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 |
|---|---|---|---|---|---|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
26,321
shares
|
$0
0.54% of portfolio
|
Q3 2025
Added 36.46%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
26,240
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 13.98%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
25,689
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
23,882
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 25.18%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
23,880
shares
|
$0
0.48% of portfolio
|
Q3 2025
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
23,717
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 67.86%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
22,984
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
22,809
shares
|
$0
0.07% of portfolio
|
Q3 2025
Added 20.23%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
22,606
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 50.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
22,187
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
22,184
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.84%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
22,026
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
20,377
shares
|
$0
0.14% of portfolio
|
Q3 2025
Added 85.68%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
20,335
shares
|
$0
0.72% of portfolio
|
Q3 2025
Added 17.67%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
20,111
shares
|
$0
0.03% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
19,684
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 12.48%
|
|
|
Capital Planning LLC
|
Oct 22, 2025 Q3 2025 |
19,144
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 29.41%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
19,075
shares
|
$0
0.08% of portfolio
|
Q3 2025
Added 17.2%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
18,780
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 14, 2025 Q3 2025 |
17,999
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
17,888
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 28.64%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
17,646
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 15, 2025 Q3 2025 |
17,537
shares
|
$0
0.74% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
17,526
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 10.46%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
17,487
shares
|
$0
0.02% of portfolio
|
Q3 2025
Added 87.91%
|
|