13FBOX
NEOS ETF TRUST · 13F Institutional Holdings
Options Calculator Rankings
N

NEOS ETF TRUST

SPYI
Institutions
447
Combined AUM (Q2 2026)
$1.81B
Combined Shares (Q2 2026)
34.1M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+7.6M
345 · 90 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.6M
105 · 36 Exit · ≈
⚖️ Net
+6.0M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.81B
Institutions
447
New Buys
90
Adds
255
Reduces
69
Exits
36
Unchanged
33
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
0.06%0.06%#213$279.1M5.3M$212.4M4.3M+955,685+22.22%Add
ROYAL BANK OF CANADA
0.01%0.01%#325$66.1M1.2M$52.4M1.1M+182,846+17.23%Add
Gradient Investments LLC
0.79%0.79%#45$57.4M1.1M$51.2M1.0M+44,174+4.26%Add
UBS Group AG
0.01%0.01%#345$55.1M1.0M$46.2M936,428+101,748+10.87%Add
Foguth Wealth Management, LLC.
6.09%7.63%#5$53.6M1.0M$65.4M1.2M-203,308-16.74%Reduce
Howard Capital Management, LLC
0.62%0.42%#58$53.0M998,615$25.9M525,470+473,145+90.04%Add
MML INVESTORS SERVICES, LLC
0.1%0.07%#170$46.9M882,849$24.5M497,249+385,600+77.55%Add
Cetera Investment Advisers
0.04%0.03%#243$41.5M782,148$26.5M536,814+245,334+45.70%Add
RAYMOND JAMES FINANCIAL INC
0.01%0.01%#323$39.1M736,415$22.7M460,074+276,341+60.06%Add
ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#330$37.7M709,315$21.5M435,538+273,777+62.86%Add
Private Advisor Group, LLC
0.17%0.14%#125$36.4M685,569$29.6M600,133+85,436+14.24%Add
STIFEL FINANCIAL CORP
0.03%0.03%#258$35.7M671,989$34.0M688,839-16,850-2.45%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#390$30.0M565,400$22.9M463,342+102,058+22.03%Add
MADDEN SECURITIES Corp
7.85%7.96%#2$28.3M532,284$26.5M536,366-4,082-0.76%Reduce
Second Half Financial Partners, LLC
8.81%9%#1$21.5M404,802$20.0M404,80200.00%Unchanged
CITADEL ADVISORS LLC
<0.01%<0.01%#388$21.4M402,738$5.8M118,200+284,538+240.73%Add
Merit Financial Group, LLC
0.13%0.14%#148$20.6M387,889$18.8M381,394+6,495+1.70%Add
Cascade Wealth Advisors, Inc
7.3%7.98%#4$18.2M335,192$18.2M340,419-5,227-1.54%Reduce
Aventura Private Wealth, LLC
4.9%5.02%#8$16.0M300,791$13.7M278,178+22,613+8.13%Add
Stratos Wealth Partners, LTD.
0.15%0.12%#134$14.9M279,886$10.7M217,668+62,218+28.58%Add
Kestra Advisory Services, LLC
0.05%0.04%#229$14.9M279,801$11.0M223,414+56,387+25.24%Add
Farther Finance Advisors, LLC
0.11%0.12%#156$14.6M275,302$13.0M261,973+13,329+5.09%Add
Summit Financial, LLC
0.16%0.15%#129$14.3M269,510$11.5M233,512+35,998+15.42%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#406$14.1M266,163$7.1M143,300+122,863+85.74%Add
URS Advisory LLC
7.75%9.69%#3$13.9M262,126$13.3M268,418-6,292-2.34%Reduce
Capital Investment Advisory Services, LLC
0.81%0.83%#44$13.1M246,423$11.3M229,643+16,780+7.31%Add
Steward Partners Investment Advisory, LLC
0.06%0.05%#214$12.2M228,907$10.0M203,426+25,481+12.53%Add
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
1.74%1.31%#20$11.7M220,325$7.8M158,074+62,251+39.38%Add
Ausdal Financial Partners, Inc.
0.45%0.45%#72$11.4M214,677$10.0M203,127+11,550+5.69%Add
Marshall & Sterling Wealth Advisors Inc.
6.05%5.57%#6$10.2M192,330$8.5M172,485+19,845+11.51%Add
Baker Avenue Asset Management, LP
0.19%#111$10.2M192,104$00+192,104New Buy
INDEPENDENT FINANCIAL GROUP, LLC
0.19%#113$10.1M190,508$00+190,508New Buy
Cambridge Investment Research Advisors, Inc.
0.02%0.02%#281$10.1M189,492$7.2M146,017+43,475+29.77%Add
Centurion Wealth Management LLC
2.4%2.34%#15$10.0M189,234$10.4M210,514-21,280-10.11%Reduce
HUB Investment Partners, LLC
0.18%0.19%#118$9.8M184,923$8.0M161,834+23,089+14.27%Add
Indivisible Partners
0.54%0.81%#61$9.6M180,638$9.1M184,628-3,990-2.16%Reduce
Sentinel Advisory Group, LLC
3.78%3.65%#12$9.3M174,303$7.5M151,804+22,499+14.82%Add
MGO ONE SEVEN LLC
0.15%0.17%#133$9.2M174,104$8.3M168,328+5,776+3.43%Add
Steele Capital Management, Inc.
0.34%0.33%#84$9.2M173,620$8.0M161,913+11,707+7.23%Add
Apollon Wealth Management, LLC
0.11%0.12%#161$8.7M163,661$7.2M145,291+18,370+12.64%Add
Ameritas Advisory Services, LLC
0.17%0.12%#119$8.6M162,264$3.1M63,118+99,146+157.08%Add
Chung Wu Investment Group, LLC
5.48%6.08%#7$8.3M157,085$7.1M142,890+14,195+9.93%Add
Teamwork Financial Advisors, LLC
0.76%0.77%#49$8.3M156,863$7.3M148,370+8,493+5.72%Add
CHOREO, LLC
0.08%0.07%#191$7.6M143,372$6.0M121,640+21,732+17.87%Add
OSAIC HOLDINGS, INC.
0.01%<0.01%#329$7.6M142,802$2.9M59,461+83,341+140.16%Add
SageGuard Financial Group, LLC
1.02%1%#36$7.3M136,997$6.5M131,192+5,805+4.42%Add
RiverTree Advisors, LLC
4.29%3.99%#10$7.3M136,699$6.3M127,718+8,981+7.03%Add
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#374$7.1M133,021$5.8M116,510+16,511+14.17%Add
LEE JOHNSON CAPITAL MANAGEMENT, LLC
2.21%3.16%#16$7.1M132,860$8.8M178,254-45,394-25.47%Reduce
Belpointe Asset Management LLC
0.23%0.19%#100$7.0M132,336$5.1M103,262+29,074+28.16%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow