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 208 institutions that hold shares in the stock, with a total of 9.42 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 |
|---|---|---|---|---|---|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
May 14, 2025 Q1 2025 |
37,040
shares
|
$0
1.36% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
36,897
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 28.25%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
36,211
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
36,099
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 78.43%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Apr 10, 2025 Q1 2025 |
36,011
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 24.88%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
35,122
shares
|
$0
0.17% of portfolio
|
Q1 2025
Added 18.2%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
34,911
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
34,438
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 14.4%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jul 08, 2025 Q2 2025 |
32,238
shares
|
$0
1.26% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
30,973
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 37.18%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
30,190
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
29,175
shares
|
$0
0.39% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
28,400
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 12.97%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
27,927
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 47.47%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
27,133
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 41.19%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
26,775
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 80.32%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
26,600
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 86.67%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
26,474
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
25,707
shares
|
$0
1.0% of portfolio
|
Q1 2025
Added 95.08%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
24,414
shares
|
$0
0.85% of portfolio
|
Q1 2025
Added 19.61%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
24,377
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 22.69%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
23,230
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 81.97%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
22,283
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
22,083
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 82.34%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
22,005
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 145.04%
|