SPYI institutional holders

NEOS S&P 500 High Income ETF · 465 reporting institutions · $1.7B reported value

Funds that can replace SPYI · SPYI return decomposition

Institutional holdings

Institutions reporting SPYI, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$279.1M23,4582026-06-30
Royal Bank of Canada$66.1M02026-06-30
Gradient Investments, LLC$57.4M312026-06-30
UBS Group AG$54.9M02026-06-30
Foguth Wealth Management, Llc.$53.6M512026-06-30
Howard Capital Management, LLC$53M232026-06-30
MML Investors Services, LLC$46.9M5,1202026-06-30
Cetera Investment Advisers$41.5M10,3702026-06-30
Raymond James Financial Inc$39.1M02026-06-30
Envestnet Pmc$37.7M602026-06-30
Private Advisor Group, LLC$36.4M9272026-06-30
Stifel Financial Corp$35.7M02026-06-30
Madden Securities Corp$28.3M32026-06-30
Second Half Financial Partners, LLC$21.5M32026-06-30
Merit Financial Group, LLC$20.6M2952026-06-30
Cascade Wealth Advisors, Inc$18.2M32026-06-30
Aventura Private Wealth, LLC$16M32026-06-30
Stratos Wealth Partners, Ltd.$14.9M3862026-06-30
Kestra Advisory Services, LLC$14.9M1,4792026-06-30
Farther Finance Advisors, LLC$14.6M3342026-06-30
Summit Financial, LLC$14.3M2292026-06-30
Urs Advisory$13.9M42026-06-30
Capital Investment Advisory Services, LLC$13.1M1032026-06-30
Steward Partners Investment Advisory, LLC$12.2M4812026-06-30
Prevail Innovative Wealth Advisors, LLC$11.7M302026-06-30
Ausdal Financial Partners, Inc.$11.4M1892026-06-30
Marshall & Sterling Wealth Advisors Inc.$10.2M102026-06-30
Bakeravenue$10.2M352026-06-30
Independent Financial Group, LLC$10.1M4812026-06-30
Centurion Wealth Management LLC$10M62026-06-30
Hub Investment Partners, LLC$9.8M1182026-06-30
Indivisible Partners$9.6M342026-06-30
Sentinel Advisory Group, LLC$9.3M72026-06-30
Mgo One Seven LLC$9.2M1182026-06-30
Steele Capital Management, Inc.$9.2M152026-06-30
Apollon Wealth Management, LLC$8.7M1512026-06-30
Ameritas Advisory Services, LLC$8.6M5502026-06-30
Chung Wu Investment Group, LLC$8.3M22026-06-30
Teamwork Financial Advisors, LLC$8.3M112026-06-30
Choreo, LLC$7.6M1482026-06-30
Osaic Holdings, Inc.$7.6M02026-06-30
Sageguard Financial Group, LLC$7.3M142026-06-30
Rivertree Advisors, LLC$7.3M22026-06-30
Northwestern Mutual Wealth Management Co$7.1M02026-06-30
Lee Johnson Capital Management, LLC$7.1M92026-06-30
Belpointe Asset Management LLC$7M1702026-06-30
Steelpeak Wealth, LLC$7M422026-06-30
Delta Investment Management, LLC$6.8M262026-06-30
Legacy Capital Wealth Partners, LLC$6.7M172026-06-30
Baird Financial Group, Inc.$6.6M02026-06-30
Citadel Advisors LLC$6.6M02026-06-30
Palacios Wealth Management, LLC$6.5M12026-06-30
Principal Financial Group Inc$6.3M02026-06-30
Independence Wealth Advisors, LLC$6.1M52026-06-30
Northeast Financial Group, Inc.$5.9M12026-03-31
Prota Financial$5.7M152026-06-30
Kingsview Wealth Management, LLC$5.6M1152026-06-30
Capital Investment Advisors, LLC$5.6M592026-06-30
Integrity Wealth Partners, LLC$5.6M22026-03-31
Sound Income Strategies, LLC$5.4M1182026-06-30
Hbw Advisory Services LLC$5.4M682026-06-30
J.W. Cole Advisors, Inc.$5.3M4992026-06-30
Commonwealth Equity Services, LLC$5.3M2,8632026-06-30
Foundations Investment Advisors, LLC$5.2M3022026-06-30
Integrated Wealth Concepts LLC$5.2M4802026-06-30
Waverly Advisors, LLC$5.2M2312026-06-30
Rfg Advisory, LLC$5.1M1912026-06-30
Stonecrest Wealth Management, Inc$5M32026-06-30
Centennial Bank/ar$5M02026-06-30
Milestone Asset Management, LLC$4.9M112026-06-30
Fullerton Advisors, LLC$4.9M12026-06-30
Iht Wealth Management LLC$4.8M1592026-06-30
Hightower Advisors, LLC$4.8M1,0462026-06-30
Psi Advisors, LLC$4.7M112026-06-30
Astoria Portfolio Advisors Llc.$4.7M122026-06-30
Mutual Advisors, LLC$4.5M1532026-06-30
Pfg Investments, LLC$4.4M02026-06-30
High Net Worth Advisory Group LLC$4.4M62026-06-30
Perennial Investment Advisors, LLC$4.4M492026-06-30
Truist Financial Corp$4.4M02026-06-30
Nfsg Corp$4.4M752026-06-30
Mid-American Wealth Advisory Group, Inc.$4.2M72026-06-30
Wealth Enhancement Advisory Services, LLC$4.1M1,0262026-06-30
Gainplan LLC$4.1M72026-06-30
Garden State Investment Advisory Services LLC$3.9M332026-06-30
International Assets Investment Management, LLC$3.9M1222026-06-30
Investment Partners Asset Management, Inc.$3.9M82026-06-30
Navis Wealth Advisors LLC$3.8M72026-06-30
Fsa Advisors, Inc.$3.8M02026-06-30
Ifg Advisory, LLC$3.8M1102026-06-30
West Michigan Advisors, LLC$3.8M172026-06-30
Capital Planning LLC$3.8M52026-06-30
Ae Wealth Management LLC$3.7M4712026-06-30
Moran Wealth Management, LLC$3.6M352026-06-30
Owen Larue, LLC$3.5M42026-06-30
World Investment Advisors$3.5M3592026-06-30
Oppenheimer & Co. Inc.$3.4M1,1662026-06-30
Mariner, LLC$3.3M02026-06-30
Rockefeller Capital Management LP$3.2M3462026-06-30
Arete Wealth Advisors, LLC$3.2M1462026-06-30
Unique Wealth, LLC$3.2M142026-06-30
Sowell Financial Services LLC$3.1M1082026-06-30
Triumph Capital Management$3.1M142026-06-30
Guardian Financial Partners, LLC$3.1M72026-06-30
Sigma Planning Corp$3.1M4742026-06-30
Quadrature Capital Ltd$3M02026-06-30
Ellis Investment Partners, LLC$3M182026-06-30
Diversify Advisory Services, LLC$3M1162026-06-30
Diversify Wealth Management, LLC$3M782026-06-30
3edge Asset Management, LP$2.9M152026-06-30
Verus Capital Partners, LLC$2.9M472026-06-30
Pfg Advisors$2.9M832026-06-30
Brookstone Capital Management$2.8M3372026-06-30
Lightsquare Wealth Management, LLC$2.7M32026-06-30
Cary Street Partners Financial LLC$2.7M02026-06-30
Wcg Wealth Advisors LLC$2.7M1302026-06-30
Equitable Holdings, Inc.$2.7M02026-06-30
Level Four Advisory Services$2.7M1412026-06-30
Great Valley Advisor Group, LLC$2.6M2052026-06-30
Insigneo Advisory Services, LLC$2.6M2252026-06-30
Smith, Moore & Co.$2.6M452026-06-30
Avidian Wealth Enterprises, LLC$2.6M432026-06-30
Renaissance Technologies LLC$2.5M02026-06-30
Pvg Asset Management Corp$2.4M92026-06-30
Kestra Private Wealth Services, LLC$2.4M2062026-06-30
Arax Advisory Partners$2.3M2322026-06-30
Readystate Asset Management LP$2.2M02026-06-30
Grantvest Financial Group LLC$2.2M52026-06-30
Focus Partners Wealth$2.2M1,0482026-06-30
Mai Capital Management$2.1M3082026-06-30
Plan Group Financial, LLC$2.1M182026-06-30
Bluestem Wealth Partners, LLC$2.1M172026-06-30
Ieq Capital, LLC$2.1M1972026-06-30
Bauman Advisory Group, LLC$2.1M52026-06-30
Cerity Partners LLC$2.1M7772026-06-30
Kingswood Wealth Advisors, LLC$2M1232026-06-30
Brown Financial Advisors$2M32026-06-30
Corient Private Wealth LP$2M6742026-06-30
U.S. Capital Wealth Advisors, LLC$2M02026-03-31
Brown, Lisle/cummings, Inc.$2M82026-03-31
Prospera Financial Services, Inc.$2M2702026-06-30
&partners$2M5552026-06-30
Pennington Partners & Co., LLC$2M112026-06-30
Shp Wealth Management$1.9M322026-06-30
McKinney Capital Management, LLC$1.9M32026-06-30
Haddonfield Financial Planning LLC$1.9M32026-06-30
Creativeone Wealth, LLC$1.8M2212026-06-30
Orion Porfolio Solutions, LLC$1.8M1992026-06-30
Cascade Investment Group, Inc.$1.8M42026-06-30
Herbst Group, LLC$1.8M22026-06-30
Kovack Advisors, Inc.$1.7M2582026-06-30
Regal Investment Advisors LLC$1.7M1172026-06-30
Cap Partners, LLC$1.7M72026-06-30
Arkadios Wealth Advisors$1.7M2262026-06-30
Paladin Wealth, LLC$1.7M82026-06-30
Centura Wealth Advisory$1.6M182026-06-30
Two Sigma Investments, LP$1.6M02026-06-30
Intrua Financial, LLC$1.6M362026-06-30
Thompson David Blair$1.6M02026-06-30
Aptus Capital Advisors, LLC$1.6M212026-06-30
Sanctuary Advisors, LLC$1.6M4012026-06-30
Pds Planning, Inc$1.6M102026-06-30
Stratos Wealth Advisors, LLC$1.5M712026-06-30
Weaver Consulting Group, LLC$1.5M42026-06-30
Gateway Wealth Partners, LLC$1.5M1012026-06-30
Studio Investment Management LLC$1.5M42026-06-30
Newedge Advisors$1.5M6012026-06-30
Concurrent Investment Advisors, LLC$1.5M3492026-06-30
Snowden Capital Advisors LLC$1.5M1222026-06-30
The Wealth Alliance, LLC$1.5M122026-06-30
Strategic Wealth Partners, Ltd.$1.4M02026-06-30
Ep Wealth Advisors, LLC$1.4M3382026-06-30
Private Trust Co NA$1.4M02026-06-30
Seaview Investment Managers LLC$1.4M102026-06-30
Bcs Wealth Management, LLC$1.4M82026-06-30
Banco Btg Pactual S.A.$1.4M02026-06-30
Lewis Asset Management, LLC$1.3M52026-06-30
Alpha Financial Partners LLC$1.3M62026-06-30
Strategic Blueprint, LLC$1.3M552026-06-30
Oppenheimer Asset Management$1.3M52026-06-30
Mattson Financial Services, LLC$1.3M92026-06-30
Sheets Smith Wealth Management$1.3M102026-06-30
CIBC Bancorp USA Inc.$1.3M02026-06-30
Msh Capital Advisors LLC$1.3M202026-06-30
Latitude Advisors, LLC$1.3M662026-06-30
Kaizen Financial Strategies, LLC$1.3M52026-06-30
Key Client Fiduciary Advisors, LLC$1.2M102026-06-30
Jefferies Financial Group Inc.$1.2M02026-06-30
Beacon Pointe Advisors, LLC$1.2M4662026-06-30
Bank of America Corp /de$1.2M02026-06-30
Clear Creek Financial Management, LLC$1.2M442026-06-30
Axxcess Wealth Management, LLC$1.2M382026-06-30
New Edge Wealth$1.2M1512026-06-30
Traynor Capital Management, Inc.$1.2M72026-06-30
Quartz Partners, LLC$1.2M292026-06-30
Patten Group, Inc.$1.2M72026-06-30
Compound Planning, Inc.$1.2M752026-06-30
Jupiter Wealth Management LLC$1.2M32026-06-30
Jane Street Group, LLC$1.1M02026-06-30
Vann Equity Management LLC$1.1M62026-06-30
Creative Planning$1.1M1,1712026-06-30
Certior Financial Group, LLC$1.1M82026-06-30
Chilton Investment Company, Inc.$1.1M02026-06-30
Heck Capital Advisors, LLC$1.1M242026-06-30
Sbi Securities Co., Ltd.$1M02026-06-30
Alti Global, Inc.$1M02026-06-30
Compass Financial Management LLC$1M462026-06-30
Dynamic$1M752026-06-30
Citizens Financial Group Inc/ri$1M02026-06-30
Corecap Advisors, LLC$1M1182026-06-30
Clay Northam Wealth Management$1M22026-06-30
Harbour Investments, Inc.$988.4K2472026-06-30
Robertson Stephens Wealth Management, LLC$979.9K722026-06-30
Rockwood Wealth Management, LLC$971.1K462026-06-30
Storgate, LLC$965.4K22026-06-30
Bay Capital Advisors, LLC$960.7K52026-06-30
Balboa Wealth Partners, Inc.$960.4K262026-06-30
Capital Wealth Alliance, LLC$949.2K32026-06-30
World Equity Group, Inc.$946.1K562026-06-30
Ifp Advisors, Inc$945.4K3182026-06-30
Pmg Family Office, LLC$939.9K22026-06-30
CIBC Private Wealth Group LLC$938.9K02025-12-31
Almanack Investment Partners, Llc.$924.8K142026-06-30
Claro Advisors Inc.$922.3K202026-06-30
Resurgent Financial Advisors LLC$917.3K92026-06-30
Wells Fargo & Company/mn$906.7K02026-06-30
The Fiduciary Alliance$906.6K492026-06-30
Voisard Asset Management Group$902.5K62026-06-30
Entrewealth, LLC$901.8K172026-06-30
Coppell Advisory Solutions LLC$901.4K762026-06-30
Flagship Harbor Advisors, LLC$883.4K602026-06-30
Stonex Group Inc.$874.8K02026-06-30
Discipline Wealth Solutions, Inc.$873.8K192026-06-30
Captrust Financial Advisors$865.9K9622026-06-30
Wespac Advisors, LLC$855.8K92026-06-30
Seacrest Wealth Management, LLC$829.9K352026-06-30
Oakworth Capital, Inc.$815.9K02026-06-30
Mbl Advisors$796.4K102026-06-30
Tactive Advisors, LLC$789.8K182026-06-30
Oregon Pacific Wealth Management$783.2K52026-06-30
Walkner Condon Financial Advisors LLC$765.2K152026-06-30
Angeles Wealth Management, LLC$763.1K92026-06-30
Camarda Financial Advisors, LLC$758.8K112026-06-30
Mission Hills Financial Advisory, LLC$750.1K32026-06-30
Stratos Investment Management, LLC$748.2K72026-06-30
Lido Advisors, LLC$747.2K3202026-06-30
Morgan Stanley$734.4K23,1852026-06-30
Vectorglobal Iag, Inc.$733.4K02026-03-31
Gladstone Institutional Advisory LLC$726.7K1082026-06-30
Bank of New York Mellon Corp$717.4K02026-06-30

The 250 largest of 465 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30