SPYI — Neos ETF Trust Institutional Holders · Q3 2026

Name: Who Owns SPYI? 26 Institutions Hold $118M (Q3 2026)
Creator: ko.io

Who owns Neos ETF Trust (SPYI)? 26 institutions reported holding $117.51M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Gradient Investments LLC ($58.2M), Farther Finance Advisors, LLC ($16.5M), Prota Financial, LLC ($5.9M).

Rank	Institution	Value	Shares	Change
1	Gradient Investments LLC	$58.2M	1.1M	Added
2	Farther Finance Advisors, LLC	$16.5M	310,827	Added
3	Prota Financial, LLC	$5.9M	109,917	Added
4	Sound Income Strategies, LLC	$5.4M	99,714	Trimmed
5	Gainplan LLC	$5.2M	97,078	Added
6	Avidian Wealth Enterprises, LLC	$4.3M	80,926	Added
7	Investment Partners Asset Management, Inc.	$3.9M	73,813	Added
8	Capital Planning LLC	$3.5M	66,382	Trimmed
9	PUFF WEALTH MANAGEMENT, LLC	$2.2M	42,094	Added
10	Intelligence Driven Advisers, LLC	$2.0M	38,503	New
11	Exeter Financial, LLC	$2.0M	37,390	New
12	Weaver Consulting Group	$1.5M	27,775	Trimmed
13	Vann Equity Management LLC	$1.2M	21,637	Added
14	CoreCap Advisors, LLC	$1.0M	19,151	Added
15	Kaizen Financial Strategies	$878,422	16,521	Trimmed
16	Tactive Advisors, LLC	$876,418	16,483	Added
17	Worth Asset Management, LLC	$547,651	10,300	New
18	ECLECTIC ASSOCIATES INC /ADV	$535,927	10,080	Hold
19	FINANCIAL MANAGEMENT NETWORK INC	$457,994	8,545	Added
20	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$372,190	7,000	Added
21	Venture Visionary Partners LLC	$253,222	4,762	Added
22	Castleview Partners, LLC	$244,369	4,596	New
23	Global Wealth Strategies & Associates	$229,960	4,325	Hold
24	Noble Wealth Management PBC	$215,339	4,050	Hold
25	TOMPKINS FINANCIAL CORP	$56,467	1,062	Hold

Source: SEC Form 13F filings · as of 2026-09-30