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

NEOS S&P 500 High Income ETF logo
$47.52 -3.13 (-6.18%)
Closing price 03:59 PM Eastern
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$47.43 -0.09 (-0.19%)
As of 05:41 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)
137
Total
Institutional Inflows
(last 12 months)
$675.64M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$439.17M
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SPYI Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025Diversify Wealth Management LLC16,963$801K0.1%+40.8%0.026%
4/30/2025Allworth Financial LP2,922$136K0.0%-9.8%0.004%
4/30/2025Moloney Securities Asset Management LLC27,133$1.30M0.2%+41.2%0.041%
4/30/2025Stratos Wealth Partners LTD.70,329$3.37M0.1%+479.1%0.106%
4/30/2025Stratos Wealth Advisors LLC30,190$1.45M0.1%N/A0.045%
4/30/2025Lee Johnson Capital Management LLC28,398$1.36M0.7%N/A0.043%
4/30/2025Brown Advisory Inc.9,748$467K0.0%+16.4%0.015%
4/30/2025Crossmark Global Holdings Inc.11,662$558K0.0%N/A0.018%
4/29/2025 Centennial Bank AR 11,276$540K0.3%+16.1%0.017%
4/29/2025 U.S. Capital Wealth Advisors LLC37,163$1.78M0.1%+5.6%0.056%
4/29/2025 Envestnet Asset Management Inc.40,870$1.96M0.0%-41.7%0.061%
4/29/2025 Capital Investment Advisory Services LLC43,849$2.10M0.2%+215.9%0.066%
4/28/2025 Mutual Advisors LLC36,211$1.70M0.0%N/A0.054%
4/28/2025 Latitude Advisors LLC6,016$288K0.2%N/A0.009%
4/28/2025 Weaver Consulting Group15,875$760K0.2%+24.3%0.024%
4/28/2025 Private Trust Co. NA5,764$276K0.0%+92.1%0.009%
4/28/2025 DAVENPORT & Co LLC7,500$359K0.0%-29.9%0.011%
4/28/2025 Astoria Portfolio Advisors LLC.13,626$623K0.2%N/A0.021%
4/25/2025 Naviter Wealth LLC5,835$278K0.0%N/A0.009%
4/24/2025 Crescent Grove Advisors LLC22,083$1.06M0.1%-82.3%0.033%
4/24/2025 Money Concepts Capital Corp10,088$483K0.0%+42.3%0.015%
4/24/2025 PDS Planning Inc22,283$1.07M0.1%+9.7%0.034%
4/23/2025 Spire Wealth Management1,274$61K0.0%-93.5%0.002%
4/23/2025 International Assets Investment Management LLC155,266$7.44M0.2%-1.0%0.234%
4/23/2025 Sheets Smith Wealth Management22,005$1.05M0.1%+145.0%0.033%
4/23/2025 GHP Investment Advisors Inc.1,592$76K0.0%+536.8%0.002%
4/23/2025 Guardian Financial Partners LLC49,427$2.37M1.1%+7.8%0.074%
4/23/2025 Walkner Condon Financial Advisors LLC4,865$233K0.0%N/A0.007%
4/23/2025 Oppenheimer Asset Management Inc.11,589$555K0.0%N/A0.017%
4/22/2025 Brown Lisle Cummings Inc.28,475$1.36M0.4%+1.9%0.043%
4/22/2025 Flagship Harbor Advisors LLC9,208$441K0.0%+42.6%0.014%
4/22/2025 Cambridge Investment Research Advisors Inc.92,589$4.43M0.0%+59.1%0.139%
4/22/2025 World Equity Group Inc.6,419$307K0.1%-62.9%0.010%
4/22/2025 PFG Investments LLC55,195$2.64M0.2%+52.3%0.083%
4/21/2025 Envestnet Portfolio Solutions Inc.11,096$531K0.0%+75.0%0.017%
4/21/2025 Kingswood Wealth Advisors LLC10,872$521K0.0%+33.5%0.016%
4/18/2025 Insigneo Advisory Services LLC35,122$1.68M0.2%+18.2%0.053%
4/17/2025 Janney Montgomery Scott LLC16,709$800K0.0%+16.1%0.025%
4/17/2025 RiverTree Advisors LLC37,921$1.82M1.2%N/A0.057%
4/16/2025 Wealth Enhancement Advisory Services LLC72,049$3.45M0.0%+432.9%0.112%
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4/16/2025 Steele Capital Management Inc.81,400$3.90M0.2%+175.9%0.127%
4/15/2025 MADDEN SECURITIES Corp72,885$3.49M1.4%N/A0.113%
4/14/2025 Patriot Financial Group Insurance Agency LLC4,340$208K0.0%N/A0.007%
4/11/2025 City State Bank1,000$48K0.0%N/A0.002%
4/11/2025 Unique Wealth LLC40,386$1.93M0.4%-26.4%0.063%
4/10/2025 Gainplan LLC36,011$1.73M1.1%-24.9%0.056%
4/10/2025 Key Client Fiduciary Advisors LLC17,801$853K0.4%+50.8%0.028%
4/9/2025 RFG Advisory LLC44,925$2.15M0.1%+81.4%0.070%
4/9/2025 HBW Advisory Services LLC29,107$1.39M0.2%+116.5%0.045%
4/9/2025 Paladin Wealth LLC31,235$1.50M1.3%-30.6%0.049%
4/9/2025 Milestone Asset Management LLC15,465$741K0.2%+47.7%0.024%
4/9/2025 High Net Worth Advisory Group LLC50,676$2.43M0.7%+11.6%0.079%
4/9/2025 Gradient Investments LLC1,642,236$78.65M1.6%-25.5%2.556%
3/17/2025 Wealth Enhancement Advisory Services LLC13,519$687K0.0%N/A0.022%
3/10/2025Mattson Financial Services LLC168,173$8.62M2.7%+1,948.6%0.280%
2/25/2025Heck Capital Advisors LLC3,155$160K0.0%N/A0.005%
2/18/2025Novak & Powell Financial Services Inc.6,651$338K0.2%+13.1%0.026%
2/18/2025 Continuum Advisory LLC2,619$133K0.0%+8.3%0.010%
2/18/2025Delta Investment Management LLC51,595$2.62M0.5%+27.2%0.204%
2/17/2025Waverly Advisors LLC51,196$2.60M0.0%+13.8%0.203%
2/17/2025Wellington Wealth Strategies LLC.796$40K0.0%N/A0.003%
2/17/2025Snowden Capital Advisors LLC5,985$304K0.0%N/A0.024%
2/17/2025Northeast Financial Consultants Inc10,944$556K0.0%+12.3%0.043%
2/17/2025Napa Wealth Management11,330$576K0.2%+38.9%0.045%
2/17/2025EP Wealth Advisors LLC3,095$157K0.0%N/A0.012%
2/17/2025CoreCap Advisors LLC12,551$638K0.0%+30.8%0.050%
2/17/2025Cetera Investment Advisers103,548$5.26M0.0%+97.6%0.410%
2/17/2025Cary Street Partners Financial LLC16,032$815K0.0%N/A0.064%
2/17/2025Bank of America Corp DE4,338$220K0.0%N/A0.017%
2/17/2025Ameriprise Financial Inc.55,316$2.81M0.0%+7.4%0.219%
2/17/2025Aptus Capital Advisors LLC40,231$2.05M0.0%+3.5%0.159%
2/14/2025Westbourne Investments Inc.14,185$721K0.4%N/A0.056%
2/14/2025Triumph Capital Management16,450$836K0.3%-2.7%0.065%
2/14/2025Owen LaRue LLC28,202$1.43M0.7%+106.8%0.112%
2/14/2025Second Half Financial Partners LLC454,000$23.07M11.3%N/A1.799%
2/14/2025Stifel Financial Corp503,357$25.58M0.0%+16.2%1.995%
2/14/2025Tower Research Capital LLC TRC8,075$410K0.0%+21.8%0.032%
2/14/2025Seaview Investment Managers LLC10,921$555K0.2%N/A0.043%
2/14/2025MML Investors Services LLC173,708$8.83M0.0%+12.2%0.688%
2/13/2025Garden State Investment Advisory Services LLC5,322$270K0.1%N/A0.021%
2/13/2025 Insigneo Advisory Services LLC29,714$1.51M0.2%+86.1%0.118%
2/13/2025Mariner LLC32,631$1.66M0.0%+63.7%0.129%
2/13/2025Rockefeller Capital Management L.P.32,083$1.63M0.0%+37.6%0.127%
2/13/2025Renaissance Technologies LLC199,600$10.14M0.0%+50.0%0.791%
2/13/2025 Envestnet Asset Management Inc.70,098$3.56M0.0%+29.7%0.278%
2/13/2025Smith Moore & CO.54,847$2.79M0.3%+10.2%0.217%
2/12/2025Arete Wealth Advisors LLC14,298$728K0.1%+1.7%0.057%
2/12/2025OLD Mission Capital LLC29,101$1.48M0.0%N/A0.115%
2/12/2025Orion Portfolio Solutions LLC81,009$4.12M0.0%-9.5%0.321%
2/11/2025Grantvest Financial Group LLC13,178$670K0.8%N/A0.052%
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2/11/2025LPL Financial LLC831,693$42.27M0.0%+27.1%3.296%
2/10/2025 Creative Financial Designs Inc. ADV1,100$56K0.0%-38.9%0.004%
2/10/2025 Envestnet Portfolio Solutions Inc.6,341$322K0.0%N/A0.025%
2/10/2025Commonwealth Equity Services LLC66,721$3.39M0.0%+32.1%0.264%
2/10/2025Avantax Advisory Services Inc.20,232$1.03M0.0%+152.9%0.080%
2/7/2025PFG Advisors5,847$297K0.0%+7.5%0.023%
2/7/2025HighTower Advisors LLC34,996$1.78M0.0%+63.7%0.139%
2/7/2025Independent Advisor Alliance58,741$2.99M0.0%N/A0.233%
2/7/2025PNC Financial Services Group Inc.5,876$299K0.0%+47.6%0.023%
2/6/2025Cascade Wealth Advisors Inc149,276$7.59M5.1%+22.0%0.592%
(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, 148 institutional investors and hedge funds held shares of NEOS S&P 500 High Income ETF. The most heavily invested institutionals were Gradient Investments LLC ($78.65M), LPL Financial LLC ($42.27M), Private Advisor Group LLC ($33.78M), Stifel Financial Corp ($25.58M), Second Half Financial Partners LLC ($23.07M), Renaissance Technologies LLC ($10.14M), and Brown Financial Advisors ($10.07M).Learn more on SPYI's institutional investors.

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

Of the 145 institutional investors that purchased NEOS S&P 500 High Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($9.25M), Gradient Investments LLC ($699.49K), Lee Johnson Capital Management LLC ($670.18K), Private Advisor Group LLC ($664.75K), Second Half Financial Partners LLC ($454K), LPL Financial LLC ($393.27K), 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 15,624,992 shares in the last 24 months. This purchase volume represents approximately $789.12M in transactions.

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

Of the 29 institutional investors that sold NEOS S&P 500 High Income ETF 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 ($563.62K), Crescent Grove Advisors LLC ($114.14K), Unique Wealth LLC ($61.48K), Envestnet Asset Management Inc. ($29.23K), Spire Wealth Management ($18.39K), and Paladin Wealth LLC ($13.79K).

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

Institutional investors have sold a total of 8,697,411 shares in the last 24 months. This volume of shares sold represents approximately $441.17M in transactions.



This page (BATS:SPYI) was last updated on 5/1/2025 by MarketBeat.com Staff
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