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 |
|---|---|---|---|---|---|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
8,561
shares
|
$0
0.24% of portfolio
|
Q3 2025
Added 19.62%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
8,480
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
8,227
shares
|
$0
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
8,101
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 219.06%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
7,830
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 70.42%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
7,793
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
7,780
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 89.71%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
7,717
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 11.1%
|
|
|
Belvedere Trading LLC
|
Oct 27, 2025 Q3 2025 |
7,701
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
7,570
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 52.31%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
7,512
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 8.58%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Nov 14, 2025 Q3 2025 |
7,403
shares
|
$0
0.29% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
7,267
shares
|
$0
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
7,260
shares
|
$0
0.06% of portfolio
|
Q3 2025
Added 41.8%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
7,143
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
6,986
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 54.63%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
6,959
shares
|
$0
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
6,947
shares
|
$0
0.05% of portfolio
|
Q3 2025
Added 43.83%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 20, 2025 Q3 2025 |
6,900
shares
|
$0
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
6,865
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 41.11%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
6,807
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 37.39%
|
|
|
Camelot Portfolios, LLC
|
Nov 17, 2025 Q3 2025 |
6,803
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
6,769
shares
|
$0
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
6,749
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
6,727
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 19.13%
|
|