Who Owns SHP ETF Trust NEOS S&P 500 High Income ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in SHP ETF Trust NEOS S&P 500 High Income ETF.
Who crossed 5% of SPYI →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Gradient Investments LLCNEOS S&P 500 HI1.1M shadded | $58.2M |
| Farther Finance Advisors, LLCETF310.8K shadded | $16.5M |
| Prota Financial, LLCNEOS S&P 500 HI109.9K shadded | $5.9M |
| Sound Income Strategies, LLCNEOS S&P 500 HI99.7K shtrimmed | $5.4M |
| Gainplan LLCNEOS S&P 500 HI97.1K shadded | $5.2M |
| Avidian Wealth Enterprises, LLCNEOS S&P 500 HI80.9K shadded | $4.3M |
| Investment Partners Asset Management, Inc.NEOS S&P 500 HI73.8K shadded | $3.9M |
| Capital Planning LLCExchange Traded Fund66.4K shtrimmed | $3.5M |
| PUFF WEALTH MANAGEMENT, LLCNEOS S&P 500 HI42.1K shadded | $2.2M |
| Intelligence Driven Advisers, LLCNEOS S&P 500 HI38.5K sh— | $2M |
| ALKEME WEALTH, LLCNEOS S&P 500 HI37.4K sh— | $2M |
| Weaver Consulting GroupNEOS S&P 500 HI27.8K shtrimmed | $1.5M |
| Vann Equity Management LLCNEOS S&P 500 HI21.6K shadded | $1.2M |
| CoreCap Advisors, LLCETF19.2K shadded | $1M |
| Kaizen Financial StrategiesNEOS S&P 500 HI16.5K shtrimmed | $878.4K |
| Tactive Advisors, LLCNEOS S&P 500 HI16.5K shadded | $876.4K |
| Worth Asset Management, LLCETF10.3K sh— | $547.7K |
| ECLECTIC ASSOCIATES INC /ADVNEOS S&P 500 HI10.1K shheld | $535.9K |
| FINANCIAL MANAGEMENT NETWORK INCNEOS S&P 500 HI8.5K shadded | $458K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF7K shadded | $372.2K |
| Venture Visionary Partners LLCNEOS S&P 500 HI4.8K shadded | $253.2K |
| Castleview Partners, LLCNEOS S&P 500 HI4.6K sh— | $244.4K |
| TOMPKINS FINANCIAL CORPNEOS S&P 500 HI1.1K shheld | $56.5K |
| GK Wealth Management LLCNEOS S&P 500 HI146 sh— | $7.8K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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