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Of the 5 tracked institutions holding SPYI, 2 have a 3-year clone track record — 2 of them beat the S&P. Average holder's clone alpha: +7.5pt. It's a gauge of who owns the name, not just how many.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Among the 5 tracked institutional investors we monitor, SPYI (NEOS ETF TRUST) is held with a combined value of $10.12M across 190,551 shares. The largest holder is CITADEL ADVISORS LLC with a position worth $6.60M. 4 funds opened new positions in the most recent quarter.
Total Institutional Value
$10.12M
Total Shares Held
190,551
Institutional Holders
5
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
None this quarter.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | $6.60M | 0.00% | New |
| 2 | RENAISSANCE TECHNOLOGIES LLC | $2.51M | 0.00% | New |
| 3 | AQR CAPITAL MANAGEMENT LLC | $404.94K | 0.00% | New |
| 4 | FMR LLC | $399.15K | 0.00% | New |
| 5 | BlackRock, Inc. | $205.36K | 0.00% | - |
As of the latest SEC 13F filings, CITADEL ADVISORS LLC is the largest institutional holder of SPYI with a position worth $6.60M, representing 0.00% of their portfolio. In total, 5 institutional investors hold SPYI with a combined value of $10.12M.
In the most recent quarter, 4 funds opened a new position in SPYI.
Institutional investors hold $10.12M worth of SPYI stock across 5 positions. The largest institutional holder is CITADEL ADVISORS LLC with $6.60M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For SPYI, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their SPYI positions.
Last Close
$53.46
2026-08-21
YTD
+10.2%
95% of 52-week range
