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NEOS S&P 500 High Income ETF
SPYI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
LPL Financial
1
LPL Financial
California
USD 279 M +USD 50.3 M +955,685 +22%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
USD 66.1 M +USD 9.6 M +182,846 +17%
Gradient Investments
3
Gradient Investments
Minnesota
USD 57.4 M +USD 2.32 M +44,174 +4%
UBS Group
4
UBS Group
Switzerland
USD 54.9 M +USD 5.12 M +97,236 +10%
Foguth Wealth Management
5
Foguth Wealth Management
Michigan
USD 53.6 M -USD 10.7 M -203,308 -17%
Howard Capital Management
6
Howard Capital Management
Georgia
USD 53 M +USD 24.9 M +473,145 +90%
MML Investors Services
7
MML Investors Services
Massachusetts
USD 46.9 M +USD 20.3 M +385,600 +78%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
USD 41.5 M +USD 12.9 M +245,334 +46%
Raymond James Financial
9
Raymond James Financial
Florida
USD 39.1 M +USD 14.5 M +276,341 +60%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
USD 37.7 M +USD 14.4 M +273,777 +63%
Private Advisor Group
11
Private Advisor Group
New Jersey
USD 36.4 M +USD 4.49 M +85,436 +14%
Stifel Financial
12
Stifel Financial
Missouri
USD 35.7 M -USD 886 k -16,850 -2%
MS
13
Madden Securities
Texas
USD 28.3 M -USD 215 k -4,082 -0.8%
SHFP
14
Second Half Financial Partners
Florida
USD 21.5 M – – –
Merit Financial Group
15
Merit Financial Group
Georgia
USD 20.6 M +USD 342 k +6,495 +2%
CWA
16
Cascade Wealth Advisors
Washington
USD 18.2 M -USD 275 k -5,227 -2%
APW
17
Aventura Private Wealth
Florida
USD 16 M +USD 1.19 M +22,613 +8%
Stratos Wealth Partners
18
Stratos Wealth Partners
Ohio
USD 14.9 M +USD 3.27 M +62,218 +29%
Kestra Advisory Services
19
Kestra Advisory Services
Texas
USD 14.9 M +USD 2.97 M +56,387 +25%
Farther Finance Advisors
20
Farther Finance Advisors
California
USD 14.6 M +USD 701 k +13,329 +5%
Summit Financial
21
Summit Financial
New Jersey
USD 14.3 M +USD 1.89 M +35,998 +15%
UA
22
URS Advisory
Florida
USD 13.9 M -USD 331 k -6,292 -2%
Capital Investment Advisory Services
23
Capital Investment Advisory Services
North Carolina
USD 13.1 M +USD 883 k +16,780 +7%
Steward Partners Investment Advisory
24
Steward Partners Investment Advisory
New York
USD 12.2 M +USD 1.34 M +25,481 +13%
Prevail Innovative Wealth Advisors
25
Prevail Innovative Wealth Advisors
Kansas
USD 11.7 M +USD 3.27 M +62,251 +39%
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