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

NEOS S&P 500 High Income ETF logo
$53.99 -0.09 (-0.17%)
As of 03:22 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)
328
Total
Institutional Inflows
(last 12 months)
$668.82M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$28.30M
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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
10/7/2026Worth Asset Management LLC10,300$548K0.2%N/A0.012%
10/7/2026Weaver Consulting Group27,775$1.48M0.3%-4.6%0.034%
10/5/2026Ferguson Wellman Capital Management Inc.7,000$372K0.0%+75.0%0.008%
9/23/2026Envestnet Portfolio Solutions Inc.6,603$351K0.0%-17.6%0.008%
9/23/2026Envestnet Asset Management Inc.709,315$37.66M0.0%+62.9%0.859%
9/9/2026Integrated Wealth Concepts LLC94,238$5.00M0.0%+81.5%0.114%
9/9/2026RFG Advisory LLC95,913$5.09M0.1%+15.6%0.116%
9/9/2026NewEdge Advisors LLC28,998$1.54M0.0%+40.0%0.035%
9/9/2026IFP Advisors Inc17,808$945K0.0%+9.4%0.022%
9/9/2026Roble Belko & Company Inc594$32K0.0%+50.8%0.001%
9/9/2026Baird Financial Group Inc.124,998$6.64M0.0%+12.8%0.151%
9/8/2026Allworth Financial LP7,698$409K0.0%-6.8%0.009%
9/8/2026Waverly Advisors LLC97,716$5.19M0.0%-7.4%0.118%
9/2/2026Second Line Capital LLC4,050$215K0.0%N/A0.005%
9/2/2026Range Advisory LLC65,020$3.45M0.4%+19.5%0.079%
9/2/2026Capital & Planning LLC70,710$3.75M1.9%+131.2%0.086%
9/2/2026Brown Lisle Cummings Inc.46,455$2.47M0.5%+14.8%0.056%
8/27/2026Corient Private Wealth LP37,944$2.01M0.0%-7.7%0.046%
8/26/2026Wellington Grp LLC12,543$666K0.2%-10.1%0.015%
8/26/2026Brown Financial Advisors38,420$2.04M0.7%+2.0%0.047%
8/23/2026Studio Investment Management LLC29,082$1.54M0.3%N/A0.035%
8/23/2026Readystate Asset Management LP41,995$2.23M0.1%N/A0.051%
8/23/2026Ameritas Advisory Services LLC162,264$8.62M0.2%+157.1%0.196%
8/23/2026Mid American Wealth Advisory Group Inc.79,478$4.22M1.5%N/A0.096%
8/23/2026Nvest Financial LLC4,544$241K0.1%-48.7%0.006%
8/23/2026Clay Northam Wealth Management LLC18,843$1M0.5%+7.9%0.023%
8/23/2026Angeles Wealth Management LLC14,374$763K0.0%N/A0.017%
8/23/2026Unique Wealth LLC60,492$3.21M0.4%+5.7%0.073%
8/22/2026Compass Financial Management LLC19,453$1.03M0.1%N/A0.024%
8/22/2026Copley Financial Group Inc.8,586$456K0.2%+3.1%0.010%
8/22/2026ZEGA Investments LLC4,031$214K0.0%N/A0.005%
8/22/2026Concurrent Investment Advisors LLC28,385$1.51M0.0%+17.4%0.034%
8/21/2026High Net Worth Advisory Group LLC83,224$4.42M0.9%+2.1%0.101%
8/21/2026Continuum Advisory LLC601$32K0.0%N/A0.001%
8/21/2026Triumph Capital Management58,130$3.09M0.5%-1.8%0.070%
8/20/2026Cooper Haims Advisors LLC5,777$307K0.1%N/A0.007%
8/20/2026M Holdings Securities Inc.12,458$659K0.1%N/A0.015%
8/12/2026Compass Financial Management LLC19,453$1.03M0.1%N/A0.024%
8/7/2026Trust Co. of Vermont951$50K0.0%N/A0.001%
7/10/2026Accel Wealth Management10,769$572K0.1%-10.3%0.013%
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7/10/2026Heck Capital Advisors LLC20,015$1.06M0.1%-3.5%0.024%
7/10/2026Scott Capital Advisors LLC8,163$433K0.1%+57.9%0.010%
7/10/2026Fulcrum Equity Management5,519$293K0.2%N/A0.007%
7/10/2026Redhawk Wealth Advisors Inc.3,812$202K0.0%N/A0.005%
7/10/2026Wealthcare Advisory Partners LLC8,538$453K0.0%N/A0.010%
7/10/2026Paladin Wealth LLC31,123$1.65M1.0%+15.3%0.038%
7/9/2026Centurion Wealth Management LLC189,234$10.05M2.4%-10.1%0.229%
7/9/2026World Equity Group Inc.17,821$946K0.2%+12.8%0.022%
7/9/2026Herbst Group LLC33,044$1.75M1.0%N/A0.040%
7/9/2026StoneCrest Wealth Management Inc.93,799$4.98M1.6%+0.9%0.114%
7/9/2026Tactive Advisors LLC14,876$790K0.2%+3.2%0.018%
7/8/2026Gradient Investments LLC1,080,581$57.37M0.8%+4.3%1.308%
7/8/2026Teamwork Financial Advisors LLC156,863$8.33M0.8%+5.7%0.190%
7/8/2026Puff Wealth Management LLC34,863$1.85M1.9%N/A0.042%
7/8/2026FNY Investment Advisers LLC37,000$1.96M0.7%N/A0.045%
7/8/2026Eclectic Associates Inc. ADV10,080$535K0.1%+75.0%0.012%
7/8/2026Gainplan LLC76,379$4.06M1.6%+23.0%0.092%
7/7/2026Dynamic Advisor Solutions LLC19,433$1.03M0.0%+44.0%0.024%
7/7/2026Willner & Heller LLC3,836$204K0.1%-19.4%0.005%
7/7/2026Prota Financial LLC107,522$5.71M3.7%+4.8%0.130%
7/7/2026Arlington Trust Co LLC1,200$64K0.0%N/A0.001%
7/7/2026CoreCap Advisors LLC19,102$1.01M0.0%+3.9%0.023%
7/1/2026 Noble Wealth Management PBC4,050$215K0.1%N/A0.005%
6/30/2026VectorGlobal IAG Inc.14,856$733K0.2%N/A0.018%
6/16/2026PVG Asset Management Corp45,869$2.47M1.8%+129.3%0.056%
6/3/2026NewEdge Advisors LLC20,708$1.02M0.0%+258.1%0.025%
6/1/2026Foguth Wealth Management LLC.1,214,307$65.44M8.1%+927.5%1.470%
5/22/2026Wellington Grp LLC13,955$689K0.2%N/A0.017%
5/22/2026Verus Capital Partners LLC47,247$2.33M0.2%-18.0%0.057%
5/20/2026Arete Wealth Advisors LLC62,516$3.08M0.2%+14.7%0.076%
5/20/2026SOA Wealth Advisors LLC.1,601$79K0.0%+537.8%0.002%
5/19/2026Western Wealth Management LLC1,680$83K0.0%N/A0.002%
5/19/2026Sonoma Allocations LLC6,357$317K0.1%-4.3%0.008%
5/19/2026Royal Fund Management LLC4,371$216K0.0%N/A0.005%
5/19/2026NewEdge Advisors LLC12,421$613K0.0%+114.8%0.015%
5/19/2026Centaurus Financial Inc.35,735$1.76M0.1%N/A0.043%
5/19/2026Arkadios Wealth Advisors27,806$1.37M0.0%+27.4%0.034%
5/19/2026Arete Wealth Advisors LLC62,516$3.08M0.2%+14.7%0.076%
5/18/2026Sunbelt Securities Inc.5,108$252K0.0%+11.9%0.006%
5/18/2026EverSource Wealth Advisors LLC4,075$201K0.0%+94.0%0.005%
5/18/2026Core Wealth Advisors Inc.8,054$398K0.1%N/A0.010%
5/18/2026Royal Bank of Canada1,061,491$52.41M0.0%+14.5%1.285%
5/16/2026Copley Financial Group Inc.8,328$411K0.2%+84.7%0.010%
5/15/2026Northeast Financial Group Inc.118,594$5.86M1.4%N/A0.144%
5/15/2026Gateway Wealth Partners LLC38,772$1.91M0.1%+216.8%0.047%
5/15/2026Waverly Advisors LLC105,494$5.21M0.0%+39.6%0.128%
5/15/2026Wealth Alliance LLC27,729$1.37M0.1%+25.9%0.034%
5/14/2026Sentinel Advisory Group LLC151,804$7.50M3.7%N/A0.184%
5/14/2026Compound Planning Inc.20,956$1.04M0.0%+3.1%0.025%
5/14/2026Lido Advisors LLC6,518$322K0.0%-6.7%0.008%
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5/13/2026Cetera Investment Advisers536,814$26.50M0.0%+36.6%0.650%
5/13/2026Alpha Financial Partners LLC27,250$1.35M0.8%+12.3%0.033%
5/12/2026Cascade Wealth Advisors Inc340,419$18.18M7.3%+3.2%0.412%
5/8/2026PNC Financial Services Group Inc.3,174$157K0.0%+43.3%0.004%
5/7/2026Parallel Advisors LLC2,810$139K0.0%+42.4%0.003%
5/7/2026Marshall & Sterling Wealth Advisors Inc.172,485$8.52M5.6%+102.7%0.209%
5/7/2026World Equity Group Inc.15,792$780K0.2%+8.4%0.019%
5/6/2026Centennial Bank AR89,470$4.42M1.6%+151.7%0.108%
5/6/2026FSA Advisors Inc.70,589$3.49M2.3%+7.9%0.085%
5/6/2026Bauman Advisory Group LLC29,702$1.47M1.0%+96.1%0.036%


SPYI Institutional Ownership - Frequently Asked Questions

During the previous two years, 394 institutional investors and hedge funds held shares of NEOS S&P 500 High Income ETF. The most heavily invested institutionals were LPL Financial LLC ($164.94M), Foguth Wealth Management LLC. ($65.44M), Gradient Investments LLC ($57.37M), UBS Group AG ($55.39M), Royal Bank of Canada ($52.41M), Envestnet Asset Management Inc. ($37.66M), and MML Investors Services LLC ($33.92M).Learn more on NEOS S&P 500 High Income ETF's institutional investors.

Of the 391 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 ($7.83M), LPL Financial LLC ($1.48M), Foguth Wealth Management LLC. ($1.21M), Private Advisor Group LLC ($772.72K), Gradient Investments LLC ($620.16K), UBS Group AG ($606.24K), and Envestnet Asset Management Inc. ($601.49K).

Institutional investors have bought a total of 12,923,715 shares in the last 24 months. This purchase volume represents approximately $668.28M in transactions.

Of the 66 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 ($102.22K), Palacios Wealth Management LLC ($52.73K), Cascade Wealth Advisors Inc ($46.99K), SageGuard Financial Group LLC ($23.34K), Centurion Wealth Management LLC ($21.28K), Delta Investment Management LLC ($20.95K), and Independent Advisor Alliance ($19.43K).

Institutional investors have sold a total of 541,969 shares in the last 24 months. This volume of shares sold represents approximately $28.22M in transactions.


Related Companies

Institutional ownership data for BATS:SPYI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/7/2026. New 13F filings are added each quarter as they're published.
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