SPYI / NEOS ETF Trust - NEOS S&P 500 High Income ETF - Kepemilikan Institusional - Pembeli

NEOS ETF Trust - NEOS S&P 500 High Income ETF
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Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di NEOS ETF Trust - NEOS S&P 500 High Income ETF meliputi Two Sigma Investments, Lp, Readystate Asset Management Lp, Teamwork Financial Advisors, LLC, StoneCrest Wealth Management, Inc., Ieq Capital, Llc, Legacy Capital Wealth Partners, LLC, Oppenheimer & Co Inc, CI Private Wealth, LLC, Jump Financial, LLC, BlueStem Wealth Partners, LLC, Level Four Advisory Services, Llc, Capital Advisory Group Advisory Services, LLC, Raymond James Financial Inc, Tactive Advisors, LLC, Capital Planning LLC, Baird Financial Group, Inc., WCG Wealth Advisors LLC, Pvg Asset Management Corp, Signal Advisors Wealth, LLC, dan Wolverine Trading, Llc .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium.

Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-07-15 13F MCF Advisors LLC 4,964 1.97 250 6.87
2025-08-04 13F Atria Investments Llc 8,681 82.14 437 91.23
2025-07-24 13F PDS Planning, Inc 24,805 11.32 1,248 16.96
2025-08-14 13F UBS Group AG 448,139 253.87 22,550 271.87
2025-07-31 13F Guardian Financial Partners, LLC 52,401 6.02 2,637 11.36
2025-07-31 13F Gill Capital Partners, Llc 4,325 218
2025-08-27 13F/A Brinker Capital Investments, LLC 90,042 6.55 4,531 11.96
2025-08-14 13F IHT Wealth Management, LLC 21,160 58.53 1,065 66.51
2025-08-13 13F EverSource Wealth Advisors, LLC 1,800 91
2025-08-08 13F Intrua Financial, LLC 19,078 76.84 960 86.05
2025-07-17 13F CWA Asset Management Group, LLC 6,798 342
2025-07-11 13F Seacrest Wealth Management, Llc 9,336 470
2025-08-08 13F Capital Investment Advisory Services, LLC 71,825 63.80 3,614 72.18
2025-08-05 13F Strategic Financial Concepts, LLC 5,120 248
2025-08-14 13F Diversify Wealth Management, Llc 18,971 11.84 980 22.35
2025-08-14 13F Raymond James Financial Inc 15,596 785
2025-08-14 13F Citadel Advisors Llc Put 89,900 36.63 4,524 43.54
2025-08-01 13F Brookwood Investment Group LLC 10,974 47.16 552 54.62
2025-08-04 13F Roble, Belko & Company, Inc 185 128.40 0
2025-08-05 13F Bank of New York Mellon Corp 8,740 440
2025-07-21 13F Triad Wealth Partners, LLC 7,787 392
2025-07-15 13F World Equity Group, Inc. 14,941 132.76 752 144.63
2025-08-14 13F Citadel Advisors Llc Call 43,400 36.91 2,184 43.81
2025-07-23 13F Gainplan LLC 39,477 9.62 1,986 15.20
2025-08-13 13F Jump Financial, LLC 22,492 1,132
2025-07-30 13F Bogart Wealth, LLC 26 1
2025-08-13 13F Gateway Wealth Partners, LLC 4,830 243
2025-08-14 13F Citadel Advisors Llc 77,138 68.30 3,882 76.89
2025-08-11 13F Cascade Wealth Advisors, Inc 367,420 38.00 18,860 52.89
2025-07-23 13F Kingswood Wealth Advisors, Llc 12,107 11.36 609 17.12
2025-07-29 13F Mattson Financial Services, LLC 113,215 0.47 5,697 5.56
2025-08-14 13F Stifel Financial Corp 567,247 3.90 28,544 9.17
2025-07-08 13F Parallel Advisors, LLC 1,524 77
2025-08-13 13F/A Claudia M.p. Batlle, Crp (r) Llc 16,224 5.65 816 11.02
2025-08-15 13F Morgan Stanley 5,647 53.08 284 61.36
2025-07-16 13F Brown, Lisle/cummings, Inc. 29,175 2.46 1,468 7.70
2025-07-16 13F Spinnaker Investment Group, LLC 8,651 435
2025-08-15 13F CI Private Wealth, LLC 25,548 1,286
2025-07-25 13F Alpha Financial Partners, LLC 10,101 508
2025-08-11 13F Private Advisor Group, LLC 426,424 13.15 21,458 18.89
2025-07-25 13F Cwm, Llc 3,871 54.22 0
2025-07-23 13F Abel Hall, LLC 5,000 252
2025-08-13 13F Level Four Advisory Services, Llc 20,596 1,036
2025-08-11 13F Cornerstone Planning Group LLC 30 2
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 62,305 707.06 3,135 749.59
2025-08-12 13F BlackRock, Inc. 3,171 24.60 160 31.40
2025-07-18 13F Truist Financial Corp 24,377 22.69 1,227 28.92
2025-05-28 13F Silicon Valley Capital Partners 102 5
2025-07-29 13F Activest Wealth Management 387 2.93 19 5.56
2025-08-07 13F PFG Advisors 6,739 10.33 339 16.10
2025-07-25 13F Astoria Portfolio Advisors LLC. 27,263 100.08 1,389 123.31
2025-08-18 13F Geneos Wealth Management Inc. 412 312.00 21 400.00
2025-08-14 13F MGB Wealth Management, LLC 2,502 126
2025-08-08 13F Crossmark Global Holdings, Inc. 12,212 4.72 615 10.04
2025-08-19 13F Newbridge Financial Services Group, Inc. 60,639 7.98 3,051 13.46
2025-08-07 13F Readystate Asset Management Lp 98,496 4,956
2025-08-12 13F Cornerstone Wealth Management, LLC 10,626 535
2025-08-18 13F Wolverine Trading, Llc Put 21,900 52.08 1,100 60.58
2025-07-29 13F International Assets Investment Management, Llc 164,380 5.87 8,272 11.24
2025-08-18 13F Wolverine Trading, Llc Call 11,600 583
2025-08-05 13F Centennial Bank/AR/ 19,289 71.06 971 79.63
2025-07-25 13F Apollon Wealth Management, LLC 45,002 45.29 2,265 52.66
2025-07-28 13F Mutual Advisors, LLC 39,217 8.30 2,003 17.89
2025-08-14 13F Arete Wealth Advisors, LLC 35,714 110.37 2
2025-07-08 13F Gradient Investments LLC 1,668,983 1.63 83,983 6.79
2025-07-15 13F StoneCrest Wealth Management, Inc. 79,321 3,991
2025-07-23 13F RiverTree Advisors, LLC 103,203 172.15 5,193 185.96
2025-08-12 13F Coston, McIsaac & Partners 5 0
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 133 7
2025-07-21 13F HighMark Wealth Management LLC 4,101 4,613.79 206 5,050.00
2025-08-18 13F Tactive Advisors, LLC 15,257 768
2025-08-13 13F Financial & Tax Architects, LLC 6,378 321
2025-07-14 13F Palacios Wealth Management, LLC 63,960 12.09 3,218 17.79
2025-08-01 13F Facet Wealth, Inc. 5,016 255
2025-08-13 13F Lido Advisors, LLC 4,518 227
2025-08-04 13F Assetmark, Inc 339 17
2025-07-09 13F Reyes Financial Architecture, Inc. 17,281 39.83 870 47.04
2025-08-14 13F Mariner, LLC 36,545 28.68 1,839 35.15
2025-08-18 13F Front Row Advisors LLC 66 3
2025-07-29 13F Latitude Advisors, LLC 13,437 123.35 676 134.72
2025-07-15 13F BCS Wealth Management 7,590 0
2025-07-10 13F Capital Advisory Group Advisory Services, LLC 19,990 1,006
2025-09-02 13F Pvg Asset Management Corp 13,163 662
2025-07-31 13F Moloney Securities Asset Management, LLC 33,988 25.26 1,710 31.64
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 88,317 22.58 4,482 29.91
2025-07-16 13F Owen LaRue, LLC 41,151 10.14 2,071 15.71
2025-07-11 13F/A Umb Bank N A/mo 2,016 101
2025-07-22 13F Chung Wu Investment Group, LLC 300 15
2025-08-01 13F Pasadena Private Wealth, LLC 4,970 17.49 250 23.76
2025-08-01 13F FSA Advisors, Inc. 35,442 70.06 1,783 78.66
2025-08-14 13F Great Valley Advisor Group, Inc. 12,858 9.72 647 15.33
2025-07-21 13F Capital Planning LLC 14,793 744
2025-08-13 13F WCG Wealth Advisors LLC 13,905 700
2025-08-07 13F Montag A & Associates Inc 4,592 43.41 231 50.98
2025-07-30 13F Brookstone Capital Management 14,129 165.33 711 178.43
2025-08-04 13F IFG Advisory, LLC 65,023 29.31 3,272 35.84
2025-07-21 13F Ameritas Advisory Services, LLC 8,217 4.61 413 4.29
2025-08-13 13F Renaissance Technologies Llc 103,700 289.85 5,218 309.90
2025-08-14 13F Mml Investors Services, Llc 230,323 11.56 12 22.22
2025-07-25 13F Second Half Financial Partners, LLC 409,806 0.59 20,621 5.69
2025-05-15 13F/A Orion Portfolio Solutions, LLC 84,505 4.32 4,047 -1.70
2025-08-04 13F ELCO Management Co., LLC 10,125 5.19 509 10.65
2025-08-13 13F Northwestern Mutual Wealth Management Co 42,648 291.30 2,146 311.90
2025-08-12 13F LPL Financial LLC 1,821,981 41.19 91,682 48.35
2025-08-14 13F Comerica Bank 2,539 128
2025-08-15 13F Captrust Financial Advisors 7,702 388
2025-05-01 13F Grant/GrossMendelsohn, LLC 10,616 40.50 499 29.69
2025-07-09 13F Key Client Fiduciary Advisors, LLC 18,164 2.04 914 7.28
2025-08-04 13F Flagship Harbor Advisors, Llc 9,541 3.62 480 9.09
2025-08-08 13F Foundations Investment Advisors, LLC 4,594 231
2025-08-08 13F Avantax Advisory Services, Inc. 50,376 39.55 2,535 46.64
2025-07-29 13F Private Trust Co Na 7,160 24.22 360 30.43
2025-08-14 13F Scientech Research LLC 5,774 291
2025-08-13 13F Baird Financial Group, Inc. 14,000 704
2025-07-10 13F Signal Advisors Wealth, LLC 12,003 604
2025-08-15 13F Kestra Advisory Services, LLC 157,902 116.74 7,946 127.78
2025-08-06 13F Walkner Condon Financial Advisors LLC 6,865 41.11 345 48.71
2025-07-31 13F Oppenheimer & Co Inc 27,465 1,382
2025-07-10 13F Fortress Wealth Management, Inc. 26,474 0.33 1,332 5.46
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 4,413 1.68 222 7.25
2025-08-11 13F Aptus Capital Advisors, LLC 40,970 18.97 2,062 24.98
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 5,103 257
2025-08-14 13F Ausdal Financial Partners, Inc. 147,662 41.33 7,430 48.51
2025-07-29 13F Stratos Wealth Advisors, LLC 30,503 1.04 1,535 6.16
2025-07-22 13F Steele Capital Management, Inc. 92,860 14.08 4,673 19.86
2025-08-12 13F J.w. Cole Advisors, Inc. 27,719 313.84 1,395 335.63
2025-08-14 13F CoreCap Advisors, LLC 15,867 13.53 798 19.28
2025-08-14 13F Atomi Financial Group, Inc. 19,780 189.10 995 204.28
2025-08-13 13F Brown Advisory Inc 9,750 0.02 491 5.15
2025-08-14 13F GWM Advisors LLC 4,230 106.54 213 116.33
2025-07-31 13F CAP Partners, LLC 25,394 4.01 1,278 9.24
2025-08-01 13F Vision Financial Markets Llc 884 3.03 44 7.32
2025-08-13 13F VestGen Advisors, LLC 6,769 341
2025-08-14 13F Royal Bank Of Canada 163,595 163.08 8,233 176.46
2025-08-12 13F Global Retirement Partners, LLC 688 421.21 35 466.67
2025-07-24 13F Cascade Investment Group, Inc. 37,045 0.01 1,864 5.13
2025-07-24 13F Game Plan Financial Advisors, LLC 200 10
2025-08-12 13F BlueStem Wealth Partners, LLC 21,358 1,075
2025-08-14 13F Camarda Financial Advisors, LLC 13,999 6.33 704 11.75
2025-08-05 13F Tme Financial, Inc. 7,184 3.09 361 8.41
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 37,212 0.13 1,873 5.23
2025-08-08 13F Pnc Financial Services Group, Inc. 11,715 4.46 589 9.68
2025-07-31 13F City State Bank 2,000 100.00 101 112.77
2025-07-25 13F Concurrent Investment Advisors, LLC 9,306 468
2025-08-15 13F Equitable Holdings, Inc. 9,428 474
2025-08-13 13F Legacy Capital Wealth Partners, LLC 29,190 1,469
2025-08-14 13F Wells Fargo & Company/mn 694 129.80 35 142.86
2025-08-01 13F Delta Investment Management, LLC 77,506 4.75 3,900 10.08
2025-08-04 13F Arkadios Wealth Advisors 8,966 75.56 451 84.84
2025-07-22 13F MBL Wealth, LLC 14,000 180.00 704 194.56
2025-08-14 13F Garden State Investment Advisory Services LLC 50,519 672.58 2,542 712.14
2025-07-10 13F High Net Worth Advisory Group LLC 53,838 6.24 2,709 11.67
2025-07-31 13F FSM Wealth Advisors, LLC 6,466 327
2025-07-29 13F Stratos Wealth Partners, LTD. 93,828 33.41 4,721 40.17
2025-08-01 13F Ashton Thomas Private Wealth, LLC 4,146 209
2025-07-23 13F MADDEN SECURITIES Corp 116,020 59.18 5,838 67.28
2025-08-11 13F Perennial Investment Advisors, LLC 47,252 787.03 2,378 832.16
2025-07-29 13F Fundamentun, Llc 11,282 568
2025-08-14 13F Money Concepts Capital Corp 10,248 1.59 516 6.63
2025-07-10 13F Tompkins Financial Corp 1,062 53
2025-08-05 13F Milestone Asset Management, Llc 24,157 56.20 1,216 64.19
2025-08-14 13F Snowden Capital Advisors LLC 28,124 357.67 1,415 381.29
2025-08-01 13F Envestnet Asset Management Inc 85,890 110.15 4,322 120.80
2025-08-14 13F Murphy & Mullick Capital Management Corp 200 10
2025-08-08 13F Cetera Investment Advisers 143,390 20.87 7,215 27.00
2025-09-04 13F/A Advisor Group Holdings, Inc. 45,759 24.02 2,303 30.28
2025-08-12 13F Proequities, Inc. 0 0
2025-07-18 13F PFG Investments, LLC 64,799 17.40 3,261 23.34
2025-07-22 13F Foguth Wealth Management, LLC. 5,638 284
2025-07-08 13F Paladin Wealth, LLC 32,238 3.21 1,622 8.49
2025-08-11 13F HighTower Advisors, LLC 41,105 17.74 2,068 23.76
2025-08-14 13F Integrated Wealth Concepts LLC 29,085 170.58 1,464 184.63
2025-07-31 13F Oppenheimer Asset Management Inc. 12,675 9.37 638 14.98
2025-07-24 13F Leo Wealth, LLC 9,799 493
2025-08-14 13F Two Sigma Investments, Lp 206,100 10,371
2025-08-13 13F Capital Analysts, Inc. 769 0
2025-08-14 13F Bank Of America Corp /de/ 22,077 194.71 1,111 210.06
2025-07-10 13F Atticus Wealth Management, Llc 2,124 1.53 107 6.00
2025-08-13 13F Grantvest Financial Group LLC 29,367 14.24 1,478 19.98
2025-08-07 13F Allworth Financial LP 10,872 272.07 547 302.21
2025-08-08 13F Kingsview Wealth Management, LLC 22,058 104.09 1,110 114.51
2025-08-08 13F Larson Financial Group LLC 301 30,000.00 15
2025-07-02 13F HBW Advisory Services LLC 37,822 29.94 1,903 36.61
2025-08-14 13F Ieq Capital, Llc 38,000 1,912
2025-07-07 13F Teamwork Financial Advisors, LLC 88,212 4,439
2025-08-14 13F Fmr Llc 127 49.41 6 50.00
2025-08-14 13F Warren Averett Asset Management, LLC 69,562 7.00 3,500 12.43
2025-08-05 13F GHP Investment Advisors, Inc. 2,013 26.44 101 32.89
2025-08-11 13F Novak & Powell Financial Services, Inc. 7,157 7.56 360 13.21
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