7 institutions reported holding $683,777 of NEOS BOOSTED S&P 500 HIGH INCOME ETF (XSPI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Chung Wu Investment Group, LLC ($427,678), Farther Finance Advisors, LLC ($124,734), BANK OF MONTREAL /CAN/ ($74,893), UBS Group AG ($29,739), Integrated Wealth Concepts LLC ($25,677). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Chung Wu Investment Group, LLC | $427,678 | 8,600 | New |
| 2 | Farther Finance Advisors, LLC | $124,734 | 2,508 | New |
| 3 | BANK OF MONTREAL /CAN/ | $74,893 | 1,506 | New |
| 4 | UBS Group AG | $29,739 | 598 | New |
| 5 | Integrated Wealth Concepts LLC | $25,677 | 516 | New |
| 6 | Royal Bank of Canada | $1,000 | 18 | New |
| 7 | MORGAN STANLEY | $56 | 1 | New |
Source: SEC Form 13F filings · as of 2026-06-30