Who owns NEOS Boosted S&P 500 High Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of XSPI from SEC Form 13F filings across 7 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 7 institutions disclosed 13,747 shares of NEOS Boosted S&P 500 High Income ETF worth $683,777 — about 8.5% of shares outstanding; the largest disclosed holder is Chung Wu Investment Group, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
7
13F holders
$683,777
value, 2026 filers
8.5%
of shares outstanding (13,747 sh)
7
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of XSPI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Chung Wu Investment Group, LLCNEW | 8,600 | $427,678 | 0.3% | 5.3% | new |
| 2 | Farther Finance Advisors, LLCNEW | 2,508 | $124,734 | 0.0% | 1.5% | new |
| 3 | BANK OF MONTREAL /CAN/NEW | 1,506 | $74,893 | 0.0% | 0.9% | new |
| 4 | UBS Group AGNEW | 598 | $29,739 | 0.0% | 0.4% | new |
| 5 | Integrated Wealth Concepts LLCNEW | 516 | $25,677 | 0.0% | 0.3% | new |
| 6 | ROYAL BANK OF CANADANEW | 18 | $1,000 | 0.0% | 0% | new |
| 7 | MORGAN STANLEYNEW | 1 | $56 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.