XSPI NEOS ETF TRUST: institutional ownership and insider trading

10 funds reported holding $3.23M of NEOS ETF TRUST in their latest 13F filings; in Q2 2026 funds net bought $2.45M, with 7 new positions and 0 funds selling out.

Largest institutional holders of XSPI

  1. Wellington Grp LLC — $1.79M
  2. INDEPENDENT FINANCIAL GROUP, LLC — $586K
  3. Chung Wu Investment Group, LLC — $428K
  4. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — $229K
  5. BANK OF MONTREAL /CAN/ (BMO, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD, GDXU, JETD) — $74.9K
  6. Farther Finance Advisors, LLC — $63.3K
  7. UBS Group AG (UBS) — $29.7K
  8. Newbridge Financial Services Group, Inc. — $27.8K
  9. ROYAL BANK OF CANADA (RY, RBMCF, RYLBF, RYPBF) — $1.00K
  10. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $56

All XSPI 13F holders