Neos S&P 500 High Income ETFSPYIETF
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 297 institutions reported holding Neos S&P 500 High Income ETF (SPYI) in their 13F filings, up 62 from Q2 2025. 78 opened new positions and 14 sold out. The largest holders were LPL Financial LLC ($120.3M), Gradient Investments LLC ($91.7M) and Stifel Financial Corp. ($32.0M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Neos S&P 500 High Income ETF
- Filed as
- NEOS ETF TRUST (Q3 2025)
- CUSIP
- 78433H303
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $98.5M |
| Exits | 14 | $4.2M |
All 13F filers, Q2 2025 → Q3 2025: 5,402,774 shares bought and 288,290 shares sold, net +5,114,484 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 297 holders
| LPL Financial LLC | 0.04% | Add +26.3% | 2,300,653 | $120.3M |
| Gradient Investments LLC | 1.53% | Add +5.0% | 1,752,971 | $91.7M |
| Stifel Financial Corp. | 0.03% | Add +7.9% | 611,938 | $32.0M |
| UBS Group AG | 0.01% | Add +32.3% | 592,650 | $31.0M |
| MML Investors Services, LLC | 0.08% | Add +149.5% | 574,751 | $30.1M |
| Royal Bank of Canada | 0.00% | Add +213.8% | 513,440 | $26.9M |
| Private Advisor Group, LLC | 0.12% | Add +10.3% | 470,511 | $24.6M |
| Howard Capital Management, LLC | 0.28% | New | 411,886 | $21.5M |
| Merit Financial Group, LLC | 0.20% | New | 409,522 | $21.4M |
| Second Half Financial Partners, LLC | 9.33% | Reduce -1.2% | 404,802 | $21.2M |
| MADDEN SECURITIES Corp | 5.67% | Add +204.1% | 352,855 | $18.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +310.4% | 352,525 | $18.4M |
| Cascade Wealth Advisors, Inc | 8.34% | Reduce -12.8% | 320,430 | $16.9M |
| Two Sigma Investments, LP | 0.03% | Add +51.1% | 311,500 | $16.3M |
| Cetera Investment Advisers | 0.02% | Add +91.9% | 275,218 | $14.4M |
| Kestra Advisory Services, LLC | 0.04% | Add +16.0% | 183,137 | $9.6M |
| International Assets Investment Management, LLC | 0.70% | Add +5.3% | 173,040 | $8.7M |
| Ausdal Financial Partners, Inc. | 0.42% | Add +12.8% | 166,492 | $8.7M |
| Independent Financial Group, LLC | 0.21% | Add +15.9% | 164,702 | $8.6M |
| Stratos Wealth Partners, LTD. | 0.10% | Add +70.3% | 159,777 | $8.4M |
| Prevail Innovative Wealth Advisors, LLC | 1.32% | New | 129,994 | $6.8M |
| Steele Capital Management, Inc. | 0.29% | Add +35.7% | 126,005 | $6.6M |
| Delta Investment Management, LLC | 1.15% | Add +58.6% | 122,925 | $6.4M |
| Brown Financial Advisors | 2.34% | Add +0.0% | 120,880 | $6.3M |
| Aventura Private Wealth, LLC | 2.29% | New | 118,629 | $6.2M |
| Mattson Financial Services, LLC | 1.48% | Add +4.7% | 118,511 | $6.2M |
| RiverTree Advisors, LLC | 3.84% | Add +11.0% | 114,543 | $6.0M |
| Summit Financial, LLC | 0.09% | New | 107,067 | $5.6M |
| Renaissance Technologies | 0.01% | Add +2.5% | 106,271 | $5.6M |
| Palacios Wealth Management, LLC | 3.64% | Add +65.2% | 105,636 | $5.5M |
| Teamwork Financial Advisors, LLC | 0.59% | Add +16.9% | 103,098 | $5.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +15.6% | 102,091 | $5.4M |
| Capital Investment Advisory Services, LLC | 0.42% | Add +39.9% | 100,506 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +31.6% | 100,315 | $5.2M |
| Chung Wu Investment Group, LLC | 4.28% | Add +32643.3% | 98,230 | $5.1M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +3.1% | 92,882 | $4.9M |
| Readystate Asset Management LP | 0.46% | Reduce -9.2% | 89,408 | $4.7M |
| Raymond James Financial Inc. | 0.00% | Add +470.5% | 88,982 | $4.7M |
| Osaic Holdings, Inc. | 0.01% | Add +88.0% | 86,004 | $4.5M |
| Jane Street Group, LLC | 0.01% | New | 83,492 | $4.4M |
| StoneCrest Wealth Management, Inc. | 1.87% | Add +2.8% | 81,527 | $4.3M |
| Fortis Group Advisors, LLC | 0.66% | New | 72,113 | $3.8M |
| Legacy Capital Wealth Partners, LLC | 0.82% | Add +146.4% | 71,934 | $3.8M |
| Waverly Advisors, LLC | 0.04% | Add +2.2% | 71,110 | $3.7M |
| IFG Advisory, LLC | 0.16% | Add +2.6% | 66,734 | $3.5M |
| RFG Advisory, LLC | 0.07% | Add +67.6% | 64,834 | $3.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -25.5% | 63,057 | $3.3M |
| NFSG Corp | 0.49% | Add +3.9% | 62,996 | $3.3M |
| Guardian Financial Partners, LLC | 1.37% | Add +18.5% | 62,112 | $3.2M |
| Garden State Investment Advisory Services LLC | 0.82% | Add +22.4% | 61,862 | $3.2M |
| PFG Investments, LLC | 0.17% | Reduce -5.1% | 61,510 | $3.2M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +121.8% | 61,480 | $3.2M |
| Belpointe Asset Management LLC | 0.12% | Add +367.8% | 59,573 | $3.1M |
| Capital Advisory Group Advisory Services, LLC | 0.95% | Add +193.0% | 58,562 | $3.1M |
| High Net Worth Advisory Group LLC | 0.73% | Add +7.5% | 57,905 | $3.0M |
| Kingsview Wealth Management, LLC | 0.05% | Add +160.4% | 57,439 | $3.0M |
| HBW Advisory Services LLC | 0.33% | Add +48.3% | 56,070 | $2.9M |
| Perennial Investment Advisors, LLC | 0.24% | Add +15.8% | 54,714 | $2.9M |
| Mutual Advisors, LLC | 0.06% | Add +38.0% | 54,116 | $2.8M |
| Triumph Capital Management | 0.74% | Add +217.9% | 52,601 | $2.8M |
| Arete Wealth Advisors, LLC | 0.17% | Add +44.8% | 51,710 | $2.7M |
| Smith, Moore & Co. | 0.20% | Add +3.9% | 50,061 | $2.6M |
| Apollon Wealth Management, LLC | 0.05% | Add +8.1% | 48,666 | $2.5M |
| Unique Wealth, LLC | 0.37% | Add +27.4% | 48,295 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Add +16.2% | 47,780 | $2.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.0% | 46,483 | $2.4M |
| Mariner, LLC | 0.00% | Add +27.1% | 46,465 | $2.4M |
| 3EDGE Asset Management, LP | 0.14% | New | 46,076 | $2.4M |
| Oppenheimer & Co. Inc. | 0.03% | Add +67.5% | 46,003 | $2.4M |
| Citadel Advisors | 0.00% | Reduce -41.7% | 44,969 | $2.4M |
| Owen LaRue, LLC | 0.86% | Add +1.9% | 41,952 | $2.2M |
| FSA Advisors, Inc. | 1.73% | Add +18.0% | 41,811 | $2.2M |
| Corient Private Wealth LP | 0.00% | Add +60.1% | 40,914 | $2.1M |
| Gainplan LLC | 0.89% | Add +1.2% | 39,956 | $2.1M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.3% | 39,623 | $2.1M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -3.8% | 39,433 | $2.1M |
| Ieq Capital, LLC | 0.01% | Add +3.1% | 39,166 | $2.0M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Add +2.8% | 38,242 | $2.0M |
| Cascade Investment Group, Inc. | 1.28% | Add +0.1% | 37,075 | $1.9M |
| Milestone Asset Management, LLC | 0.35% | Add +45.5% | 35,148 | $1.8M |
| Kaizen Financial Strategies | 0.83% | New | 35,049 | $1.8M |
| Paladin Wealth, LLC | 1.32% | Add +7.6% | 34,686 | $1.8M |
| Moloney Securities Asset Management, LLC | 0.21% | Add +1.1% | 34,367 | $1.8M |
| HRT Financial LP | 0.01% | New | 32,188 | $1.7M |
| Astoria Portfolio Advisors LLC. | 0.44% | Add +16.6% | 31,798 | $1.7M |
| Baird Financial Group, Inc. | 0.00% | Add +127.6% | 31,862 | $1.7M |
| Independent Advisor Alliance | 0.04% | Reduce -33.3% | 31,803 | $1.7M |
| Grantvest Financial Group LLC | 1.15% | Add +8.0% | 31,729 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | Add +6448.9% | 31,173 | $1.6M |
| Integrated Wealth Concepts LLC | 0.01% | Add +3.9% | 30,205 | $1.6M |
| A4 Wealth Advisors LLC | 1.30% | — | 29,480 | $1.5M |
| Snowden Capital Advisors LLC | 0.04% | Add +4.1% | 29,289 | $1.5M |
| Foundations Investment Advisors, LLC | 0.02% | Add +523.3% | 28,634 | $1.5M |
| Alpha Financial Partners LLC | 0.97% | Add +181.6% | 28,447 | $1.5M |
| Brown, Lisle/Cummings, Inc. | 0.38% | Reduce -3.3% | 28,200 | $1.5M |
| BlueStem Wealth Partners, LLC | 0.17% | Add +31.7% | 28,133 | $1.5M |
| Level Four Advisory Services, LLC | 0.05% | Add +31.1% | 26,998 | $1.4M |
| CAP Partners, LLC | 0.80% | Add +6.3% | 26,984 | $1.4M |
| PDS Planning, Inc | 0.10% | Add +8.6% | 26,928 | $1.4M |
| Centennial Bank | 0.54% | Add +36.5% | 26,321 | $1.4M |
| Stratos Wealth Advisors, LLC | 0.07% | Reduce -14.0% | 26,240 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +5.4% | 25,689 | $1.3M |
| Intrua Financial, LLC | 0.15% | Add +25.2% | 23,882 | $1.2M |
| Aspen Investment Management Inc | 0.48% | New | 23,880 | $1.2M |
| Brookstone Capital Management | 0.01% | Add +67.9% | 23,717 | $1.2M |
| Diversify Wealth Management, LLC | 0.07% | Add +20.2% | 22,809 | $1.2M |
| Sheets Smith Wealth Management | 0.14% | Add +4.5% | 22,984 | $1.2M |
| Bank of America Corp. | 0.00% | Add +0.5% | 22,187 | $1.2M |
| IHT Wealth Management, LLC | 0.03% | Add +4.8% | 22,184 | $1.2M |
| Wealth Alliance, LLC | 0.12% | New | 22,026 | $1.2M |
| Brookwood Investment Group LLC | 0.14% | Add +85.7% | 20,377 | $1.1M |
| Reyes Financial Architecture, Inc. | 0.72% | Add +17.7% | 20,335 | $1.1M |
| Compound Planning, Inc. | 0.03% | Add +1.7% | 20,111 | $1.1M |
| Jump Financial, LLC | 0.01% | Reduce -12.5% | 19,684 | $1.0M |
| Capital Planning LLC | 0.29% | Add +29.4% | 19,144 | $1.0M |
| Heck Capital Advisors, LLC | 0.08% | Add +17.2% | 19,075 | $998K |
| Key Client Fiduciary Advisors, LLC | 0.33% | Add +3.4% | 18,780 | $982K |
| Jupiter Wealth Management LLC | 0.44% | No change | 17,999 | $941K |
| WCG Wealth Advisors LLC | 0.06% | Add +28.6% | 17,888 | $936K |
| Discipline Wealth Solutions, LLC | 0.24% | New | 17,646 | $923K |
| Davies Financial Advisors, Inc. | 0.74% | New | 17,537 | $917K |
| CoreCap Advisors, LLC | 0.03% | Add +10.5% | 17,526 | $917K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +87.9% | 17,487 | $915K |
| Tactive Advisors, LLC | 0.26% | Add +14.2% | 17,416 | $911K |
| Claro Advisors Inc. | 0.13% | Add +1.2% | 17,118 | $895K |
| Harbour Investments, Inc. | 0.02% | Add +4.9% | 16,691 | $873K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +31.4% | 16,654 | $871K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 15,619 | $817K |
| Arkadios Wealth Advisors | 0.02% | Add +67.6% | 15,031 | $786K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +56.2% | 14,907 | $780K |
| Cresset Asset Management, LLC | 0.00% | New | 14,875 | $778K |
| Simplex Trading, LLC | 0.02% | New | 14,539 | $760K |
| Latitude Advisors, LLC | 0.35% | Add +7.9% | 14,502 | $758K |
| Avidian Wealth Enterprises, LLC | 0.03% | New | 14,338 | $750K |
| IFP Advisors, Inc | 0.02% | Add +9.6% | 14,254 | $745K |
| MBL Wealth, LLC | 0.06% | No change | 14,000 | $732K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 14,000 | $732K |
| Seaview Investment Managers LLC | 0.27% | Reduce -14.3% | 13,907 | $727K |
| Camarda Financial Advisors, LLC | 0.27% | Reduce -0.7% | 13,901 | $727K |
| Equitable Holdings, Inc. | 0.01% | Add +46.3% | 13,791 | $721K |
| Resurgent Financial Advisors LLC | 0.35% | New | 13,607 | $712K |
| Fiduciary Alliance LLC | 0.05% | New | 13,357 | $699K |
| NewEdge Wealth, LLC | 0.01% | No change | 12,753 | $671K |
| Capital Investment Advisors, LLC | 0.01% | New | 12,786 | $669K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.9% | 12,704 | $664K |
| StoneX Group Inc. | 0.03% | New | 12,704 | $664K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +4.7% | 12,672 | $663K |
| Stratos Investment Management, LLC | 0.03% | Add +8.5% | 12,240 | $640K |
| World Equity Group, Inc. | 0.14% | Reduce -19.4% | 12,046 | $630K |
| Janney Montgomery Scott LLC | 0.00% | Add +57.2% | 11,796 | $617K |
| Sheets Smith Investment Management | 0.40% | New | 11,729 | $613K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -11.1% | 11,432 | $598K |
| Cary Street Partners Financial LLC | 0.02% | Add +10.8% | 11,371 | $595K |
| ELCO Management Co., LLC | 0.30% | Add +8.9% | 11,025 | $577K |
| Triad Wealth Partners, LLC | 0.07% | Add +41.0% | 10,983 | $574K |
| PVG Asset Management Corp. | 2.11% | Reduce -16.8% | 10,953 | $573K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +2.9% | 10,931 | $572K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -16.9% | 10,149 | $531K |
| Money Concepts Capital Corp. | 0.03% | Reduce -1.1% | 10,138 | $530K |
| Brown Advisory Inc. | 0.00% | Add +3.6% | 10,106 | $529K |
| Plan Group Financial, LLC | 0.14% | New | 10,058 | $526K |
| Private Trust Co. NA | 0.05% | Add +37.4% | 9,839 | $515K |
| Traynor Capital Management, Inc. | 0.03% | Add +114.9% | 9,448 | $494K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -0.9% | 9,256 | $488K |
| Sigma Planning Corp | 0.01% | New | 9,320 | $487K |
| CWA Asset Management Group, LLC | 0.02% | Add +36.2% | 9,260 | $484K |
| Integrated Advisors Network LLC | 0.02% | New | 9,244 | $483K |
| Westbourne Investments, Inc. | 0.22% | Reduce -5.9% | 8,675 | $469K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 8,927 | $467K |
| Verus Capital Partners, LLC | 0.04% | New | 8,889 | $465K |
| Captrust Financial Advisors | 0.00% | Add +15.0% | 8,856 | $463K |
| Spinnaker Investment Group, LLC | 0.09% | Add +1.0% | 8,736 | $457K |
| Novak & Powell Financial Services, Inc. | 0.24% | Add +19.6% | 8,561 | $448K |
| Ameriprise Financial Inc. | 0.00% | New | 8,480 | $444K |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.2% | 8,373 | $438K |
| Lifestyle Asset Management, Inc. | 0.15% | New | 8,227 | $430K |
| Comerica Bank | 0.00% | Add +219.1% | 8,101 | $424K |
| Fortress Wealth Management, Inc. | 0.18% | Reduce -70.4% | 7,830 | $410K |
| Focus Partners Wealth | 0.00% | New | 7,826 | $409K |
| BCS Wealth Management | 0.09% | Add +2.7% | 7,793 | $408K |
| HighMark Wealth Management LLC | 0.18% | Add +89.7% | 7,780 | $407K |
| Atria Investments, Inc | 0.00% | Reduce -11.1% | 7,717 | $404K |
| Belvedere Trading LLC | 0.03% | New | 7,701 | $403K |
| Pasadena Private Wealth, LLC | 0.06% | Add +52.3% | 7,570 | $396K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -8.6% | 7,512 | $393K |
| Tme Financial, Inc. | 0.29% | Add +3.0% | 7,403 | $387K |
| Thoroughbred Financial Services, LLC | 0.02% | New | 7,267 | $380K |
| Strategic Financial Concepts, LLC | 0.06% | Add +41.8% | 7,260 | $380K |
| Bank of Montreal | 0.00% | New | 7,143 | $374K |
| Lido Advisors, LLC | 0.00% | Add +54.6% | 6,986 | $365K |
| Partners Wealth Management, LLC | 0.36% | New | 6,959 | $364K |
| Gateway Wealth Partners, LLC | 0.05% | Add +43.8% | 6,947 | $363K |
| Ergawealth Advisors, Inc. | 0.17% | New | 6,900 | $361K |
| Walkner Condon Financial Advisors LLC | 0.06% | No change | 6,865 | $359K |
| Allworth Financial LP | 0.00% | Reduce -37.4% | 6,807 | $356K |
| Camelot Portfolios, LLC | 0.21% | New | 6,803 | $356K |
| VestGen Advisors, LLC | 0.01% | No change | 6,769 | $354K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -1.4% | 6,749 | $353K |
| Morgan Stanley | 0.00% | Add +19.1% | 6,727 | $352K |
| Sonoma Allocations LLC | 0.13% | — | 6,641 | $345K |
| FSM Wealth Advisors, LLC | 0.05% | No change | 6,466 | $338K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -46.9% | 6,371 | $333K |
| PFG Advisors | 0.01% | Reduce -6.6% | 6,294 | $329K |
| DAVENPORT & Co LLC | 0.00% | Add +7.9% | 6,150 | $322K |
| PMG Family Office LLC | 0.36% | — | 6,082 | $318K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +36.5% | 6,022 | $315K |
| Journey Strategic Wealth LLC | 0.01% | New | 5,989 | $313K |
| Capital Wealth Alliance, LLC | 0.16% | New | 5,973 | $312K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +0.2% | 5,924 | $310K |
| Creative Planning | 0.00% | Add +8.1% | 5,889 | $308K |
| Cwm, LLC | 0.00% | Add +50.8% | 5,836 | $305K |
| Eclectic Associates Inc. | 0.06% | New | 5,760 | $301K |
| Forum Financial Management, LP | 0.00% | New | 5,752 | $301K |
| &partners | 0.00% | Add +11.9% | 5,710 | $299K |
| Financial & Tax Architects, LLC | 0.07% | Reduce -11.0% | 5,675 | $297K |
| Global Retirement Partners, LLC | 0.01% | Add +717.4% | 5,624 | $294K |
| Marshall & Sterling Wealth Advisors Inc. | 0.19% | New | 5,538 | $289K |
| Farther Finance Advisors, LLC | 0.00% | New | 5,491 | $287K |
| Insigneo Advisory Services, LLC | 0.02% | New | 5,453 | $285K |
| Guild Investment Management, Inc. | 0.23% | New | 5,440 | $285K |
| XTX Topco Ltd | 0.01% | New | 5,356 | $280K |
| Weaver Consulting Group | 0.07% | Reduce -0.6% | 5,342 | $279K |
| NewEdge Advisors, LLC | 0.00% | Add +23.2% | 5,212 | $273K |
| Mgo One Seven LLC | 0.01% | New | 5,128 | $268K |
| Facet Wealth, Inc. | 0.01% | Add +1.5% | 5,091 | $266K |
| AE Wealth Management LLC | 0.00% | Add +124.9% | 5,058 | $265K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 5,018 | $262K |
| Abel Hall, LLC | 0.11% | No change | 5,000 | $262K |
| Lewis Asset Management, LLC | 0.10% | New | 4,731 | $247K |
| Magnus Financial Group LLC | 0.02% | New | 4,644 | $243K |
| Quartz Partners, LLC | 0.09% | Reduce -21.0% | 4,639 | $243K |
| Montag A & Associates Inc. | 0.01% | Reduce -4.0% | 4,409 | $231K |
| Navis Wealth Advisors, LLC | 0.17% | New | 4,378 | $229K |
| Silverlake Wealth Management LLC | 0.06% | New | 4,351 | $228K |
| MCF Advisors LLC | 0.01% | Reduce -12.6% | 4,338 | $227K |
| Gill Capital Partners, LLC | 0.07% | No change | 4,325 | $226K |
| Naviter Wealth, LLC | 0.03% | Reduce -18.8% | 4,325 | $226K |
| Atlas Private Wealth Advisors | 0.05% | New | 4,180 | $219K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 4,146 | $217K |
| Berger Financial Group, Inc | 0.01% | New | 3,985 | $208K |
| Willner & Heller, LLC | 0.16% | Reduce -6.2% | 3,942 | $206K |
| Park Avenue Securities LLC | 0.00% | New | 3,932 | $206K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 3,932 | $206K |
| Redhawk Wealth Advisors, Inc. | 0.02% | New | 3,912 | $205K |
| Venture Visionary Partners LLC | 0.01% | New | 3,902 | $204K |
| Csenge Advisory Group | 0.01% | New | 3,865 | $202K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 3,831 | $200K |
| Group One Trading LLC | 0.00% | New | 2,623 | $137K |
| Sunbelt Securities, Inc. | 0.01% | Add +2854.1% | 2,511 | $131K |
| US Bancorp \de | 0.00% | No change | 2,505 | $131K |
| GHP Investment Advisors, Inc. | 0.01% | Add +21.9% | 2,453 | $128K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -81.1% | 2,215 | $116K |
| Medallion Wealth Advisors, LLC | 0.04% | Reduce -1.0% | 2,100 | $110K |
| UMB Bank, n.a. | 0.00% | No change | 2,016 | $105K |
| City State Bank | 0.03% | No change | 2,000 | $105K |
| Parallel Advisors, LLC | 0.00% | Add +29.5% | 1,974 | $103K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,800 | $94K |
| Geneos Wealth Management Inc. | 0.00% | Add +232.3% | 1,369 | $72K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,227 | $64K |
| Anfield Capital Management, LLC | 0.02% | No change | 1,086 | $57K |
| Tompkins Financial Corp. | 0.00% | No change | 1,062 | $56K |
| Activest Wealth Management | 0.01% | Add +154.8% | 986 | $52K |
| Vision Financial Markets LLC | 0.04% | Add +3.0% | 911 | $48K |
| Creative Financial Designs Inc. | 0.00% | Reduce -1.3% | 910 | $48K |
| Lanark Financial, Inc. | 0.00% | New | 850 | $44K |
| Capital Analysts, LLC | 0.00% | Add +0.1% | 770 | $40K |
| MAI Capital Management | 0.00% | No change | 650 | $34K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +3000.0% | 620 | $32K |
| BlackRock, Inc. | 0.00% | Reduce -81.1% | 598 | $31K |
| Pinnacle Bancorp, Inc. | 0.01% | New | 594 | $31K |
| Cloud Capital Management, LLC | 0.01% | New | 533 | $27K |
| Founders Financial Alliance, LLC | 0.00% | New | 456 | $24K |
| Murphy & Mullick Capital Management Corp | 0.01% | Add +75.0% | 350 | $18K |
| Pin Oak Investment Advisors Inc. | 0.01% | Add +292.0% | 294 | $15K |
| Roble, Belko & Company, Inc | 0.00% | Add +40.5% | 260 | $14K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 249 | $13K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 200 | $10K |
| Scarborough Advisors, LLC | 0.00% | New | 196 | $10K |
| Abound Wealth Management | 0.00% | New | 192 | $10K |
| Wells Fargo & Company | 0.00% | Reduce -81.0% | 132 | $7K |
| Assetmark, Inc. | 0.00% | Reduce -69.0% | 105 | $5K |
| Duncker Streett & Co. Inc. | 0.00% | New | 100 | $5K |
| Private Wealth Asset Management, LLC | 0.00% | New | 100 | $5K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 96 | $5K |
| Advisory Services Network, LLC | 0.00% | New | 85 | $4K |
| Highline Wealth Partners LLC | 0.00% | New | 60 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 37 | $2K |
| Bogart Wealth, LLC | 0.00% | Add +7.7% | 28 | $1K |
| Golden State Wealth Management, LLC | 0.00% | New | 18 | $951 |
| CENTRAL TRUST Co | 0.00% | New | 15 | $785 |
| Root Financial Partners, LLC | 0.00% | New | 7 | $366 |
| Mountain Hill Investment Partners Corp. | 0.00% | New | 5 | $270 |
| Guerra Advisors Inc | 0.00% | New | 5 | $255 |
| Robbins Farley | 0.00% | No change | 2 | $105 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -93.3% | 2 | $58 |
| Larson Financial Group LLC | 0.00% | Reduce -99.7% | 1 | $52 |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 1 | $52 |
"% 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.