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SPYI NEOS ETF TRUST

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NEOS S&P 500 HI (fund)

Filings received so far for Q3 2026: 26 13F filers report a position in SPYI shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Gradient Investments LLCin group Gradient Investments LLC1,095,332$58.2M0.83%+14,75113F-HRTimelineGroup
Farther Finance Advisors, LLC310,827$16.5M0.12%+35,52513F-HRTimeline
Prota Financial, LLC109,917$5.86M3.74%+2,39513F-HRTimeline
Sound Income Strategies, LLC99,714$5.37M0.24%-1,72713F-HRTimeline
Gainplan LLC97,078$5.16M2%+20,69913F-HRTimeline
Avidian Wealth Enterprises, LLC80,926$4.3M0.12%+32,57713F-HRTimeline
Investment Partners Asset Management, I…73,813$3.92M2.13%+1,11813F-HRTimeline
Capital Planning LLC66,382$3.53M0.94%-4,32813F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC42,094$2.24M2.11%+7,23113F-HRTimeline
Intelligence Driven Advisers, LLC38,503$2.05M0.35%new13F-HRTimeline
ALKEME WEALTH, LLC37,390$1.99M0.75%new13F-HRTimeline
Weaver Consulting Group27,775$1.48M0.29%-1,35013F-HRTimeline
Vann Equity Management LLC21,637$1.15M0.68%+56813F-HRTimeline
CoreCap Advisors, LLC19,151$1.02M0.03%+4913F-HRTimeline
Kaizen Financial Strategies16,521$878K0.35%-7,74813F-HRTimeline
Tactive Advisors, LLC16,483$876K0.21%+1,60713F-HRTimeline
Worth Asset Management, LLC10,300$548K0.16%new13F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV10,080$536K0.06%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC8,545$458K0.07%+28813F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC7,000$372K<0.01%+3,00013F-HRTimeline
Venture Visionary Partners LLC4,762$253K0.01%+413F-HRTimeline
Castleview Partners, LLC4,596$244K0.11%new13F-HRTimeline
Global Wealth Strategies & Associates4,325$230K0.04%013F-HRTimeline
Noble Wealth Management PBC4,050$215K0.1%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,062$56.5K<0.01%013F-HRTimelineGroup
GK Wealth Management LLC146$7.76K<0.01%new13F-HRTimeline