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

NEOS S&P 500 High Income ETF logo
$48.42 -2.24 (-4.41%)
Closing price 05/23/2025 03:59 PM Eastern
Extended Trading
$48.42 +0.01 (+0.02%)
As of 05/23/2025 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.

Institutional Ownership Changes (13F Filings) for NEOS S&P 500 High Income ETF (BATS:SPYI)

Number of
Institutional Buyers
(last 12 months)
156
Total
Institutional Inflows
(last 12 months)
$728.00M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$459.62M
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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
5/22/2025 Mattson 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%
5/20/2025 Jupiter Wealth Management LLC18,999$943K0.6%+16.6%0.028%
5/19/2025 SCS Capital Management LLC58,986$2.83M0.0%N/A0.086%
5/16/2025 Semmax Financial Advisors Inc.2,136$102K0.0%N/A0.003%
5/16/2025 Arete Wealth Advisors LLC16,977$813K0.1%+18.7%0.025%
5/16/2025 NewEdge Advisors LLC2,048$98K0.0%+215.1%0.003%
5/16/2025 Integrated Wealth Concepts LLC10,749$515K0.0%-10.6%0.016%
5/15/2025 Focus Partners Advisor Solutions LLC4,196$201K0.0%N/A0.006%
5/15/2025 Royal Bank of Canada62,184$2.98M0.0%+17.5%0.091%
5/14/2025 Delta Investment Management LLC73,990$3.54M0.7%+43.4%0.108%
5/14/2025 Northwestern Mutual Wealth Management Co.10,899$522K0.0%+16,413.6%0.016%
5/14/2025 Kestra Advisory Services LLC72,853$3.49M0.0%+99.6%0.106%
5/14/2025 Compound Planning Inc.6,842$328K0.0%-4.2%0.010%
5/14/2025 Banco BTG Pactual S.A.19,959$956K0.2%N/A0.029%
5/13/2025 Aptus Capital Advisors LLC34,438$1.65M0.0%-14.4%0.050%
5/13/2025 Nations Financial Group Inc. IA ADV7,720$370K0.0%N/A0.011%
5/13/2025 Seaview Investment Managers LLC10,072$482K0.1%-7.8%0.015%
5/13/2025 Heck Capital Advisors LLC16,282$780K0.1%+416.1%0.024%
5/12/2025 Independent Advisor Alliance66,392$3.18M0.1%+13.0%0.097%
5/12/2025 American 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%
5/9/2025 Cascade Wealth Advisors Inc266,248$12.34M8.5%+78.4%0.388%
5/9/2025 Vision Financial Markets LLC858$41K0.0%N/A0.001%
5/9/2025 Atria Wealth Solutions Inc.45,564$2.18M0.0%+18.7%0.066%
5/9/2025 Cary Street Partners Financial LLC15,682$751K0.0%-2.2%0.023%
5/9/2025 PNC Financial Services Group Inc.11,215$537K0.0%+90.9%0.017%
5/8/2025 IFG Advisory LLC50,283$2.41M0.1%+62.9%0.076%
5/8/2025 Pasadena Private Wealth LLC4,230$203K0.0%N/A0.006%
5/8/2025 Harbour Investments Inc.17,052$817K0.0%+22,943.2%0.026%
5/8/2025 Grantvest Financial Group LLC25,707$1.23M1.0%+95.1%0.039%
5/8/2025 CAP Partners LLC24,414$1.17M0.8%+19.6%0.037%
5/8/2025 Arkadios Wealth Advisors5,107$245K0.0%N/A0.008%
5/8/2025 FSA Advisors Inc.20,841$998K0.8%+316.0%0.031%
5/7/2025 LPL Financial LLC1,290,478$61.80M0.0%+55.2%1.942%
5/7/2025 Second Half Financial Partners LLC407,415$19.51M9.7%-10.3%0.613%
5/6/2025 Cetera Investment Advisers118,632$5.68M0.0%+14.6%0.179%
5/6/2025 Avantax Advisory Services Inc.36,099$1.73M0.0%+78.4%0.054%
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5/6/2025 Brookwood Investment Group LLC7,457$357K0.1%N/A0.011%
5/6/2025 AE Wealth Management LLC2,659$127K0.0%-67.1%0.004%
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%
5/6/2025 PFG Advisors6,108$292K0.0%+4.5%0.009%
5/5/2025 Montag 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%
5/5/2025 Private Advisor Group LLC376,875$18.05M0.1%-43.3%0.567%
5/2/2025 Kingsview 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%
5/2/2025 Apollon Wealth Management LLC30,973$1.48M0.0%+37.2%0.047%
5/1/2025 Reyes Financial Architecture Inc.12,359$592K0.4%-30.6%0.019%
5/1/2025 CWM LLC2,510$120K0.0%+493.4%0.004%
5/1/2025 Stephens Inc. AR44,740$2.14M0.0%+67.3%0.067%
5/1/2025 3EDGE Asset Management LP81,613$3.91M0.3%N/A0.123%
5/1/2025 Grant GrossMendelsohn LLC10,616$499K0.3%+40.5%0.016%
5/1/2025 Diversify Wealth Management LLC16,963$801K0.1%+40.8%0.026%
4/30/2025 Allworth Financial LP2,922$136K0.0%-9.8%0.004%
4/30/2025 Moloney Securities Asset Management LLC27,133$1.30M0.2%+41.2%0.041%
4/30/2025 Stratos Wealth Partners LTD.70,329$3.37M0.1%+479.1%0.106%
4/30/2025 Stratos Wealth Advisors LLC30,190$1.45M0.1%N/A0.045%
4/30/2025 Lee Johnson Capital Management LLC28,398$1.36M0.7%N/A0.043%
4/30/2025 Brown Advisory Inc.9,748$467K0.0%+16.4%0.015%
4/30/2025 Crossmark 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%
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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%
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%
(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, 171 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 ($61.80M), Stifel Financial Corp ($25.58M), Second Half Financial Partners LLC ($19.51M), Private Advisor Group LLC ($18.05M), Cascade Wealth Advisors Inc ($12.34M), and Renaissance Technologies LLC ($10.14M).Learn more on SPYI's institutional investors.

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

Of the 164 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), LPL Financial LLC ($852.06K), Gradient Investments LLC ($699.49K), Lee Johnson Capital Management LLC ($670.18K), Private Advisor Group LLC ($664.75K), Second Half Financial Partners LLC ($454K), 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 16,660,702 shares in the last 24 months. This purchase volume represents approximately $838.77M in transactions.

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

Of the 40 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), Private Advisor Group LLC ($287.87K), Crescent Grove Advisors LLC ($114.14K), Unique Wealth LLC ($61.48K), 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 9,121,494 shares in the last 24 months. This volume of shares sold represents approximately $461.50M in transactions.



This page (BATS:SPYI) was last updated on 5/24/2025 by MarketBeat.com Staff
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