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Neos S&P 500 HDG EQ Inc ETF (SPYH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
IFP Advisors, Inc
INCREASED
Shares40,999 from 40,325
Change+674 (+2%)
Value$2.3M (+$55.3K)
Filed 2026-10-16
Sound Income Strategies, LLC
INCREASED
Shares14,008 from 10,477
Change+3,531 (+34%)
Value$794.8K (+$210.3K)
Filed 2026-10-09
Nfsg Corp
NEW
Shares442
Change+442
Value$24.8K
Filed 2026-10-15
GHP Investment Advisors, Inc.
INCREASED
Shares42 from 31
Change+11 (+35%)
Value$2.3K (+$612)
Filed 2026-10-15
Harbour Investments, Inc.
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.0K (+$8)
Filed 2026-11-09
MGO One Seven LLC
CLOSED
Shares0 from 23,281
Change-23,281 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-28
Fiduciary Alliance LLC
CLOSED
Shares0 from 4,033
Change-4,033 (-100%)
Value$0 (-$225.0K)
Filed 2026-10-13
Waverly Advisors, LLC
N/A
Shares— from 22,251
Change-22,251 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 7,216
Change-7,216 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 5,802
Change-5,802 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 4,033
Change-4,033 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 125
Change-125 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Status
IFP Advisors, Inc
INCREASED40,99940,325+674+2%$2.2M$2.3M+$55.3K2026-10-16
Sound Income Strategies, LLC
INCREASED14,00810,477+3,531+34%$584.5K$794.8K+$210.3K2026-10-09
Nfsg Corp
NEW442—+442——$24.8K—2026-10-15
GHP Investment Advisors, Inc.
INCREASED4231+11+35%$1.7K$2.3K+$6122026-10-15
Harbour Investments, Inc.
UNCHANGED181800%$1.0K$1.0K+$82026-11-09
MGO One Seven LLC
CLOSED023,281-23,281-100%$1.3M$0-$1.3M2026-10-28
Fiduciary Alliance LLC
CLOSED04,033-4,033-100%$225.0K$0-$225.0K2026-10-13
Waverly Advisors, LLC
N/A—22,251-22,251-100%$1.2M———
Astoria Portfolio Advisors Llc.
N/A—7,216-7,216-100%$402.6K———
World Investment Advisors
N/A—5,802-5,802-100%$305.2K———
Resurgent Financial Advisors LLC
N/A—4,033-4,033-100%$225.0K———
Royal Bank of Canada
N/A—125-125-100%$7.0K———
Imprint Wealth LLC
N/A—33-33-100%$1.8K———
Showing 13 of 13 institutions