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NEOS S&P 500 High Income ETF (SPYI) Institutional Ownership

NEOS S&P 500 High Income ETF logo
$46.55 -4.10 (-8.09%)
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Institutional Ownership Changes (13F Filings) for NEOS S&P 500 High Income ETF (BATS:SPYI)

Number of
Institutional Buyers
(last 12 months)
127
Total
Institutional Inflows
(last 12 months)
$660.02M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$431.40M
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SPYI Institutional Buying and Selling by Quarter

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NEOS S&P 500 High Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025MADDEN SECURITIES Corp72,885$3.49M1.4%N/A0.113%
4/14/2025Patriot Financial Group Insurance Agency LLC4,340$208K0.0%N/A0.007%
4/11/2025 City State Bank1,000$48K0.0%N/A0.002%
4/11/2025 Unique Wealth LLC40,386$1.93M0.4%-26.4%0.063%
4/10/2025 Gainplan LLC36,011$1.73M1.1%-24.9%0.056%
4/10/2025 Key Client Fiduciary Advisors LLC17,801$853K0.4%+50.8%0.028%
4/9/2025 RFG Advisory LLC44,925$2.15M0.1%+81.4%0.070%
4/9/2025 HBW Advisory Services LLC29,107$1.39M0.2%+116.5%0.045%
4/9/2025 Paladin Wealth LLC31,235$1.50M1.3%-30.6%0.049%
4/9/2025 Milestone Asset Management LLC15,465$741K0.2%+47.7%0.024%
4/9/2025 High Net Worth Advisory Group LLC50,676$2.43M0.7%+11.6%0.079%
4/9/2025 Gradient Investments LLC1,642,236$78.65M1.6%-25.5%2.556%
3/17/2025Wealth Enhancement Advisory Services LLC13,519$687K0.0%N/A0.022%
3/10/2025Mattson Financial Services LLC168,173$8.62M2.7%+1,948.6%0.280%
2/25/2025Heck Capital Advisors LLC3,155$160K0.0%N/A0.005%
2/18/2025Novak & Powell Financial Services Inc.6,651$338K0.2%+13.1%0.026%
2/18/2025Continuum Advisory LLC2,619$133K0.0%+8.3%0.010%
2/18/2025Delta Investment Management LLC51,595$2.62M0.5%+27.2%0.204%
2/17/2025Waverly Advisors LLC51,196$2.60M0.0%+13.8%0.203%
2/17/2025Wellington Wealth Strategies LLC.796$40K0.0%N/A0.003%
2/17/2025Snowden Capital Advisors LLC5,985$304K0.0%N/A0.024%
2/17/2025Northeast Financial Consultants Inc10,944$556K0.0%+12.3%0.043%
2/17/2025Napa Wealth Management11,330$576K0.2%+38.9%0.045%
2/17/2025EP Wealth Advisors LLC3,095$157K0.0%N/A0.012%
2/17/2025CoreCap Advisors LLC12,551$638K0.0%+30.8%0.050%
2/17/2025Cetera Investment Advisers103,548$5.26M0.0%+97.6%0.410%
2/17/2025Cary Street Partners Financial LLC16,032$815K0.0%N/A0.064%
2/17/2025Bank of America Corp DE4,338$220K0.0%N/A0.017%
2/17/2025Ameriprise Financial Inc.55,316$2.81M0.0%+7.4%0.219%
2/17/2025Aptus Capital Advisors LLC40,231$2.05M0.0%+3.5%0.159%
2/14/2025Westbourne Investments Inc.14,185$721K0.4%N/A0.056%
2/14/2025Triumph Capital Management16,450$836K0.3%-2.7%0.065%
2/14/2025Owen LaRue LLC28,202$1.43M0.7%+106.8%0.112%
2/14/2025Second Half Financial Partners LLC454,000$23.07M11.3%N/A1.799%
2/14/2025Stifel Financial Corp503,357$25.58M0.0%+16.2%1.995%
2/14/2025Tower Research Capital LLC TRC 8,075$410K0.0%+21.8%0.032%
2/14/2025Seaview Investment Managers LLC10,921$555K0.2%N/A0.043%
2/14/2025MML Investors Services LLC173,708$8.83M0.0%+12.2%0.688%
2/13/2025Garden State Investment Advisory Services LLC5,322$270K0.1%N/A0.021%
2/13/2025Insigneo Advisory Services LLC29,714$1.51M0.2%+86.1%0.118%
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2/13/2025Mariner LLC32,631$1.66M0.0%+63.7%0.129%
2/13/2025Rockefeller Capital Management L.P.32,083$1.63M0.0%+37.6%0.127%
2/13/2025Renaissance Technologies LLC199,600$10.14M0.0%+50.0%0.791%
2/13/2025Envestnet Asset Management Inc.70,098$3.56M0.0%+29.7%0.278%
2/13/2025Smith Moore & CO.54,847$2.79M0.3%+10.2%0.217%
2/12/2025Arete Wealth Advisors LLC14,298$728K0.1%+1.7%0.057%
2/12/2025OLD Mission Capital LLC29,101$1.48M0.0%N/A0.115%
2/12/2025Orion Portfolio Solutions LLC81,009$4.12M0.0%-9.5%0.321%
2/11/2025Grantvest Financial Group LLC13,178$670K0.8%N/A0.052%
2/11/2025LPL Financial LLC831,693$42.27M0.0%+27.1%3.296%
2/10/2025Creative Financial Designs Inc. ADV1,100$56K0.0%-38.9%0.004%
2/10/2025Envestnet Portfolio Solutions Inc.6,341$322K0.0%N/A0.025%
2/10/2025Commonwealth Equity Services LLC66,721$3.39M0.0%+32.1%0.264%
2/10/2025Avantax Advisory Services Inc.20,232$1.03M0.0%+152.9%0.080%
2/7/2025PFG Advisors5,847$297K0.0%+7.5%0.023%
2/7/2025HighTower Advisors LLC34,996$1.78M0.0%+63.7%0.139%
2/7/2025Independent Advisor Alliance58,741$2.99M0.0%N/A0.233%
2/7/2025PNC Financial Services Group Inc.5,876$299K0.0%+47.6%0.023%
2/6/2025Cascade Wealth Advisors Inc149,276$7.59M5.1%+22.0%0.592%
2/5/2025Anfield Capital Management LLC1,086$55K0.0%N/A0.004%
2/5/2025US Bancorp DE7,000$356K0.0%+16.7%0.028%
2/5/2025Private Trust Co. NA3,000$152K0.0%N/A0.012%
2/4/2025Brown Financial Advisors198,198$10.07M4.0%+20.5%0.786%
2/4/2025Quartz Partners LLC7,039$358K0.2%+29.9%0.028%
2/4/2025IFP Advisors Inc19,192$975K0.0%+373.6%0.076%
2/4/2025World Equity Group Inc.17,294$879K0.2%N/A0.069%
2/3/2025Private Advisor Group LLC664,748$33.78M0.2%+397.8%2.635%
1/31/2025Steele Capital Management Inc.29,500$1.50M0.1%N/A0.117%
1/31/2025Atria Wealth Solutions Inc.38,374$1.95M0.0%+28.7%0.152%
1/31/2025Truist Financial Corp47,848$2.43M0.0%+5.1%0.190%
1/31/2025J.W. Cole Advisors Inc.8,625$438K0.0%N/A0.034%
1/30/2025Allworth Financial LP3,238$167K0.0%N/A0.013%
1/30/2025Montag A & Associates Inc.1,194$61K0.0%+27.8%0.005%
1/30/2025Palacios Wealth Management LLC51,839$2.66M2.9%N/A0.205%
1/29/2025CAP Partners LLC20,412$1.04M0.7%+7.8%0.081%
1/29/2025 Paladin Wealth LLC45,023$2.29M2.0%+36.8%0.178%
1/28/2025Newbridge Financial Services Group Inc.40,574$2.06M0.5%+49.6%0.161%
1/28/2025Moloney Securities Asset Management LLC19,217$977K0.1%+52.3%0.076%
1/28/2025Apollon Wealth Management LLC22,578$1.15M0.0%N/A0.089%
1/27/2025Silver Oak Securities Incorporated6,822$348K0.0%-13.3%0.027%
1/27/2025Money Concepts Capital Corp7,090$360K0.0%N/A0.028%
1/27/2025Mirae Asset Global Investments Co. Ltd.14,000$714K0.0%+40.0%0.055%
1/27/2025Stratos Wealth Partners LTD.12,145$617K0.0%+82.7%0.048%
1/27/2025Brown Lisle Cummings Inc.27,950$1.42M0.4%-1.9%0.111%
1/24/2025U.S. Capital Wealth Advisors LLC35,183$1.79M0.1%+0.7%0.139%
1/24/2025Spire Wealth Management19,666$999K0.0%N/A0.078%
1/24/2025DAVENPORT & Co LLC10,700$544K0.0%-8.5%0.042%
1/23/2025Heck Capital Advisors LLC3,155$160K0.0%N/A0.013%
1/23/2025FSA Advisors Inc.5,010$255K0.3%N/A0.020%
1/23/2025Capital Investment Advisory Services LLC13,880$705K0.1%+242.7%0.055%
Elon Musk just flipped the script on AI (Ad)

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1/23/2025 Milestone Asset Management LLC10,473$532K0.1%N/A0.042%
1/23/2025Defender Capital LLC.20,000$1.02M0.4%N/A0.079%
1/22/2025Fortress Wealth Management Inc.28,356$1.44M0.7%+7.9%0.112%
1/22/2025Kingswood Wealth Advisors LLC8,145$414K0.0%+8.7%0.032%
1/22/2025PFG Investments LLC36,237$1.84M0.1%+67.1%0.144%
1/21/2025 High Net Worth Advisory Group LLC45,420$2.31M0.6%+59.0%0.180%
1/21/2025Crescent Grove Advisors LLC125,059$6.36M0.6%+339.0%0.496%
1/21/2025Flagship Harbor Advisors LLC6,458$328K0.0%N/A0.026%
1/21/2025Dynamic Advisor Solutions LLC4,695$239K0.0%N/A0.019%
1/21/2025 Gradient Investments LLC2,205,348$112.08M2.3%+24.4%8.741%
(Data available from 1/1/2016 forward)

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SPYI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPYI shares?

During the previous two years, 135 institutional investors and hedge funds held shares of NEOS S&P 500 High Income ETF. The most heavily invested institutionals were Gradient Investments LLC ($78.65M), LPL Financial LLC ($42.27M), Private Advisor Group LLC ($33.78M), Lee Johnson Capital Management LLC ($32.19M), Stifel Financial Corp ($25.58M), Second Half Financial Partners LLC ($23.07M), and Renaissance Technologies LLC ($10.14M).Learn more on SPYI's institutional investors.

Which institutional investors have been buying NEOS S&P 500 High Income ETF stock?

Of the 133 institutional investors that purchased NEOS S&P 500 High Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($9.25M), Gradient Investments LLC ($699.49K), Private Advisor Group LLC ($664.75K), Lee Johnson Capital Management LLC ($641.78K), Second Half Financial Partners LLC ($454K), LPL Financial LLC ($393.27K), and Stifel Financial Corp ($269.97K).

How much institutional buying is happening at NEOS S&P 500 High Income ETF?

Institutional investors have bought a total of 15,017,002 shares in the last 24 months. This purchase volume represents approximately $759.97M in transactions.

Which NEOS S&P 500 High Income ETF major shareholders have been selling company stock?

Of the 24 institutional investors that sold NEOS S&P 500 High Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($7.79M), Gradient Investments LLC ($563.62K), Unique Wealth LLC ($61.48K), Paladin Wealth LLC ($13.79K), Gainplan LLC ($11.93K), Crescent Grove Advisors LLC ($11.16K), and Claro Advisors LLC ($9.85K).

How much institutional selling is happening at NEOS S&P 500 High Income ETF?

Institutional investors have sold a total of 8,525,447 shares in the last 24 months. This volume of shares sold represents approximately $432.92M in transactions.


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This page (BATS:SPYI) was last updated on 4/15/2025 by MarketBeat.com Staff
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