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Disclosery

SPYI NEOS ETF TRUST

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NEOS S&P 500 HI (fund)

348 managers (353 13F filers) reported a position in SPYI shares at 2025-12-31, 22,153,331 shares in all. 68 filers opened a position and 26 filers sold out during the quarter.

Managers
348
13F filers
353
New
68
Added
194
Reduced
42
Sold out
26
Shares held by filers
22,153,331

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
PRIVATE TRUST CO NA10,259$539K0.05%+42013F-HRTimeline
Redwood Family Wealth LLC10,138$533K0.53%13F-HRTimeline
Weaver Consulting Group10,135$532K0.13%+4,79313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC10,108$531K<0.01%+213F-HRTimelineGroup
Spinnaker Investment Group, LLC10,011$526K0.1%+1,27513F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.10,000$525K0.11%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth9,845$517K<0.01%+2,01913F-HRTimelineGroup
Leo Wealth, LLC9,799$515K0.04%new13F-HRTimeline
CWA Asset Management Group, LLC9,540$501K0.02%+28013F-HRTimeline
Rockport Wealth LLC9,330$490K0.1%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC9,157$481K0.01%new13F-HR/ATimeline
Patten Group, Inc.9,156$481K0.09%new13F-HRTimeline
Novak & Powell Financial Services, Inc.8,864$466K0.24%+30313F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC8,852$465K0.17%-5,05513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP8,793$462K0.03%-1,34513F-HRTimeline
Prospera Financial Services Inc8,727$458K0.01%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC8,697$456K0.03%+1,43013F-HRTimeline
COMERICA BANK8,502$447K<0.01%+40113F-HRTimeline
Signal Advisors Wealth, LLC8,474$445K0.04%+2,10313F-HRTimeline
Gladstone Institutional Advisory LLC8,388$441K0.02%+2,46413F-HRTimeline
Encompass More Asset Management8,182$430K0.08%new13F-HRTimeline
Pasadena Private Wealth, LLC8,177$430K0.06%+60713F-HRTimeline
HighMark Wealth Management LLC8,016$421K0.17%+23613F-HRTimeline
Strategic Blueprint, LLC7,969$419K0.02%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,899$415K<0.01%+75613F-HRTimelineGroup
Camelot Portfolios, LLC7,764$408K0.25%+96113F-HRTimeline
Atria Investments, Inc7,720$406K<0.01%+313F-HRTimeline
Safe Harbor Fiduciary, LLC7,653$402K0.36%13F-HRTimeline
Allworth Financial LP7,642$401K<0.01%+83513F-HRTimeline
Ergawealth Advisors, Inc.7,048$370K0.17%+14813F-HRTimeline
Meridian Wealth Management, LLC6,990$367K0.01%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…6,970$366K0.04%+94813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC6,986$365K<0.01%013F-HRTimelineGroup
Walkner Condon Financial Advisors LLC6,865$361K0.05%013F-HRTimeline
VestGen Advisors, LLC6,769$356K0.02%013F-HRTimeline
Private Wealth Asset Management, LLC6,757$355K0.04%+6,65713F-HRTimeline
Guild Investment Management, Inc.6,720$353K0.26%+1,28013F-HRTimeline
Sonoma Allocations LLC6,641$352K0.12%013F-HRTimeline
FSM Wealth Advisors, LLC6,466$340K0.05%013F-HRTimeline
Ashton Thomas Private Wealth, LLC6,388$336K0.01%+2,24213F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC6,240$328K0.01%+25113F-HRTimeline
Keystone Financial Group6,180$325K0.02%new13F-HRTimeline
Braeburn Wealth Management LLC6,025$316K0.16%13F-HRTimeline
GROUP ONE TRADING LLC5,998$315K0.01%+3,37513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP5,997$315K<0.01%+24513F-HRTimelineGroup
PMG Family Office LLC5,887$309K0.36%-19513F-HRTimeline
Magnus Financial Group LLC5,876$309K0.02%+1,23213F-HRTimeline
NewEdge Advisors, LLC5,782$304K<0.01%+57013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV5,760$303K0.05%013F-HRTimeline
Financial & Tax Architects, LLC5,643$296K0.07%-3213F-HRTimeline
STOCK YARDS BANK & TRUST CO5,640$296K0.01%new13F-HRTimeline
MCF Advisors LLC5,632$296K0.02%+1,29413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,539$291K0.01%new13F-HRTimelineGroup
Southeast Asset Advisors, LLC5,500$289K0.03%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC5,459$287K0.02%+613F-HRTimeline
Storgate, LLC5,425$285K0.23%13F-HRTimeline
DAVENPORT & Co LLC5,150$271K<0.01%-1,00013F-HRTimeline
Facet Wealth, Inc.5,108$270K<0.01%+1713F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC5,103$268K0.17%13F-HRTimeline
IPG Investment Advisors LLC5,000$263K0.05%new13F-HRTimeline
Abel Hall, LLC5,000$263K0.06%013F-HRTimeline
Marmo Financial Group, LLC4,946$260K0.12%new13F-HRTimeline
Richmond Investment Services, LLC4,648$244K0.04%new13F-HRTimeline
Keating Financial Advisory Services, In…4,611$242K0.03%13F-HRTimeline
Sunbelt Securities, Inc.4,563$240K0.02%+2,05213F-HRTimeline
Venture Visionary Partners LLC4,559$240K0.01%+65713F-HRTimeline
Betterment LLC4,537$238K<0.01%new13F-HRTimeline
POINCIANA ADVISORS GROUP, LLC4,513$237K0.19%new13F-HRTimeline
Copley Financial Group, Inc.4,508$237K0.15%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,486$236K0.05%+13513F-HRTimeline
World Investment Advisors4,429$233K<0.01%new13F-HR/ATimeline
Navis Wealth Advisors, LLC4,400$231K0.1%+2213F-HRTimeline
Berger Financial Group, Inc4,381$230K0.01%+39613F-HRTimeline
WILLNER & HELLER, LLC4,375$230K0.17%+43313F-HRTimeline
Global Wealth Strategies & Associates4,364$229K0.06%new13F-HRTimeline
KLCM Advisors, Inc.4,345$228K0.02%new13F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC4,309$227K0.04%new13F-HRTimeline
Global Retirement Partners, LLC4,313$227K<0.01%-1,31113F-HRTimeline
Ignite Planners, LLC4,254$224K0.03%new13F-HRTimeline
Atlas Private Wealth Advisors4,180$220K0.05%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,090$215K0.01%new13F-HRTimelineGroup
Aprio Wealth Management, LLC4,070$214K0.01%new13F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.3,996$211K0.15%new13F-HRTimeline
Robertson Stephens Wealth Management, L…3,831$201K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,202$168K<0.01%+2,60413F-HRTimelineGroup
MONTAG A & ASSOCIATES INC2,961$156K0.01%-1,44813F-HRTimeline
GHP Investment Advisors, Inc.2,651$139K0.01%+19813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,605$137K<0.01%+10013F-HRTimelineGroup
Sunrise Financial Services, LLC2,521$132K0.1%13F-HRTimeline
Steward Partners Investment Advisory, L…2,363$124K<0.01%+2,26713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,215$116K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC2,136$112K0.04%+3613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,100$110K<0.01%+30013F-HRTimelineGroup
UMB Bank, n.a.2,016$106K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
City State Bank2,000$105K0.03%013F-HRTimeline
Parallel Advisors, LLC1,974$104K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1,941$102K0.01%+1,09113F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,617$84.9K0.07%new13F-HRTimeline
Arax Advisory Partners1,576$82.8K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,500$78.8K0.02%new13F-HRTimeline
Geneos Wealth Management Inc.1,385$72.8K<0.01%+1613F-HRTimeline
Strive Financial Group ,LLC1,281$67.3K0.04%13F-HR/ATimeline
Abound Wealth Management1,189$62.4K0.01%+99713F-HRTimeline
Luminist Capital LLC1,144$60.1K0.07%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…1,086$57K0.02%013F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,062$55.8K<0.01%013F-HRTimelineGroup
VISION FINANCIAL MARKETS LLC939$49.3K0.05%+2813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV910$47.8K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…820$43K<0.01%+20013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN796$41.8K<0.01%+66413F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC743$39K<0.01%-2713F-HR/ATimelineGroup
OPTIMA CAPITAL LLC701$36.8K0.02%new13F-HRTimeline
Pinnacle Bancorp, Inc.594$31.2K0.01%013F-HRTimeline
SageView Advisory Group, LLC525$27.6K<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC511$26.8K0.01%new13F-HRTimeline
United Community Bankin group United Community Bank500$26.3K0.01%new13F-HRTimelineGroup
SHP Wealth Management437$23K<0.01%13F-HRTimeline
Activest Wealth Management411$21.6K<0.01%-57513F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC394$21K0.01%+10013F-HRTimeline
Scarborough Advisors, LLC391$20.5K<0.01%+19513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC383$20.1K<0.01%+13413F-HRTimeline
Roble, Belko & Company, Inc383$20K<0.01%+12313F-HRTimeline
Murphy & Mullick Capital Management Corp350$18.4K0.01%013F-HRTimeline
Root Financial Partners, LLC322$16.9K<0.01%+31513F-HRTimeline
Larson Financial Group LLC320$16.8K<0.01%+31913F-HRTimeline
BFSG, LLC260$13.7K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.251$13.2K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management225$11.8K<0.01%new13F-HRTimelineGroup
CX Institutional200$11K<0.01%new13F-HRTimeline
Game Plan Financial Advisors, LLC200$10.5K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.174$9.14K<0.01%new13F-HRTimeline
Motiv8 Investments LLC173$9K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC128$6.72K<0.01%+2313F-HRTimelineGroup
DUNCKER STREETT & CO INC100$5.25K<0.01%013F-HRTimeline
Clearstead Advisors, LLC85$4.47K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO78$4.15K<0.01%-31,09513F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC60$3.15K<0.01%013F-HRTimeline
Essential Partners LLC59$3.1K<0.01%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp38$2K<0.01%new13F-HR/ATimeline
DHJJ Financial Advisors, Ltd.37$1.94K<0.01%013F-HRTimeline
Bogart Wealth, LLC27$1.44K<0.01%-113F-HRTimeline
Golden State Wealth Management, LLC18$984<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…6$315<0.01%new13F-HRTimelineGroup
Mountain Hill Investment Partners Corp.5$279<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC5$273<0.01%new13F-HRTimeline
Robbins Farley2$106<0.01%013F-HRTimeline
Dunhill Financial, LLC2$106<0.01%new13F-HRTimeline
Bradley & Co. Private Wealth Management…1$52<0.01%013F-HRTimeline