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

NEOS S&P 500 High Income ETF logo
$51.07 +0.42 (+0.83%)
Closing price 07/25/2025 03:59 PM Eastern
Extended Trading
$51.08 +0.00 (+0.01%)
As of 07/25/2025 07:59 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)
170
Total
Institutional Inflows
(last 12 months)
$715.19M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$461.49M
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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
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%
7/24/2025 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%
7/22/2025 MBL Wealth LLC14,000$704K0.1%+180.0%0.017%
7/22/2025 Willner & Heller LLC4,202$211K0.2%-57.3%0.005%
7/21/2025 Ameritas Advisory Services LLC8,217$413K0.0%+4.6%0.010%
7/21/2025 HighMark Wealth Management LLC4,101$206K0.1%+4,613.8%0.005%
7/21/2025 Capital Planning LLC14,793$744K0.2%N/A0.018%
7/21/2025 Triad Wealth Partners LLC7,787$392K0.1%N/A0.009%
7/18/2025 PFG Investments LLC64,799$3.26M0.2%+17.4%0.078%
7/18/2025 Truist Financial Corp24,377$1.23M0.0%+22.7%0.030%
7/17/2025 Janney Montgomery Scott LLC7,503$378K0.0%-55.1%0.009%
7/16/2025 Brown Lisle Cummings Inc.29,175$1.47M0.4%+2.5%0.035%
7/16/2025 Spinnaker Investment Group LLC8,651$435K0.1%N/A0.010%
7/16/2025 Owen LaRue LLC41,151$2.07M0.9%+10.1%0.050%
7/15/2025 StoneCrest Wealth Management Inc.79,321$3.99M1.9%N/A0.096%
7/15/2025 BCS Wealth Management7,590$382K0.1%N/A0.009%
7/14/2025 Palacios Wealth Management LLC63,960$3.22M2.6%+12.1%0.077%
7/11/2025 UMB Bank n.a.2,016$101K0.0%N/A0.003%
7/11/2025 SeaCrest Wealth Management LLC9,336$470K0.1%N/A0.012%
7/10/2025 Wealth Enhancement Advisory Services LLC88,317$4.48M0.0%+22.6%0.111%
7/10/2025 Capital Advisory Group Advisory Services LLC19,990$1.01M0.4%N/A0.025%
7/10/2025 High Net Worth Advisory Group LLC53,838$2.71M0.7%+6.2%0.068%
7/10/2025 Tompkins Financial Corp1,062$53K0.0%N/A0.001%
7/10/2025 Signal Advisors Wealth LLC12,003$604K0.0%N/A0.015%
7/9/2025 Westbourne Investments Inc.9,220$464K0.2%-6.3%0.012%
7/9/2025 Triumph Capital Management16,547$833K0.3%-3.3%0.021%
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7/9/2025 Key Client Fiduciary Advisors LLC18,164$914K0.4%+2.0%0.023%
7/9/2025 Reyes Financial Architecture Inc.17,281$870K0.8%+39.8%0.022%
7/8/2025 Paladin Wealth LLC32,238$1.62M1.3%+3.2%0.041%
7/8/2025 Gradient Investments LLC1,668,983$83.98M1.5%+1.6%2.107%
7/8/2025 Parallel Advisors LLC1,524$77K0.0%N/A0.002%
7/7/2025 Teamwork Financial Advisors LLC88,212$4.44M0.5%N/A0.111%
7/2/2025 HBW Advisory Services LLC37,822$1.90M0.2%+29.9%0.048%
5/28/2025Intrua Financial LLC10,788$517K0.1%+30.1%0.016%
5/22/2025Mattson Financial Services LLC112,686$5.40M1.6%-33.0%0.164%
5/21/2025 Westbourne Investments Inc.9,845$471K0.3%-30.6%0.014%
5/21/2025 MBL Wealth LLC5,000$239K0.0%-37.5%0.007%
5/20/2025 Belpointe Asset Management LLC12,940$620K0.0%N/A0.019%
5/20/2025Jupiter Wealth Management LLC18,999$943K0.6%+16.6%0.028%
5/19/2025SCS Capital Management LLC58,986$2.83M0.0%N/A0.086%
5/16/2025Semmax Financial Advisors Inc.2,136$102K0.0%N/A0.003%
5/16/2025Arete Wealth Advisors LLC16,977$813K0.1%+18.7%0.025%
5/16/2025NewEdge Advisors LLC2,048$98K0.0%+215.1%0.003%
5/16/2025Integrated Wealth Concepts LLC10,749$515K0.0%-10.6%0.016%
5/15/2025Focus Partners Advisor Solutions LLC4,196$201K0.0%N/A0.006%
5/15/2025Royal Bank of Canada62,184$2.98M0.0%+17.5%0.091%
5/14/2025Delta Investment Management LLC73,990$3.54M0.7%+43.4%0.108%
5/14/2025Northwestern Mutual Wealth Management Co.10,899$522K0.0%+16,413.6%0.016%
5/14/2025Kestra Advisory Services LLC72,853$3.49M0.0%+99.6%0.106%
5/14/2025Compound Planning Inc.6,842$328K0.0%-4.2%0.010%
5/14/2025Banco BTG Pactual S.A.19,959$956K0.2%N/A0.029%
5/13/2025Aptus Capital Advisors LLC34,438$1.65M0.0%-14.4%0.050%
5/13/2025Nations Financial Group Inc. IA ADV7,720$370K0.0%N/A0.011%
5/13/2025Seaview Investment Managers LLC10,072$482K0.1%-7.8%0.015%
5/13/2025 Heck Capital Advisors LLC16,282$780K0.1%+416.1%0.024%
5/12/2025Independent Advisor Alliance66,392$3.18M0.1%+13.0%0.097%
5/12/2025American Alpha Advisors LLC88,596$4.24M3.6%N/A0.129%
5/9/2025 Palacios Wealth Management LLC57,060$2.73M1.3%+10.1%0.083%
5/9/2025Cascade Wealth Advisors Inc266,248$12.34M8.5%+78.4%0.388%
5/9/2025Vision Financial Markets LLC858$41K0.0%N/A0.001%
5/9/2025Atria Wealth Solutions Inc.45,564$2.18M0.0%+18.7%0.066%
5/9/2025Cary Street Partners Financial LLC15,682$751K0.0%-2.2%0.023%
5/9/2025PNC Financial Services Group Inc.11,215$537K0.0%+90.9%0.017%
5/8/2025IFG Advisory LLC50,283$2.41M0.1%+62.9%0.076%
5/8/2025Pasadena Private Wealth LLC4,230$203K0.0%N/A0.006%
5/8/2025Harbour Investments Inc.17,052$817K0.0%+22,943.2%0.026%
5/8/2025Grantvest Financial Group LLC25,707$1.23M1.0%+95.1%0.039%
5/8/2025CAP Partners LLC24,414$1.17M0.8%+19.6%0.037%
5/8/2025Arkadios Wealth Advisors5,107$245K0.0%N/A0.008%
5/8/2025FSA Advisors Inc.20,841$998K0.8%+316.0%0.031%
5/7/2025LPL Financial LLC1,290,478$61.80M0.0%+55.2%1.942%
5/7/2025Second Half Financial Partners LLC407,415$19.51M9.7%-10.3%0.613%
5/6/2025Cetera Investment Advisers118,632$5.68M0.0%+14.6%0.179%
5/6/2025Avantax Advisory Services Inc.36,099$1.73M0.0%+78.4%0.054%
5/6/2025Brookwood Investment Group LLC7,457$357K0.1%N/A0.011%
5/6/2025AE Wealth Management LLC2,659$127K0.0%-67.1%0.004%
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5/6/2025 Triumph Capital Management17,105$819K0.3%+4.0%0.026%
5/6/2025 MCF Advisors LLC4,868$233K0.0%+58.5%0.007%
5/6/2025PFG Advisors6,108$292K0.0%+4.5%0.009%
5/5/2025Montag A & Associates Inc.3,202$153K0.0%+168.2%0.005%
5/5/2025 IFP Advisors Inc13,555$649K0.0%-29.4%0.020%
5/5/2025 Willner & Heller LLC9,839$471K0.4%-34.6%0.015%
5/5/2025Private Advisor Group LLC376,875$18.05M0.1%-43.3%0.567%
5/2/2025Kingsview Wealth Management LLC10,808$518K0.0%N/A0.016%
5/2/2025 Fortress Wealth Management Inc.26,388$1.26M0.7%-6.9%0.040%
5/2/2025Apollon Wealth Management LLC30,973$1.48M0.0%+37.2%0.047%
(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, 186 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 Renaissance Technologies LLC ($10.14M).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 181 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 ($9.25M), 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 14,114,776 shares in the last 24 months. This purchase volume represents approximately $715.19M in transactions.

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

Of the 39 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), Unique Wealth LLC ($59.26K), 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 9,119,824 shares in the last 24 months. This volume of shares sold represents approximately $461.49M in transactions.


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This page (BATS:SPYI) was last updated on 7/26/2025 by MarketBeat.com Staff
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