SPYI institutional holders

NEOS ETF TRUST · 13F, 2026Q2

Managers holding447
Shares held33,360,175
Reported value$1.8bn
Quarter flows91 new, 254 added, 71 trimmed, 38 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC5,257,356$279.1m0.1%
ROYAL BANK OF CANADA1,244,337$66.1m0.0%
Gradient Investments LLC1,080,581$57.4m0.8%
UBS Group AG1,033,664$54.9m0.0%
Foguth Wealth Management, LLC.1,010,999$53.6m6.1%
Howard Capital Management, LLC998,615$53.0m0.6%
MML INVESTORS SERVICES, LLC882,849$46.9m0.1%
Cetera Investment Advisers782,148$41.5m0.0%
RAYMOND JAMES FINANCIAL INC736,415$39.1m0.0%
ENVESTNET ASSET MANAGEMENT INC709,315$37.7m0.0%
Private Advisor Group, LLC685,569$36.4m0.2%
STIFEL FINANCIAL CORP671,989$35.7m0.0%
MADDEN SECURITIES Corp532,284$28.3m7.9%
Second Half Financial Partners, LLC404,802$21.5m8.8%
Merit Financial Group, LLC387,889$20.6m0.1%
Cambridge Investment Research Advisors, Inc.378,984$20.1m0.0%
Cascade Wealth Advisors, Inc335,192$18.2m7.3%
Aventura Private Wealth, LLC300,791$16.0m4.9%
Stratos Wealth Partners, LTD.279,886$14.9m0.1%
Kestra Advisory Services, LLC279,801$14.9m0.0%
Farther Finance Advisors, LLC275,302$14.6m0.1%
Summit Financial, LLC269,510$14.3m0.2%
URS Advisory LLC262,126$13.9m7.7%
Capital Investment Advisory Services, LLC246,423$13.1m0.8%
Steward Partners Investment Advisory, LLC228,907$12.2m0.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SPYI"). SPYI price history · All 13F data

Get a free API keySee history bundlesDownload free samples