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SPYH · NEOS S&P 500(R) Hedged Equity Income ETF ETF

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$56.81 -0.11 (-0.19%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 12
Total Value: $5,700,911
Total Shares: 108,368

Institutional Ownership Trend

4 quarters

Holder Concentration

Across 12 13F filers · Δ vs Dec 31, 2025
Top Holder
35.4%
Jun 2025 → Mar 2026 · range 30.7% – 100.0%
+4.7 pts
Top 5
81.5%
Jun 2025 → Mar 2026 · range 81.5% – 100.0%
−8.4 pts
Top 10
99.9%
Jun 2025 → Mar 2026 · range 99.9% – 100.0%
−0.1 pts
HHI
1,983
Jun 2025 → Mar 2026 · range 1,983 – 10,000
Moderately concentrated−211

Quarterly Activity

vs Dec 31, 2025
New
4
Increased
5
Decreased
1
Sold Out
1
Unchanged
2
Holder count: +3
Institutional value: +61.6%
Shares held: +69.3%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
IFP Advisors, Inc +18,727 38,409
MGO ONE SEVEN LLC +10,602 22,004
Sound Income Strategies, LLC +6,190 8,015
Astoria Portfolio Advisors LLC. +2,840 7,216
Fiduciary Alliance LLC +100 4,146

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
JANE STREET GROUP, LLC −5,405 12,653

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
World Investment Advisors 5,802 $305,225
Oregon Pacific Wealth Management, LLC 4,958 $260,825
Farther Finance Advisors, LLC 1,000 $52,607
GHP Investment Advisors, Inc. 86 $4,524

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Kestra Advisory Services, LLC 550 $30,305
Filter: New 4 Increased 5 Reduced 1 Sold out 1 Unchanged 2
Showing 12 of 12
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
IFP Advisors, Inc SPYH $2,020,582 35.44% 38,409
MGO ONE SEVEN LLC SPYH $1,157,564 20.30% 22,004
JANE STREET GROUP, LLC SPYH $665,636 11.68% 12,653
Sound Income Strategies, LLC SPYH $421,645 7.40% 8,015
Astoria Portfolio Advisors LLC. SPYH $379,612 6.66% 7,216
World Investment Advisors SPYH $305,225 5.35% 5,802
Oregon Pacific Wealth Management, LLC SPYH $260,825 4.58% 4,958
Fiduciary Alliance LLC SPYH $218,108 3.83% 4,146
Resurgent Financial Advisors LLC SPYH $212,847 3.73% 4,046
Farther Finance Advisors, LLC SPYH $52,607 0.92% 1,000
GHP Investment Advisors, Inc. SPYH $4,524 0.08% 86
Imprint Wealth LLC SPYH $1,736 0.03% 33