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

NEOS S&P 500 High Income ETF logo
$52.24 +1.59 (+3.13%)
Closing price 09/12/2025 03:59 PM Eastern
Extended Trading
$52.26 +0.03 (+0.05%)
As of 05:16 AM 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)
198
Total
Institutional Inflows
(last 12 months)
$725.33M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$467.63M
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Skip Chart & View Institutional Buying and Selling Data

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
9/2/2025 PVG Asset Management Corp13,163$662K2.3%N/A0.016%
8/27/2025 Orion Porfolio Solutions LLC90,042$4.53M0.0%+6.6%0.109%
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%
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%
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%
(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 14,315,224 shares in the last 24 months. This purchase volume represents approximately $725.33M 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 9/15/2025 by MarketBeat.com Staff
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