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SPYI NEOS ETF TRUST

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NEOS S&P 500 HI (fund)

233 managers (236 13F filers) reported a position in SPYI shares at 2025-06-30, 11,843,820 shares in all. 61 filers opened a position and 19 filers sold out during the quarter.

Managers
233
13F filers
236
New
61
Added
121
Reduced
34
Sold out
19
Shares held by filers
11,843,820

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
VISION FINANCIAL MARKETS LLC884$44.5K0.04%+2613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC769$39K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN694$34.9K<0.01%+39213F-HRTimelineGroup
Global Retirement Partners, LLC688$34.6K<0.01%13F-HRTimeline
MAI Capital Management650$32.7K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO476$24K<0.01%-4,25213F-HRTimelineGroup
Geneos Wealth Management Inc.412$20.8K<0.01%+31213F-HRTimeline
Activest Wealth Management387$19.5K<0.01%+1113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC339$17.1K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC301$15.1K<0.01%+30013F-HRTimeline
Chung Wu Investment Group, LLC300$15.1K0.02%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC250$12.6K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC249$12.5K<0.01%013F-HRTimeline
Pacifica Partners Inc.221$11.1K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp200$10.2K0.01%new13F-HRTimeline
Game Plan Financial Advisors, LLC200$10.1K<0.01%new13F-HRTimeline
Roble, Belko & Company, Inc185$9K<0.01%+10413F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC133$6.87K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC127$6.39K<0.01%+4213F-HRTimelineGroup
Silicon Valley Capital Partners105$5.29K<0.01%+313F-HRTimeline
Sunbelt Securities, Inc.85$4.32K<0.01%013F-HRTimeline
Front Row Advisors LLC66$3.32K<0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC75$3K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.37$1.86K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC30$1.52K<0.01%new13F-HRTimeline
Bogart Wealth, LLC26$1.3K<0.01%new13F-HRTimeline
Crewe Advisors LLC25$1.26K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…20$1.01K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20$1.01K<0.01%-33613F-HRTimelineGroup
Robbins Farley2$101<0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…1$50<0.01%013F-HRTimeline
Coston, McIsaac & Partners5$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.