XSPI NEOS Boosted S&P 500 High Income ETF
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Institutional owners (13F) 7 filers · $684K total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Chung Wu Investment Group, LLC | $427,678 | 8,600 | 62.55% | Shares |
| Farther Finance Advisors, LLC | $124,734 | 2,508 | 18.24% | Shares |
| BANK OF MONTREAL /CAN/ | $74,893 | 1,506 | 10.95% | Shares |
| UBS Group AG | $29,739 | 598 | 4.35% | Shares |
| Integrated Wealth Concepts LLC | $25,677 | 516 | 3.76% | Shares |
| ROYAL BANK OF CANADA | $1,000 | 18 | 0.15% | Shares |
| MORGAN STANLEY | $56 | 1 | 0.01% | Shares |