M |
| Palacios Wealth Management, LLC | 3.82% | Add +11.6% | 121,703 | $6.5M |
| Principal Financial Group Inc. | 0.00% | Add +126.7% | 119,170 | $6.3M |
| Independence Wealth Advisors, LLC | 3.04% | Add +7.1% | 114,083 | $6.1M |
| Prota Financial, LLC | 3.76% | Add +4.8% | 107,522 | $5.7M |
| Kingsview Wealth Management, LLC | 0.07% | Add +11.8% | 106,382 | $5.6M |
| Capital Investment Advisors, LLC | 0.07% | Add +158.8% | 106,146 | $5.6M |
| Sound Income Strategies, LLC | 0.24% | Add +16.3% | 101,441 | $5.4M |
| HBW Advisory Services LLC | 0.49% | Add +5.3% | 101,141 | $5.4M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +10.5% | 100,668 | $5.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +88.2% | 100,642 | $5.3M |
| Foundations Investment Advisors, LLC | 0.05% | Add +87.6% | 98,800 | $5.2M |
| Waverly Advisors, LLC | 0.03% | Reduce -7.4% | 97,716 | $5.2M |
| RFG Advisory, LLC | 0.08% | Add +15.6% | 95,913 | $5.1M |
| Integrated Wealth Concepts LLC | 0.03% | Add +81.5% | 94,238 | $5.0M |
| StoneCrest Wealth Management, Inc. | 1.59% | Add +0.9% | 93,799 | $5.0M |
| Centennial Bank | 1.60% | Add +4.8% | 93,793 | $5.0M |
| Milestone Asset Management, LLC | 0.78% | Add +48.1% | 92,873 | $4.9M |
| Fullerton Advisors, LLC | 4.54% | Add +75.9% | 91,450 | $4.9M |
| IHT Wealth Management, LLC | 0.10% | Add +67.5% | 91,312 | $4.8M |
| HighTower Advisors, LLC | 0.00% | Add +51.5% | 91,033 | $4.8M |
| PSI Advisors, LLC | 1.10% | Add +1891.7% | 89,348 | $4.7M |
| Astoria Portfolio Advisors LLC. | 0.79% | Add +34.5% | 88,007 | $4.7M |
| Mutual Advisors, LLC | 0.08% | Add +26.7% | 84,280 | $4.5M |
| PFG Investments, LLC | 0.17% | Add +25.7% | 83,370 | $4.4M |
| High Net Worth Advisory Group LLC | 0.94% | Add +2.1% | 83,224 | $4.4M |
| Perennial Investment Advisors, LLC | 0.29% | Add +5.7% | 82,636 | $4.4M |
| Truist Financial Corp. | 0.01% | Add +51.0% | 82,351 | $4.4M |
| NFSG Corp | 0.54% | Add +3.0% | 82,075 | $4.4M |
| Mid-American Wealth Advisory Group, Inc. | 1.53% | New | 79,478 | $4.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +21.8% | 76,450 | $4.1M |
| Gainplan LLC | 1.60% | Add +23.0% | 76,379 | $4.1M |
| Garden State Investment Advisory Services LLC | 0.77% | Reduce -1.2% | 73,821 | $3.9M |
| International Assets Investment Management, LLC | 0.23% | Reduce -2.3% | 73,396 | $3.9M |
| Investment Partners Asset Management, Inc. | 2.15% | Add +0.4% | 72,695 | $3.9M |
| Navis Wealth Advisors, LLC | 1.44% | Add +800.0% | 71,307 | $3.8M |
| FSA Advisors, Inc. | 1.74% | Add +1.0% | 71,293 | $3.8M |
| IFG Advisory, LLC | 0.13% | New | 71,262 | $3.8M |
| West Michigan Advisors, LLC | 0.72% | Add +56.6% | 71,133 | $3.8M |
| Capital Planning LLC | 1.09% | Add +131.2% | 70,710 | $3.8M |
| AE Wealth Management LLC | 0.02% | Add +0.5% | 69,674 | $3.7M |
| Moran Wealth Management, LLC | 0.10% | Add +31.6% | 68,153 | $3.6M |
| Owen LaRue, LLC | 1.22% | Add +3.1% | 66,088 | $3.5M |
| World Investment Advisors | 0.06% | Add +6.8% | 69,749 | $3.5M |
| Range Advisory, LLC | 0.41% | Add +19.5% | 65,020 | $3.5M |
| Oppenheimer & Co. Inc. | 0.04% | Add +41.4% | 64,972 | $3.4M |
| Mariner, LLC | 0.00% | Add +16.0% | 62,351 | $3.3M |
| Park Avenue Securities LLC | 0.02% | Add +18.7% | 61,724 | $3.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +48.1% | 60,727 | $3.2M |
"% of holder's portfolio" is SPYI's weight in each manager's 13F, not the share of Neos S&P 500 High Income ETF the manager owns.