Skip to content
Disclosery

SPYI NEOS ETF TRUST

Follow

NEOS S&P 500 HI (fund)

441 managers (447 13F filers) reported a position in SPYI shares at 2026-06-30, 33,170,683 shares in all. 84 filers opened a position and 24 filers sold out during the quarter.

Managers
441
13F filers
447
New
84
Added
254
Reduced
71
Sold out
24
Shares held by filers
33,170,683

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Creative Planningin group Creative Planning20,912$1.11M<0.01%+8,10113F-HRTimelineGroup
CERTIOR FINANCIAL GROUP, LLC20,450$1.09M0.59%+13,20013F-HRTimeline
CHILTON INVESTMENT CO INC.20,244$1.07M0.03%+3,06813F-HRTimeline
Heck Capital Advisors, LLC20,015$1.06M0.06%-72113F-HRTimeline
SBI Securities Co., Ltd.19,677$1.04M0.02%+1,85113F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.19,517$1.04M0.02%new13F-HRTimelineGroup
COMPASS FINANCIAL MANAGEMENT LLC19,453$1.03M0.13%13F-HRTimeline
Dynamic Advisor Solutions LLC19,433$1.03M0.03%+5,94113F-HRTimeline
ELCO Management Co., LLC19,425$1.03M0.44%+30013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…19,420$1.03M0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC19,102$1.01M0.03%+72413F-HRTimeline
Clay Northam Wealth Management, LLC18,843$1M0.49%+1,38213F-HRTimeline
HARBOUR INVESTMENTS, INC.18,617$988K0.01%+5,84113F-HRTimeline
Robertson Stephens Wealth Management, L…18,458$980K0.02%+13,45913F-HRTimeline
Rockwood Wealth Management, LLC18,291$971K0.06%new13F-HRTimeline
Storgate, LLC18,185$965K0.2%+5,90013F-HRTimeline
Bay Capital Advisors, LLC18,096$961K0.51%+98413F-HRTimeline
Balboa Wealth Partners18,090$960K0.13%new13F-HRTimeline
Capital Wealth Alliance, LLC17,880$949K0.44%+6,60113F-HRTimeline
WORLD EQUITY GROUP, INC.17,821$946K0.21%+2,02913F-HRTimeline
IFP Advisors, Inc17,808$945K0.02%+1,52313F-HRTimeline
PMG Family Office LLC17,703$940K0.87%+1,04113F-HRTimeline
Almanack Investment Partners, LLC.17,419$925K0.12%new13F-HRTimeline
Claro Advisors Inc.17,372$922K0.1%-3113F-HRTimeline
Resurgent Financial Advisors LLC17,278$917K0.26%+73813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN17,078$907K<0.01%+4,18813F-HRTimelineGroup
Fiduciary Alliance LLC17,077$907K0.06%+64413F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.17,000$903K0.17%+7,00013F-HRTimeline
ENTREWEALTH, LLC16,709$902K0.33%+11,70913F-HRTimeline
Coppell Advisory Solutions LLC32,680$901K0.1%new13F-HRTimeline
Betterment LLC16,977$901K<0.01%+4,73813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC16,639$883K0.03%+1,03813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.16,488$875K0.04%+1,02913F-HRTimelineGroup
Discipline Wealth Solutions, LLC16,459$874K0.08%+3,30713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS16,310$866K<0.01%+1,87713F-HRTimeline
WESPAC Advisors, LLC16,119$856K0.42%+28113F-HRTimeline
SeaCrest Wealth Management, LLC15,631$830K0.09%+3,69013F-HRTimeline
OAKWORTH CAPITAL, INC.15,368$816K0.04%+1,26713F-HRTimeline
MBL Wealth, LLC15,000$796K0.05%013F-HRTimeline
Tactive Advisors, LLC14,876$790K0.19%+45913F-HRTimeline
Oregon Pacific Wealth Management, LLC14,752$783K0.73%-64913F-HRTimeline
Walkner Condon Financial Advisors LLC14,413$765K0.09%+7,07313F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC14,374$763K0.03%new13F-HRTimelineGroup
Camarda Financial Advisors, LLC14,292$759K0.23%+87913F-HRTimeline
Mission Hills Financial Advisory, LLC14,129$750K0.33%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC14,073$747K<0.01%+7,55513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY13,834$734K<0.01%+6,53413F-HRTimelineGroup
Gladstone Institutional Advisory LLC13,688$727K0.02%+32713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp13,512$717K<0.01%+8,49713F-HRTimelineGroup
Savant Capital, LLC13,538$695K<0.01%+7,15513F-HRTimeline
Atria Investments, Inc12,805$680K0.01%+3,29713F-HRTimeline
TWO SIGMA SECURITIES, LLC12,700$674K0.06%new13F-HRTimeline
Aprio Wealth Management, LLC12,642$671K0.03%+8,27213F-HRTimeline
Wellington Grp LLC12,543$666K0.18%-1,41213F-HR/ATimeline
M Holdings Securities, Inc.12,458$659K0.09%new13F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC12,379$657K0.28%new13F-HRTimeline
Ponta Wealth Partners, LLC12,153$645K0.35%new13F-HRTimeline
Strategic Financial Concepts, LLC11,816$627K0.19%+3,05613F-HRTimeline
Virtue Capital Management, LLC11,637$618K0.08%+3,60013F-HRTimeline
Provenance Wealth Advisors, LLC11,441$607K0.06%new13F-HRTimeline
Cornerstone Wealth Management, LLC11,349$603K0.03%+49013F-HRTimeline
Independent Advisor Alliance10,983$583K0.01%-11,34913F-HRTimeline
Integrated Advisors Network LLC10,893$578K0.03%-63213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…10,841$576K<0.01%+15713F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…10,792$573K0.06%-5,20413F-HRTimeline
Accel Wealth Management10,769$572K0.13%-1,23613F-HRTimeline
Savvy Advisors, Inc.10,754$571K0.01%+40813F-HRTimeline
Seros Financial, LLC10,590$562K0.29%new13F-HRTimeline
STOCK YARDS BANK & TRUST CO10,565$561K0.02%+4,92513F-HR/ATimeline
WESTBOURNE INVESTMENTS, INC.10,446$555K0.23%+1,10413F-HRTimeline
49 WEALTH MANAGEMENT, LLC10,433$554K0.11%new13F-HR/ATimeline
ALONGSIDE, LLC10,433$554K0.11%13F-HRTimeline
Yukon Wealth Management, Inc.10,215$542K0.16%new13F-HRTimeline
Encompass More Asset Management10,207$542K0.08%+1,43113F-HRTimeline
Pasadena Private Wealth, LLC10,151$539K0.07%+1,73413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC10,112$537K<0.01%+213F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV10,080$535K0.06%+4,32013F-HRTimeline
Spinnaker Investment Group, LLC10,011$531K0.09%013F-HRTimeline
Redwood Family Wealth LLC9,910$526K0.47%-33713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC9,920$526K0.03%-23813F-HRTimeline
Simplicity Wealth,LLC9,863$524K0.02%new13F-HRTimeline
Core Wealth Advisors, Inc.9,793$520K0.1%+1,73913F-HRTimeline
Vise Technologies, Inc.9,761$518K0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC9,722$516K0.01%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP9,646$512K0.02%+1,80313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC9,624$511K0.15%+4,60013F-HRTimelineGroup
Rockport Wealth LLC9,264$492K0.08%-6613F-HRTimeline
Triad Wealth Partners, LLC9,193$491K0.03%-21,69513F-HRTimeline
VestGen Advisors, LLC8,910$473K0.01%+59413F-HRTimeline
Keystone Financial Group8,905$473K0.03%+1,32513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,589$456K0.01%new13F-HRTimelineGroup
Copley Financial Group, Inc.8,586$456K0.28%+25813F-HRTimeline
Advisory Services Network, LLC8,552$454K0.01%+6,33613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,538$453K0.01%new13F-HRTimelineGroup
Camelot Portfolios, LLC8,409$446K0.32%-17213F-HRTimeline
Novak & Powell Financial Services, Inc.8,371$444K0.21%+413F-HRTimeline
Ergawealth Advisors, Inc.8,353$443K0.17%+14813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/8,294$440K<0.01%+87513F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC8,257$438K0.06%+1,23513F-HRTimeline
WEALTH EFFECTS LLC8,171$434K0.12%new13F-HRTimeline
Scott Capital Advisors, LLC8,163$433K0.07%+2,99313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV8,090$429K0.02%+2,25113F-HRTimeline
Allworth Financial LP7,698$409K<0.01%-56613F-HRTimeline
Magnus Financial Group LLC7,662$407K0.03%+1,12313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,627$405K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC7,518$399K<0.01%new13F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd7,391$392K0.01%-2,16913F-HRTimelineGroup
Pointe Capital Management LLC7,134$379K0.17%013F-HRTimeline
Atlas Private Wealth Advisors7,112$378K0.08%+2,27313F-HRTimeline
Cresset Asset Management, LLC6,977$370K<0.01%-4,12513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP6,880$365K<0.01%+28113F-HRTimelineGroup
Signal Advisors Wealth, LLC6,866$365K0.02%-3213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC6,786$360K0.07%+1,70013F-HRTimeline
TCP Asset Management, LLC6,785$360K0.04%013F-HRTimeline
Texas Capital Bank Wealth Management Se…6,687$355K0.02%+1,14413F-HRTimeline
JERICHO FINANCIAL, LLP6,578$349K0.18%new13F-HRTimeline
FSM Wealth Advisors, LLC6,466$343K0.04%013F-HRTimeline
Sonoma Allocations LLC6,357$339K0.11%013F-HRTimeline
Keating Financial Advisory Services, In…6,377$339K0.04%-2,79013F-HRTimeline
Chicago Partners Investment Group LLC6,396$334K0.01%new13F-HRTimeline
Soltis Investment Advisors LLC6,229$331K0.02%new13F-HRTimeline
Helium Advisors LLC6,190$329K0.27%+77613F-HRTimeline
Royal Fund Management, LLC6,179$328K0.03%+1,80813F-HRTimeline
Morey & Quinn Wealth Partners, LLC6,175$328K0.21%new13F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC6,061$322K0.1%+3713F-HRTimeline
Smartleaf Asset Management LLC6,085$321K0.01%013F-HRTimeline
Braeburn Wealth Management LLC6,025$320K0.14%013F-HRTimeline
Larson Financial Group LLC5,969$317K0.01%-8,34413F-HRTimeline
COOPER/HAIMS ADVISORS, LLC5,777$307K0.13%new13F-HRTimeline
Retirement Planning Group, LLC5,650$300K0.01%new13F-HRTimeline
Rossby Financial, LCC5,550$295K0.05%new13F-HRTimeline
Fulcrum Equity Management5,519$293K0.24%new13F-HRTimeline
IPG Investment Advisors LLC5,399$287K0.04%013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC5,391$286K0.08%new13F-HRTimeline
Facet Wealth, Inc.5,295$281K<0.01%+8913F-HRTimeline
Kapstone Financial Advisors LLC5,215$277K0.12%new13F-HRTimeline
VIMA LLC5,169$274K0.27%13F-HRTimeline
Berger Financial Group, Inc5,032$267K0.01%+82713F-HRTimeline
Abel Hall, LLC5,000$265K0.05%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC4,936$262K0.02%+25013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV4,913$261K<0.01%new13F-HR/ATimeline
NORDEN GROUP LLC4,772$253K0.02%new13F-HRTimeline
Venture Visionary Partners LLC4,758$253K0.01%-513F-HRTimeline
SIMPLEX TRADING, LLC4,744$252K0.01%+1,90513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,729$251K0.01%+65413F-HRTimelineGroup
Clearstead Advisors, LLC4,723$251K<0.01%+4,63413F-HRTimeline
Geneos Wealth Management Inc.4,700$249K0.01%+4,13113F-HRTimeline
Genesee Capital Advisors, LLC4,637$246K0.08%new13F-HRTimeline
Safe Harbor Fiduciary, LLC4,585$243K0.19%+2913F-HRTimeline
Nvest Financial, LLC4,544$241K0.08%-4,31813F-HRTimeline
Global Retirement Partners, LLC4,443$236K<0.01%13F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.4,443$236K0.02%new13F-HRTimeline
Independent Wealth Network Inc.4,420$235K0.06%-24213F-HRTimeline
Tulsa Wealth Advisors, INC4,403$234K0.03%new13F-HRTimeline
New England Private Wealth Advisors LLC4,464$233K0.02%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC4,352$231K<0.01%-2,03613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,418$230K<0.01%new13F-HRTimelineGroup
Global Wealth Strategies & Associates4,325$230K0.04%-3913F-HRTimeline
Stenger Family Office, LLC4,225$224K0.04%new13F-HRTimeline
Second Line Capital, LLC4,050$215K0.04%new13F-HRTimeline
Noble Wealth Management PBC4,050$215K0.1%new13F-HRTimeline
Waldron Private Wealth LLC4,033$214K0.01%new13F-HRTimeline
ZEGA Investments, LLC4,031$214K0.04%new13F-HRTimeline
POINCIANA ADVISORS GROUP, LLC4,013$213K0.16%new13F-HRTimeline
Meridian Wealth Management, LLC4,013$213K0.01%-88213F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC4,000$212K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,868$205K<0.01%013F-HRTimelineGroup
A4 Wealth Advisors LLC3,839$204K0.14%-1,57513F-HRTimeline
AlphaStar Capital Management, LLC3,839$204K0.01%new13F-HRTimeline
WILLNER & HELLER, LLC3,836$204K0.13%-92113F-HRTimeline
Wealthspire Advisors, LLC3,820$203K<0.01%new13F-HRTimeline
Wealth Care LLC3,818$203K0.16%new13F-HRTimeline
Financial Management, Inc.3,819$203K0.17%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,815$203K0.01%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.3,812$202K0.02%new13F-HRTimeline
Kingstone Capital Partners Texas, LLC3,809$202K0.11%new13F-HRTimeline
Activest Wealth Management3,801$202K0.04%-30513F-HRTimeline
STANCE CAPITAL LLC3,777$201K0.06%new13F-HRTimeline
IMA Advisory Services, Inc.3,708$197K0.01%+3,68813F-HRTimeline
Parallel Advisors, LLC3,569$189K<0.01%+75913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,563$189K<0.01%+95813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,230$171K<0.01%+5613F-HRTimelineGroup
GHP Investment Advisors, Inc.2,974$158K0.01%+9713F-HRTimeline
Reyes Financial Architecture, Inc.2,713$144K0.08%+18513F-HRTimeline
Sunrise Financial Services, LLC2,670$142K0.08%-26813F-HRTimeline
UMB Bank, n.a.2,625$139K<0.01%+60913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LANARK FINANCIAL, INC.2,566$136K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC2,531$135K0.04%+35913F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.2,372$126K0.07%-41113F-HRTimeline
City State Bank2,000$106K0.02%013F-HRTimeline
Nemes Rush Group LLC1,995$106K0.01%+5913F-HRTimeline
MCF Advisors LLC1,726$91.6K<0.01%013F-HRTimeline
Luminist Capital LLC1,672$88.8K0.1%+15313F-HRTimeline
Founders Financial Alliance, LLC1,646$87.4K0.01%+22613F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS1,623$86.2K0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.1,350$71.7K0.01%-25113F-HRTimeline
Strive Financial Group ,LLC1,339$71.1K0.03%+5813F-HR/ATimeline
MONTAG A & ASSOCIATES INC1,307$69.4K<0.01%-65013F-HRTimeline
Federation des caisses Desjardins du Qu…1,270$67.4K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,200$63.7K0.01%new13F-HRTimelineGroup