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 |
|---|---|---|---|---|---|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
11,873
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
11,796
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 57.22%
|
|
|
Sheets Smith Investment Management
Houston, TX |
Oct 08, 2025 Q3 2025 |
11,729
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
11,432
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 11.09%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
11,371
shares
|
$0
0.02% of portfolio
|
Q3 2025
Added 10.85%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
11,025
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 8.89%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
10,983
shares
|
$0
0.07% of portfolio
|
Q3 2025
Added 41.04%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Dec 31, 2025 Q3 2025 |
10,953
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 16.79%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
10,944
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 12.29%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
10,931
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
10,616
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 40.5%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
10,149
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 16.89%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
10,138
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
10,106
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
10,058
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
9,839
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 37.42%
|
|
|
Traynor Capital Management, Inc.
|
Nov 03, 2025 Q3 2025 |
9,448
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 114.87%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
9,320
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
9,260
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 36.22%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
9,256
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
9,244
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
8,927
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
8,856
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 14.98%
|
|
|
Spinnaker Investment Group, LLC
|
Oct 10, 2025 Q3 2025 |
8,736
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Nov 06, 2025 Q3 2025 |
8,675
shares
|
$0
0.22% of portfolio
|
Q3 2025
Reduced 5.91%
|
|