NEOS S&P 500 HIGH INCOME ETF (SPYI) Institutional Shareholders
NEOS S&P 500 HIGH INCOME ETF (SPYI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.47B in SPYI holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of SPYI tracked by InsiderSet, reporting ownership valued at approximately $212.37M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $227.39M, representing an estimated gain of +7.07% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 41% of the total disclosed SPYI value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Gradient Investments Llc, Foguth Wealth Management, Llc., and several other long-term asset managers with concentrated positions in NEOS S&P 500 HIGH INCOME ETF (SPYI).
This page ranks the largest institutional SPYI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
407
Total Reported Value
$1.47B
Largest Holder
Lpl Financial Llc
Largest Position
$212.37M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
63
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.06% | 4,301,671 | $212,373,497 | $227,386,329 | +$15,012,832 | +7.07% | |
| Gradient Investments Llc | 0.79% | 1,080,581 | $57,368,044 | $57,119,512 | -$248,532 | -0.43% | |
| Foguth Wealth Management, Llc. | 6.10% | 1,010,999 | $53,593,060 | $53,441,407 | -$151,653 | -0.28% | |
| Howard Capital Management Inc. | 0.63% | 998,615 | $53,016,452 | $52,786,789 | -$229,663 | -0.43% | |
| Royal Bank Of Canada | 0.01% | 1,061,491 | $52,406,000 | $56,110,414 | +$3,704,414 | +7.07% | |
| Ubs Group Ag | 0.01% | 936,428 | $46,231,450 | $49,499,584 | +$3,268,134 | +7.07% | |
| Private Advisor Group, Llc | 0.17% | 685,569 | $36,396,858 | $36,239,177 | -$157,681 | -0.43% | |
| Stifel Financial Corp | 0.03% | 688,839 | $34,007,808 | $36,412,030 | +$2,404,222 | +7.07% | |
| Madden Securities Corp | 7.85% | 532,284 | $28,258,951 | $28,136,532 | -$122,419 | -0.43% | |
| Cetera Investment Advisers | 0.03% | 536,814 | $26,502,518 | $28,375,988 | +$1,873,470 | +7.07% | |
| Mml Investors Services, Llc | 0.07% | 497,249 | $24,549,158 | $26,284,582 | +$1,735,424 | +7.07% | |
| Raymond James Financial Inc | 0.01% | 460,074 | $22,713,831 | $24,319,512 | +$1,605,681 | +7.07% | |
| Envestnet Asset Management Inc | 0.01% | 435,538 | $21,502,520 | $23,022,539 | +$1,520,019 | +7.07% | |
| Second Half Financial Partners, Llc | 8.81% | 404,802 | $21,490,914 | $21,397,834 | -$93,080 | -0.43% | |
| Merit Financial Group, Llc | 0.13% | 387,889 | $20,593,021 | $20,503,813 | -$89,208 | -0.43% | |
| Cascade Wealth Advisors, Inc | 7.98% | 340,419 | $18,181,776 | $17,994,548 | -$187,228 | -1.03% | |
| Two Sigma Investments, Lp | 0.01% | 344,100 | $16,988,217 | $18,189,126 | +$1,200,909 | +7.07% | |
| Aventura Private Wealth, Llc | 4.90% | 300,791 | $15,968,974 | $15,899,812 | -$69,162 | -0.43% | |
| Kestra Advisory Services, Llc | 0.05% | 279,801 | $14,854,654 | $14,790,281 | -$64,373 | -0.43% | |
| Farther Finance Advisors, Llc | 0.11% | 275,302 | $14,615,781 | $14,552,464 | -$63,317 | -0.43% | |
| Urs Advisory Llc | 7.75% | 262,126 | $13,916,282 | $13,855,980 | -$60,302 | -0.43% | |
| Capital Investment Advisory Services, Llc | 0.81% | 246,423 | $13,082,597 | $13,025,920 | -$56,677 | -0.43% | |
| Prevail Innovative Wealth Advisors, Llc | 1.74% | 220,325 | $11,697,054 | $11,646,380 | -$50,675 | -0.43% | |
| Summit Financial, Llc | 0.15% | 233,512 | $11,528,488 | $12,343,444 | +$814,956 | +7.07% | |
| Stratos Wealth Partners, Ltd. | 0.12% | 217,668 | $10,746,318 | $11,505,930 | +$759,612 | +7.07% | |
| Marshall & Sterling Wealth Advisors Inc. | 6.05% | 192,330 | $10,210,786 | $10,166,564 | -$44,222 | -0.43% | |
| Baker Avenue Asset Management, Lp | 0.19% | 192,104 | $10,198,796 | $10,154,617 | -$44,179 | -0.43% | |
| Independent Financial Group, Llc | 0.19% | 190,508 | $10,114,092 | $10,070,253 | -$43,839 | -0.43% | |
| Centurion Wealth Management Llc | 2.40% | 189,234 | $10,046,419 | $10,002,909 | -$43,510 | -0.43% | |
| Steward Partners Investment Advisory, Llc | 0.05% | 203,426 | $10,043,131 | $10,753,098 | +$709,967 | +7.07% | |
| Ausdal Financial Partners, Inc. | 0.45% | 203,127 | $10,028,404 | $10,737,293 | +$708,889 | +7.07% | |
| Hub Investment Partners, Llc | 0.18% | 184,923 | $9,817,550 | $9,775,030 | -$42,520 | -0.43% | |
| Sentinel Advisory Group, Llc | 3.78% | 174,303 | $9,253,762 | $9,213,657 | -$40,105 | -0.43% | |
| Mgo One Seven Llc | 0.15% | 174,104 | $9,243,155 | $9,203,137 | -$40,018 | -0.43% | |
| Steele Capital Management, Inc. | 0.34% | 173,620 | $9,217,486 | $9,177,553 | -$39,933 | -0.43% | |
| Indivisible Partners | 0.81% | 184,628 | $9,115,065 | $9,759,436 | +$644,371 | +7.07% | |
| Lee Johnson Capital Management, Llc | 3.16% | 178,254 | $8,800,400 | $9,422,506 | +$622,106 | +7.07% | |
| Apollon Wealth Management, Llc | 0.11% | 163,661 | $8,688,785 | $8,651,120 | -$37,665 | -0.43% | |
| Chung Wu Investment Group, Llc | 5.48% | 157,085 | $8,339,643 | $8,303,513 | -$36,130 | -0.43% | |
| Teamwork Financial Advisors, Llc | 0.78% | 156,863 | $8,327,849 | $8,291,778 | -$36,071 | -0.43% | |
| Sageguard Financial Group, Llc | 1.02% | 136,997 | $7,273,197 | $7,241,661 | -$31,536 | -0.43% | |
| Rivertree Advisors, Llc | 4.29% | 136,699 | $7,257,325 | $7,225,909 | -$31,416 | -0.43% | |
| Belpointe Asset Management Llc | 0.23% | 132,336 | $7,025,725 | $6,995,281 | -$30,444 | -0.43% | |
| Steelpeak Wealth, Llc | 0.18% | 131,458 | $6,979,113 | $6,948,870 | -$30,243 | -0.43% | |
| Orion Porfolio Solutions, Llc | 0.06% | 137,189 | $6,773,036 | $7,251,811 | +$478,775 | +7.07% | |
| Palacios Wealth Management, Llc | 3.82% | 121,703 | $6,461,212 | $6,433,221 | -$27,991 | -0.43% | |
| Choreo, Llc | 0.07% | 121,640 | $6,005,386 | $6,429,890 | +$424,504 | +7.07% | |
| Northeast Financial Group, Inc. | 1.56% | 118,594 | $5,856,141 | $6,268,879 | +$412,738 | +7.05% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 116,510 | $5,752,123 | $6,158,719 | +$406,596 | +7.07% | |
| Prota Financial, Llc | 3.76% | 107,522 | $5,708,339 | $5,683,613 | -$24,726 | -0.43% |
Frequently asked questions about SPYI
Who owns the most SPYI stock?
The largest holders of SPYI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for NEOS S&P 500 HIGH INCOME ETF (SPYI).
Is SPYI widely held by superinvestors?
Many widely followed stocks like SPYI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SPYI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.