We are live on ! Find out more
SPYI icon

NEOS S&P 500 High Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$23M +$16.4M +333,088 +272%
Stifel Financial
2
Stifel Financial
Missouri
$20M +$11.3M +230,061 +137%
GI
3
Gradient Investments
Minnesota
$15.1M +$1.73M +34,971 +13%
Renaissance Technologies
4
Renaissance Technologies
New York
$11.1M +$4.08M +82,800 +60%
UW
5
Unique Wealth
Florida
$5.13M +$5.02M +101,866 New
CFA
6
Camarda Financial Advisors
Florida
$4.14M +$1.07M +21,757 +36%
CWA
7
Cascade Wealth Advisors
Washington
$3.34M +$3.33M +67,483 New
IAIM
8
International Assets Investment Management
Florida
$2.32M +$922K +18,692 +68%
ACA
9
Aptus Capital Advisors
Alabama
$2.01M +$1.97M +39,848 New
GFP
10
Guardian Financial Partners
California
$1.8M +$1.77M +35,806 New
DIM
11
Delta Investment Management
California
$1.55M -$142K -2,882 -9%
Truist Financial
12
Truist Financial
North Carolina
$1.37M +$1.08M +21,843 +403%
DAM
13
Derbend Asset Management
Georgia
$1.35M +$588K +11,926 +80%
BLC
14
Brown, Lisle/Cummings
Rhode Island
$1.34M +$575K +11,650 +78%
CIA
15
Compass Ion Advisors
Pennsylvania
$1.33M -$209K -4,227 -14%
CIG
16
Cascade Investment Group
Colorado
$1.25M +$1.22M +24,730 New
TCM
17
Triumph Capital Management
Colorado
$1.23M +$117K +2,372 +11%
FWM
18
Fortress Wealth Management
California
$1.1M +$31.3K +635 +3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.1M +$1.07M +21,756 New
HighTower Advisors
20
HighTower Advisors
Illinois
$1.09M -$26.5K -538 -2%
CGA
21
Crescent Grove Advisors
Illinois
$972K
USCWA
22
U.S. Capital Wealth Advisors
Texas
$939K +$632K +12,805 +219%
WH
23
Willner & Heller
California
$888K +$90.5K +1,835 +12%
JWM
24
Jupiter Wealth Management
Colorado
$804K +$804K +16,299 New
AWM
25
Axxcess Wealth Management
California
$778K +$527K +10,680 +224%