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 |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
7,720
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
7,590
shares
|
$0
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
7,503
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 55.1%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
7,491
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 72.68%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
7,457
shares
|
$0
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
7,340
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
7,129
shares
|
$0
0.21% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
7,000
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
May 14, 2025 Q1 2025 |
6,969
shares
|
$0
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
6,846
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
6,842
shares
|
$0
0.01% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
6,798
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
6,698
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 22.34%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
6,654
shares
|
$0
0.2% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
6,539
shares
|
$0
0.1% of portfolio
|
Q1 2025
Added 22.87%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,145
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
6,108
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
6,016
shares
|
$0
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
6,016
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
5,835
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
5,764
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 92.13%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
5,700
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 24.0%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
5,638
shares
|
$0
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
5,327
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
5,325
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|