Who owns SPYI?
Neos S&P 500 High Income ETF · NEOS
448 institutions reported holding SPYI, worth $1.8B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SPYI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $279.1M | 5,257,356 | +955,685 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $66.1M | 1,244,337 | +182,846 shares |
| Gradient Investments LLC | Arden Hills, MN | $57.4M | 1,080,581 | +44,174 shares |
| UBS Group AG | Zurich, Switzerland | $54.9M | 1,033,664 | +97,236 shares |
| Foguth Wealth Management, LLC. | Brighton, MI | $53.6M | 1,010,999 | New position |
| Howard Capital Management, LLC | Alpharetta, GA | $53.0M | 998,615 | +473,145 shares |
| MML Investors Services, LLC | Springfield, MA | $46.9M | 882,849 | +385,600 shares |
| Cetera Investment Advisers | Schaumburg, IL | $41.5M | 782,148 | +245,334 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $39.1M | 736,415 | +276,341 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $37.7M | 709,315 | +273,777 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SPYI?
448 institutional managers reported holding SPYI in Form 13F filings for June 30, 2026, worth $1.8B in total. The largest reported position was held by LPL Financial LLC, at $279.1M.
Did institutions buy or sell SPYI last quarter?
Reported 13F value rose 37.7% from March 31, 2026, which includes price moves as well as buying and selling. 96 firms reported a new position and 25 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SPYI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.