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 |
|---|---|---|---|---|---|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
26,775
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 80.32%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
26,474
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
25,548
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
25,394
shares
|
$0
0.8% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
24,805
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 11.32%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
24,377
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 22.69%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
24,157
shares
|
$0
0.26% of portfolio
|
Q2 2025
Added 56.2%
|
|
|
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%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
22,606
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 50.39%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
22,492
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
22,077
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 194.71%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
22,058
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 104.09%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
22,005
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 145.04%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
21,358
shares
|
$0
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
21,160
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 58.53%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
20,596
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
19,990
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
19,780
shares
|
$0
0.04% of portfolio
|
Q2 2025
Added 189.1%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
19,289
shares
|
$0
0.41% of portfolio
|
Q2 2025
Added 71.06%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
19,078
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 76.84%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
18,971
shares
|
$0
0.06% of portfolio
|
Q2 2025
Added 11.84%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
18,164
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Aug 14, 2025 Q2 2025 |
17,999
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
17,281
shares
|
$0
0.75% of portfolio
|
Q2 2025
Added 39.83%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
16,918
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 39.42%
|