XSPI NEOS Boosted S&P 500 High Income ETF
NASDAQValuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Not enough fundamentals data to compute this ratio group yet.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
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Financial Health Debt, liquidity, solvency — balance sheet strength
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Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
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Capital Efficiency Asset turnover, inventory turnover, receivables turnover
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value · ≈ 5Y avg · industry median · verdict relative to median
Institutional owners (13F) 7 filers · $2.4M 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 |
|---|---|---|---|---|
| Wellington Grp LLC | $1,790,181 | 35,998 | 73.12% | Shares |
| Chung Wu Investment Group, LLC | $427,678 | 8,600 | 17.47% | Shares |
| Farther Finance Advisors, LLC | $124,734 | 2,508 | 5.09% | Shares |
| BANK OF MONTREAL /CAN/ | $74,893 | 1,506 | 3.06% | Shares |
| UBS Group AG | $29,739 | 598 | 1.21% | Shares |
| ROYAL BANK OF CANADA | $1,000 | 18 | 0.04% | Shares |
| MORGAN STANLEY | $56 | 1 | 0.00% | Shares |
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