DOSSIER · 13F Holders · Q2 2026
XSPI

NEOS BOOSTED S&P 500 HIGH INCOME ETF

10 institutions still hold NEOS BOOSTED S&P 500 HIGH INCOME ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78433H493·10 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$3M
visible holders
Holders
10
filers reporting
Concentration
55.42%
Wellington Grp LLC #1
top holder share
AI Holders Summary · Q2 2026

10 institutions reported XSPI in Q2 2026. Wellington Grp LLC leads at 55.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Wellington Grp LLC
CIK 0002134013
$2M36K0.47%Q2 2026
02
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$586K12K0.01%Q3 2026
03
Chung Wu Investment Group, LLC
CIK 0002054278
$428K9K0.28%Q2 2026
04
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$229K5K0.00%Q3 2026
05
BANK OF MONTREAL /CAN/
CIK 0000927971
$75K2K0.00%Q2 2026
06
Farther Finance Advisors, LLC
CIK 0001992825
$63K1K0.00%Q3 2026
07
UBS Group AG
CIK 0001610520
$30K5980.00%Q2 2026
08
Newbridge Financial Services Group, Inc.
CIK 0001879757
$28K5600.00%Q3 2026
09
ROYAL BANK OF CANADA
CIK 0001000275
$1K180.00%Q2 2026
10
MORGAN STANLEY
CIK 0000895421
$5610.00%Q2 2026