Neos S&P 500 High Income ETFSPYIETF

13F holders, Q3 2025 (September 30)
297holders +62
78new positions
14sold out
2famous investors
$52.30avg. 13F price*

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

0100200300400500 Q1 2024: 83Q1 2024Q2 2024: 111Q2 2024Q3 2024: 135Q3 2024Q4 2024: 169Q4 2024Q1 2025: 193Q1 2025Q2 2025: 235Q2 2025Q3 2025: 297Q3 2025Q4 2025: 353Q4 2025Q1 2026: 396Q1 2026Q2 2026: 449Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions78$98.5M
Exits14$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.