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Get Institutions for : 
Neos S&p 500 High Income Etf (SPYI)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 55    26
Total shares held : 
1,254,520  
% of shares held : 
28.84%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  36  
Amount of shares held : 
608,900  
% of shares held change : 
  14%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
29
 301,969
 24.07%
 
Increased Positions :
16
 400,265
 31.91%
 
Unchanged Positions :
4
 6,879
 0.55%
 
Decreased Positions :
6
-25,716
-2.05%
 
Closed Positions :
3
-67,618
-5.39%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   LPL FINANCIAL CORP 882 - 2024-03-31 455,744 $22,951,000 333,088
   GRADIENT INVESTMENTS LLC 106 - 2024-03-31 298,998 $15,058,000 34,971
   STIFEL FINANCIAL CORP 868 - 2023-12-31 167,593 $8,078,000 72,143
   RENAISSANCE TECHNOLOGIES LLC 1172 - 2023-12-31 137,800 $6,642,000 119,900
   CAMARDA FINANCIAL ADVISORS, LLC 17 - 2024-03-31 82,227 $4,141,000 21,757
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 83 - 2024-03-31 46,110 $2,319,000 18,692
   Derbend Asset Management 31 - 2024-03-31 26,775 $1,348,000 11,926
   Triumph Capital Management 44 - 2024-03-31 24,444 $1,230,000 2,372
   Fortress Wealth Management Inc. 36 - 2024-03-31 21,909 $1,103,000 635
   U.S. Capital Wealth Advisors LLC 354 - 2024-03-31 18,655 $939,000 12,805
   GTS SECURITIES LLC 657 - 2023-12-31 17,767 $856,000 5,289
   Gainplan LLC 26 - 2024-03-31 14,766 $744,000 4,110
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1951 - 2024-03-31 14,491 $730,000 5,386
   Moloney Securities Asset Management LLC 245 - 2024-03-31 11,178 $563,000 1,675
   Private Advisor Group LLC 1463 - 2024-03-31 10,716 $540,000 4,165
   COMMONWEALTH EQUITY SERVICES LLC. 2791 - 2024-03-31 9,852 $496,000 3,751
   CAP Partners LLC 64 - 2024-03-31 9,108 $459,000 3,052
   Integrated Advisors Network LLC 517 - 2024-03-31 7,946 $400,000 2,946
   Atomi Financial Group Inc. 433 - 2024-03-31 7,637 $385,000 2,967
   Traynor Capital Management Inc. 156 - 2024-03-31 6,450 $325,000 242
   RFG Advisory Group LLC 598 - 2024-03-31 6,343 $319,000 187
   Ameritas Advisory Services LLC 590 - 2023-12-31 5,179 $257,000 23
   AXXCESS WEALTH MANAGEMENT LLC 734 - 2023-12-31 4,773 $230,000 100
   UBS Group AG 4539 - 2023-12-31 4,249 $205,000 4,249
   Castleview Partners LLC 226 - 2024-03-31 2,576 $130,000 51
   CWM LLC 1809 - 2024-03-31 2,174 $109,000 94
   Capital Investment Advisory Services LLC 594 - 2024-03-31 1,570 $79,000 730
   Newbridge Financial Services Group Inc. 336 - 2024-03-31 1,412 $71,000 992
   VisionPoint Advisory Group LLC 478 - 2024-03-31 188 $9,000 15
   GHP INVESTMENT ADVISORS INC 728 - 2024-03-31 50 $3,000 48

  30 Records found
  1    
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