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 |
|---|---|---|---|---|---|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
6,641
shares
|
$0
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
6,466
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
6,371
shares
|
$0
0.03% of portfolio
|
Q3 2025
Reduced 46.92%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
6,294
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 6.6%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
6,150
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 7.89%
|
|
|
Pmg Family Office LLC
Plano, TX |
Dec 22, 2025 Q3 2025 |
6,082
shares
|
$0
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
6,022
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 36.46%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
5,989
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Wealth Alliance, LLC
|
Nov 03, 2025 Q3 2025 |
5,973
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
5,924
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 74.5%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
5,889
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 8.11%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
5,836
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 50.76%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
5,760
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
5,752
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
5,710
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 11.89%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 05, 2025 Q3 2025 |
5,675
shares
|
$0
0.07% of portfolio
|
Q3 2025
Reduced 11.02%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
5,638
shares
|
$0
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
5,624
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 717.44%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
5,538
shares
|
$0
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
5,491
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
5,453
shares
|
$0
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Guild Investment Management, Inc.
|
Nov 05, 2025 Q3 2025 |
5,440
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
5,356
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
5,342
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 66.35%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
5,212
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 23.22%
|
|