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 151 institutions that hold shares in the stock, with a total of 7.16 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 |
|---|---|---|---|---|---|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
10,473
shares
|
$0
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
10,431
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,948
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
9,874
shares
|
$0
0.04% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
9,746
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
9,713
shares
|
$0
0.23% of portfolio
|
Q4 2024
Added 60.92%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,655
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 53.56%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
9,593
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 26.57%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,575
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
8,980
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 52.85%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
8,625
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
8,209
shares
|
$0
0.15% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
8,156
shares
|
$0
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
8,145
shares
|
$0
0.03% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
7,999
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 8.05%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
7,769
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 15.03%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
7,556
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 33.92%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
7,143
shares
|
$0
0.02% of portfolio
|
Q4 2024
Added 26.6%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
7,090
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
7,039
shares
|
$0
0.22% of portfolio
|
Q4 2024
Added 29.89%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
7,000
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
6,826
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 76.53%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
6,822
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 13.27%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
6,629
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 21283.87%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
6,458
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|