SPYI Institutional Ownership & Shareholders
NEOS S&P 500 HIGH INCOME ETF (SPYI) is currently held by 466 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.84B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of SPYI tracked by InsiderSet, reporting ownership valued at approximately $279.11M in its June 30, 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 $275.62M, representing an estimated loss of -1.25% 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, Royal Bank Of Canada, Gradient Investments 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
466
Total Reported Value
$1.84B
Largest Holder
Lpl Financial Llc
Largest Position
$279.11M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
70
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% | 5,257,356 | $279,113,012 | $275,616,888 | -$3,496,124 | -1.25% | |
| Royal Bank Of Canada | 0.01% | 1,244,337 | $66,062,000 | $65,234,367 | -$827,633 | -1.25% | |
| Gradient Investments Llc | 0.83% | 1,095,332 | $58,238,782 | $57,422,780 | -$816,002 | -1.40% | |
| Howard Capital Management Inc. | 0.69% | 1,073,896 | $57,099,034 | $56,298,998 | -$800,036 | -1.40% | |
| Foguth Wealth Management, Llc. | 5.78% | 1,068,488 | $57,003,842 | $56,015,483 | -$988,359 | -1.73% | |
| Ubs Group Ag | 0.01% | 1,033,664 | $54,877,222 | $54,189,835 | -$687,387 | -1.25% | |
| Hennion & Walsh Asset Management, Inc. | 1.42% | 915,241 | $48,663,349 | $47,981,509 | -$681,840 | -1.40% | |
| Mml Investors Services, Llc | 0.10% | 882,849 | $46,870,444 | $46,283,359 | -$587,085 | -1.25% | |
| Cetera Investment Advisers | 0.04% | 782,148 | $41,524,257 | $41,004,109 | -$520,148 | -1.25% | |
| Raymond James Financial Inc | 0.01% | 736,415 | $39,096,263 | $38,606,556 | -$489,707 | -1.25% | |
| Envestnet Asset Management Inc | 0.01% | 709,315 | $37,657,525 | $37,185,839 | -$471,686 | -1.25% | |
| Private Advisor Group, Llc | 0.17% | 685,569 | $36,396,858 | $35,940,955 | -$455,903 | -1.25% | |
| Stifel Financial Corp | 0.03% | 671,989 | $35,676,078 | $35,229,023 | -$447,055 | -1.25% | |
| Madden Securities Corp | 7.40% | 525,946 | $27,964,566 | $27,572,719 | -$391,847 | -1.40% | |
| Second Half Financial Partners, Llc | 8.81% | 404,802 | $21,490,914 | $21,221,745 | -$269,169 | -1.25% | |
| Merit Financial Group, Llc | 0.13% | 387,889 | $20,593,021 | $20,335,081 | -$257,940 | -1.25% | |
| Cascade Wealth Advisors, Inc | 7.30% | 335,192 | $18,160,676 | $17,572,441 | -$588,235 | -3.24% | |
| Farther Finance Advisors, Llc | 0.12% | 310,827 | $16,526,686 | $16,295,105 | -$231,581 | -1.40% | |
| Aventura Private Wealth, Llc | 4.90% | 300,791 | $15,968,974 | $15,768,968 | -$200,006 | -1.25% | |
| Capital Investment Advisory Services, Llc | 0.93% | 281,726 | $14,979,371 | $14,769,486 | -$209,885 | -1.40% | |
| Stratos Wealth Partners, Ltd. | 0.15% | 279,886 | $14,859,198 | $14,673,024 | -$186,174 | -1.25% | |
| Kestra Advisory Services, Llc | 0.05% | 279,801 | $14,854,654 | $14,668,567 | -$186,087 | -1.25% | |
| Summit Financial, Llc | 0.16% | 269,510 | $14,308,304 | $14,129,062 | -$179,242 | -1.25% | |
| Urs Advisory Llc | 7.75% | 262,126 | $13,916,282 | $13,741,956 | -$174,326 | -1.25% | |
| Prevail Innovative Wealth Advisors, Llc | 1.58% | 226,736 | $12,246,011 | $11,886,635 | -$359,376 | -2.93% | |
| Steward Partners Investment Advisory, Llc | 0.06% | 228,907 | $12,152,659 | $12,000,449 | -$152,210 | -1.25% | |
| Independent Financial Group, Llc | 0.21% | 216,029 | $11,486,274 | $11,325,320 | -$160,954 | -1.40% | |
| Ausdal Financial Partners, Inc. | 0.45% | 214,677 | $11,397,222 | $11,254,442 | -$142,780 | -1.25% | |
| Marshall & Sterling Wealth Advisors Inc. | 6.24% | 204,950 | $10,897,181 | $10,744,504 | -$152,677 | -1.40% | |
| Centurion Wealth Management Llc | 2.47% | 193,155 | $10,270,075 | $10,126,151 | -$143,924 | -1.40% | |
| Baker Avenue Asset Management, Lp | 0.19% | 192,104 | $10,198,796 | $10,071,052 | -$127,744 | -1.25% | |
| Hub Investment Partners, Llc | 0.18% | 184,923 | $9,817,550 | $9,694,588 | -$122,962 | -1.25% | |
| Apollon Wealth Management, Llc | 0.11% | 183,214 | $9,741,490 | $9,604,994 | -$136,496 | -1.40% | |
| Indivisible Partners | 0.44% | 180,557 | $9,600,234 | $9,465,701 | -$134,533 | -1.40% | |
| Mgo One Seven Llc | 0.15% | 176,817 | $9,401,373 | $9,269,631 | -$131,742 | -1.40% | |
| Sentinel Advisory Group, Llc | 3.79% | 174,732 | $9,290,482 | $9,160,325 | -$130,157 | -1.40% | |
| Steele Capital Management, Inc. | 0.34% | 173,620 | $9,217,486 | $9,102,029 | -$115,458 | -1.25% | |
| Ameritas Advisory Services, Llc | 0.17% | 162,264 | $8,614,575 | $8,506,690 | -$107,885 | -1.25% | |
| Chung Wu Investment Group, Llc | 5.48% | 157,085 | $8,339,643 | $8,235,181 | -$104,462 | -1.25% | |
| Rivertree Advisors, Llc | 4.96% | 156,508 | $8,321,507 | $8,204,932 | -$116,575 | -1.40% | |
| Osaic Holdings, Inc. | 0.01% | 142,802 | $7,581,804 | $7,486,395 | -$95,409 | -1.26% | |
| Sageguard Financial Group, Llc | 1.02% | 136,997 | $7,273,197 | $7,182,068 | -$91,129 | -1.25% | |
| Lee Johnson Capital Management, Llc | 2.21% | 132,860 | $7,053,537 | $6,965,186 | -$88,352 | -1.25% | |
| Steelpeak Wealth, Llc | 0.18% | 132,236 | $7,031,005 | $6,932,472 | -$98,533 | -1.40% | |
| Belpointe Asset Management Llc | 0.23% | 132,336 | $7,025,725 | $6,937,715 | -$88,010 | -1.25% | |
| Integrity Wealth Partners, Llc | 5.44% | 131,943 | $7,015,424 | $6,917,112 | -$98,312 | -1.40% | |
| Delta Investment Management, Llc | 1.12% | 127,799 | $6,784,863 | $6,699,863 | -$85,000 | -1.25% | |
| Baird Financial Group, Inc. | 0.01% | 124,998 | $6,636,144 | $6,553,020 | -$83,124 | -1.25% | |
| Citadel Advisors Llc | 0.00% | 124,338 | $6,601,104 | $6,518,420 | -$82,684 | -1.25% | |
| Capital Investment Advisors, Llc | 0.09% | 122,669 | $6,522,326 | $6,430,922 | -$91,404 | -1.40% |
Frequently asked questions about SPYI
Who are the largest institutional holders of SPYI?
The largest institutional holders of SPYI reported in the latest SEC Form 13F filings include Lpl Financial Llc, Royal Bank Of Canada, Gradient Investments Llc, Howard Capital Management Inc., and Foguth Wealth Management, Llc.. InsiderSet ranks institutional holders by their latest reported SPYI position.
What is SPYI institutional ownership?
This page tracks SPYI positions reported by institutional investment managers through SEC Form 13F. NEOS S&P 500 HIGH INCOME ETF (SPYI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPYI?
InsiderSet currently tracks 466 institutional managers reporting SPYI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SPYI shareholders.
How much SPYI stock do institutions own?
Institutional investment managers disclosed approximately $1.84B in SPYI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPYI institutional ownership last updated?
The latest SPYI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SPYI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SPYI position after the reporting date.
Are institutions buying or selling SPYI?
Institutional buying and selling can be analyzed by comparing SPYI positions across consecutive 13F reporting periods. InsiderSet's SPYI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPYI ownership changes.
How has SPYI institutional ownership changed over time?
InsiderSet tracks SPYI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.