SPYI: Neos Etf Trust insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
450 institutions reported holding $1.74B of Neos Etf Trust on Form 13F (396 the quarter before). 84 opened a new position and 24 sold out. Shares held by institutions: +21%.
| Largest holders | Shares | Value |
|---|---|---|
| LPL Financial LLC | 5,257,356 | $279.11M |
| ROYAL BANK OF CANADA | 1,244,337 | $66.06M |
| Gradient Investments LLC | 1,080,581 | $57.37M |
| UBS Group AG | 1,033,664 | $54.88M |
| Foguth Wealth Management, LLC. | 1,010,999 | $53.59M |
| Howard Capital Management, LLC | 998,615 | $53.02M |
| MML INVESTORS SERVICES, LLC | 882,849 | $46.87M |
| Cetera Investment Advisers | 782,148 | $41.52M |
| RAYMOND JAMES FINANCIAL INC | 736,415 | $39.10M |
| ENVESTNET ASSET MANAGEMENT INC | 709,315 | $37.66M |
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