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NEOS S&P 500 High Income ETF (SPYI) Institutional Ownership

NEOS S&P 500 High Income ETF logo
$52.42 +1.77 (+3.50%)
Closing price 10/3/2025 03:59 PM Eastern
Extended Trading
$52.42 +0.00 (+0.01%)
As of 10/3/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for NEOS S&P 500 High Income ETF (BATS:SPYI)

Number of
Institutional Buyers
(last 12 months)
198
Total
Institutional Inflows
(last 12 months)
$726.20M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$465.67M
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SPYI Institutional Buying and Selling by Quarter

NEOS S&P 500 High Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/26/2025Corient Private Wealth LLC25,549$1.29M0.0%N/A0.031%
9/2/2025PVG Asset Management Corp13,163$662K2.3%N/A0.016%
8/27/2025Orion Porfolio Solutions LLC90,042$4.53M0.0%+6.6%0.109%
8/19/2025Newbridge Financial Services Group Inc.60,639$3.05M0.5%+8.0%0.073%
8/18/2025Tactive Advisors LLC15,257$768K0.2%N/A0.018%
8/15/2025Brown Financial Advisors120,855$6.08M2.4%-1.8%0.146%
8/15/2025Corient Private Wealth LLC25,548$1.29M0.0%N/A0.031%
8/15/2025Captrust Financial Advisors7,702$388K0.0%N/A0.009%
8/15/2025Snowden Capital Advisors LLC28,124$1.42M0.0%+357.7%0.034%
8/15/2025Orion Porfolio Solutions LLC11,683$588K0.0%-86.2%0.014%
8/15/2025MML Investors Services LLC230,323$11.59M0.0%+11.6%0.279%
8/15/2025Great Valley Advisor Group Inc.12,858$647K0.0%+9.7%0.016%
8/15/2025Garden State Investment Advisory Services LLC50,519$2.54M0.6%+672.6%0.061%
8/15/2025Bank of America Corp DE22,077$1.11M0.0%+194.7%0.027%
8/14/2025MGB Wealth Management LLC2,502$126K0.0%N/A0.003%
8/14/2025Camarda Financial Advisors LLC13,999$704K0.3%+6.3%0.017%
8/14/2025Jupiter Wealth Management LLC17,999$932K0.5%-5.3%0.022%
8/14/2025Ausdal Financial Partners Inc.147,662$7.43M0.5%+41.3%0.179%
8/14/2025Raymond James Financial Inc.15,596$785K0.0%N/A0.019%
8/14/2025Diversify Wealth Management LLC18,971$980K0.1%+11.8%0.023%
8/14/2025Ieq Capital LLC38,000$1.91M0.0%N/A0.046%
8/14/2025NewEdge Advisors LLC4,230$213K0.0%+106.5%0.005%
8/14/2025Cary Street Partners Financial LLC10,258$516K0.0%-34.6%0.012%
8/13/2025Jump Financial LLC22,492$1.13M0.0%N/A0.027%
8/13/2025Financial & Tax Architects LLC6,378$321K0.1%N/A0.008%
8/13/2025Seaview Investment Managers LLC16,224$816K0.2%+5.6%0.020%
8/13/2025Gateway Wealth Partners LLC4,830$243K0.0%N/A0.006%
8/13/2025Baird Financial Group Inc.14,000$704K0.0%N/A0.017%
8/13/2025EverSource Wealth Advisors LLC1,800$91K0.0%N/A0.002%
8/13/2025WCG Wealth Advisors LLC13,905$700K0.0%N/A0.017%
8/13/2025Smith Moore & CO.48,176$2.42M0.2%-16.0%0.058%
8/13/2025VestGen Advisors LLC6,769$341K0.0%N/A0.008%
8/13/2025Lido Advisors LLC4,518$227K0.0%N/A0.005%
8/13/2025Legacy Capital Wealth Partners LLC29,190$1.47M0.3%N/A0.035%
8/13/2025Level Four Advisory Services LLC20,596$1.04M0.0%N/A0.025%
8/13/2025Northwestern Mutual Wealth Management Co.42,648$2.15M0.0%+291.3%0.052%
8/12/2025J.W. Cole Advisors Inc.27,719$1.40M0.0%+313.8%0.034%
8/12/2025Weaver Consulting Group5,373$270K0.1%-66.2%0.007%
8/11/2025Perennial Investment Advisors LLC47,252$2.38M0.2%+787.0%0.057%
8/8/2025Rockefeller Capital Management L.P.40,963$2.06M0.0%-13.5%0.050%
8/8/2025Kingsview Wealth Management LLC22,058$1.11M0.0%+104.1%0.027%
8/8/2025Avantax Advisory Services Inc.50,376$2.54M0.0%+39.5%0.061%
8/8/2025Cetera Investment Advisers143,390$7.22M0.0%+20.9%0.174%
8/8/2025Creative Planning5,447$274K0.0%-25.8%0.007%
8/8/2025Foundations Investment Advisors LLC4,594$231K0.0%N/A0.006%
8/8/2025Intrua Financial LLC19,078$960K0.1%+76.8%0.023%
8/8/2025PNC Financial Services Group Inc.11,715$589K0.0%+4.5%0.014%
8/7/2025Montag A & Associates Inc.4,592$231K0.0%+43.4%0.006%
8/7/2025Allworth Financial LP10,872$547K0.0%+272.1%0.013%
8/7/2025PFG Advisors6,739$339K0.0%+10.3%0.008%
8/6/2025AE Wealth Management LLC2,249$113K0.0%-15.4%0.003%
8/6/2025Walkner Condon Financial Advisors LLC6,865$345K0.1%+41.1%0.008%
8/5/2025TME Financial Inc.7,184$361K0.3%+3.1%0.009%
8/5/2025Claro Advisors LLC16,918$851K0.1%-39.4%0.020%
8/5/2025Milestone Asset Management LLC24,157$1.22M0.3%+56.2%0.029%
8/5/2025Strategic Financial Concepts LLC5,120$248K0.0%N/A0.006%
8/5/2025GHP Investment Advisors Inc.2,013$101K0.0%+26.4%0.002%
8/4/2025IFG Advisory LLC65,023$3.27M0.2%+29.3%0.079%
8/4/2025Atria Investments Inc8,681$437K0.0%+82.1%0.011%
8/4/2025Arkadios Wealth Advisors8,966$451K0.0%+75.6%0.011%
8/4/2025Flagship Harbor Advisors LLC9,541$480K0.0%+3.6%0.012%
8/4/2025ELCO Management Co. LLC10,125$509K0.3%+5.2%0.012%
8/1/2025FSA Advisors Inc.35,442$1.78M1.4%+70.1%0.043%
8/1/2025Facet Wealth Inc.5,016$255K0.0%N/A0.006%
8/1/2025Brookwood Investment Group LLC10,974$552K0.1%+47.2%0.013%
8/1/2025Pasadena Private Wealth LLC4,970$250K0.0%+17.5%0.006%
8/1/2025Ashton Thomas Private Wealth LLC4,146$209K0.0%N/A0.005%
8/1/2025Delta Investment Management LLC77,506$3.90M0.7%+4.8%0.094%
8/1/2025Envestnet Asset Management Inc.85,890$4.32M0.0%+110.2%0.104%
7/31/2025Oppenheimer Asset Management Inc.12,675$638K0.0%+9.4%0.015%
7/31/2025Guardian Financial Partners LLC52,401$2.64M1.2%+6.0%0.063%
7/31/2025City State Bank2,000$101K0.0%+100.0%0.002%
7/31/2025Moloney Securities Asset Management LLC33,988$1.71M0.2%+25.3%0.041%
7/31/2025CAP Partners LLC25,394$1.28M0.8%+4.0%0.031%
7/31/2025FSM Wealth Advisors LLC6,466$327K0.1%N/A0.008%
7/31/2025Gill Capital Partners LLC4,325$218K0.1%N/A0.005%
7/30/2025Brookstone Capital Management14,129$711K0.0%+165.3%0.017%
7/29/2025International Assets Investment Management LLC164,380$8.27M0.4%+5.9%0.199%
7/29/2025Stratos Wealth Partners LTD.93,828$4.72M0.1%+33.4%0.114%
7/29/2025Stratos Wealth Advisors LLC30,503$1.54M0.1%+1.0%0.037%
7/29/2025Private Trust Co. NA7,160$360K0.0%+24.2%0.009%
7/29/2025Mattson Financial Services LLC113,215$5.70M1.5%+0.5%0.137%
7/29/2025Latitude Advisors LLC13,437$676K0.3%+123.4%0.016%
7/28/2025Mutual Advisors LLC39,217$2.00M0.1%+8.3%0.047%
7/28/2025Harbour Investments Inc.15,911$801K0.0%-6.7%0.019%
7/28/2025RFG Advisory LLC38,675$1.95M0.0%-13.9%0.047%
7/28/2025Naviter Wealth LLC5,325$268K0.0%-8.7%0.006%
7/25/2025Atria Wealth Solutions Inc.22,606$1.14M0.0%-50.4%0.027%
7/25/2025Astoria Portfolio Advisors LLC.27,263$1.39M0.4%+100.1%0.033%
7/25/2025Alpha Financial Partners LLC10,101$508K0.4%N/A0.012%
7/25/2025Second Half Financial Partners LLC409,806$20.62M9.7%+0.6%0.496%
7/25/2025CWM LLC3,871$195K0.0%+54.2%0.005%
7/25/2025Concurrent Investment Advisors LLC9,306$468K0.0%N/A0.011%
7/25/2025Apollon Wealth Management LLC45,002$2.27M0.0%+45.3%0.054%
7/24/2025PDS Planning Inc24,805$1.25M0.1%+11.3%0.030%
7/24/2025Leo Wealth LLC9,799$493K0.0%N/A0.012%
7/23/2025RiverTree Advisors LLC103,203$5.19M3.5%+172.2%0.125%
7/23/2025Gainplan LLC39,477$1.99M0.9%+9.6%0.048%
7/23/2025Abel Hall LLC5,000$252K0.1%N/A0.006%
7/23/2025Kingswood Wealth Advisors LLC12,107$609K0.0%+11.4%0.015%
(Data available from 1/1/2016 forward)

SPYI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPYI shares?

During the previous two years, 215 institutional investors and hedge funds held shares of NEOS S&P 500 High Income ETF. The most heavily invested institutionals were Gradient Investments LLC ($83.98M), LPL Financial LLC ($61.80M), Stifel Financial Corp ($25.58M), Second Half Financial Partners LLC ($20.62M), Private Advisor Group LLC ($18.05M), Cascade Wealth Advisors Inc ($12.34M), and MML Investors Services LLC ($11.59M).Learn more on NEOS S&P 500 High Income ETF's institutional investors.

Which institutional investors have been buying NEOS S&P 500 High Income ETF's stock?

Of the 210 institutional investors that purchased NEOS S&P 500 High Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($9.26M), LPL Financial LLC ($852.06K), Gradient Investments LLC ($726.24K), Lee Johnson Capital Management LLC ($670.18K), Private Advisor Group LLC ($664.75K), Second Half Financial Partners LLC ($456.39K), and Stifel Financial Corp ($269.97K).

How much institutional buying is happening at NEOS S&P 500 High Income ETF?

Institutional investors have bought a total of 14,332,494 shares in the last 24 months. This purchase volume represents approximately $726.20M in transactions.

Which of NEOS S&P 500 High Income ETF's major shareholders have been selling company stock?

Of the 48 institutional investors that sold NEOS S&P 500 High Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($7.80M), Gradient Investments LLC ($563.11K), Private Advisor Group LLC ($287.87K), Crescent Grove Advisors LLC ($102.98K), Orion Porfolio Solutions LLC ($72.82K), Mattson Financial Services LLC ($55.49K), and Second Half Financial Partners LLC ($46.59K).

How much institutional selling is happening at NEOS S&P 500 High Income ETF?

Institutional investors have sold a total of 9,203,584 shares in the last 24 months. This volume of shares sold represents approximately $465.67M in transactions.


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This page (BATS:SPYI) was last updated on 10/5/2025 by MarketBeat.com Staff
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