Neos S&P 500 High Income ETFSPYIETF
13F holders, Q4 2025 (December 31)353holders +56
68new positions
26sold out
2famous investors
$52.46avg. 13F price*
At the end of Q4 2025, 353 institutions reported holding Neos S&P 500 High Income ETF (SPYI) in their 13F filings, up 56 from Q3 2025. 68 opened new positions and 26 sold out. The largest holders were LPL Financial LLC ($164.9M), Gradient Investments LLC ($93.8M) and UBS Group AG ($55.4M). 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 (Q4 2025)
- CUSIP
- 78433H303
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $35.1M |
| Exits | 26 | $16.8M |
All 13F filers, Q3 2025 → Q4 2025: 5,293,593 shares bought and 939,464 shares sold, net +4,354,129 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 353 holders
| LPL Financial LLC | 0.05% | Add +36.5% | 3,139,873 | $164.9M |
| Gradient Investments LLC | 1.49% | Add +1.8% | 1,785,248 | $93.8M |
| UBS Group AG | 0.01% | Add +77.9% | 1,054,374 | $55.4M |
| Royal Bank of Canada | 0.01% | Add +80.6% | 927,241 | $48.7M |
| MML Investors Services, LLC | 0.08% | Add +12.3% | 645,689 | $33.9M |
| Stifel Financial Corp. | 0.03% | Reduce -1.7% | 601,401 | $31.6M |
| Private Advisor Group, LLC | 0.13% | Add +16.0% | 545,741 | $28.7M |
| Howard Capital Management, LLC | 0.31% | Add +10.1% | 453,565 | $23.8M |
| Raymond James Financial Inc. | 0.01% | Add +399.7% | 444,643 | $23.4M |
| MADDEN SECURITIES Corp | 6.82% | Add +20.7% | 426,007 | $22.4M |
| Merit Financial Group, LLC | 0.18% | Add +3.9% | 425,441 | $22.3M |
| Second Half Financial Partners, LLC | 9.44% | No change | 404,802 | $21.3M |
| Cetera Investment Advisers | 0.02% | Add +42.7% | 392,858 | $20.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -3.2% | 341,303 | $17.9M |
| Cascade Wealth Advisors, Inc | 8.04% | Add +3.0% | 329,951 | $17.4M |
| URS Advisory LLC | 11.25% | — | 257,712 | $13.5M |
| Aventura Private Wealth, LLC | 4.54% | Add +102.8% | 240,530 | $12.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +229.9% | 208,039 | $10.9M |
| Kestra Advisory Services, LLC | 0.04% | Add +12.5% | 206,047 | $10.8M |
| Independent Financial Group, LLC | 0.24% | Add +22.2% | 201,235 | $10.6M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +91.1% | 191,684 | $10.1M |
| Stratos Wealth Partners, LTD. | 0.11% | Add +14.5% | 182,960 | $9.6M |
| Ausdal Financial Partners, Inc. | 0.44% | Add +8.5% | 180,663 | $9.5M |
| Teamwork Financial Advisors, LLC | 1.00% | Add +73.3% | 178,663 | $9.4M |
| Summit Financial, LLC | 0.13% | Add +59.3% | 170,596 | $9.0M |
| Steele Capital Management, Inc. | 0.36% | Add +27.1% | 160,190 | $8.4M |
| SageGuard Financial Group, LLC | 1.29% | — | 154,528 | $8.1M |
| Capital Investment Advisory Services, LLC | 0.57% | Add +53.8% | 154,527 | $8.1M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +58.5% | 147,240 | $7.7M |
| Mgo One Seven LLC | 0.15% | Add +2629.2% | 139,954 | $7.4M |
| Prevail Innovative Wealth Advisors, LLC | 1.27% | Add +4.2% | 135,402 | $7.1M |
| Brown Financial Advisors | 2.32% | Reduce -0.3% | 120,573 | $6.3M |
| Chung Wu Investment Group, LLC | 5.13% | Add +21.6% | 119,460 | $6.3M |
| Foguth Wealth Management, LLC. | 0.96% | — | 118,184 | $6.2M |
| Apollon Wealth Management, LLC | 0.10% | Add +135.5% | 114,601 | $6.0M |
| Mattson Financial Services, LLC | 1.39% | Reduce -4.3% | 113,435 | $6.0M |
| RiverTree Advisors, LLC | 3.73% | Reduce -2.8% | 111,339 | $5.8M |
| Indivisible Partners | 0.63% | — | 110,951 | $5.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +7.2% | 109,483 | $5.8M |
| Independence Wealth Advisors, LLC | 3.04% | — | 102,789 | $5.4M |
| Delta Investment Management, LLC | 0.93% | Reduce -17.1% | 101,971 | $5.4M |
| Osaic Holdings, Inc. | 0.01% | Add +16.2% | 99,914 | $5.2M |
| Renaissance Technologies | 0.01% | Reduce -8.4% | 97,300 | $5.1M |
| Kingsview Wealth Management, LLC | 0.07% | Add +61.1% | 92,562 | $4.9M |
| StoneCrest Wealth Management, Inc. | 1.96% | Add +13.5% | 92,527 | $4.9M |
| Marshall & Sterling Wealth Advisors Inc. | 2.95% | Add +1436.3% | 85,083 | $4.5M |
| Belpointe Asset Management LLC | 0.16% | Add +38.1% | 82,246 | $4.3M |
| HBW Advisory Services LLC | 0.46% | Add +43.1% | 80,260 | $4.2M |
| High Net Worth Advisory Group LLC | 0.96% | Add +37.6% | 79,680 | $4.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +69.2% | 78,664 | $4.1M |
| NFSG Corp | 0.63% | Add +23.3% | 77,660 | $4.1M |
| RFG Advisory, LLC | 0.08% | Add +18.9% | 77,081 | $4.0M |
| Legacy Capital Wealth Partners, LLC | 0.86% | Add +5.8% | 76,078 | $4.0M |
| Waverly Advisors, LLC | 0.03% | Add +6.3% | 75,565 | $4.0M |
| Capital Advisory Group Advisory Services, LLC | 1.16% | Add +27.8% | 74,828 | $3.9M |
| Fortis Group Advisors, LLC | 0.64% | Add +0.1% | 72,179 | $3.8M |
| International Assets Investment Management, LLC | 0.25% | Reduce -59.1% | 70,825 | $3.7M |
| Investment Partners Asset Management, Inc. | 2.31% | New | 70,535 | $3.7M |
| Perennial Investment Advisors, LLC | 0.29% | Add +28.6% | 70,386 | $3.7M |
| Mutual Advisors, LLC | 0.08% | Add +24.5% | 67,387 | $3.5M |
| IFG Advisory, LLC | 0.15% | Reduce -1.5% | 65,720 | $3.5M |
| FSA Advisors, Inc. | 2.39% | Add +56.5% | 65,438 | $3.4M |
| PFG Investments, LLC | 0.16% | Add +4.0% | 63,995 | $3.4M |
| Garden State Investment Advisory Services LLC | 0.80% | Add +3.0% | 63,745 | $3.3M |
| Ameritas Advisory Services, LLC | 0.12% | Add +732.3% | 62,525 | $3.3M |
| Unique Wealth, LLC | 0.42% | Add +17.5% | 56,758 | $3.0M |
| Sowell Financial Services LLC | 0.11% | New | 56,501 | $3.0M |
| Guardian Financial Partners, LLC | 1.25% | Reduce -9.1% | 56,467 | $3.0M |
| Aspen Investment Management Inc | 0.88% | Add +133.3% | 55,710 | $2.9M |
| Cary Street Partners Financial LLC | 0.07% | Add +388.9% | 55,598 | $2.9M |
| Arete Wealth Advisors, LLC | 0.20% | Add +5.4% | 54,488 | $2.9M |
| Palacios Wealth Management, LLC | 2.13% | Reduce -49.9% | 52,909 | $2.8M |
| Owen LaRue, LLC | 1.06% | Add +26.0% | 52,857 | $2.8M |
| Range Advisory, LLC | 0.72% | — | 52,800 | $2.8M |
| Triumph Capital Management | 0.60% | Reduce -0.3% | 52,443 | $2.8M |
| HighTower Advisors, LLC | 0.00% | Add +9.5% | 52,314 | $2.7M |
| Astoria Portfolio Advisors LLC. | 0.62% | Add +66.6% | 52,981 | $2.7M |
| Fullerton Advisors, LLC | 2.64% | — | 50,400 | $2.6M |
| 3EDGE Asset Management, LP | 0.14% | Add +8.6% | 50,043 | $2.6M |
| AE Wealth Management LLC | 0.01% | Add +885.4% | 49,840 | $2.6M |
| Smith, Moore & Co. | 0.19% | Reduce -4.5% | 47,800 | $2.5M |
| Gainplan LLC | 0.92% | Add +17.3% | 46,847 | $2.5M |
| Lifeworks Advisors, LLC | 0.32% | New | 46,805 | $2.5M |
| Citadel Advisors | 0.00% | Add +0.9% | 45,391 | $2.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +13.7% | 45,040 | $2.4M |
| Brookstone Capital Management | 0.03% | Add +82.3% | 43,225 | $2.3M |
| Mariner, LLC | 0.00% | Reduce -7.2% | 43,099 | $2.3M |
| Milestone Asset Management, LLC | 0.42% | Add +21.1% | 42,558 | $2.2M |
| Corient Private Wealth LP | 0.00% | No change | 40,914 | $2.1M |
| Sigma Planning Corp | 0.06% | Add +335.9% | 40,621 | $2.1M |
| MAI Capital Management | 0.01% | Add +6110.0% | 40,365 | $2.1M |
| Grantvest Financial Group LLC | 1.35% | Add +26.3% | 40,086 | $2.1M |
| Ieq Capital, LLC | 0.01% | Add +2.0% | 39,954 | $2.1M |
| Lee Johnson Capital Management, LLC | 0.71% | New | 39,534 | $2.1M |
| Paladin Wealth, LLC | 1.41% | Add +13.2% | 39,246 | $2.1M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -15.5% | 38,865 | $2.0M |
| Thompson David Blair | 1.16% | — | 38,624 | $2.0M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Add +0.3% | 38,377 | $2.0M |
| Verus Capital Partners, LLC | 0.13% | Add +330.6% | 38,273 | $2.0M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +18.0% | 72,527 | $2.0M |
"% 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.