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Neos Boosted S&P 500 HI ETF (XSPI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wellington Grp LLC
INCREASED
Shares118,859 from 35,998
Change+82,861 (+230%)
Value$5.9M (+$4.1M)
Filed 2026-11-06
Independent Financial Group, LLC
NEW
Shares11,829
Change+11,829
Value$586.5K
Filed 2026-10-13
Chung Wu Investment Group, LLC
INCREASED
Shares10,400 from 8,600
Change+1,800 (+21%)
Value$515.6K (+$88.0K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
NEW
Shares4,608
Change+4,608
Value$229.2K
Filed 2026-10-13
Madden Securities Corp
NEW
Shares2,550
Change+2,550
Value$126.4K
Filed 2026-10-27
Farther Finance Advisors, LLC
DECREASED
Shares1,276 from 2,508
Change-1,232 (-49%)
Value$63.3K (-$61.5K)
Filed 2026-10-08
Nfsg Corp
NEW
Shares560
Change+560
Value$27.8K
Filed 2026-10-15
Angeles Wealth Management, LLC
NEW
Shares203
Change+203
Value$10.1K
Filed 2026-10-26
Bank of Montreal
N/A
Shares— from 1,506
Change-1,506 (-100%)
Value—
UBS Group AG
N/A
Shares— from 598
Change-598 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 18
Change-18 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Wellington Grp LLC
INCREASED118,85935,998+82,861+230%$1.8M$5.9M+$4.1M2026-11-06
Independent Financial Group, LLC
NEW11,829—+11,829——$586.5K—2026-10-13
Chung Wu Investment Group, LLC
INCREASED10,4008,600+1,800+21%$427.7K$515.6K+$88.0K2026-11-03
Wealth Enhancement Advisory Services, LLC
NEW4,608—+4,608——$229.2K—2026-10-13
Madden Securities Corp
NEW2,550—+2,550——$126.4K—2026-10-27
Farther Finance Advisors, LLC
DECREASED1,2762,508-1,232-49%$124.7K$63.3K-$61.5K2026-10-08
Nfsg Corp
NEW560—+560——$27.8K—2026-10-15
Angeles Wealth Management, LLC
NEW203—+203——$10.1K—2026-10-26
Bank of Montreal
N/A—1,506-1,506-100%$74.9K———
UBS Group AG
N/A—598-598-100%$29.7K———
Royal Bank of Canada
N/A—18-18-100%$1.0K———
Morgan Stanley
N/A—1-1-100%$56———
Showing 12 of 12 institutions