Public ownership evidence

NEOS S&P 500 High Income ETF (SPYI) Ownership Disclosures

Read SPYI insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

NEOS S&P 500 High Income ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
37,944
Value (USD)
$2,014,458
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SPYI fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SPYI fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2837,944$2,014,458None
Wellington Grp LLC2026-06-302026-08-2712,543$665,883None
Brown Financial Advisors2026-06-302026-08-2738,420$2,039,718None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-2271,133$3,776,476None
Kingsview Wealth Management, LLC2026-06-302026-08-20106,382$5,647,824None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-2010,565$560,896None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-204,913$260,823None
Beacon Pointe Advisors, LLC2026-06-302026-08-1922,652$1,202,600None
49 WEALTH MANAGEMENT, LLC2026-06-302026-08-1910,433$553,864None
Strive Financial Group ,LLC2026-06-302026-08-181,339$71,088None
Yukon Wealth Management, Inc.2026-06-302026-08-1810,215$542,314None
Corient Private Wealth LP2026-06-302026-08-1837,945$2,014,454None
FSA Advisors, Inc.2026-06-302026-08-1871,293$3,784,966None
Camarda Financial Advisors, LLC2026-06-302026-08-1814,292$758,774None
Equitable Holdings, Inc.2026-06-302026-08-1850,170$2,663,486None
Jefferies Financial Group Inc.2026-06-302026-08-1822,850$1,213,107None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-1844,846$2,381,000None
Thompson David Blair2026-06-302026-08-1529,726$1,578,153None
Thompson David Blair2025-12-312026-08-1538,624$2,028,911None
Thompson David Blair2026-03-312026-08-1525,506$1,259,220None
Wellington Grp LLC2026-06-302026-08-1513,955$688,958None
Independence Wealth Advisors, LLC2026-06-302026-08-15114,083$6,056,661None
STANCE CAPITAL LLC2026-06-302026-08-153,777$200,521None
Murphy & Mullick Capital Management Corp2026-06-302026-08-15350$18,582None
Safe Harbor Fiduciary, LLC2026-06-302026-08-154,585$243,418None
Federation des caisses Desjardins du Quebec2026-06-302026-08-151,270$67,437None
Mutual Advisors, LLC2026-06-302026-08-1584,280$4,474,432None
Mission Hills Financial Advisory, LLC2026-06-302026-08-1514,129$750,109None
Nemes Rush Group LLC2026-06-302026-08-151,995$105,895None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-1517,732$941,392None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-1531,261$1,659,634None
Navis Wealth Advisors, LLC2026-06-302026-08-1571,307$3,785,676None
Perennial Investment Advisors, LLC2026-06-302026-08-1582,636$4,387,168None
ENTREWEALTH, LLC2026-06-302026-08-1516,709$901,785None
Resurgent Financial Advisors LLC2026-06-302026-08-1517,278$917,289None
Ameritas Advisory Services, LLC2026-06-302026-08-15162,264$8,614,575None
NFSG Corp2026-06-302026-08-1582,075$4,357,360None
WCG Wealth Advisors LLC2026-06-302026-08-1550,401$2,675,799None
XTX Topco Ltd2026-06-302026-08-157,391$392,388None
Foundations Investment Advisors, LLC2026-06-302026-08-1570,560$3,746,028None
Foundations Investment Advisors, LLC2026-06-302026-08-1528,240$1,499,271None
IFG Advisory, LLC2026-06-302026-08-1571,262$3,783,276None
OSAIC HOLDINGS, INC.2026-06-302026-08-1577,619$4,120,801None
OSAIC HOLDINGS, INC.2026-06-302026-08-1524,950$1,324,583None
OSAIC HOLDINGS, INC.2026-06-302026-08-1540,233$2,136,420None
COOPER/HAIMS ADVISORS, LLC2026-06-302026-08-155,777$306,701None
Pointe Capital Management LLC2026-06-302026-08-157,134$378,744None
Betterment LLC2026-06-302026-08-1516,977$901,000None
JANE STREET GROUP, LLC2026-06-302026-08-1521,263$1,128,853None
JANE STREET GROUP, LLC2026-06-302026-08-1525,100$1,332,559Put

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Wellington Grp LLC ↗Brown Financial Advisors ↗WEST MICHIGAN ADVISORS, LLC ↗Kingsview Wealth Management, LLC ↗STOCK YARDS BANK & TRUST CO ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗49 WEALTH MANAGEMENT, LLC ↗Strive Financial Group ,LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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