Who Owns NEOS (SPYI)? -- Institutional Holders (2026-06-30)

475 institutions reported holding $1.83B of NEOS (SPYI) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($279.1M), Royal Bank of Canada ($66.1M), Gradient Investments LLC ($57.4M), UBS Group AG ($55.1M), Foguth Wealth Management, LLC. ($53.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$279.1M5.3MAdded
2Royal Bank of Canada$66.1M1.2MAdded
3Gradient Investments LLC$57.4M1.1MAdded
4UBS Group AG$55.1M1.0MAdded
5Foguth Wealth Management, LLC.$53.6M1.0MTrimmed
6Howard Capital Management Inc.$53.0M998,615Added
7MML INVESTORS SERVICES, LLC$46.9M882,849Added
8Cetera Investment Advisers$41.5M782,148Added
9RAYMOND JAMES FINANCIAL INC$39.1M736,415Added
10ENVESTNET ASSET MANAGEMENT INC$37.7M709,315Added
11Private Advisor Group, LLC$36.4M685,569Added
12STIFEL FINANCIAL CORP$35.7M671,989Trimmed
13SUSQUEHANNA INTERNATIONAL GROUP, LLP$30.0M565,400Added
14MADDEN SECURITIES Corp$28.3M532,284Trimmed
15Second Half Financial Partners, LLC$21.5M404,802Hold
16CITADEL ADVISORS LLC$21.4M402,738Added
17Merit Financial Group, LLC$20.6M387,889Added
18Cascade Wealth Advisors, Inc$18.2M335,192Trimmed
19Aventura Private Wealth, LLC$16.0M300,791Added
20Stratos Wealth Partners, LTD.$14.9M279,886Added
21Kestra Advisory Services, LLC$14.9M279,801Added
22Farther Finance Advisors, LLC$14.6M275,302Added
23Summit Financial, LLC$14.3M269,510Added
24JANE STREET GROUP, LLC$14.1M266,163Added
25URS Advisory LLC$13.9M262,126Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30