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 241 institutions that hold shares in the stock, with a total of 11.8 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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
85,890
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 110.15%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
84,600
shares
|
$0
0.01% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
84,505
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jul 15, 2025 Q2 2025 |
79,321
shares
|
$0
1.9% of portfolio
|
Q2 2025
New holding
|
|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
77,506
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
77,138
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 68.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
76,211
shares
|
$0
0.01% of portfolio
|
Q2 2025
Reduced 17.69%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
71,825
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 63.8%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
69,562
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
65,023
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 29.31%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
64,799
shares
|
$0
0.19% of portfolio
|
Q2 2025
Added 17.4%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jul 14, 2025 Q2 2025 |
63,960
shares
|
$0
2.64% of portfolio
|
Q2 2025
Added 12.09%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
62,305
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 707.06%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
60,639
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 7.98%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
53,838
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 6.24%
|
|
|
Guardian Financial Partners, LLC
|
Jul 31, 2025 Q2 2025 |
52,401
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
50,519
shares
|
$0
0.64% of portfolio
|
Q2 2025
Added 672.58%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
50,376
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 39.55%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
48,176
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 15.96%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
47,704
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 28.15%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
47,252
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 787.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
45,759
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 27.22%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
45,002
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 45.29%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
42,648
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 291.3%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
41,151
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 10.14%
|