XSPI Institutional Ownership
NEOS Boosted S&P 500 High Income ETF
1W: -0.3%
1M: +1.5%
3M: +1.4%
YTD: +2.5%
$50.10
+0.45 (+0.90%)
Weekly Expected Move ±1.8%
$48
$49
$50
$51
$52
Overview
Chart
Holdings
Changes
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Analysis
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Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — XSPI
8
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
2M
Total Invested
8
New Positions
0
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Top Institutional Holders (8 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Wellington Grp LLC NEW | 35,998 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Chung Wu Investment Group, LLC NEW | 8,600 | $431K | — | +0.0% | 1Q | SEC ↗ |
| 3 | Farther Finance Advisors, LLC NEW | 2,508 | $126K | — | +0.0% | 1Q | SEC ↗ |
| 4 | BANK OF MONTREAL /CAN NEW | 1,506 | $75K | — | +0.0% | 1Q | SEC ↗ |
| 5 | UBS Group AG NEW | 598 | $30K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Integrated Wealth Concepts LLC NEW | 516 | $26K | — | +0.0% | 1Q | SEC ↗ |
| 7 | ROYAL BANK OF CANADA NEW | 18 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 8 | MORGAN STANLEY NEW | 1 | $0K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| Wellington Grp LLC | 35,998 | $2M |
| Chung Wu Investment Group, LLC | 8,600 | $431K |
| Farther Finance Advisors, LLC | 2,508 | $126K |
| BANK OF MONTREAL /CAN | 1,506 | $75K |
| UBS Group AG | 598 | $30K |
| Integrated Wealth Concepts LLC | 516 | $26K |
| ROYAL BANK OF CANADA | 18 | $1K |
| MORGAN STANLEY | 1 | $0K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (0)
None.
Biggest Decreases (0)
None.