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Disclosery

SPYI NEOS ETF TRUST

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NEOS S&P 500 HI (fund)

444 managers (450 13F filers) reported a position in SPYI shares at 2026-06-30, 33,285,573 shares in all. 84 filers opened a position and 24 filers sold out during the quarter.

Managers
444
13F filers
450
New
84
Added
256
Reduced
71
Sold out
24
Shares held by filers
33,285,573

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
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
HighMark Wealth Management LLC1,067$56.7K0.02%-85713F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,062$56.4K<0.01%013F-HRTimelineGroup
Essential Investment Partners LLC1,000$53.1K0.04%013F-HRTimeline
VISION FINANCIAL MARKETS LLC997$52.9K0.05%+2913F-HRTimeline
TRUST CO OF VERMONT951$50.5K<0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV910$48.3K<0.01%013F-HRTimeline
Innovative Asset Advisors Group, LLC850$45.1K0.02%013F-HRTimeline
Institute for Wealth Management, LLC.826$43.9K<0.01%new13F-HRTimeline
Key Capital Management, INC801$42.5K0.02%new13F-HRTimeline
Advocate Investing Services LLC800$42.5K0.03%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC785$41.7K<0.01%new13F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …771$40.9K0.01%13F-HRTimelineGroup
HFM Investment Advisors, LLC738$39.1K0.01%+22713F-HRTimeline
Roble, Belko & Company, Inc594$32K<0.01%+20013F-HRTimeline
Continuum Advisory, LLC601$31.9K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.594$31.5K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO595$31.4K<0.01%+36413F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC556$30K<0.01%-2713F-HRTimelineGroup
United Community Bankin group United Community Bank500$26.5K0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC385$20.4K<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp350$18.6K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC337$17.9K<0.01%+17513F-HRTimelineGroup
MATHER GROUP, LLC.265$14.1K<0.01%-3813F-HRTimeline
RMG Wealth Management LLC250$13.8K<0.01%new13F-HRTimeline
BFSG, LLC255$13.5K<0.01%+713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC250$13.3K<0.01%+15013F-HRTimeline
Game Plan Financial Advisors, LLC200$10.6K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.198$10.5K<0.01%+1313F-HRTimeline
DUNCKER STREETT & CO INC100$5.31K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC100$5.31K<0.01%-6,86713F-HRTimeline
Bogart Wealth, LLC79$4.2K<0.01%+5113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC50$2.65K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.37$1.97K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/20$1.06K<0.01%new13F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp13$677<0.01%-1813F-HRTimeline
Mountain Hill Investment Partners Corp.11$579<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC6$293<0.01%+113F-HRTimeline
Crewe Advisors LLC5$266<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4$212<0.01%-613F-HRTimelineGroup
Robbins Farley3$164<0.01%+113F-HRTimeline
Bradley & Co. Private Wealth Management…1$53<0.01%013F-HRTimeline