Vault-13

NEOS ETF TRUST SPYH

S&P 500 HEDGED E · ETP · CUSIP 78433H568

12 institutional holders +0 vs Q1 2026
117,625117.6k shares reported held*
$6.5mreported value*
3 new 3 added 3 reduced 3 sold out net bought ≈ $516.4k (+9.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $55.63.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

051015Q2 25: 2Q3 25: 1Q4 25: 9Q1 26: 12Q2 26: 1212Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q2 20252
Q3 20251
Q4 20259
Q1 202612
Q2 202612

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q3 25: 1 bought or addedQ3 25: 1 cut or sold outQ3 25Q4 25: 9 bought or addedQ4 25: 0 cut or sold outQ4 25Q1 26: 9 bought or addedQ1 26: 2 cut or sold outQ1 26Q2 26: 6 bought or addedQ2 26: 6 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202511
Q4 202590
Q1 202692
Q2 202666

Biggest buyers

Waverly Advisors, LLC New +22,251+22.3k
Sound Income Strategies, LLC Added +2,462+2.5k
IFP Advisors, Inc Added +1,916+1.9k
MGO ONE SEVEN LLC Added +1,277+1.3k
ROYAL BANK OF CANADA New +125+125
HARBOUR INVESTMENTS, INC. New +18+18

Biggest sellers

JANE STREET GROUP, LLC Sold out -12,653-12.7k
Oregon Pacific Wealth Management, LLC Sold out -4,958-5.0k
Farther Finance Advisors, LLC Sold out -1,000-1.0k
Fiduciary Alliance LLC Reduced -113-113
GHP Investment Advisors, Inc. Reduced -55-55
Resurgent Financial Advisors LLC Reduced -13-13

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 IFP Advisors, Inc 0.04% of their portfolio TAMPA, FL 40,32540.3k $2.2m $2.2m 0.04% Added +1.9k +1,916
2 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 23,28123.3k $1.3m $1.3m 0.02% Added +1.3k +1,277
3 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 22,25122.3k $1.2m $1.2m 0.01% New
4 Sound Income Strategies, LLC 0.03% of their portfolio FT LAUDERDALE, FL 10,47710.5k $584.5k $584.5k 0.03% Added +2.5k +2,462
5 Astoria Portfolio Advisors LLC. 0.07% of their portfolio NEW YORK, NY 7,2167.2k $402.6k $402.6k 0.07% Unchanged
6 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 5,8025.8k $305.2k $305.2k 0.01% Unchanged
7 Resurgent Financial Advisors LLC 0.06% of their portfolio ATLANTA, GA 4,0334.0k $225.0k $225.0k 0.06% Reduced -13 -13
8 Fiduciary Alliance LLC 0.02% of their portfolio GREENVILLE, SC 4,0334.0k $225.0k $225.0k 0.02% Reduced -113 -113
9 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 125125 $7.0k $7.0k 0.00% New
10 Imprint Wealth LLC 0.01% of their portfolio MOUNT PLEASANT, SC 3333 $1.8k $1.8k 0.01% Unchanged
11 GHP Investment Advisors, Inc. 0.00% of their portfolio Denver, CO 3131 $1.7k $1.7k 0.00% Reduced -55 -55
12 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1818 $1.0k $1.0k 0.00% New