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 308 institutions that hold shares in the stock, with a total of 16.8 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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
39,433
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
39,166
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
38,242
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 29, 2025 Q3 2025 |
37,075
shares
|
$0
1.28% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
35,148
shares
|
$0
0.35% of portfolio
|
Q3 2025
Added 45.5%
|
|
|
Kaizen Financial Strategies
|
Nov 10, 2025 Q3 2025 |
35,049
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 14, 2025 Q3 2025 |
34,686
shares
|
$0
1.32% of portfolio
|
Q3 2025
Added 7.59%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
34,367
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
32,188
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
31,862
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 127.59%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
31,803
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
31,798
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 16.63%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
31,729
shares
|
$0
1.15% of portfolio
|
Q3 2025
Added 8.04%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
31,173
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 559.33%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
30,205
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
29,480
shares
|
$0
1.3% of portfolio
|
Q3 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
29,289
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
28,634
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 523.29%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Nov 07, 2025 Q3 2025 |
28,447
shares
|
$0
0.97% of portfolio
|
Q3 2025
Added 181.63%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
28,200
shares
|
$0
0.38% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
28,133
shares
|
$0
0.17% of portfolio
|
Q3 2025
Added 31.72%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
26,998
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 31.08%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
26,984
shares
|
$0
0.8% of portfolio
|
Q3 2025
Added 6.26%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
26,928
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 8.56%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
26,775
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 80.32%
|
|