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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
6,402
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
6,101
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
5,974
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 82.75%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
5,967
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
5,880
shares
|
$0
0.17% of portfolio
|
Q3 2024
Added 15.29%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
5,876
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 47.6%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
5,847
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
5,126
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
5,010
shares
|
$0
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
4,947
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
4,863
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
4,791
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
4,695
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
4,654
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 11.42%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
4,436
shares
|
$0
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
3,238
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
3,155
shares
|
$0
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,144
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 92.11%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
3,072
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2548.28%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
3,037
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
3,000
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
2,500
shares
|
$0
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
2,419
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 503.24%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
2,071
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
2,014
shares
|
$0
0.06% of portfolio
|
Q4 2024
Added 1.0%
|