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

NEOS S&P 500 High Income ETF logo
$53.45 -0.08 (-0.15%)
As of 01:41 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)
323
Total
Institutional Inflows
(last 12 months)
$623.25M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$36.91M
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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
5/16/2026 Copley Financial Group Inc.8,328$411K0.2%+84.7%0.010%
5/15/2026 Northeast 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%
5/15/2026 Waverly Advisors LLC105,494$5.21M0.0%+39.6%0.128%
5/15/2026 Wealth 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%
5/14/2026 Lido Advisors LLC6,518$322K0.0%-6.7%0.008%
5/13/2026 Cetera Investment Advisers536,814$26.50M0.0%+36.6%0.650%
5/13/2026 Alpha Financial Partners LLC27,250$1.35M0.8%+12.3%0.033%
5/12/2026 Cascade Wealth Advisors Inc340,419$18.18M7.3%+3.2%0.412%
5/8/2026 PNC 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%
5/6/2026 Centennial Bank AR 89,470$4.42M1.6%+151.7%0.108%
5/6/2026 FSA 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%
5/6/2026 Helium Advisors LLC5,414$267K0.3%N/A0.007%
5/5/2026 Bank of New York Mellon Corp5,015$248K0.0%-56.1%0.006%
5/5/2026 Geneos Wealth Management Inc.569$28K0.0%-58.9%0.001%
5/5/2026 NFSG Corp79,695$3.94M0.6%+2.6%0.096%
5/5/2026 Sanctuary Advisors LLC25,302$1.25M0.0%+77.2%0.031%
5/5/2026 Sigma 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%
4/29/2026 Clay Northam Wealth Management LLC17,461$862K0.5%N/A0.021%
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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%
4/27/2026 Integrity 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%
4/27/2026 PFG Investments LLC66,315$3.27M0.2%+3.6%0.080%
4/27/2026 World 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%
4/25/2026 Patten 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%
4/24/2026 Kagan 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%
4/23/2026 Intrua Financial LLC26,209$1.29M0.1%+5.4%0.032%
4/23/2026 Oregon Pacific Wealth Management LLC15,401$760K0.8%N/A0.019%
4/23/2026 SageGuard Financial Group LLC131,192$6.48M1.0%-15.1%0.159%
4/23/2026 Apollon Wealth Management LLC145,291$7.17M0.1%+26.8%0.176%
4/23/2026 Pasadena Private Wealth LLC8,417$416K0.1%+2.9%0.010%
4/22/2026 Bay Capital Advisors LLC17,112$845K0.5%+12.0%0.021%
4/22/2026 Patriot Financial Group Insurance Agency LLC15,996$790K0.0%+129.5%0.019%
4/22/2026 Janney Montgomery Scott LLC30,324$1.50M0.0%+22.9%0.037%
4/22/2026 Advocate Investing Services LLC800$39K0.0%N/A0.001%
4/22/2026 Lewis Asset Management LLC25,526$1.26M0.5%+46.5%0.031%
4/21/2026 Fullerton Advisors LLC51,990$2.57M2.7%+3.2%0.063%
4/21/2026 Unique Wealth LLC57,229$2.83M0.4%+0.8%0.069%
4/21/2026 GHP Investment Advisors Inc.2,877$142K0.0%+8.5%0.003%
4/21/2026 Independent Wealth Network Inc.4,662$230K0.1%N/A0.006%
4/21/2026 Fiduciary Alliance LLC16,433$856K0.1%+3.5%0.020%
4/20/2026 Kestra Private Wealth Services LLC41,935$2.07M0.0%+31.3%0.051%
4/20/2026 Independence Wealth Advisors LLC106,485$5.26M2.8%+3.6%0.129%
4/20/2026 RFG Advisory LLC82,994$4.10M0.1%+7.7%0.100%
4/20/2026 Brown Lisle Cummings Inc.40,450$2.00M0.5%+26.4%0.049%
4/18/2026 BCS Wealth Management12,829$633K0.1%-36.0%0.016%
4/17/2026 Signal Advisors Wealth LLC6,898$341K0.0%-18.6%0.008%
4/17/2026 Discipline Wealth Solutions LLC13,152$649K0.1%-37.3%0.016%
4/17/2026 Financial Management Network Inc.7,022$359K0.1%+63.0%0.009%
4/17/2026 PMG Family Office LLC16,662$823K0.9%+183.0%0.020%
4/17/2026 High Net Worth Advisory Group LLC81,532$4.03M0.9%+2.3%0.099%
4/17/2026 Brookstone Capital Management46,293$2.29M0.0%+7.1%0.056%
4/16/2026 Lee Johnson Capital Management LLC178,254$8.80M3.2%+350.9%0.216%
4/16/2026 SG Americas Securities LLC75,000$3.70M0.0%N/A0.091%
4/16/2026 Tactive Advisors LLC14,417$712K0.2%-1.7%0.017%
4/16/2026 Sheets Smith Wealth Management24,703$1.22M0.1%-2.2%0.030%
4/16/2026 Triad Wealth Partners LLC30,888$1.53M0.1%+93.8%0.037%
4/16/2026 Paladin Wealth LLC26,983$1.33M0.9%-31.2%0.033%
4/15/2026 Nations Financial Group Inc. IA ADV5,839$288K0.0%N/A0.007%
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4/15/2026 Aspen Investment Management Inc56,850$2.81M0.9%+2.0%0.069%
3/17/2026 Rockefeller Capital Management L.P.45,040$2.37M0.0%+13.7%0.055%
3/13/2026 World Investment Advisors4,429$233K0.0%N/A0.005%
3/6/2026 Redwood Family Wealth LLC10,138$533K0.5%N/A0.012%
2/24/2026 Astoria Portfolio Advisors LLC.52,981$2.74M0.6%+66.6%0.064%
2/20/2026Sunbelt Securities Inc.4,563$240K0.0%+81.7%0.006%
2/20/2026 Bauman Advisory Group LLC15,144$796K0.6%N/A0.018%
2/19/2026 Mcguire Capital Advisors Inc.5,103$268K0.2%N/A0.006%
2/19/2026 Compound Planning Inc.20,333$1.07M0.0%+1.1%0.025%
2/19/2026 Axxcess Wealth Management LLC9,157$481K0.0%N/A0.011%


SPYI Institutional Ownership - Frequently Asked Questions

During the previous two years, 369 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), Gradient Investments LLC ($93.78M), UBS Group AG ($55.39M), Royal Bank of Canada ($48.71M), MML Investors Services LLC ($33.92M), Stifel Financial Corp ($31.59M), and Private Advisor Group LLC ($29.63M).Learn more on NEOS S&P 500 High Income ETF's institutional investors.

Of the 367 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 ($7.93M), LPL Financial LLC ($1.69M), Lee Johnson Capital Management LLC ($848.44K), Private Advisor Group LLC ($827.74K), Gradient Investments LLC ($627.37K), UBS Group AG ($606.24K), and Second Half Financial Partners LLC ($456.39K).

Institutional investors have bought a total of 12,058,202 shares in the last 24 months. This purchase volume represents approximately $623.25M in transactions.

Of the 71 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), Mattson Financial Services LLC ($60.56K), Palacios Wealth Management LLC ($52.73K), Cascade Wealth Advisors Inc ($46.99K), SageGuard Financial Group LLC ($23.34K), and Atria Wealth Solutions Inc. ($22.96K).

Institutional investors have sold a total of 719,894 shares in the last 24 months. This volume of shares sold represents approximately $36.91M in transactions.


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This page (BATS:SPYI) was last updated on 5/18/2026 by MarketBeat.com Staff.
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