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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
LPL Financial LLC4,301,671$212M0.06%+1,161,79813F-HRTimeline
Foguth Wealth Management, LLC.1,214,307$65.4M7.63%+1,096,12313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,061,491$52.4M0.01%+134,25013F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC1,036,407$51.2M0.79%-748,84113F-HRTimelineGroup
UBS Group AGin group UBS Group AG936,428$46.2M0.01%-117,94613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP688,839$34M0.03%+87,43813F-HRTimelineGroup
Private Advisor Group, LLC600,133$29.6M0.14%+54,39213F-HRTimeline
Cetera Investment Advisers536,814$26.5M0.03%+143,95613F-HRTimeline
MADDEN SECURITIES Corp536,366$26.5M7.96%+110,35913F-HRTimeline
Howard Capital Management, LLC525,470$25.9M0.42%+71,90513F-HRTimeline
MML INVESTORS SERVICES, LLC497,249$24.5M0.07%-148,44013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC460,074$22.7M0.01%+15,43113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding443,552$21.9M+97,210Timeline
Second Half Financial Partners, LLC404,802$20M9%013F-HRTimeline
Merit Financial Group, LLC381,394$18.8M0.14%-44,04713F-HRTimeline
Cascade Wealth Advisors, Inc340,419$18.2M7.98%+10,46813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP344,100$17M0.01%+307,20013F-HRTimelineGroup
Aventura Private Wealth, LLC278,178$13.7M5.02%+37,64813F-HRTimeline
URS Advisory LLC268,418$13.3M9.69%+10,70613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding265,349$13.1M+27,352Timeline
Farther Finance Advisors, LLC261,973$13M0.12%+244,46613F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding259,155$12.8M+37,755Timeline
Summit Financial, LLC233,512$11.5M0.15%+62,91613F-HRTimeline
Capital Investment Advisory Services, L…229,643$11.3M0.83%+75,11613F-HRTimeline
Centurion Wealth Management LLC210,514$10.4M2.35%new13F-HRTimeline
Steward Partners Investment Advisory, L…203,426$10M0.05%+201,06313F-HRTimeline
Ausdal Financial Partners, Inc.203,127$10M0.45%+22,46413F-HRTimeline
Indivisible Partners184,628$9.12M0.81%+73,67713F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC178,254$8.8M3.16%+138,72013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC173,720$8.58M0.19%-27,51513F-HR/ATimeline
Marshall & Sterling Wealth Advisors Inc.172,485$8.52M5.57%+87,40213F-HRTimeline
MGO ONE SEVEN LLC168,328$8.31M0.17%+28,37413F-HRTimeline
Steele Capital Management, Inc.161,913$7.99M0.33%+1,72313F-HRTimeline
HUB Investment Partners, LLC161,834$7.99M0.2%+143,63213F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC158,074$7.8M1.31%+22,67213F-HRTimeline
Sentinel Advisory Group, LLC151,804$7.49M3.65%13F-HRTimeline
Teamwork Financial Advisors, LLC148,370$7.33M0.81%-30,29313F-HRTimeline
Cambridge Investment Research Advisors,…146,017$7.21M0.02%-45,66713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC145,291$7.17M0.12%+30,69013F-HRTimelineGroup
Chung Wu Investment Group, LLC142,890$7.05M6.08%+23,43013F-HRTimeline
Orion Porfolio Solutions, LLC137,189$6.77M0.06%-10,05113F-HRTimeline
SageGuard Financial Group, LLC131,192$6.48M1%-23,33613F-HRTimeline
RiverTree Advisors, LLC127,718$6.31M3.99%+16,37913F-HRTimeline
SteelPeak Wealth, LLC127,593$6.3M0.2%new13F-HRTimeline
CHOREO, LLC121,640$6.01M0.07%new13F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…118,594$5.86M1.56%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…116,510$5.75M<0.01%+37,84613F-HRTimelineGroup
Palacios Wealth Management, LLC109,093$5.72M3.58%+56,18413F-HRTimeline
Integrity Wealth Partners, LLC113,495$5.6M5.04%13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.110,836$5.47M0.01%+87,62413F-HRTimelineGroup
Delta Investment Management, LLC109,998$5.43M0.97%+8,02713F-HRTimeline
Independence Wealth Advisors, LLC106,485$5.26M2.8%+3,69613F-HRTimeline
Waverly Advisors, LLC105,494$5.21M0.04%+29,92913F-HRTimeline
Belpointe Asset Management LLC103,262$5.1M0.19%+21,01613F-HRTimeline
Prota Financial, LLC102,584$5.06M3.67%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…97,642$4.82M0.01%new13F-HRTimelineGroup
HBW ADVISORY SERVICES LLC96,087$4.74M0.5%+15,82713F-HRTimeline
Kingsview Wealth Management, LLC95,127$4.7M0.06%+2,56513F-HRTimeline
StoneCrest Wealth Management, Inc.92,949$4.59M1.94%+42213F-HRTimeline
J.W. COLE ADVISORS, INC.91,134$4.5M0.15%+18,60713F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/89,470$4.42M1.59%+53,92113F-HRTimelineGroup
PFG Advisors88,722$4.38M0.21%+59,92913F-HRTimeline
Sound Income Strategies, LLC87,262$4.33M0.21%+69,23013F-HRTimeline
RFG Advisory, LLC82,994$4.1M0.08%+5,91313F-HRTimeline
Massar Capital Management, LP82,483$4.07M0.81%new13F-HRTimeline
High Net Worth Advisory Group LLC81,532$4.03M0.94%+1,85213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…80,894$3.99M0.07%+65,95313F-HRTimelineGroup
NFSG Corp79,695$3.93M0.65%+2,03513F-HRTimeline
Perennial Investment Advisors, LLC78,168$3.86M0.31%+7,78213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…75,145$3.73M0.26%+4,32013F-HRTimeline
SG Americas Securities, LLC75,000$3.7M<0.01%new13F-HRTimeline
Garden State Investment Advisory Servic…74,750$3.69M0.88%+11,00513F-HRTimeline
Investment Partners Asset Management, I…72,416$3.58M2.21%+1,88113F-HRTimeline
FSA Advisors, Inc.70,589$3.48M2.3%+5,15113F-HRTimeline
AE Wealth Management LLC69,333$3.42M0.02%+19,49313F-HRTimeline
Astoria Portfolio Advisors LLC.65,414$3.42M0.73%+12,43313F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding68,494$3.38M+2,674Timeline
Sowell Financial Services LLC66,837$3.3M0.12%+10,33613F-HRTimeline
Mutual Advisors, LLC66,506$3.28M0.07%-88113F-HRTimeline
PFG Investments, LLC66,315$3.27M0.15%+2,32013F-HRTimeline
World Investment Advisors65,282$3.22M0.05%+60,85313F-HRTimeline
Owen LaRue, LLC64,082$3.16M1.21%+11,22513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…62,770$3.12M0.01%-46,71313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…63,118$3.12M0.12%+59313F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC62,687$3.09M0.57%+20,12913F-HRTimeline
Arete Wealth Advisors, LLC62,516$3.08M0.23%+8,02813F-HR/ATimeline
Gainplan LLC62,113$3.07M2.3%+15,26613F-HRTimeline
HighTower Advisors, LLC60,071$2.97M<0.01%+7,75713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.59,461$2.94M<0.01%-40,45313F-HRTimelineGroup
Triumph Capital Management59,174$2.92M0.59%+6,73113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP54,547$2.84M<0.01%+23,27413F-HRTimelineGroup
UNIQUE WEALTH, LLC57,229$2.83M0.39%+47113F-HRTimeline
Aspen Investment Management Inc56,850$2.81M0.86%+1,14013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…56,154$2.77M0.07%+55613F-HRTimelineGroup
Guardian Financial Partners, LLC55,597$2.74M1.16%-87013F-HRTimeline
Sigma Planning Corp55,233$2.73M0.08%+14,61213F-HRTimeline
IHT Wealth Management, LLC54,504$2.69M0.06%+30,00113F-HRTimeline
Range Advisory, LLC54,421$2.69M0.5%+1,62113F-HRTimeline
Mariner, LLCin group Mariner, LLC53,766$2.65M<0.01%+10,66713F-HRTimelineGroup
3EDGE Asset Management, LP53,643$2.65M0.13%+3,60013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC53,465$2.64M<0.01%-154,57413F-HRTimeline
Foundations Investment Advisors, LLC52,670$2.6M0.03%+21,28613F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC52,563$2.6M<0.01%+21,17813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC52,015$2.57M0.02%new13F-HRTimelineGroup
Fullerton Advisors, LLC51,990$2.57M2.66%+1,59013F-HRTimeline
Integrated Wealth Concepts LLC51,935$2.56M0.02%+36,79313F-HRTimeline
Moran Wealth Management, LLC51,793$2.56M0.08%+38,74413F-HRTimeline
Ellis Investment Partners, LLC50,680$2.5M0.43%+33,98913F-HRTimeline
LightSquare Wealth Management, LLC50,660$2.5M1.87%13F-HRTimeline
PVG ASSET MANAGEMENT CORP45,869$2.47M1.47%+25,86513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…49,465$2.44M0.08%+19,06313F-HRTimelineGroup
SMITH, MOORE & CO.48,149$2.38M0.17%+34913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC47,247$2.33M0.16%+8,97413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management46,293$2.29M0.03%+3,06813F-HRTimelineGroup
WEST MICHIGAN ADVISORS, LLC45,423$2.24M0.49%new13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …42,720$2.23M0.04%+19,23313F-HRTimelineGroup
Capital Investment Advisors, LLC41,013$2.02M0.03%+12,25313F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…40,996$2.02M<0.01%-4,04413F-HRTimelineGroup
Banco BTG Pactual S.A.40,990$2.02M0.39%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC40,691$2.01M0.05%+2,31413F-HRTimeline
Kaizen Financial Strategies38,477$2.01M0.85%+2,09313F-HRTimeline
Grantvest Financial Group LLC40,543$2M1.3%+45713F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.40,450$2M0.5%+8,45013F-HRTimeline
MAI Capital Management40,439$2M0.01%+7413F-HRTimeline
IEQ CAPITAL, LLC39,954$1.97M0.01%013F-HRTimeline
Gateway Wealth Partners, LLC38,772$1.91M0.07%+26,53213F-HRTimeline
BlueStem Wealth Partners, LLC38,009$1.88M0.21%+3,92313F-HRTimeline
Brown Financial Advisors37,677$1.86M0.7%-82,89613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.34,621$1.79M0.01%+7,73613F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.35,735$1.76M0.08%new13F-HRTimeline
CASCADE INVESTMENT GROUP, INC.33,880$1.67M1.1%-1,30013F-HRTimeline
Weaver Consulting Group31,725$1.57M0.37%+21,59013F-HRTimeline
Regal Investment Advisors LLC31,462$1.55M0.09%new13F-HRTimeline
Avidian Wealth Enterprises, LLC31,151$1.54M0.05%+12,87713F-HRTimeline
CAP Partners, LLC31,080$1.53M0.87%+2,78613F-HRTimeline
Triad Wealth Partners, LLC30,888$1.52M0.12%+14,95213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…30,829$1.52M<0.01%new13F-HRTimelineGroup
WCG Wealth Advisors LLC30,682$1.51M0.04%+2,83513F-HRTimeline
Capital Planning LLC30,580$1.51M0.49%+86813F-HRTimeline
Janney Montgomery Scott LLC30,324$1.5M<0.01%+5,66013F-HRTimeline
Bauman Advisory Group, LLC29,702$1.47M1.03%+14,55813F-HRTimeline
Kovack Advisors, Inc.29,347$1.45M0.08%+14,54713F-HRTimeline
PDS Planning, Inc28,774$1.42M0.09%+1,35913F-HRTimeline
Aptus Capital Advisors, LLC28,569$1.41M0.01%+2,66513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC28,477$1.41M0.07%+14,13413F-HRTimeline
Arkadios Wealth Advisors27,806$1.37M0.02%+5,98813F-HRTimeline
WEALTH ALLIANCE, LLC27,729$1.37M0.14%+5,70313F-HRTimeline
Alpha Financial Partners LLC27,250$1.35M0.8%+2,99013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC27,006$1.33M0.24%new13F-HR/ATimeline
HRT FINANCIAL LP27,013$1.33M<0.01%-10,90813F-HRTimeline
Paladin Wealth, LLC26,983$1.33M0.92%-12,26313F-HRTimeline
Intrua Financial, LLC26,209$1.29M0.14%+1,34513F-HRTimeline
Lewis Asset Management, LLC25,526$1.26M0.52%+8,10713F-HRTimeline
Thompson David Blair25,506$1.26M0.72%-13,11813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth25,498$1.26M<0.01%+15,65313F-HRTimelineGroup
Sanctuary Advisors, LLC25,302$1.25M0.01%+11,02113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT24,703$1.22M0.14%-56513F-HRTimeline
Jupiter Wealth Management LLC22,679$1.22M0.48%013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.24,198$1.19M<0.01%13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…24,185$1.19M0.01%+5,16213F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC23,537$1.16M0.04%+14,38013F-HRTimeline
Mattson Financial Services, LLC23,394$1.15M0.28%-90,04113F-HRTimeline
SHP Wealth Management23,181$1.14M0.09%+22,74413F-HRTimeline
Key Client Fiduciary Advisors, LLC22,812$1.13M0.39%+4,42813F-HRTimeline
Snowden Capital Advisors LLC22,747$1.12M0.03%-7,44213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/22,638$1.12M<0.01%013F-HRTimelineGroup
Vann Equity Management LLC22,558$1.11M0.79%13F-HRTimeline
Independent Advisor Alliance22,332$1.1M0.01%-5,94613F-HRTimeline
&PARTNERS22,171$1.09M0.01%+7,94213F-HRTimeline
Latitude Advisors, LLC21,469$1.06M0.49%+4,57013F-HRTimeline
Compound Planning, Inc.20,956$1.03M0.03%+62313F-HRTimeline
Clear Creek Financial Management, LLC20,938$1.03M0.08%new13F-HRTimeline
Heck Capital Advisors, LLC20,736$1.02M0.08%+82613F-HRTimeline
NewEdge Advisors, LLC20,708$1.02M<0.01%+14,92613F-HR/ATimeline
CCG WEALTH MANAGEMENT, LLC20,311$1M0.27%+5,50913F-HRTimeline
Traynor Capital Management, Inc.19,847$952K0.06%-3,23713F-HRTimeline
McKinney Capital Management, LLC19,177$947K0.81%13F-HRTimeline
ELCO Management Co., LLC19,125$944K0.45%+8,20013F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC18,626$920K0.33%+9,77413F-HRTimeline
PRIVATE TRUST CO NA18,458$911K0.08%+8,19913F-HRTimeline
CoreCap Advisors, LLC18,378$907K0.03%-1,39013F-HRTimeline
Prospera Financial Services Inc18,132$895K0.01%+9,40513F-HRTimeline
SBI Securities Co., Ltd.17,826$880K0.02%+6,32413F-HRTimeline
Clay Northam Wealth Management, LLC17,461$862K0.48%new13F-HRTimeline
Claro Advisors Inc.17,403$859K0.1%+20313F-HRTimeline
Fiduciary Alliance LLC16,433$856K0.05%+55113F-HRTimeline
CHILTON INVESTMENT CO INC.17,176$848K0.02%new13F-HRTimeline
Plan Group Financial, LLC17,150$847K0.2%new13F-HRTimeline
Bay Capital Advisors, LLC17,112$845K0.52%+1,82713F-HRTimeline
PMG Family Office LLC16,662$823K0.92%+10,77513F-HRTimeline
Resurgent Financial Advisors LLC16,540$817K0.3%+41913F-HRTimeline
IFP Advisors, Inc16,285$804K0.02%+2,03513F-HRTimeline
Strategic Blueprint, LLC16,034$792K0.05%+8,06513F-HRTimeline
Patriot Financial Group Insurance Agenc…15,996$790K0.04%+9,02613F-HRTimeline
WESPAC Advisors, LLC15,838$782K0.43%-1,78513F-HRTimeline
WORLD EQUITY GROUP, INC.15,792$780K0.2%+1,22013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC15,601$770K0.03%-74213F-HRTimeline
Beacon Pointe Advisors, LLC15,593$770K<0.01%+3,00113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.15,459$763K0.04%-4513F-HRTimelineGroup
Oregon Pacific Wealth Management, LLC15,401$760K0.79%new13F-HRTimeline