13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
SPYI

NEOS ETF TRUST

476 institutions still hold NEOS ETF TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78433H303·Exchange Traded Fund·476 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$972M
visible holders
Holders
476
filers reporting
Concentration
28.71%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

476 institutions reported SPYI in Q2 2026. LPL Financial LLC leads at 28.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$279M5.3M0.06%Q2 202602
ROYAL BANK OF CANADA
CIK 0001000275
$66M1.2M0.01%Q2 202603
Gradient Investments LLC
CIK 0001542265
$57M1.1M0.79%Q2 202604
UBS Group AG
CIK 0001610520
$55M1.0M0.01%Q2 202605
Foguth Wealth Management, LLC.
CIK 0002016322
$54M1.0M6.10%Q2 202606
Howard Capital Management Inc.
CIK 0001733173
$53M999K0.63%Q2 202607
MML INVESTORS SERVICES, LLC
CIK 0000701059
$47M883K0.10%Q2 202608
Cetera Investment Advisers
CIK 0001666741
$42M782K0.04%Q2 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$39M736K0.01%Q2 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$38M709K0.01%Q2 202611
Private Advisor Group, LLC
CIK 0001567755
$36M686K0.17%Q2 202612
STIFEL FINANCIAL CORP
CIK 0000720672
$36M672K0.03%Q2 202613
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$30M565K0.00%Q2 202614
MADDEN SECURITIES Corp
CIK 0001803566
$28M532K7.85%Q2 202615
Second Half Financial Partners, LLC
CIK 0001946654
$21M405K8.81%Q2 202616
CITADEL ADVISORS LLC
CIK 0001423053
$21M403K0.00%Q2 202617
Merit Financial Group, LLC
CIK 0001621225
$21M388K0.13%Q2 202618
Cascade Wealth Advisors, Inc
CIK 0002018936
$18M335K7.30%Q2 202619
Aventura Private Wealth, LLC
CIK 0002074418
$16M301K4.90%Q2 202620
Stratos Wealth Partners, LTD.
CIK 0001612865
$15M280K0.15%Q2 2026
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