Who owns SHP ETF TRUST?
- Ticker: SPYI
- CUSIP Number: 78433h303
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Analyze quarterly positions in Shp Etf Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Shp Etf Trust stock
Who bought or sold SHP ETF TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Gradient Investments | 2.2M | $112M | 24% | Dec 2024 |
|
| LPL Financial | 832k | $42M | 27% | Dec 2024 |
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| Private Advisor | 665k | $34M | 398% | Dec 2024 |
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| Stifel Financial | 503k | $26M | 16% | Dec 2024 |
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| Renaissance Technologies | 200k | $10M | 50% | Dec 2024 |
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| Mml Investors Services | 174k | $8.8M | 12% | Dec 2024 |
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| Brown Financial Advisors | 164k | $8.4M | 2857% | Sep 2024 |
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| International Assets Investment Management | 157k | $8.0M | -98% | Dec 2024 |
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| Cascade Wealth Advisors | 149k | $7.6M | 22% | Dec 2024 |
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| Citadel Advisors | 133k | $6.8M | 12% | Dec 2024 |
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| Crescent Grove Advisors | 125k | $6.4M | 339% | Dec 2024 |
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| Cetera Investment Advisers | 104k | $5.3M | 98% | Dec 2024 |
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| UBS Group | 95k | $4.8M | 104% | Dec 2024 |
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| Orion Portfolio Solutions | 81k | $4.1M | -10% | Dec 2024 |
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| Envestnet Asset Management | 70k | $3.6M | 30% | Dec 2024 |
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| Commonwealth Equity Services | 67k | $3.4M | 32% | Dec 2024 |
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| Independent Advisor Alliance | 59k | $3.0M | 100% | Dec 2024 |
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| Cambridge Investment Research Advisors | 58k | $3.0M | 66% | Dec 2024 |
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| Ameriprise Financial | 55k | $2.8M | 7% | Dec 2024 |
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| Smith, Moore & Co. | 55k | $2.8M | 10% | Dec 2024 |
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| Unique Wealth | 55k | $2.8M | -11% | Dec 2024 |
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| Royal Bank of Canada | 53k | $2.7M | 28% | Dec 2024 |
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| Palacios Wealth Management | 52k | $2.7M | 100% | Dec 2024 |
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| Delta Investment Management | 52k | $2.6M | 27% | Dec 2024 |
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| Warren Averett Asset Management | 51k | $2.6M | 14% | Dec 2024 |
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| Gainplan | 48k | $2.4M | 138% | Dec 2024 |
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| Branch Banking & Trust Company | 48k | $2.4M | 5% | Dec 2024 |
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| Guardian Financial Partners | 46k | $2.3M | 8% | Dec 2024 |
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| High Net Worth Advisory Group | 45k | $2.3M | 59% | Dec 2024 |
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| Paladin Wealth | 45k | $2.3M | 37% | Dec 2024 |
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| Newbridge Financial Services Group | 41k | $2.1M | 50% | Dec 2024 |
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| Aptus Capital Advisors | 40k | $2.0M | 3% | Dec 2024 |
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| Atria Wealth Solutions | 38k | $2.0M | 29% | Dec 2024 |
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| Cascade Investment Group | 37k | $1.9M | 2% | Dec 2024 |
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| Kestra Advisory Services | 37k | $1.9M | 511% | Dec 2024 |
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| PFG Investments | 36k | $1.8M | 67% | Dec 2024 |
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| U.S. Capital Wealth Advisors | 35k | $1.8M | 1% | Dec 2024 |
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| HighTower Advisors | 35k | $1.8M | 64% | Dec 2024 |
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| Mariner Wealth Advisors | 33k | $1.7M | 64% | Dec 2024 |
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| Rockefeller Capital Management | 32k | $1.6M | 38% | Dec 2024 |
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| IFG Advisory | 31k | $1.6M | 100% | Dec 2024 |
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| Insigneo Advisory Services | 30k | $1.5M | 86% | Dec 2024 |
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| Steele Capital Management | 30k | $1.5M | 100% | Dec 2024 |
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| Old Mission Capital | 29k | $1.5M | 100% | Dec 2024 |
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| Fortress Wealth Management | 28k | $1.4M | 8% | Dec 2024 |
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| Owen LaRue | 28k | $1.4M | 107% | Dec 2024 |
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| Brown, Lisle/cummings | 28k | $1.4M | -2% | Dec 2024 |
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| Stephens | 27k | $1.4M | 0% | Dec 2024 |
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| RFG Advisory | 25k | $1.3M | 135% | Dec 2024 |
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| Apollon Wealth Management | 23k | $1.1M | 100% | Dec 2024 |
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| Susquehanna International | 22k | $1.1M | 100% | Dec 2024 |
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| CAP Partners | 20k | $1.0M | 8% | Dec 2024 |
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| PDS Planning | 20k | $1.0M | 0% | Dec 2024 |
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| H D Vest Advisory Services | 20k | $1.0M | 153% | Dec 2024 |
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| Defender Capital | 20k | $1.0M | 100% | Dec 2024 |
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| Spire Wealth Management | 20k | $999k | 100% | Dec 2024 |
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| Moloney Securities Asset Management | 19k | $977k | 52% | Dec 2024 |
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| IFP Advisors | 19k | $975k | 374% | Dec 2024 |
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| Claro Advisors | 19k | $962k | 19% | Dec 2024 |
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| Talon Private Wealth | 17k | $836k | 100% | Dec 2024 |
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| Jupiter Wealth Management | 16k | $828k | 0% | Dec 2024 |
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| Willner & Heller | 15k | $764k | -12% | Dec 2024 |
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| Camarda Wealth Advisory | 15k | $743k | 5% | Dec 2024 |
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| Janney Montgomery Scott | 14k | $731k | 100% | Dec 2024 |
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| Arete Wealth Advisors | 14k | $728k | 2% | Dec 2024 |
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| Westbourne Investments | 14k | $721k | 100% | Dec 2024 |
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| Mirae Asset Global Investments | 14k | $714k | 40% | Dec 2024 |
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| Capital Investment Advisory Services | 14k | $705k | 243% | Dec 2024 |
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| NewEdge Wealth | 14k | $710k | 11% | Sep 2024 |
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| HBW Advisory Services | 13k | $683k | -4% | Dec 2024 |
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| Grantvest Financial Group | 13k | $670k | 100% | Dec 2024 |
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| Weaver Consulting Group | 13k | $649k | 100% | Dec 2024 |
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| Gladstone Institutional Advisory | 13k | $649k | -1% | Dec 2024 |
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| Stratos Wealth Partners | 12k | $617k | 83% | Dec 2024 |
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| Diversify Wealth Management | 12k | $609k | 5% | Dec 2024 |
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| Integrated Wealth Concepts | 12k | $611k | 15% | Dec 2024 |
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| Key Client Fiduciary Advisors | 12k | $600k | 158% | Dec 2024 |
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| Northeast Financial Consultants | 11k | $556k | 12% | Dec 2024 |
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| Claudia M.p. Batlle, Crp | 11k | $555k | 100% | Dec 2024 |
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| Davenport & Co | 11k | $544k | -9% | Dec 2024 |
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| Advisor Group Holdings | 11k | $546k | -8% | Dec 2024 |
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| Milestone Asset Management | 11k | $532k | 100% | Dec 2024 |
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| IHT Wealth Management | 10k | $528k | 8% | Dec 2024 |
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| Leo Wealth | 9.9k | $507k | 100% | Sep 2024 |
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| Centennial Bank | 9.7k | $494k | 61% | Dec 2024 |
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| CoreCap Advisors | 9.6k | $491k | 27% | Sep 2024 |
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| ELCO Management | 9.6k | $487k | 0% | Dec 2024 |
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| Morgan Stanley | 9.3k | $474k | 196% | Dec 2024 |
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| Sheets Smith Wealth Management | 9.0k | $456k | 53% | Dec 2024 |
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| J.w. Cole Advisors | 8.6k | $438k | 100% | Dec 2024 |
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| Brown Advisory Holdings Incorporated | 8.4k | $426k | 100% | Dec 2024 |
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| Mattson Financial Services | 8.2k | $412k | -1% | Sep 2024 |
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| Napa Wealth Management | 8.2k | $418k | 100% | Sep 2024 |
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| Kingswood Wealth Advisors | 8.1k | $414k | 9% | Dec 2024 |
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| AE Wealth Management | 8.1k | $411k | 26% | Dec 2024 |
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| Tower Research Capital | 8.1k | $410k | 22% | Dec 2024 |
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| Creative Planning | 8.0k | $406k | 34% | Dec 2024 |
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| Ameritas Advisory Services | 7.8k | $395k | 15% | Dec 2024 |
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| Grant/GrossMendelsohn | 7.6k | $384k | 34% | Dec 2024 |
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| Atomi Financial Group | 7.1k | $363k | 27% | Dec 2024 |
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| Money Concepts Capital Corp | 7.1k | $360k | 100% | Dec 2024 |
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| Us Bancorp | 7.0k | $356k | 17% | Dec 2024 |
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| Silver Oak Securities | 6.8k | $348k | -13% | Dec 2024 |
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| Jpmorgan Chase & Co | 6.7k | $355k | -2% | Dec 2024 |
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| Novak & Powell Financial Services | 6.7k | $338k | 13% | Dec 2024 |
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| Flagship Harbor Advisors | 6.5k | $328k | 100% | Dec 2024 |
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| Envestnet Portfolio Solutions | 6.3k | $322k | 100% | Dec 2024 |
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| Pnc Financial Services | 5.9k | $299k | 48% | Dec 2024 |
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| PFG Advisors | 5.8k | $297k | 7% | Dec 2024 |
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| Great Valley Advisor Group | 5.5k | $281k | 14% | Dec 2024 |
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| Quartz Partners | 5.4k | $278k | 100% | Sep 2024 |
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| Garden State Investment Advisory Services | 5.3k | $271k | 100% | Dec 2024 |
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| SeaCrest Wealth Management | 5.1k | $261k | 0% | Dec 2024 |
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| FSA Advisors | 5.0k | $255k | 100% | Dec 2024 |
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| Perennial Investment Advisors | 5.0k | $255k | 1% | Dec 2024 |
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| Carolinas Wealth Consulting | 4.8k | $243k | 0% | Dec 2024 |
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| Dynamic Advisors Solutions | 4.7k | $239k | 100% | Dec 2024 |
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| Traynor Capital Management | 4.7k | $237k | -11% | Dec 2024 |
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| Ashton Thomas Private Wealth | 4.4k | $225k | 0% | Dec 2024 |
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| Bank of America Corporation | 4.3k | $221k | 100% | Dec 2024 |
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| Hanson McClain Advisors | 3.2k | $167k | 100% | Dec 2024 |
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| Heck Capital Advisors | 3.2k | $160k | 100% | Dec 2024 |
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| EP Wealth Advisors | 3.1k | $157k | 100% | Dec 2024 |
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| MCF Advisors | 3.1k | $156k | 2548% | Dec 2024 |
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| Private Trust Co Na | 3.0k | $153k | 100% | Dec 2024 |
|
| Castleview Partners | 3.0k | $152k | 0% | Dec 2024 |
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| Continuum Advisory | 2.6k | $133k | 8% | Dec 2024 |
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| MGB Wealth Management | 2.5k | $127k | 0% | Dec 2024 |
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| Atticus Wealth Management | 2.1k | $105k | 1% | Dec 2024 |
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| HBC Financial Services, P | 2.0k | $102k | 1% | Dec 2024 |
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| A. Montag and Associates | 1.2k | $61k | 28% | Dec 2024 |
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| Creative Financial Designs | 1.1k | $56k | -39% | Dec 2024 |
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| Anfield Capital Management | 1.1k | $55k | 100% | Dec 2024 |
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| Goss Wealth Management | 650.00 | $33k | -25% | Dec 2024 |
|
| MAI Wealth Advisors | 650.00 | $33k | 100% | Dec 2024 |
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| CWM | 423.00 | $22k | 2% | Dec 2024 |
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| Principal Securities | 356.00 | $18k | 1% | Dec 2024 |
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| Raleigh Capital Management | 325.00 | $17k | 0% | Dec 2024 |
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| GHP Investment Advisors | 250.00 | $13k | 4% | Dec 2024 |
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| Armstrong Advisory Group | 249.00 | $13k | 100% | Dec 2024 |
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| Hollencrest Securities | 238.00 | $12k | 100% | Dec 2024 |
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| Pacifica Partners | 221.00 | $11k | 0% | Dec 2024 |
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| Global Retirement Partners | 132.00 | $6.7k | 3% | Dec 2024 |
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| First Personal Financial Services | 102.00 | $5.2k | 100% | Sep 2024 |
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| Tucker Asset Management | 100.00 | $5.1k | -2% | Sep 2024 |
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| Sunbelt Securities | 85.00 | $4.3k | 100% | Dec 2024 |
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| Pin Oak Investment Advisors | 75.00 | $4.0k | 0% | Dec 2024 |
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| Harbour Investments | 74.00 | $3.7k | -3% | Dec 2024 |
|
| Roble, Belko & Company | 73.00 | $4.0k | 462% | Dec 2024 |
|
| Northwestern Mutual Wealth Management Company | 66.00 | $3.4k | 450% | Dec 2024 |
|
| FMR | 2.00 | $102.000000 | -99% | Dec 2024 |
|
| Wells Fargo & Company | 2.00 | $97.000000 | -99% | Dec 2024 |
|
Who sold out of Shp Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Sep 2024 | 40k | $2.0M |
| Sowell Financial Services | Sep 2024 | 27k | $1.4M |
| Cary Street Partner Investment Advisory | Sep 2024 | 16k | $822k |
| Two Sigma Securities | Sep 2024 | 9.9k | $510k |
| Belpointe Asset Management | Sep 2024 | 6.1k | $313k |
| Csenge Advisory Group | Sep 2024 | 3.9k | $202k |
| Householder Group Estate & Retirement Specialist | Sep 2024 | 2.3k | $117k |
| Glassman Wealth Services | Sep 2024 | 330.00 | $17k |
| Ridgewood Investments | Sep 2024 | 300.00 | $15k |