NEOS S&P 500 HIGH INCOME ETF SPYI
$53.06
-0.1% 52w: $43.53 – $53.54
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data43.5348.5453.54
Jun 20, 2025 Jul 2, 2026
Institutional holders
392
+41 QoQ
13F value
$1.37B
+18.3% QoQ
Smart-money holders
9
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
1.0×
$15.2M calls / $15.8M puts
Institutional value by quarter
Number of holders
Who owns SPYI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 4.3M | $212.4M | 0.1% | +37.0% |
| Foguth Wealth Management, LLC. | Wealth advisor | 1.2M | $65.4M | 7.6% | +927.5% |
| ROYAL BANK OF CANADA | Bank broker | 1.1M | $52.4M | 0.0% | +14.5% |
| Gradient Investments LLC | Wealth advisor | 1.0M | $51.2M | 0.8% | -41.9% |
| UBS Group AG | Bank broker | 936.4K | $46.2M | 0.0% | -11.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 688.8K | $34.0M | 0.0% | +14.5% |
| Private Advisor Group, LLC | Wealth advisor | 600.1K | $29.6M | 0.1% | +10.0% |
| Cetera Investment Advisers | Wealth advisor | 536.8K | $26.5M | 0.0% | +36.6% |
| MADDEN SECURITIES Corp | Wealth advisor | 536.4K | $26.5M | 8.0% | +25.9% |
| Howard Capital Management Inc. | Wealth advisor | 525.5K | $25.9M | 0.4% | +15.9% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 497.2K | $24.5M | 0.1% | -23.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 460.1K | $22.7M | 0.0% | +3.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 435.5K | $21.5M | 0.0% | +27.6% |
| Second Half Financial Partners, LLC | Wealth advisor | 404.8K | $20.0M | 9.0% | Held |
| Merit Financial Group, LLC | Wealth advisor | 381.4K | $18.8M | 0.1% | -10.4% |
| Cascade Wealth Advisors, Inc | Wealth advisor | 340.4K | $18.2M | 8.0% | +3.2% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 344.1K | $17.0M | 0.0% | +832.5% |
| Aventura Private Wealth, LLC | Other | 278.2K | $13.7M | 5.0% | +15.7% |
| URS Advisory LLC | Wealth advisor | 268.4K | $13.3M | 9.7% | +4.2% |
| Farther Finance Advisors, LLC | Wealth advisor | 262.0K | $13.0M | 0.1% | +1396.4% |
| Summit Financial, LLC | Wealth advisor | 233.5K | $11.5M | 0.1% | +36.9% |
| Capital Investment Advisory Services, LLC | Wealth advisor | 229.6K | $11.3M | 0.8% | +48.6% |
| Kestra Advisory Services, LLC | Wealth advisor | 223.4K | $11.0M | 0.0% | +8.4% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 217.7K | $10.7M | 0.1% | +19.0% |
| Centurion Wealth Management LLC | Wealth advisor | 210.5K | $10.4M | 2.3% | New |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 203.4K | $10.0M | 0.1% | +8508.8% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 203.1K | $10.0M | 0.4% | +12.4% |
| Indivisible Partners | Other | 184.6K | $9.1M | 0.8% | +66.4% |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | Wealth advisor | 178.3K | $8.8M | 3.2% | +350.9% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 173.7K | $8.6M | 0.2% | -13.7% |
| Marshall & Sterling Wealth Advisors Inc. | Wealth advisor | 172.5K | $8.5M | 5.6% | +102.7% |
| MGO ONE SEVEN LLC | Wealth advisor | 168.3K | $8.3M | 0.2% | +20.3% |
| Steele Capital Management, Inc. | Wealth advisor | 161.9K | $8.0M | 0.3% | +1.1% |
| HUB Investment Partners, LLC | Other | 161.8K | $8.0M | 0.2% | +789.1% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | Wealth advisor | 158.1K | $7.8M | 1.3% | +16.7% |
| Sentinel Advisory Group, LLC | Wealth advisor | 151.8K | $7.5M | 3.7% | — |
| Teamwork Financial Advisors, LLC ★2 | Fundamental diversified | 148.4K | $7.3M | 0.8% | -17.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 146.0K | $7.2M | 0.0% | -23.8% |
| Apollon Wealth Management, LLC | Diversified mechanical | 145.3K | $7.2M | 0.1% | +26.8% |
| Chung Wu Investment Group, LLC | Other | 142.9K | $7.1M | 6.1% | +19.6% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 137.2K | $6.8M | 0.1% | -6.8% |
| SageGuard Financial Group, LLC | Other | 131.2K | $6.5M | 1.0% | -15.1% |
| RiverTree Advisors, LLC | Wealth advisor | 127.7K | $6.3M | 4.0% | +14.7% |
| SteelPeak Wealth, LLC | Other | 127.6K | $6.3M | 0.2% | New |
| CHOREO, LLC | Wealth advisor | 121.6K | $6.0M | 0.1% | New |
| Northeast Financial Group, Inc. | Wealth advisor | 118.6K | $5.9M | 1.6% | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 116.5K | $5.8M | 0.0% | +48.1% |
| Palacios Wealth Management, LLC ★2 | Fundamental diversified | 109.1K | $5.7M | 3.6% | +106.2% |
| Integrity Wealth Partners, LLC | Wealth advisor | 113.5K | $5.6M | 5.0% | — |
| Baird Financial Group, Inc. | Diversified mechanical | 110.8K | $5.5M | 0.0% | +377.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.