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 | 40,999 | 2,304 | 0.04% | 0.04% | 1 | +674 | 1.67% | Q3 2026 | Oct 16, 2026 |
| Waverly Advisors, LLC | History | No change | 22,251 | 1,241 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Added to | 14,008 | 794 | 0.04% | 0.03% | 3 | +3,531 | 33.7% | Q3 2026 | Oct 09, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 7,216 | 402 | 0.07% | 0.07% | 4 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| World Investment Advisors | History | No change | 5,802 | 305 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 4,033 | 224 | 0.06% | 0.06% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NFSG Corp | History | New | 442 | 24 | 0.0% | — | 7 | +442 | New | Q3 2026 | Oct 15, 2026 |
| ROYAL BANK OF CANADA | History | No change | 125 | 7 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 42 | 2 | 0.0% | 0.0% | 9 | +11 | 35.48% | Q3 2026 | Oct 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 18 | 1 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Imprint Wealth LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -23,281 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Fiduciary Alliance LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,033 | -100.0% | Q3 2026 | Oct 13, 2026 |