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Chilton Investment Company’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Chilton Investment Company’s Portfolio SPYI Stock Details SPYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.07M Buy
20,244
+3,068
+18% +$161K 0.03% 166
2026
Q1 		$848K Buy
+17,176
New +$890K 0.02% 169

Other funds holding SPYI

LPL Financial
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Chilton Investment Company's SPYI Position: Q2 2026 in Review

Chilton Investment Company increased its NEOS S&P 500 High Income ETF (SPYI) stake by 18% in Q2 2026, buying an estimated $161K and bringing the position to 20,244 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #166.

Chilton Investment Company first reported a position in SPYI in Q1 2026 and has held it in 2 quarters since. 446 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Chilton Investment Company held 20,244 shares of NEOS S&P 500 High Income ETF worth $1.07M as of Q2 2026.
  • Chilton Investment Company bought 3,068 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $161K.
  • NEOS S&P 500 High Income ETF made up 0.03% of Chilton Investment Company's portfolio in Q2 2026, its #166 holding.
  • Chilton Investment Company first reported a position in NEOS S&P 500 High Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 446 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Chilton Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.