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Disclosery

SPYI NEOS ETF TRUST

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NEOS S&P 500 HI (fund)

391 managers (396 13F filers) reported a position in SPYI shares at 2026-03-31, 27,761,575 shares in all. 67 filers opened a position and 28 filers sold out during the quarter.

Managers
391
13F filers
396
New
67
Added
219
Reduced
63
Sold out
28
Shares held by filers
27,761,575

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MBL Wealth, LLC15,000$741K0.06%+1,00013F-HRTimeline
VectorGlobal IAG, Inc.14,856$733K0.19%13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS14,433$713K<0.01%+3,11913F-HRTimeline
Tactive Advisors, LLC14,417$712K0.2%-24413F-HRTimeline
Larson Financial Group LLC14,313$707K0.02%+13,99313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP41,104$703K<0.01%+19013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.14,101$696K0.04%013F-HRTimeline
Patten Group, Inc.14,089$696K0.12%+4,93313F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…14,000$691K<0.01%013F-HR/ATimelineGroup
Wellington Grp LLC13,955$689K0.21%new13F-HRTimeline
Dynamic Advisor Solutions LLC13,492$666K0.02%+1,13513F-HRTimeline
Camarda Financial Advisors, LLC13,413$662K0.35%-2913F-HRTimeline
Gladstone Institutional Advisory LLC13,361$660K0.02%+4,97313F-HRTimeline
Discipline Wealth Solutions, LLC13,152$649K0.07%-7,81313F-HRTimeline
NewEdge Wealth, LLC13,053$644K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,890$636K<0.01%+12,09413F-HR/ATimelineGroup
BCS Wealth Management12,829$633K0.13%-7,20113F-HRTimeline
Creative Planningin group Creative Planning12,811$632K<0.01%-3,45813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.12,776$631K0.01%-5,15613F-HRTimeline
Storgate, LLC12,285$607K0.48%+6,86013F-HRTimeline
Betterment LLC12,239$604K<0.01%+7,70213F-HRTimeline
Accel Wealth Management12,005$593K0.15%-43213F-HRTimeline
SeaCrest Wealth Management, LLC11,941$590K0.06%+1,47013F-HRTimeline
Integrated Advisors Network LLC11,525$569K0.03%+16113F-HRTimeline
Capital Wealth Alliance, LLC11,279$557K0.25%+22613F-HRTimeline
CWM, LLCin group CWM, LLC11,166$551K<0.01%-34313F-HRTimelineGroup
Cresset Asset Management, LLC11,102$548K<0.01%-3,24213F-HRTimeline
Cornerstone Wealth Management, LLC10,859$536K0.03%+26613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…10,684$527K<0.01%new13F-HRTimelineGroup
Savvy Advisors, Inc.10,346$511K0.01%-6013F-HRTimeline
Redwood Family Wealth LLC10,247$506K0.5%+10913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC10,158$501K0.03%+1,46113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC10,110$499K<0.01%+213F-HRTimelineGroup
Spinnaker Investment Group, LLC10,011$494K0.1%013F-HRTimeline
CWA Asset Management Group, LLC10,000$494K0.02%+46013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.10,000$494K0.11%013F-HRTimeline
Leo Wealth, LLC9,774$483K0.04%-2513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd9,560$472K0.01%new13F-HRTimelineGroup
Atria Investments, Inc9,508$469K0.01%+1,78813F-HRTimeline
WESTBOURNE INVESTMENTS, INC.9,342$461K0.22%-2,86513F-HRTimeline
Rockport Wealth LLC9,330$461K0.08%013F-HRTimeline
Keating Financial Advisory Services, In…9,167$453K0.07%+4,55613F-HRTimeline
VestGen Advisors, LLC8,316$445K0.01%+1,54713F-HRTimeline
Nvest Financial, LLC8,862$438K0.16%new13F-HRTimeline
Encompass More Asset Management8,776$433K0.07%+59413F-HRTimeline
Strategic Financial Concepts, LLC8,760$432K0.11%new13F-HRTimeline
Camelot Portfolios, LLC8,581$424K0.32%+81713F-HRTimeline
Manhattan West Asset Management, LLC8,516$420K0.08%new13F-HRTimeline
Pasadena Private Wealth, LLC8,417$416K0.06%+24013F-HRTimeline
Novak & Powell Financial Services, Inc.8,367$413K0.22%-49713F-HRTimeline
Copley Financial Group, Inc.8,328$411K0.25%+3,82013F-HRTimeline
Allworth Financial LP8,264$408K<0.01%+62213F-HRTimeline
Ergawealth Advisors, Inc.8,205$405K0.18%+1,15713F-HRTimeline
Core Wealth Advisors, Inc.8,054$398K0.09%new13F-HRTimeline
Navis Wealth Advisors, LLC7,923$391K0.2%+3,52313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP7,843$387K0.02%-95013F-HRTimeline
Virtue Capital Management, LLC8,037$386K0.06%new13F-HRTimeline
Annex Advisory Services, LLC7,626$376K0.01%new13F-HRTimeline
Keystone Financial Group7,580$374K0.03%+1,40013F-HRTimeline
Spectrum Advisors, Inc.7,548$373K0.29%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,419$366K<0.01%-48013F-HRTimelineGroup
Walkner Condon Financial Advisors LLC7,340$362K0.05%+47513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,300$360K<0.01%-4,76113F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC7,022$359K0.05%+2,71313F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC7,250$358K0.23%new13F-HRTimeline
Pointe Capital Management LLC7,134$352K0.17%new13F-HRTimeline
Private Wealth Asset Management, LLC6,967$344K0.04%+21013F-HRTimeline
Signal Advisors Wealth, LLC6,898$341K0.02%-1,57613F-HRTimeline
TCP Asset Management, LLC6,785$335K0.04%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP6,599$326K<0.01%+60213F-HRTimelineGroup
Magnus Financial Group LLC6,539$323K0.03%+66313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC6,518$322K<0.01%-46813F-HRTimelineGroup
FSM Wealth Advisors, LLC6,466$319K0.04%013F-HRTimeline
Sonoma Allocations LLC6,357$317K0.11%-28413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC6,411$317K0.01%+17113F-HRTimeline
Ashton Thomas Private Wealth, LLC6,388$315K0.01%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC6,383$315K<0.01%new13F-HRTimelineGroup
Richmond Investment Services, LLC6,268$309K0.05%+1,62013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,253$309K0.01%+71413F-HRTimelineGroup
Braeburn Wealth Management LLC6,025$297K0.17%013F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC6,024$297K0.09%new13F-HRTimeline
Smartleaf Asset Management LLC6,085$292K0.01%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,839$288K0.01%new13F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV5,760$284K0.04%013F-HRTimeline
STOCK YARDS BANK & TRUST CO5,640$278K0.01%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC5,616$277K0.02%+15713F-HRTimeline
Texas Capital Bank Wealth Management Se…5,543$274K0.02%new13F-HRTimeline
Southeast Asset Advisors, LLC5,500$272K0.03%013F-HRTimeline
A4 Wealth Advisors LLC5,414$267K0.22%-9,85613F-HRTimeline
Helium Advisors LLC5,414$267K0.26%new13F-HRTimeline
IPG Investment Advisors LLC5,399$267K0.05%+39913F-HRTimeline
Scott Capital Advisors, LLC5,170$264K0.05%new13F-HRTimeline
Facet Wealth, Inc.5,206$257K<0.01%+9813F-HRTimeline
Sunbelt Securities, Inc.5,108$252K0.02%+54513F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,086$251K0.05%+60013F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.5,063$250K0.15%+1,06713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,024$248K0.09%new13F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,015$248K<0.01%-6,41113F-HRTimelineGroup
Abel Hall, LLC5,000$247K0.05%013F-HRTimeline
ENTREWEALTH, LLC5,000$247K0.11%new13F-HRTimeline
Robertson Stephens Wealth Management, L…4,999$247K0.01%+1,16813F-HRTimeline
Jackson Hole Capital Partners, LLC4,962$245K0.04%new13F-HRTimeline
Marmo Financial Group, LLC4,946$244K0.12%013F-HRTimeline
Meridian Wealth Management, LLC4,895$242K0.01%-2,09513F-HRTimeline
Atlas Private Wealth Advisors4,839$239K0.06%+65913F-HRTimeline
Venture Visionary Partners LLC4,763$235K0.01%+20413F-HRTimeline
WILLNER & HELLER, LLC4,757$235K0.18%+38213F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC4,686$231K0.02%new13F-HRTimelineGroup
Independent Wealth Network Inc.4,662$230K0.07%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,618$230K<0.01%new13F-HRTimelineGroup
Safe Harbor Fiduciary, LLC4,556$225K0.21%-3,09713F-HRTimeline
PSI Advisors, LLC4,486$221K0.05%new13F-HRTimeline
Royal Fund Management, LLC4,371$216K0.02%new13F-HRTimeline
Aprio Wealth Management, LLC4,370$216K0.01%+30013F-HRTimeline
Global Wealth Strategies & Associates4,364$215K0.05%013F-HRTimeline
Fisher Asset Management, LLC4,259$210K<0.01%new13F-HRTimeline
Berger Financial Group, Inc4,205$208K0.01%-17613F-HRTimeline
Kagan Cocozza Asset Management4,204$208K0.15%new13F-HRTimeline
DAVENPORT & Co LLC4,200$207K<0.01%-95013F-HRTimeline
Activest Wealth Management4,106$203K0.04%+3,69513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,090$202K0.02%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,075$201K0.01%+1,97513F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.3,868$191K<0.01%+66613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,174$157K<0.01%+95913F-HRTimelineGroup
Sunrise Financial Services, LLC2,938$145K0.1%+41713F-HRTimeline
GHP Investment Advisors, Inc.2,877$142K0.01%+22613F-HRTimeline
Arax Advisory Partners2,841$140K<0.01%+1,26513F-HRTimeline
SIMPLEX TRADING, LLC2,839$140K<0.01%new13F-HRTimeline
Parallel Advisors, LLC2,810$139K<0.01%+83613F-HR/ATimeline
EVOLUTION WEALTH MANAGEMENT INC.2,783$137K0.1%+1,16613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,605$129K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.2,566$127K0.01%+62513F-HRTimeline
Reyes Financial Architecture, Inc.2,528$125K0.1%-23,85913F-HRTimeline
Advisory Services Network, LLC2,216$109K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC2,172$107K0.04%+3613F-HRTimeline
UMB Bank, n.a.2,016$99.5K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
City State Bank2,000$98.7K0.03%013F-HRTimeline
MONTAG A & ASSOCIATES INC1,957$96.6K<0.01%-1,00413F-HRTimeline
Nemes Rush Group LLC1,936$95.6K0.01%new13F-HRTimeline
HighMark Wealth Management LLC1,924$95K0.04%-6,09213F-HRTimeline
MCF Advisors LLC1,726$85.2K<0.01%-3,90613F-HRTimeline
SOA Wealth Advisors, LLC.1,601$79K0.01%+1,35013F-HRTimeline
Luminist Capital LLC1,519$75K0.1%+37513F-HRTimeline
Founders Financial Alliance, LLC1,420$70.1K0.01%new13F-HRTimeline
Strive Financial Group ,LLC1,281$63K0.03%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,270$62.6K<0.01%+45013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…1,086$53.6K0.01%013F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,062$52.4K<0.01%013F-HRTimelineGroup
Essential Investment Partners LLC1,000$49.4K0.05%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC968$47.8K0.05%+2913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV910$44.9K<0.01%013F-HRTimeline
Innovative Asset Advisors Group, LLC850$42K0.02%13F-HRTimeline
Advocate Investing Services LLC800$39.5K0.03%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …771$38.1K0.01%new13F-HRTimelineGroup
Pinnacle Bancorp, Inc.594$29.3K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC583$29K<0.01%-16013F-HRTimelineGroup
Root Financial Partners, LLC577$28.5K<0.01%+25513F-HRTimeline
Strategic Wealth Partners, Ltd.572$28.2K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.569$28.1K<0.01%-81613F-HRTimeline
Scarborough Advisors, LLC560$27.6K<0.01%+16913F-HRTimeline
HFM Investment Advisors, LLC511$25.2K0.01%013F-HRTimeline
United Community Bankin group United Community Bank500$24.7K0.01%013F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC394$19K0.01%013F-HRTimeline
Roble, Belko & Company, Inc394$19K<0.01%+1113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC361$17.8K<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp350$17.3K0.01%013F-HRTimeline
MATHER GROUP, LLC.303$15K<0.01%new13F-HRTimeline
BFSG, LLC248$12.2K<0.01%-1213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO231$11.1K<0.01%+15313F-HR/ATimelineGroup
Game Plan Financial Advisors, LLC200$9.87K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.190$9.38K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.185$9.13K<0.01%+1113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC162$8K<0.01%+3413F-HRTimelineGroup
MOTCO135$6.67K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC100$4.94K<0.01%new13F-HR/ATimeline
DUNCKER STREETT & CO INC100$4.94K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC98$4.84K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC89$4.39K<0.01%+413F-HRTimeline
Osbon Capital Management LLC78$3.85K<0.01%new13F-HRTimeline
POM Investment Strategies, LLC40$1.98K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.37$1.83K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp31$1.58K<0.01%-713F-HR/ATimeline
Bogart Wealth, LLC28$1.39K<0.01%+113F-HRTimeline
IMA Advisory Services, Inc.20$987<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC19$953<0.01%+113F-HRTimeline
Mountain Hill Investment Partners Corp.11$522<0.01%+613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…10$494<0.01%+413F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT8$395<0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC5$265<0.01%013F-HRTimeline
Robbins Farley2$99<0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…1$49<0.01%013F-HRTimeline