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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
5,107
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
4,964
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
4,865
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
4,791
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
4,766
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,728
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 29.37%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
4,461
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
4,413
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
4,230
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
4,202
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 57.29%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
4,196
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
4,101
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4613.79%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,689
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 60.42%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
3,202
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 168.17%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,922
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 9.76%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,659
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 67.12%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
2,619
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 8.27%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,510
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 493.38%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,155
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
2,136
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,124
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
2,048
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 215.08%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
2,016
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
2,014
shares
|
$0
0.06% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
1,592
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 536.8%
|