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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
LPL Financial LLC3,139,873$165M0.05%+839,22013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,785,248$93.8M1.49%+32,27713F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,054,374$55.4M0.01%+461,72413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA927,241$48.7M0.01%+413,80113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC645,689$33.9M0.08%+70,93813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP601,401$31.6M0.03%-10,53713F-HRTimelineGroup
Private Advisor Group, LLC545,741$28.7M0.13%+75,23013F-HRTimeline
Howard Capital Management, LLC453,565$23.8M0.31%+41,67913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC444,643$23.4M0.01%+355,66113F-HRTimelineGroup
MADDEN SECURITIES Corp426,007$22.4M6.82%+73,15213F-HRTimeline
Merit Financial Group, LLC425,441$22.3M0.18%+15,91913F-HRTimeline
Second Half Financial Partners, LLC404,802$21.3M9.44%013F-HRTimeline
Cetera Investment Advisers392,858$20.6M0.02%+117,64013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding346,342$18.2M-11,201Timeline
Cascade Wealth Advisors, Inc329,951$17.4M8.04%+9,52113F-HRTimeline
URS Advisory LLC257,712$13.5M11.25%13F-HRTimeline
Aventura Private Wealth, LLC240,530$12.6M4.54%+121,90113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding237,997$12.5M+39,241Timeline
Stratos Wealth Partners, LTD.group of 3 filers holding221,400$11.6M+23,143Timeline
COMMONWEALTH EQUITY SERVICES, LLC208,039$10.9M0.01%+144,98213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC201,235$10.6M0.24%+36,53313F-HRTimeline
Cambridge Investment Research Advisors,…191,684$10.1M0.03%+91,36913F-HRTimeline
Ausdal Financial Partners, Inc.180,663$9.49M0.44%+14,17113F-HRTimeline
Teamwork Financial Advisors, LLC178,663$9.39M1%+75,56513F-HRTimeline
Summit Financial, LLC170,596$8.96M0.13%+63,52913F-HRTimeline
Steele Capital Management, Inc.160,190$8.41M0.36%+34,18513F-HRTimeline
SageGuard Financial Group, LLC154,528$8.12M1.29%13F-HRTimeline
Capital Investment Advisory Services, L…154,527$8.12M0.57%+54,02113F-HRTimeline
Orion Porfolio Solutions, LLC147,240$7.73M0.06%+54,35813F-HRTimeline
MGO ONE SEVEN LLC139,954$7.35M0.15%+134,82613F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC135,402$7.11M1.27%+5,40813F-HRTimeline
Brown Financial Advisors120,573$6.33M2.32%-30713F-HRTimeline
Chung Wu Investment Group, LLC119,460$6.28M5.13%+21,23013F-HRTimeline
Foguth Wealth Management, LLC.118,184$6.22M0.96%13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC114,601$6.02M0.1%+65,93513F-HRTimelineGroup
Mattson Financial Services, LLC113,435$5.96M1.39%-5,07613F-HRTimeline
RiverTree Advisors, LLC111,339$5.85M3.73%-3,20413F-HRTimeline
Indivisible Partners110,951$5.83M0.63%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…109,483$5.81M0.01%+7,39213F-HRTimeline
Independence Wealth Advisors, LLC102,789$5.4M3.04%13F-HRTimeline
Delta Investment Management, LLC101,971$5.36M0.93%-20,95413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.99,914$5.25M0.01%+13,91013F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC97,300$5.11M0.01%-8,97113F-HRTimeline
Kingsview Wealth Management, LLC92,562$4.86M0.07%+35,12313F-HRTimeline
StoneCrest Wealth Management, Inc.92,527$4.86M1.96%+11,00013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.85,083$4.47M2.95%+79,54513F-HRTimeline
Belpointe Asset Management LLC82,246$4.32M0.16%+22,67313F-HRTimeline
HBW ADVISORY SERVICES LLC80,260$4.22M0.46%+24,19013F-HRTimeline
High Net Worth Advisory Group LLC79,680$4.19M0.96%+21,77513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…78,664$4.13M<0.01%+32,18113F-HR/ATimelineGroup
NFSG Corp77,660$4.08M0.63%+14,66413F-HRTimeline
RFG Advisory, LLC77,081$4.05M0.08%+12,24713F-HRTimeline
Legacy Capital Wealth Partners, LLC76,078$4M0.86%+4,14413F-HRTimeline
Waverly Advisors, LLC75,565$3.97M0.03%+4,45513F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…74,828$3.93M1.16%+16,26613F-HRTimeline
Fortis Group Advisors, LLC72,179$3.8M0.64%+6613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…70,825$3.72M0.25%-102,21513F-HRTimeline
Investment Partners Asset Management, I…70,535$3.71M2.31%new13F-HRTimeline
Perennial Investment Advisors, LLC70,386$3.7M0.29%+15,67213F-HRTimeline
Mutual Advisors, LLC67,387$3.54M0.08%+13,27113F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding65,820$3.46M+3,163Timeline
IFG Advisory, LLC65,720$3.45M0.15%-1,01413F-HRTimeline
FSA Advisors, Inc.65,438$3.44M2.39%+23,62713F-HRTimeline
PFG Investments, LLC63,995$3.36M0.16%+2,48513F-HRTimeline
Garden State Investment Advisory Servic…63,745$3.35M0.8%+1,88313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…62,525$3.28M0.12%+55,01313F-HRTimelineGroup
UNIQUE WEALTH, LLC56,758$2.98M0.42%+8,46313F-HRTimeline
Sowell Financial Services LLC56,501$2.97M0.11%new13F-HRTimeline
Guardian Financial Partners, LLC56,467$2.97M1.25%-5,64513F-HRTimeline
Aspen Investment Management Inc55,710$2.93M0.88%+31,83013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…55,598$2.92M0.07%+44,22713F-HRTimelineGroup
Arete Wealth Advisors, LLC54,488$2.86M0.2%+2,77813F-HR/ATimeline
Palacios Wealth Management, LLC52,909$2.78M2.13%-52,72713F-HRTimeline
Owen LaRue, LLC52,857$2.78M1.06%+10,90513F-HRTimeline
Range Advisory, LLC52,800$2.77M0.72%13F-HRTimeline
Triumph Capital Management52,443$2.75M0.6%-15813F-HRTimeline
HighTower Advisors, LLC52,314$2.75M<0.01%+4,53413F-HRTimeline
Astoria Portfolio Advisors LLC.52,981$2.74M0.62%+21,18313F-HRTimeline
Fullerton Advisors, LLC50,400$2.65M2.64%13F-HRTimeline
3EDGE Asset Management, LP50,043$2.63M0.14%+3,96713F-HRTimeline
AE Wealth Management LLC49,840$2.62M0.02%+44,78213F-HRTimeline
SMITH, MOORE & CO.47,800$2.51M0.19%-2,26113F-HRTimeline
Gainplan LLC46,847$2.46M0.92%+6,89113F-HRTimeline
Lifeworks Advisors, LLC46,805$2.46M0.32%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC45,391$2.38M<0.01%+42213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…45,040$2.37M<0.01%+5,41713F-HR/ATimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management43,225$2.27M0.03%+19,50813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC43,099$2.26M<0.01%-3,36613F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC42,558$2.24M0.42%+7,41013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP40,914$2.15M<0.01%013F-HR/ATimelineGroup
Sigma Planning Corp40,621$2.14M0.06%+31,30113F-HRTimeline
MAI Capital Management40,365$2.12M0.01%+39,71513F-HRTimeline
Grantvest Financial Group LLC40,086$2.11M1.35%+8,35713F-HRTimeline
IEQ CAPITAL, LLC39,954$2.1M0.01%+78813F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC39,534$2.08M0.71%new13F-HRTimeline
Paladin Wealth, LLC39,246$2.06M1.41%+4,56013F-HRTimeline
Thompson David Blair38,624$2.03M1.16%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC38,377$2.02M0.05%+13513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC38,273$2.01M0.13%+29,38413F-HR/ATimeline
J.W. COLE ADVISORS, INC.72,527$2.01M0.05%+11,04713F-HRTimeline
HRT FINANCIAL LP37,921$1.99M0.01%+5,73313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP36,900$1.94M<0.01%-274,60013F-HRTimelineGroup
Kaizen Financial Strategies36,384$1.91M0.84%+1,33513F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/35,549$1.87M0.74%+9,22813F-HRTimelineGroup
CASCADE INVESTMENT GROUP, INC.35,180$1.85M1.23%-1,89513F-HRTimeline
BlueStem Wealth Partners, LLC34,086$1.79M0.2%+5,95313F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.32,000$1.68M0.41%+3,80013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC31,385$1.65M<0.01%new13F-HRTimelineGroup
Foundations Investment Advisors, LLC31,384$1.65M0.02%+2,75013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP31,273$1.64M<0.01%+5,58413F-HRTimelineGroup
Brookwood Investment Group LLC30,667$1.61M0.19%+10,29013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…30,402$1.6M0.05%+3,40413F-HRTimelineGroup
Snowden Capital Advisors LLC30,189$1.59M0.04%+90013F-HRTimeline
Capital Planning LLC29,712$1.56M0.44%+10,56813F-HRTimeline
PFG Advisors28,793$1.51M0.07%+22,49913F-HRTimeline
Capital Investment Advisors, LLC28,760$1.51M0.02%+15,97413F-HRTimeline
CAP Partners, LLC28,294$1.49M0.84%+1,31013F-HRTimeline
Independent Advisor Alliance28,278$1.49M0.04%-3,52513F-HRTimeline
WCG Wealth Advisors LLC27,847$1.46M0.04%+9,95913F-HRTimeline
PDS Planning, Inc27,415$1.44M0.1%+48713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.26,885$1.41M0.01%+13,09413F-HRTimelineGroup
Reyes Financial Architecture, Inc.26,387$1.39M0.84%+6,05213F-HRTimeline
Aptus Capital Advisors, LLC25,904$1.36M0.01%-13,52913F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT25,268$1.33M0.15%+2,28413F-HRTimeline
Intrua Financial, LLC24,864$1.31M0.14%+98213F-HRTimeline
Janney Montgomery Scott LLC24,664$1.3M<0.01%+12,86813F-HRTimeline
IHT Wealth Management, LLC24,503$1.29M0.03%+2,31913F-HRTimeline
Alpha Financial Partners LLC24,260$1.27M0.78%-4,18713F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …23,487$1.25M0.06%+67813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.23,212$1.22M<0.01%-8,65013F-HRTimelineGroup
Traynor Capital Management, Inc.23,084$1.21M0.07%+13,63613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/22,638$1.19M<0.01%+45113F-HRTimelineGroup
Jupiter Wealth Management LLC22,679$1.18M0.53%+4,68013F-HRTimeline
Pacific Point Advisors, LLC22,040$1.16M0.62%new13F-HRTimeline
WEALTH ALLIANCE, LLC22,026$1.16M0.11%013F-HRTimeline
Arkadios Wealth Advisors21,818$1.15M0.02%+6,78713F-HRTimeline
Discipline Wealth Solutions, LLC20,965$1.1M0.2%+3,31913F-HRTimeline
Compound Planning, Inc.20,333$1.07M0.03%+22213F-HRTimeline
GTS SECURITIES LLC20,144$1.06M0.04%new13F-HRTimeline
BCS Wealth Management20,030$1.05M0.11%+12,23713F-HRTimeline
PVG ASSET MANAGEMENT CORP20,004$1.05M2.23%+9,05113F-HRTimeline
Heck Capital Advisors, LLC19,910$1.05M0.08%+83513F-HRTimeline
CoreCap Advisors, LLC19,768$1.04M0.04%+2,24213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…19,023$999K0.01%+1,53613F-HRTimelineGroup
Key Client Fiduciary Advisors, LLC18,384$966K0.33%-39613F-HRTimeline
Avidian Wealth Enterprises, LLC18,274$960K0.03%+3,93613F-HRTimeline
Sound Income Strategies, LLC18,032$957K0.05%new13F-HRTimeline
HUB Investment Partners, LLC18,202$956K0.03%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.17,932$942K0.02%+1,24113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.17,874$939K<0.01%new13F-HRTimelineGroup
WESPAC Advisors, LLC17,623$926K0.5%new13F-HRTimeline
Farther Finance Advisors, LLC17,507$920K0.01%+12,01613F-HRTimeline
Lewis Asset Management, LLC17,419$915K0.37%+12,68813F-HRTimeline
Claro Advisors Inc.17,200$904K0.12%+8213F-HRTimeline
Latitude Advisors, LLC16,899$888K0.39%+2,39713F-HRTimeline
Ellis Investment Partners, LLC16,691$877K0.15%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC16,343$859K0.04%+1,43613F-HRTimeline
Creative Planningin group Creative Planning16,269$855K<0.01%+10,38013F-HRTimelineGroup
Resurgent Financial Advisors LLC16,121$847K0.42%+2,51413F-HRTimeline
Triad Wealth Partners, LLC15,936$837K0.08%+4,95313F-HRTimeline
Fiduciary Alliance LLC15,882$834K0.05%+2,52513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.15,504$814K0.04%+2,80013F-HRTimelineGroup
Bay Capital Advisors, LLC15,285$803K0.49%new13F-HRTimeline
A4 Wealth Advisors LLC15,270$802K0.69%-14,21013F-HRTimeline
Bauman Advisory Group, LLC15,144$796K0.64%13F-HRTimeline
Integrated Wealth Concepts LLC15,142$795K0.01%-15,06313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…14,941$785K0.02%+3,50913F-HRTimelineGroup
CCG WEALTH MANAGEMENT, LLC14,802$778K0.33%new13F-HRTimeline
Kovack Advisors, Inc.14,800$777K0.04%new13F-HR/ATimeline
Tactive Advisors, LLC14,661$770K0.23%-2,75513F-HRTimeline
WORLD EQUITY GROUP, INC.14,572$765K0.21%+2,52613F-HRTimeline
Cresset Asset Management, LLC14,344$753K<0.01%-53113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC14,343$753K0.04%+1,67113F-HRTimeline
Sanctuary Advisors, LLC14,281$750K<0.01%+1,57713F-HRTimeline
IFP Advisors, Inc14,250$749K0.02%-413F-HRTimeline
&PARTNERS14,229$747K<0.01%+8,51913F-HRTimeline
OAKWORTH CAPITAL, INC.14,101$741K0.04%new13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…14,000$735K<0.01%013F-HRTimelineGroup
MBL Wealth, LLC14,000$735K0.06%013F-HRTimeline
Camarda Financial Advisors, LLC13,442$706K0.27%-45913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC13,258$696K<0.01%+4,77813F-HRTimelineGroup
NewEdge Wealth, LLC13,053$686K0.01%+30013F-HRTimeline
Moran Wealth Management, LLC13,049$685K0.02%new13F-HRTimeline
Beacon Pointe Advisors, LLC12,592$661K<0.01%+3,66513F-HRTimeline
Accel Wealth Management12,437$653K0.18%new13F-HRTimeline
Dynamic Advisor Solutions LLC12,357$649K0.02%+8,42513F-HRTimeline
WESTBOURNE INVESTMENTS, INC.12,207$644K0.3%+3,53213F-HRTimeline
Gateway Wealth Partners, LLC12,240$643K0.07%+5,29313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY12,061$634K<0.01%+5,33413F-HR/ATimelineGroup
PUFF WEALTH MANAGEMENT, LLC11,642$612K0.79%new13F-HRTimeline
CWM, LLCin group CWM, LLC11,509$605K<0.01%+5,67313F-HRTimelineGroup
SBI Securities Co., Ltd.11,502$604K0.02%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp11,426$600K<0.01%+3,05313F-HRTimelineGroup
Integrated Advisors Network LLC11,364$597K0.03%+2,12013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS11,314$594K<0.01%+2,45813F-HRTimeline
Capital Wealth Alliance, LLC11,053$585K0.25%+5,08013F-HRTimeline
ELCO Management Co., LLC10,925$574K0.36%-10013F-HRTimeline
Cornerstone Wealth Management, LLC10,593$556K0.03%-33813F-HRTimeline
SeaCrest Wealth Management, LLC10,471$554K0.06%+1,21513F-HRTimeline
Savvy Advisors, Inc.10,406$547K0.02%new13F-HRTimeline