Institutional Ownership Shp ETF Tr Neos S&P 500 High I (SPYI)
This table provides information about the institutional ownership of Shp ETF Tr Neos S&P 500 High I (SPYI). We have compiled data on the 150 institutions that hold shares in the stock, with a total of 6.47 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
2,205,348
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 24.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
654,274
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
433,365
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 8.08%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 15, 2024 Q3 2024 |
164,448
shares
|
$0
3.47% of portfolio
|
Q3 2024
Added 2856.63%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
156,793
shares
|
$0
0.67% of portfolio
|
Q4 2024
Reduced 98.03%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
154,762
shares
|
$0
0.03% of portfolio
|
Q3 2024
Added 50.57%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
133,541
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 103.15%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
133,100
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 41.0%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
125,059
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 339.03%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Oct 15, 2024 Q3 2024 |
122,391
shares
|
$0
4.48% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
89,534
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 12.79%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
54,837
shares
|
$0
0.58% of portfolio
|
Q4 2024
Reduced 10.63%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
54,036
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 27.39%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
52,403
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 160.06%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jan 30, 2025 Q4 2024 |
51,839
shares
|
$0
2.87% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
51,486
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
50,492
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 45.57%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
49,749
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 19.51%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Jan 13, 2025 Q4 2024 |
47,939
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 137.67%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
47,848
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
46,800
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2025 Q4 2024 |
45,863
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
45,420
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 58.97%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 29, 2025 Q4 2024 |
45,023
shares
|
$0
1.98% of portfolio
|
Q4 2024
Added 36.84%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
44,985
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 58.21%
|