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

NEOS ETF TRUST

494 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·494 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.0B
visible holders
Holders
494
filers reporting
Concentration
27.50%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

494 institutions reported SPYI in Q2 2026. LPL Financial LLC leads at 27.5% 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
$58M1.1M0.83%Q3 202604
Howard Capital Management Inc.
CIK 0001733173
$57M1.1M0.69%Q3 202605
Foguth Wealth Management, LLC.
CIK 0002016322
$57M1.1M5.78%Q3 202606
UBS Group AG
CIK 0001610520
$55M1.0M0.01%Q2 202607
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$49M915K1.42%Q3 202608
MML INVESTORS SERVICES, LLC
CIK 0000701059
$47M883K0.10%Q2 202609
Cetera Investment Advisers
CIK 0001666741
$42M782K0.04%Q2 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$39M736K0.01%Q2 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$38M709K0.01%Q2 202612
Private Advisor Group, LLC
CIK 0001567755
$36M686K0.17%Q2 202613
STIFEL FINANCIAL CORP
CIK 0000720672
$36M672K0.03%Q2 202614
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$30M565K0.00%Q2 202615
MADDEN SECURITIES Corp
CIK 0001803566
$28M532K7.85%Q2 202616
Second Half Financial Partners, LLC
CIK 0001946654
$21M405K8.81%Q2 202617
CITADEL ADVISORS LLC
CIK 0001423053
$21M403K0.00%Q2 202618
Merit Financial Group, LLC
CIK 0001621225
$21M388K0.13%Q2 202619
Cascade Wealth Advisors, Inc
CIK 0002018936
$18M335K7.30%Q2 202620
Farther Finance Advisors, LLC
CIK 0001992825
$17M311K0.12%Q3 2026
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