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 |
|---|---|---|---|---|---|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
16,547
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
16,276
shares
|
$0
0.07% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Seaview Investment Managers LLC
|
Aug 13, 2025 Q2 2025 |
16,224
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 72.85%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
15,911
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
15,875
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 24.27%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
15,867
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 13.53%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
15,596
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Aug 18, 2025 Q2 2025 |
15,257
shares
|
$0
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
14,941
shares
|
$0
0.21% of portfolio
|
Q2 2025
Added 132.76%
|
|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
14,793
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
14,129
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 165.33%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
14,000
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
14,000
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 180.0%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
14,000
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Aug 14, 2025 Q2 2025 |
13,999
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
13,905
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
13,437
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 123.35%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Sep 02, 2025 Q2 2025 |
13,163
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
13,003
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
12,858
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 9.72%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
12,753
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 7.98%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
12,736
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
12,675
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 9.37%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
12,212
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
12,107
shares
|
$0
0.05% of portfolio
|
Q1 2025
Reduced 10.2%
|