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 |
|---|---|---|---|---|---|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
4,830
shares
|
$0
0.05% of portfolio
|
Q2 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%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
4,594
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
4,592
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 43.41%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
4,518
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
4,413
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
4,397
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
4,325
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
4,230
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 106.54%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
4,202
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 57.29%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
4,146
shares
|
$0
0.01% of portfolio
|
Q2 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%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
3,871
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 54.22%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
2,539
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
2,505
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 64.21%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
2,502
shares
|
$0
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
2,249
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 15.42%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 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%
|
|
|
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 |
Aug 04, 2025 Q2 2025 |
2,013
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 26.44%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
2,000
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,800
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,524
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|