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

NEOS S&P 500 High Income ETF logo
$54.18 +0.21 (+0.39%)
As of 12:17 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)
324
Total
Institutional Inflows
(last 12 months)
$662.47M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$32.67M
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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
7/10/2026 Accel Wealth Management10,769$572K0.1%-10.3%0.013%
7/10/2026 Heck Capital Advisors LLC20,015$1.06M0.1%-3.5%0.024%
7/10/2026 Scott Capital Advisors LLC8,163$433K0.1%+57.9%0.010%
7/10/2026 Fulcrum Equity Management5,519$293K0.2%N/A0.007%
7/10/2026 Redhawk Wealth Advisors Inc.3,812$202K0.0%N/A0.005%
7/10/2026 Wealthcare Advisory Partners LLC8,538$453K0.0%N/A0.010%
7/10/2026 Paladin Wealth LLC31,123$1.65M1.0%+15.3%0.038%
7/9/2026 Centurion Wealth Management LLC189,234$10.05M2.4%-10.1%0.229%
7/9/2026 World Equity Group Inc.17,821$946K0.2%+12.8%0.022%
7/9/2026 Herbst Group LLC33,044$1.75M1.0%N/A0.040%
7/9/2026 StoneCrest Wealth Management Inc.93,799$4.98M1.6%+0.9%0.114%
7/9/2026 Tactive Advisors LLC14,876$790K0.2%+3.2%0.018%
7/8/2026 Gradient Investments LLC1,080,581$57.37M0.8%+4.3%1.308%
7/8/2026 Teamwork Financial Advisors LLC156,863$8.33M0.8%+5.7%0.190%
7/8/2026 Puff Wealth Management LLC34,863$1.85M1.9%N/A0.042%
7/8/2026 FNY Investment Advisers LLC37,000$1.96M0.7%N/A0.045%
7/8/2026 Eclectic Associates Inc. ADV10,080$535K0.1%+75.0%0.012%
7/8/2026 Gainplan LLC76,379$4.06M1.6%+23.0%0.092%
7/7/2026 Dynamic Advisor Solutions LLC19,433$1.03M0.0%+44.0%0.024%
7/7/2026 Willner & Heller LLC3,836$204K0.1%-19.4%0.005%
7/7/2026 Prota Financial LLC107,522$5.71M3.7%+4.8%0.130%
7/7/2026 Arlington Trust Co LLC1,200$64K0.0%N/A0.001%
7/7/2026 CoreCap 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%
6/16/2026 PVG Asset Management Corp45,869$2.47M1.8%+129.3%0.056%
6/3/2026NewEdge Advisors LLC20,708$1.02M0.0%+258.1%0.025%
6/1/2026 Foguth 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%
5/20/2026 SOA Wealth Advisors LLC.1,601$79K0.0%+537.8%0.002%
5/19/2026Western Wealth Management LLC1,680$83K0.0%N/A0.002%
5/19/2026 Sonoma Allocations LLC6,357$317K0.1%-4.3%0.008%
5/19/2026 Royal 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%
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5/18/2026 EverSource 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%
5/15/2026 Gateway 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%
5/14/2026 Sentinel Advisory Group LLC151,804$7.50M3.7%N/A0.184%
5/14/2026 Compound Planning Inc.20,956$1.04M0.0%+3.1%0.025%
5/14/2026Lido Advisors LLC6,518$322K0.0%-6.7%0.008%
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%
5/7/2026 Parallel Advisors LLC2,810$139K0.0%+42.4%0.003%
5/7/2026 Marshall & Sterling Wealth Advisors Inc.172,485$8.52M5.6%+102.7%0.209%
5/7/2026 World 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%
5/6/2026 Bauman Advisory Group LLC29,702$1.47M1.0%+96.1%0.036%
5/6/2026 SteelPeak Wealth LLC127,593$6.30M0.2%N/A0.154%
5/6/2026 Independent Financial Group LLC162,833$8.04M0.2%N/A0.197%
5/6/2026Helium Advisors LLC5,414$267K0.3%N/A0.007%
5/5/2026Bank of New York Mellon Corp5,015$248K0.0%-56.1%0.006%
5/5/2026Geneos Wealth Management Inc.569$28K0.0%-58.9%0.001%
5/5/2026NFSG Corp79,695$3.94M0.6%+2.6%0.096%
5/5/2026Sanctuary Advisors LLC25,302$1.25M0.0%+77.2%0.031%
5/5/2026Sigma Planning Corp55,233$2.73M0.1%+36.0%0.067%
5/4/2026 HBW Advisory Services LLC96,087$4.74M0.5%+19.7%0.116%
5/4/2026 Principal Financial Group Inc.52,563$2.60M0.0%+67.5%0.064%
5/2/2026 CAP Partners LLC31,080$1.53M0.9%+9.8%0.038%
5/2/2026 International Assets Investment Management LLC75,145$3.73M0.1%+6.1%0.091%
5/2/2026 Diversify Wealth Management LLC42,720$2.23M0.0%+81.9%0.052%
5/1/2026 Kaizen Financial Strategies38,477$2.01M0.9%+5.8%0.047%
5/1/2026 Fifth Third Bancorp10,684$527K0.0%N/A0.013%
4/30/2026 Kestra Advisory Services LLC223,414$11.03M0.0%+8.4%0.271%
4/30/2026 Money Concepts Capital Corp7,843$387K0.0%-10.8%0.009%
4/30/2026 Capital Planning LLC30,580$1.51M0.5%+2.9%0.037%
4/29/2026 Richmond Investment Services LLC6,268$309K0.0%+34.9%0.008%
4/29/2026 Axxcess Wealth Management LLC23,537$1.16M0.0%+157.0%0.028%
4/29/2026 Montag A & Associates Inc.1,957$97K0.0%-33.9%0.002%
4/29/2026Clay Northam Wealth Management LLC17,461$862K0.5%N/A0.021%
4/28/2026 Nvest Financial LLC8,862$438K0.2%N/A0.011%
4/28/2026 Astoria Portfolio Advisors LLC.65,414$3.42M0.7%+23.5%0.079%
4/28/2026 Walkner Condon Financial Advisors LLC7,340$362K0.0%+6.9%0.009%
4/28/2026 Latitude Advisors LLC21,469$1.06M0.5%+27.0%0.026%
4/28/2026 Evolution Wealth Management Inc.2,783$137K0.1%+72.1%0.003%
4/27/2026Integrity Wealth Partners LLC113,495$5.60M5.0%N/A0.137%
4/27/2026 Moran Wealth Management LLC51,793$2.56M0.1%+296.9%0.063%
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4/27/2026 PFG Investments LLC66,315$3.27M0.2%+3.6%0.080%
4/27/2026World Investment Advisors65,282$3.22M0.1%+1,374.0%0.079%
4/27/2026 Private Advisor Group LLC600,133$29.63M0.1%+10.0%0.727%
4/27/2026 Sound Income Strategies LLC87,262$4.33M0.2%+383.9%0.106%
4/25/2026Patten Group Inc.14,089$696K0.1%+53.9%0.017%
4/25/2026 Heritage Oak Wealth Advisors LLC6,024$297K0.1%N/A0.007%
4/24/2026 Root Financial Partners LLC577$28K0.0%+79.2%0.001%
4/24/2026Kagan Cocozza Asset Management4,204$208K0.1%N/A0.005%
4/23/2026 Flagstar Advisors Inc.5,024$248K0.1%N/A0.006%
4/23/2026 Forum Financial Management LP6,599$326K0.0%+10.0%0.008%


SPYI Institutional Ownership - Frequently Asked Questions

During the previous two years, 383 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), MML Investors Services LLC ($33.92M), and Stifel Financial Corp ($31.59M).Learn more on NEOS S&P 500 High Income ETF's institutional investors.

Of the 380 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 ($1.69M), Foguth Wealth Management LLC. ($1.21M), Private Advisor Group LLC ($772.72K), Gradient Investments LLC ($620.16K), UBS Group AG ($606.24K), and Royal Bank of Canada ($557.31K).

Institutional investors have bought a total of 12,847,109 shares in the last 24 months. This purchase volume represents approximately $662.47M in transactions.

Of the 67 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), Orion Porfolio Solutions LLC ($72.82K), Palacios Wealth Management LLC ($52.73K), Cascade Wealth Advisors Inc ($46.99K), SageGuard Financial Group LLC ($23.34K), Centurion Wealth Management LLC ($21.28K), and Delta Investment Management LLC ($20.95K).

Institutional investors have sold a total of 631,598 shares in the last 24 months. This volume of shares sold represents approximately $32.67M 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 7/10/2026. New 13F filings are added each quarter as they're published.
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