Home › SPYI

Who holds SPYI

NEOS ETF TRUST · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
LPL Financial LLC5.3M$279.1M0.1%
ROYAL BANK OF CANADA1.2M$66.1M0.0%
Gradient Investments LLC1.1M$57.4M0.8%
UBS Group AG1.0M$54.9M0.0%
Foguth Wealth Management, LLC.1.0M$53.6M6.1%
Howard Capital Management, LLC998.6K$53.0M0.6%
MML INVESTORS SERVICES, LLC882.8K$46.9M0.1%
Cetera Investment Advisers782.1K$41.5M0.0%
RAYMOND JAMES FINANCIAL INC736.4K$39.1M0.0%
ENVESTNET ASSET MANAGEMENT INC709.3K$37.7M0.0%
Private Advisor Group, LLC685.6K$36.4M0.2%
STIFEL FINANCIAL CORP672.0K$35.7M0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP · CALL/PUT option565.4K$30.0M0.0%
MADDEN SECURITIES Corp532.3K$28.3M7.9%
Second Half Financial Partners, LLC404.8K$21.5M8.8%
Merit Financial Group, LLC387.9K$20.6M0.1%
Cascade Wealth Advisors, Inc335.2K$18.2M7.3%
Aventura Private Wealth, LLC300.8K$16.0M4.9%
Stratos Wealth Partners, LTD.279.9K$14.9M0.1%
Kestra Advisory Services, LLC279.8K$14.9M0.0%
Farther Finance Advisors, LLC275.3K$14.6M0.1%
Summit Financial, LLC269.5K$14.3M0.2%
URS Advisory LLC262.1K$13.9M7.7%
Capital Investment Advisory Services, LLC246.4K$13.1M0.8%
Steward Partners Investment Advisory, LLC228.9K$12.2M0.1%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC220.3K$11.7M1.7%
Ausdal Financial Partners, Inc.214.7K$11.4M0.4%
Marshall & Sterling Wealth Advisors Inc.192.3K$10.2M6.0%
Baker Avenue Asset Management, LP192.1K$10.2M0.2%
INDEPENDENT FINANCIAL GROUP, LLC190.5K$10.1M0.2%
Cambridge Investment Research Advisors, Inc.189.5K$10.1M0.0%
Centurion Wealth Management LLC189.2K$10.0M2.4%
HUB Investment Partners, LLC184.9K$9.8M0.2%
Indivisible Partners180.6K$9.6M0.5%
Sentinel Advisory Group, LLC174.3K$9.3M3.8%
MGO ONE SEVEN LLC174.1K$9.2M0.2%
Steele Capital Management, Inc.173.6K$9.2M0.3%
Apollon Wealth Management, LLC163.7K$8.7M0.1%
Ameritas Advisory Services, LLC162.3K$8.6M0.2%
Chung Wu Investment Group, LLC157.1K$8.3M5.5%
Teamwork Financial Advisors, LLC156.9K$8.3M0.8%
CHOREO, LLC143.4K$7.6M0.1%
OSAIC HOLDINGS, INC.142.8K$7.6M0.0%
SageGuard Financial Group, LLC137.0K$7.3M1.0%
RiverTree Advisors, LLC136.7K$7.3M4.3%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO133.0K$7.1M0.0%
LEE JOHNSON CAPITAL MANAGEMENT, LLC132.9K$7.1M2.2%
Belpointe Asset Management LLC132.3K$7.0M0.2%
SteelPeak Wealth, LLC131.5K$7.0M0.2%
Delta Investment Management, LLC127.8K$6.8M1.1%
Legacy Capital Wealth Partners, LLC125.9K$6.7M1.3%
Baird Financial Group, Inc.125.0K$6.6M0.0%
CITADEL ADVISORS LLC124.3K$6.6M0.0%
Palacios Wealth Management, LLC121.7K$6.5M3.8%
PRINCIPAL FINANCIAL GROUP INC119.2K$6.3M0.0%
Independence Wealth Advisors, LLC114.1K$6.1M3.0%
Prota Financial, LLC107.5K$5.7M3.8%
Kingsview Wealth Management, LLC106.4K$5.6M0.1%
Capital Investment Advisors, LLC106.1K$5.6M0.1%
Sound Income Strategies, LLC101.4K$5.4M0.2%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}