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 |
|---|---|---|---|---|---|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
1,086
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
1,062
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
922
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 16.18%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
884
shares
|
$0
0.04% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
796
shares
|
$0
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
769
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
694
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 129.8%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
688
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 421.21%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
650
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
412
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 312.0%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
387
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
339
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
301
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 30000.0%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
300
shares
|
$0
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
250
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
249
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
221
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
200
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
200
shares
|
$0
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
185
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 128.4%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
133
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
102
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
102
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
100
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
85
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|