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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
5,967
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
5,880
shares
|
$0
0.17% of portfolio
|
Q3 2024
Added 15.29%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
5,441
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 11.2%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
5,419
shares
|
$0
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
5,126
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
5,010
shares
|
$0
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
4,947
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
4,863
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
4,791
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
4,695
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
4,654
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 11.42%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
4,436
shares
|
$0
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
3,981
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
3,238
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
3,155
shares
|
$0
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,144
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 92.11%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
3,072
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2548.28%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
3,037
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
2,500
shares
|
$0
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
2,419
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 503.24%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
2,071
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
2,014
shares
|
$0
0.06% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,800
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 176.92%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,414
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 379.32%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
1,194
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 27.84%
|