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

NEOS S&P 500 High Income ETF logo
$51.29 +0.64 (+1.26%)
Closing price 03:59 PM Eastern
Extended Trading
$51.38 +0.09 (+0.18%)
As of 07:08 PM Eastern
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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)
196
Total
Institutional Inflows
(last 12 months)
$724.70M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$467.63M
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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
8/19/2025 Newbridge Financial Services Group Inc.60,639$3.05M0.5%+8.0%0.073%
8/18/2025 Tactive Advisors LLC15,257$768K0.2%N/A0.018%
8/15/2025 Brown Financial Advisors120,855$6.08M2.4%-1.8%0.146%
8/15/2025 Corient Private Wealth LLC25,548$1.29M0.0%N/A0.031%
8/15/2025 Captrust Financial Advisors7,702$388K0.0%N/A0.009%
8/15/2025 Snowden Capital Advisors LLC28,124$1.42M0.0%+357.7%0.034%
8/15/2025 Orion Porfolio Solutions LLC11,683$588K0.0%-86.2%0.014%
8/15/2025 MML Investors Services LLC230,323$11.59M0.0%+11.6%0.279%
8/15/2025 Great Valley Advisor Group Inc.12,858$647K0.0%+9.7%0.016%
8/15/2025 Garden State Investment Advisory Services LLC50,519$2.54M0.6%+672.6%0.061%
8/15/2025 Bank of America Corp DE22,077$1.11M0.0%+194.7%0.027%
8/14/2025 MGB Wealth Management LLC2,502$126K0.0%N/A0.003%
8/14/2025 Camarda Financial Advisors LLC13,999$704K0.3%+6.3%0.017%
8/14/2025 Jupiter Wealth Management LLC17,999$932K0.5%-5.3%0.022%
8/14/2025 Ausdal Financial Partners Inc.147,662$7.43M0.5%+41.3%0.179%
8/14/2025 Raymond James Financial Inc.15,596$785K0.0%N/A0.019%
8/14/2025 Diversify Wealth Management LLC18,971$980K0.1%+11.8%0.023%
8/14/2025 Ieq Capital LLC38,000$1.91M0.0%N/A0.046%
8/14/2025 NewEdge Advisors LLC4,230$213K0.0%+106.5%0.005%
8/14/2025 Cary Street Partners Financial LLC10,258$516K0.0%-34.6%0.012%
8/13/2025 Jump Financial LLC22,492$1.13M0.0%N/A0.027%
8/13/2025 Financial & Tax Architects LLC6,378$321K0.1%N/A0.008%
8/13/2025 Seaview Investment Managers LLC16,224$816K0.2%+5.6%0.020%
8/13/2025 Gateway Wealth Partners LLC4,830$243K0.0%N/A0.006%
8/13/2025 Baird Financial Group Inc.14,000$704K0.0%N/A0.017%
8/13/2025 EverSource Wealth Advisors LLC1,800$91K0.0%N/A0.002%
8/13/2025 WCG Wealth Advisors LLC13,905$700K0.0%N/A0.017%
8/13/2025 Smith Moore & CO.48,176$2.42M0.2%-16.0%0.058%
8/13/2025 VestGen Advisors LLC6,769$341K0.0%N/A0.008%
8/13/2025 Lido Advisors LLC4,518$227K0.0%N/A0.005%
8/13/2025 Legacy Capital Wealth Partners LLC29,190$1.47M0.3%N/A0.035%
8/13/2025 Level Four Advisory Services LLC20,596$1.04M0.0%N/A0.025%
8/13/2025 Northwestern Mutual Wealth Management Co.42,648$2.15M0.0%+291.3%0.052%
8/12/2025 J.W. Cole Advisors Inc.27,719$1.40M0.0%+313.8%0.034%
8/12/2025 Weaver Consulting Group5,373$270K0.1%-66.2%0.007%
8/11/2025 Perennial Investment Advisors LLC47,252$2.38M0.2%+787.0%0.057%
8/8/2025 Rockefeller Capital Management L.P.40,963$2.06M0.0%-13.5%0.050%
8/8/2025 Kingsview Wealth Management LLC22,058$1.11M0.0%+104.1%0.027%
8/8/2025 Avantax Advisory Services Inc.50,376$2.54M0.0%+39.5%0.061%
8/8/2025 Cetera Investment Advisers143,390$7.22M0.0%+20.9%0.174%
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8/8/2025 Creative Planning5,447$274K0.0%-25.8%0.007%
8/8/2025 Foundations Investment Advisors LLC4,594$231K0.0%N/A0.006%
8/8/2025 Intrua Financial LLC19,078$960K0.1%+76.8%0.023%
8/8/2025 PNC Financial Services Group Inc.11,715$589K0.0%+4.5%0.014%
8/7/2025 Montag A & Associates Inc.4,592$231K0.0%+43.4%0.006%
8/7/2025 Allworth Financial LP10,872$547K0.0%+272.1%0.013%
8/7/2025 PFG Advisors6,739$339K0.0%+10.3%0.008%
8/6/2025 AE Wealth Management LLC2,249$113K0.0%-15.4%0.003%
8/6/2025 Walkner Condon Financial Advisors LLC6,865$345K0.1%+41.1%0.008%
8/5/2025 TME Financial Inc.7,184$361K0.3%+3.1%0.009%
8/5/2025 Claro Advisors LLC16,918$851K0.1%-39.4%0.020%
8/5/2025 Milestone Asset Management LLC24,157$1.22M0.3%+56.2%0.029%
8/5/2025 Strategic Financial Concepts LLC5,120$248K0.0%N/A0.006%
8/5/2025 GHP Investment Advisors Inc.2,013$101K0.0%+26.4%0.002%
8/4/2025 IFG Advisory LLC65,023$3.27M0.2%+29.3%0.079%
8/4/2025 Atria Investments Inc8,681$437K0.0%+82.1%0.011%
8/4/2025 Arkadios Wealth Advisors8,966$451K0.0%+75.6%0.011%
8/4/2025 Flagship Harbor Advisors LLC9,541$480K0.0%+3.6%0.012%
8/4/2025 ELCO Management Co. LLC10,125$509K0.3%+5.2%0.012%
8/1/2025 FSA Advisors Inc.35,442$1.78M1.4%+70.1%0.043%
8/1/2025 Facet Wealth Inc.5,016$255K0.0%N/A0.006%
8/1/2025 Brookwood Investment Group LLC10,974$552K0.1%+47.2%0.013%
8/1/2025 Pasadena Private Wealth LLC4,970$250K0.0%+17.5%0.006%
8/1/2025 Ashton Thomas Private Wealth LLC4,146$209K0.0%N/A0.005%
8/1/2025 Delta Investment Management LLC77,506$3.90M0.7%+4.8%0.094%
8/1/2025 Envestnet Asset Management Inc.85,890$4.32M0.0%+110.2%0.104%
7/31/2025 Oppenheimer Asset Management Inc.12,675$638K0.0%+9.4%0.015%
7/31/2025 Guardian Financial Partners LLC52,401$2.64M1.2%+6.0%0.063%
7/31/2025 City State Bank2,000$101K0.0%+100.0%0.002%
7/31/2025 Moloney Securities Asset Management LLC33,988$1.71M0.2%+25.3%0.041%
7/31/2025 CAP Partners LLC25,394$1.28M0.8%+4.0%0.031%
7/31/2025 FSM Wealth Advisors LLC6,466$327K0.1%N/A0.008%
7/31/2025 Gill Capital Partners LLC4,325$218K0.1%N/A0.005%
7/30/2025 Brookstone Capital Management14,129$711K0.0%+165.3%0.017%
7/29/2025 International Assets Investment Management LLC164,380$8.27M0.4%+5.9%0.199%
7/29/2025 Stratos Wealth Partners LTD.93,828$4.72M0.1%+33.4%0.114%
7/29/2025 Stratos Wealth Advisors LLC30,503$1.54M0.1%+1.0%0.037%
7/29/2025 Private Trust Co. NA7,160$360K0.0%+24.2%0.009%
7/29/2025 Mattson Financial Services LLC113,215$5.70M1.5%+0.5%0.137%
7/29/2025 Latitude Advisors LLC13,437$676K0.3%+123.4%0.016%
7/28/2025 Mutual Advisors LLC39,217$2.00M0.1%+8.3%0.047%
7/28/2025 Harbour Investments Inc.15,911$801K0.0%-6.7%0.019%
7/28/2025 RFG Advisory LLC38,675$1.95M0.0%-13.9%0.047%
7/28/2025 Naviter Wealth LLC5,325$268K0.0%-8.7%0.006%
7/25/2025 Atria Wealth Solutions Inc.22,606$1.14M0.0%-50.4%0.027%
7/25/2025 Astoria Portfolio Advisors LLC.27,263$1.39M0.4%+100.1%0.033%
7/25/2025 Alpha Financial Partners LLC10,101$508K0.4%N/A0.012%
7/25/2025 Second Half Financial Partners LLC409,806$20.62M9.7%+0.6%0.496%
7/25/2025 CWM LLC3,871$195K0.0%+54.2%0.005%
7/25/2025 Concurrent Investment Advisors LLC9,306$468K0.0%N/A0.011%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.tc pixel

Watch the National Emergency broadcast here
7/25/2025 Apollon Wealth Management LLC45,002$2.27M0.0%+45.3%0.054%
7/24/2025 PDS Planning Inc24,805$1.25M0.1%+11.3%0.030%
7/24/2025 Leo Wealth LLC9,799$493K0.0%N/A0.012%
7/23/2025 RiverTree Advisors LLC103,203$5.19M3.5%+172.2%0.125%
7/23/2025 Gainplan LLC39,477$1.99M0.9%+9.6%0.048%
7/23/2025 Abel Hall LLC5,000$252K0.1%N/A0.006%
7/23/2025 Kingswood Wealth Advisors LLC12,107$609K0.0%+11.4%0.015%
7/23/2025 MADDEN SECURITIES Corp116,020$5.84M2.0%+59.2%0.140%
7/22/2025 Belpointe Asset Management LLC12,736$641K0.0%-1.6%0.015%
7/22/2025 DAVENPORT & Co LLC5,700$287K0.0%-24.0%0.007%
(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, 214 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 208 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 14,302,653 shares in the last 24 months. This purchase volume represents approximately $724.70M 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), Unique Wealth LLC ($59.26K), and Mattson Financial Services LLC ($55.49K).

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

Institutional investors have sold a total of 9,241,874 shares in the last 24 months. This volume of shares sold represents approximately $467.63M in transactions.


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This page (BATS:SPYI) was last updated on 8/25/2025 by MarketBeat.com Staff
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