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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Aug 05, 2025 Q2 2025 |
7,184
shares
|
$0
0.29% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
7,160
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 24.22%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 11, 2025 Q2 2025 |
7,157
shares
|
$0
0.25% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
6,865
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 41.11%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
6,846
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
6,798
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
6,769
shares
|
$0
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
6,739
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 10.33%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
6,466
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Aug 13, 2025 Q2 2025 |
6,378
shares
|
$0
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
5,869
shares
|
$0
0.14% of portfolio
|
Q2 2025
Reduced 17.67%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Aug 14, 2025 Q2 2025 |
5,774
shares
|
$0
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
5,700
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 24.0%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
5,647
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 53.08%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
5,638
shares
|
$0
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
5,447
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 25.79%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
5,325
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 8.74%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
5,120
shares
|
$0
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
5,103
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
5,016
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
5,000
shares
|
$0
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
4,970
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 17.49%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
4,964
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.97%
|