Who Owns SPYI?
Neos S&P 500(R) High Income ETF — Institutional Ownership & 13F Holdings
$52.27
+0.07 (+0.14%)
Market Cap
$8.1B
Shares Outstanding
156,279,382
Institutional Holders
185
Total Inst. Value
$856.7M
% of Float Held
—
QoQ Holder Change
+128
Institutional data as of Q1 2025
New Positions
64
Closed Positions
18
Increased
73
Decreased
33
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $522.0M | 10,899 |
| 2 | Gradient Investments LLC | $78.6M | 1,642,236 |
| 3 | STIFEL FINANCIAL CORP | $26.1M | 545,951 |
| 4 | Second Half Financial Partners, LLC | $19.5M | 407,415 |
| 5 | Private Advisor Group, LLC | $18.0M | 376,875 |
| 6 | Cascade Wealth Advisors, Inc | $12.3M | 266,248 |
| 7 | MML INVESTORS SERVICES, LLC | $9.9M | 206,457 |
| 8 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $7.4M | 155,266 |
| 9 | UBS Group AG | $6.1M | 126,639 |
| 10 | Brown Financial Advisors | $5.9M | 123,016 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +11K | $522.0M |
| STIFEL FINANCIAL CORP | +43K | $26.1M |
| Cascade Wealth Advisors, Inc | +117K | $12.3M |
| MML INVESTORS SERVICES, LLC | +33K | $9.9M |
| UBS Group AG | +31K | $6.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Gradient Investments LLC | -563K | $78.6M |
| Private Advisor Group, LLC | -288K | $18.0M |
| RENAISSANCE TECHNOLOGIES LLC | -173K | $1.3M |
| Crescent Grove Advisors, LLC | -103K | $1.1M |
| Brown Financial Advisors | -75K | $5.9M |
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Frequently Asked Questions
How many institutional investors hold SPYI?
As of Q1 2025, 185 institutional investors report holding SPYI (Neos S&P 500(R) High Income ETF) in their 13F filings.
Which hedge fund owns the most SPYI?
The largest institutional holder of SPYI is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $522.0M in shares.
Are institutions buying or selling SPYI?
This quarter, 64 institutions opened new positions in SPYI and 18 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.