NEOS ETF Trust - SPYH
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| IFP Advisors, Inc | History | Added to | 40,325 | 2,249 | 0.04% | 0.04% | 1 | +1,916 | 4.99% | Q2 2026 | Jul 20, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 23,281 | 1,298 | 0.02% | 0.02% | 2 | +1,277 | 5.8% | Q2 2026 | Jul 31, 2026 |
| Waverly Advisors, LLC | History | New | 22,251 | 1,241 | 0.01% | — | 3 | +22,251 | New | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Added to | 10,477 | 584 | 0.03% | 0.02% | 4 | +2,462 | 30.72% | Q2 2026 | Jul 20, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 7,216 | 402 | 0.07% | 0.08% | 5 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| World Investment Advisors | History | No change | 5,802 | 305 | 0.01% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 4,033 | 224 | 0.02% | 0.01% | 8 | -113 | -2.73% | Q2 2026 | Jul 20, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 4,033 | 224 | 0.06% | 0.08% | 7 | -13 | -0.32% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | New | 125 | 7 | 0.0% | — | 9 | +125 | New | Q2 2026 | Aug 14, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 31 | 1 | 0.0% | 0.0% | 11 | -55 | -63.95% | Q2 2026 | Jul 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 18 | 1 | 0.0% | — | 10 | +18 | New | Q2 2026 | Aug 12, 2026 |
| Imprint Wealth LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,653 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -4,958 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q2 2026 | Jul 17, 2026 |