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Disclosery

SPYI NEOS ETF TRUST

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NEOS S&P 500 HI (fund)

192 managers (194 13F filers) reported a position in SPYI shares at 2025-03-31, 9,242,884 shares in all. 43 filers opened a position and 17 filers sold out during the quarter.

Managers
192
13F filers
194
New
43
Added
94
Reduced
39
Sold out
17
Shares held by filers
9,242,884

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Gradient Investments LLCin group Gradient Investments LLC1,642,236$78.6M1.59%-563,11213F-HRTimelineGroup
LPL Financial LLC1,290,478$61.8M0.02%+458,78513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP545,951$26.1M0.03%+42,59413F-HRTimelineGroup
Second Half Financial Partners, LLC407,415$19.5M9.67%-46,58513F-HRTimeline
Private Advisor Group, LLC376,875$18M0.11%-287,87313F-HRTimeline
Cascade Wealth Advisors, Inc266,248$12.3M8.53%+116,97213F-HRTimeline
MML INVESTORS SERVICES, LLC206,457$9.89M0.03%+32,74913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…155,266$7.44M0.65%-1,52713F-HRTimeline
UBS Group AGin group UBS Group AG126,639$6.06M<0.01%+31,30913F-HRTimelineGroup
Brown Financial Advisors123,016$5.89M2.43%-75,18213F-HRTimeline
Cetera Investment Advisers118,632$5.68M0.01%+15,08413F-HRTimeline
Mattson Financial Services, LLC112,686$5.4M1.62%-55,48713F-HRTimeline
Ausdal Financial Partners, Inc.104,482$5M0.38%new13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding100,519$4.81M+88,374Timeline
Cambridge Investment Research Advisors,…92,589$4.43M0.01%+34,39613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC89,751$4.3M0.01%+23,03013F-HRTimeline
American Alpha Advisors, LLC88,596$4.24M3.76%new13F-HRTimeline
Orion Porfolio Solutions, LLC84,505$4.05M0.04%+3,49613F-HRTimeline
Orion Portfolio Solutions, LLC84,505$4.05M0.04%+3,49613F-HR/ATimeline
3EDGE Asset Management, LP81,613$3.91M0.27%new13F-HRTimeline
Steele Capital Management, Inc.81,400$3.9M0.2%+51,90013F-HRTimeline
Delta Investment Management, LLC73,990$3.54M0.72%+22,39513F-HRTimeline
MADDEN SECURITIES Corp72,885$3.49M1.35%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC72,853$3.49M0.02%+36,34813F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC72,250$3.46M0.12%+52,61313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…72,049$3.45M0.01%+58,53013F-HRTimeline
Independent Advisor Alliance66,392$3.18M0.11%+7,65113F-HRTimeline
Waverly Advisors, LLC65,010$3.11M0.04%+13,81413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA62,184$2.98M<0.01%+9,26213F-HR/ATimelineGroup
SCS Capital Management LLC58,986$2.82M0.04%new13F-HR/ATimeline
SMITH, MOORE & CO.57,324$2.75M0.25%+2,47713F-HRTimeline
Palacios Wealth Management, LLC57,060$2.73M2.03%+5,22113F-HRTimeline
NFSG Corp56,156$2.69M0.65%+15,58213F-HRTimeline
PFG Investments, LLC55,195$2.64M0.17%+18,95813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding51,966$2.49M-24,473Timeline
High Net Worth Advisory Group LLC50,676$2.43M0.68%+5,25613F-HRTimeline
IFG Advisory, LLC50,283$2.41M0.13%+19,41113F-HRTimeline
Guardian Financial Partners, LLC49,427$2.37M1.13%+3,56413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…47,750$2.29M<0.01%+25,33513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…47,331$2.27M0.01%+15,24813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC45,833$2.19M<0.01%-5,11513F-HRTimelineGroup
Atria Wealth Solutions, Inc.45,564$2.18M0.03%+7,19013F-HRTimeline
RFG Advisory, LLC44,925$2.15M0.06%+20,15713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…44,740$2.14M0.03%+17,99013F-HRTimelineGroup
Capital Investment Advisory Services, L…43,849$2.1M0.19%+29,96913F-HRTimeline
UNIQUE WEALTH, LLC40,386$1.93M0.37%-14,45113F-HRTimeline
RiverTree Advisors, LLC37,921$1.82M1.22%new13F-HRTimeline
Owen LaRue, LLC37,364$1.79M0.89%+9,16213F-HRTimeline
U.S. Capital Wealth Advisors, LLC37,163$1.78M0.05%+1,98013F-HRTimeline
CASCADE INVESTMENT GROUP, INC.37,040$1.77M1.36%-14013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.36,897$1.77M<0.01%+10,42213F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.36,099$1.73M0.01%+15,86713F-HRTimeline
Gainplan LLC36,011$1.72M1.12%-11,92813F-HRTimeline
Mutual Advisors, LLC36,211$1.7M0.05%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC35,122$1.68M0.17%+5,40813F-HRTimeline
HighTower Advisors, LLC34,911$1.67M<0.01%-8513F-HRTimeline
Aptus Capital Advisors, LLC34,438$1.65M0.02%-5,79313F-HRTimeline
Paladin Wealth, LLC31,235$1.5M1.34%-13,78813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC30,973$1.48M0.03%+8,39513F-HRTimelineGroup
HBW ADVISORY SERVICES LLC29,107$1.39M0.2%+15,66213F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.28,475$1.36M0.4%+52513F-HRTimeline
Mariner, LLCin group Mariner, LLC28,400$1.36M<0.01%-4,23113F-HRTimelineGroup
LEE JOHNSON CAPITAL MANAGEMENT, LLC28,398$1.36M0.72%new13F-HRTimeline
Claro Advisors Inc.27,927$1.34M0.18%+8,99013F-HRTimeline
Moloney Securities Asset Management, LLC27,133$1.3M0.18%+7,91613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC26,600$1.27M<0.01%-173,00013F-HRTimeline
Fortress Wealth Management, Inc.26,388$1.26M0.66%-1,96813F-HRTimeline
Grantvest Financial Group LLC25,707$1.23M1%+12,52913F-HRTimeline
CAP Partners, LLC24,414$1.17M0.85%+4,00213F-HRTimeline
Gladstone Institutional Advisory LLC23,230$1.11M0.05%+10,46413F-HRTimeline
PDS Planning, Inc22,283$1.07M0.09%+1,96713F-HRTimeline
Crescent Grove Advisors, LLC22,083$1.06M0.11%-102,97613F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT22,005$1.05M0.13%+13,02513F-HRTimeline
FSA Advisors, Inc.20,841$998K0.79%+15,83113F-HRTimeline
Banco BTG Pactual S.A.19,959$956K0.24%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,869$952K<0.01%-27,97913F-HRTimelineGroup
Jupiter Wealth Management LLC18,999$943K0.57%+2,70013F-HRTimeline
Key Client Fiduciary Advisors, LLC17,801$853K0.39%+5,99513F-HRTimeline
Triumph Capital Management17,105$819K0.27%+65513F-HRTimeline
HARBOUR INVESTMENTS, INC.17,052$817K0.02%+16,97813F-HRTimeline
Arete Wealth Advisors, LLC16,977$813K0.06%+2,67913F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …16,963$801K0.06%+4,91913F-HRTimelineGroup
Janney Montgomery Scott LLC16,709$800K<0.01%+2,31713F-HRTimeline
Heck Capital Advisors, LLC16,282$780K0.09%+2,36113F-HRTimeline
Weaver Consulting Group15,875$760K0.23%+3,10013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…15,682$751K0.02%-35013F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC15,465$741K0.16%+4,99213F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC15,357$735K0.18%+4,43613F-HR/ATimeline
CoreCap Advisors, LLC13,976$669K0.03%+1,42513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…14,000$667K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc13,555$649K0.02%-5,63713F-HRTimeline
IHT Wealth Management, LLC13,348$639K0.02%+2,95013F-HRTimeline
Camarda Financial Advisors, LLC13,166$631K0.28%-1,45613F-HRTimeline
Astoria Portfolio Advisors LLC.13,626$623K0.21%new13F-HRTimeline
Belpointe Asset Management LLC12,940$620K0.03%new13F-HRTimeline
NewEdge Wealth, LLC12,753$611K0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.12,359$592K0.44%-5,45013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,719$561K0.01%+6,18713F-HRTimelineGroup
Crossmark Global Holdings, Inc.11,662$558K0.01%new13F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …11,589$555K0.01%new13F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/11,276$540K0.26%+1,56313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…11,215$537K<0.01%+5,33913F-HRTimelineGroup
Northeast Financial Consultants Inc10,944$524K0.02%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,899$522K<0.01%+10,83313F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC10,872$521K0.05%+2,72713F-HR/ATimeline
Kingsview Wealth Management, LLC10,808$518K0.01%new13F-HRTimeline
Intrua Financial, LLC10,788$517K0.08%+2,49413F-HRTimeline
Integrated Wealth Concepts LLC10,749$515K0.01%-1,27213F-HRTimeline
Grant/GrossMendelsohn, LLC10,616$499K0.28%+3,06013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP10,088$483K0.04%+2,99813F-HRTimeline
WESTBOURNE INVESTMENTS, INC.9,845$471K0.29%-4,34013F-HRTimeline
WILLNER & HELLER, LLC9,839$471K0.44%-5,19913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,748$467K<0.01%+1,37013F-HRTimelineGroup
WOLVERINE TRADING, LLC9,735$463K0.01%new13F-HRTimeline
ELCO Management Co., LLC9,625$461K0.25%+5013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC9,208$441K0.02%+2,75013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…7,855$396K0.02%+8613F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,720$370K0.03%new13F-HRTimeline
DAVENPORT & Co LLC7,500$359K<0.01%-3,20013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,491$359K<0.01%+3,15313F-HRTimelineGroup
Brookwood Investment Group LLC7,457$357K0.06%13F-HRTimeline
Creative Planningin group Creative Planning7,340$352K<0.01%-65213F-HRTimelineGroup
Quartz Partners, LLC7,129$341K0.21%+9013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,000$335K<0.01%013F-HRTimelineGroup
TME FINANCIAL, INC.6,969$334K0.29%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED6,933$330K0.03%+11113F-HR/ATimeline
Sanctuary Advisors, LLC6,855$328K<0.01%new13F-HRTimeline
Compound Planning, Inc.6,842$328K0.01%-30113F-HRTimeline
J.W. COLE ADVISORS, INC.6,698$321K0.01%-1,92713F-HRTimeline
Novak & Powell Financial Services, Inc.6,654$319K0.2%+313F-HRTimeline
Garden State Investment Advisory Servic…6,539$313K0.1%+1,21713F-HRTimeline
WORLD EQUITY GROUP, INC.6,419$307K0.09%-10,87513F-HRTimeline
Snowden Capital Advisors LLC6,145$294K0.01%+16013F-HRTimeline
PFG Advisors6,108$292K0.02%+26113F-HRTimeline
GWN SECURITIES INC.6,016$288K0.02%new13F-HRTimeline
Latitude Advisors, LLC6,016$288K0.17%new13F-HRTimeline
Naviter Wealth, LLC5,835$278K0.03%new13F-HRTimeline
PRIVATE TRUST CO NA5,764$276K0.03%+2,76413F-HRTimeline
Perennial Investment Advisors, LLC5,327$255K0.03%+32013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,325$255K<0.01%new13F-HRTimelineGroup
Arkadios Wealth Advisors5,107$245K0.01%new13F-HRTimeline
MBL Wealth, LLC5,000$239K0.02%-3,00013F-HRTimeline
MCF Advisors LLC4,868$233K0.02%+1,79613F-HRTimeline
Walkner Condon Financial Advisors LLC4,865$233K0.05%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC4,790$229K0.05%-113F-HRTimeline
Atria Investments, Inc4,766$228K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,728$226K<0.01%-1,96613F-HRTimelineGroup
Traynor Capital Management, Inc.4,461$214K0.02%-19313F-HRTimeline
Patriot Financial Group Insurance Agenc…4,340$208K0.03%new13F-HRTimeline
Pasadena Private Wealth, LLC4,230$203K0.04%new13F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth4,196$201K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,689$177K<0.01%-5,63213F-HRTimelineGroup
MONTAG A & ASSOCIATES INC3,202$153K0.01%+2,00813F-HRTimeline
Allworth Financial LP2,922$136K<0.01%-31613F-HRTimeline
AE Wealth Management LLC2,659$127K<0.01%-5,42913F-HRTimeline
Continuum Advisory, LLC2,619$125K0.02%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,545$122K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,510$120K<0.01%+2,08713F-HRTimelineGroup
Medallion Wealth Advisors, LLC2,419$116K0.05%+22113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,155$103K<0.01%new13F-HRTimeline
Semmax Financial Advisors Inc.2,136$102K0.03%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,092$100K0.03%+2113F-HRTimeline
NewEdge Advisors, LLC2,048$98.1K<0.01%+1,39813F-HRTimeline
GHP Investment Advisors, Inc.1,592$76.2K<0.01%+1,34213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,274$61K<0.01%-18,39213F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,100$52.7K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…1,086$52K0.02%013F-HRTimelineGroup
City State Bank1,000$47.9K0.02%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC858$41.1K0.04%new13F-HRTimeline
MAI Capital Management650$31.1K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC356$18.1K<0.01%013F-HRTimelineGroup
Activest Wealth Management376$18K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN302$14.5K<0.01%+30013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC249$12.7K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC250$12K<0.01%new13F-HRTimeline
Pacifica Partners Inc.221$10.2K<0.01%013F-HRTimeline
Missouri Trust & Investment Co143$6.85K<0.01%new13F-HRTimeline
Silicon Valley Capital Partners102$4.86K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.100$4.79K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.100$4.79K<0.01%new13F-HRTimeline
HighMark Wealth Management LLC87$4.16K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC85$4.07K<0.01%+8313F-HRTimelineGroup
Sunbelt Securities, Inc.85$4.07K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc81$4K<0.01%+813F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC75$4K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.37$1.77K<0.01%013F-HRTimeline
Crewe Advisors LLC25$1.2K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…20$957<0.01%new13F-HRTimeline
Robbins Farley2$96<0.01%+113F-HRTimeline
Larson Financial Group LLC1$48<0.01%new13F-HRTimeline
Bradley & Co. Private Wealth Management…1$48<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.