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SPYI · NEOS S&P 500(R) High Income ETF ETF

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$53.86 -0.13 (-0.24%) 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: 7
Total Value: $32,234,650
Total Shares: 607,170

Institutional Ownership Trend

12 quarters

Holder Concentration

Across 7 13F filers · Δ vs Mar 31, 2026
Top Holder
66.3%
Sep 2022 → Jun 2026 · range 16.1% – 100.0%
−33.7 pts
Top 5
97.3%
Sep 2022 → Jun 2026 · range 49.4% – 100.0%
−2.7 pts
Top 10
100.0%
Sep 2022 → Jun 2026 · range 63.8% – 100.0%
0.0 pts
HHI
4,657
Sep 2022 → Jun 2026 · range 749 – 10,000
Highly concentrated−5,343

Quarterly Activity

vs Mar 31, 2026
New
6
Increased
1
Decreased
0
Sold Out
0
Unchanged
0
Holder count: +6
Institutional value: +1099.8%
Shares held: +1015.7%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Range Advisory, LLC +10,599 65,020

Top Sellers

vs Mar 31, 2026
No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
CITADEL ADVISORS LLC 402,738 $21,381,360
BROWN, LISLE/CUMMINGS, INC. 46,455 $2,466,295
Brown Financial Advisors 38,420 $2,039,717
Corient Private Wealth LLC 37,944 $2,014,446
Wellington Grp LLC 12,543 $665,907

Top Sold-Out Positions

vs Mar 31, 2026
No fully closed positions this quarter.
Filter: New 6 Increased 1 Reduced 0 Sold out 0 Unchanged 0
Showing 9 of 9
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
CITADEL ADVISORS LLC SPYI $7,687,432 23.85% 144,800
CITADEL ADVISORS LLC SPYI $7,092,824 22.00% 133,600
CITADEL ADVISORS LLC SPYI $6,601,104 20.48% 124,338
Range Advisory, LLC SPYI $3,451,911 10.71% 65,020
BROWN, LISLE/CUMMINGS, INC. SPYI $2,466,295 7.65% 46,455
Brown Financial Advisors SPYI $2,039,717 6.33% 38,420
Corient Private Wealth LLC SPYI $2,014,446 6.25% 37,944
Wellington Grp LLC SPYI $665,907 2.07% 12,543
Second Line Capital, LLC SPYI $215,014 0.67% 4,050