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 |
|---|---|---|---|---|---|
| LPL Financial | 4.3M | $212M | 37% | Mar 2026 |
|
| Royal Bank of Canada | 1.1M | $52M | 107% | Mar 2026 |
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| Gradient Investments | 1.0M | $51M | -42% | Mar 2026 |
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| UBS Group | 936k | $46M | -11% | Mar 2026 |
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| Stifel Financial | 689k | $34M | 15% | Mar 2026 |
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| Private Advisor | 600k | $30M | 10% | Mar 2026 |
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| Cetera Investment Advisers | 537k | $27M | 37% | Mar 2026 |
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| MADDEN SECURITIES Corp | 536k | $27M | 26% | Mar 2026 |
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| Howard Capital Management | 526k | $26M | 16% | Mar 2026 |
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| Mml Investors Services | 497k | $25M | -23% | Mar 2026 |
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| Raymond James Financial | 445k | $23M | 400% | Dec 2025 |
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| Envestnet Asset Management | 436k | $22M | 28% | Mar 2026 |
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| Second Half Financial Partners | 405k | $20M | 0% | Mar 2026 |
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| Merit Financial Group | 381k | $19M | -10% | Mar 2026 |
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| Susquehanna International | 377k | $20M | 202% | Dec 2025 |
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| Two Sigma Investments | 344k | $17M | 833% | Mar 2026 |
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| Cascade Wealth Advisors | 340k | $18M | 3% | Mar 2026 |
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| Aventura Private Wealth | 278k | $14M | 16% | Mar 2026 |
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| URS Advisory | 268k | $13M | 100% | Mar 2026 |
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| Farther Finance Advisors | 262k | $13M | 1396% | Mar 2026 |
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| Summit Financial | 234k | $12M | 37% | Mar 2026 |
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| Capital Investment Advisory Services | 230k | $11M | 49% | Mar 2026 |
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| Kestra Advisory Services | 223k | $11M | 8% | Mar 2026 |
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| Stratos Wealth Partners | 218k | $11M | 19% | Mar 2026 |
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| Centurion Wealth Management | 211k | $10M | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 203k | $10M | 8509% | Mar 2026 |
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| Ausdal Financial Partners | 203k | $10M | 12% | Mar 2026 |
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| Indivisible Partners | 185k | $9.1M | 100% | Mar 2026 |
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| Lee Johnson Capital Management | 178k | $8.8M | 351% | Mar 2026 |
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| Independent Financial Group | 174k | $8.6M | 5% | Mar 2026 |
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| Marshall & Sterling Wealth Advisors | 173k | $8.5M | 100% | Mar 2026 |
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| Steele Capital Management | 162k | $8.0M | 1% | Mar 2026 |
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| TCG Advisory Services | 162k | $8.0M | 789% | Mar 2026 |
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| Prevail Innovative Wealth Advisors | 158k | $7.8M | 17% | Mar 2026 |
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| Teamwork Financial Advisors | 148k | $7.3M | -17% | Mar 2026 |
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| Cambridge Investment Research Advisors | 146k | $7.2M | -24% | Mar 2026 |
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| Apollon Wealth Management | 145k | $7.2M | 27% | Mar 2026 |
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| Jane Street | 143k | $7.1M | 353% | Mar 2026 |
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| Chung Wu Investment Group | 143k | $7.1M | 20% | Mar 2026 |
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| We Are One Seven | 140k | $7.4M | 2629% | Dec 2025 |
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| CLS Investments | 137k | $6.8M | -7% | Mar 2026 |
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| SageGuard Financial Group | 131k | $6.5M | -15% | Mar 2026 |
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| RiverTree Advisors | 128k | $6.3M | 15% | Mar 2026 |
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| Steel Peak Wealth Management | 128k | $6.3M | 100% | Mar 2026 |
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| Rsm Us Wealth Management | 122k | $6.0M | 100% | Mar 2026 |
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| Northeast Financial Group | 119k | $5.9M | 100% | Mar 2026 |
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| Citadel Advisors | 118k | $5.8M | 10% | Mar 2026 |
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| Foguth Wealth Management | 118k | $6.2M | 100% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 117k | $5.8M | 48% | Mar 2026 |
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| Integrity Wealth Partners | 114k | $5.6M | 100% | Mar 2026 |
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| Delta Investment Management | 110k | $5.4M | 8% | Mar 2026 |
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| Palacios Wealth Management | 109k | $5.7M | 106% | Mar 2026 |
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| Independence Wealth Advisors | 107k | $5.3M | 4% | Mar 2026 |
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| Belpointe Asset Management | 103k | $5.1M | 26% | Mar 2026 |
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| Prota Financial | 103k | $5.1M | 100% | Mar 2026 |
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| Advisor Group Holdings | 100k | $5.2M | 16% | Dec 2025 |
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| Renaissance Technologies | 97k | $5.1M | -8% | Dec 2025 |
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| HBW Advisory Services | 96k | $4.7M | 20% | Mar 2026 |
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| Kingsview Wealth Management | 95k | $4.7M | 3% | Mar 2026 |
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| StoneCrest Wealth Management | 93k | $4.6M | 0% | Mar 2026 |
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| J.w. Cole Advisors | 91k | $4.5M | 26% | Mar 2026 |
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| Centennial Bank | 90k | $4.4M | 152% | Mar 2026 |
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| PFG Advisors | 89k | $4.4M | 208% | Mar 2026 |
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| Sound Income Strategies | 87k | $4.3M | 384% | Mar 2026 |
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| RFG Advisory | 83k | $4.1M | 8% | Mar 2026 |
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| High Net Worth Advisory Group | 82k | $4.0M | 2% | Mar 2026 |
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| Great Valley Advisor Group | 81k | $4.0M | 441% | Mar 2026 |
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| Newbridge Financial Services Group | 80k | $3.9M | 3% | Mar 2026 |
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| Perennial Investment Advisors | 78k | $3.9M | 11% | Mar 2026 |
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| Legacy Capital Wealth Partners | 76k | $4.0M | 6% | Dec 2025 |
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| Warren Averett Asset Management | 76k | $4.0M | 6% | Dec 2025 |
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| International Assets Investment Management | 75k | $3.7M | 6% | Mar 2026 |
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| SG Americas Securities | 75k | $3.7M | 100% | Mar 2026 |
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| Garden State Investment Advisory Services | 75k | $3.7M | 17% | Mar 2026 |
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| Investment Partners Asset Management | 72k | $3.6M | 3% | Mar 2026 |
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| FSA Advisors | 71k | $3.5M | 8% | Mar 2026 |
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| AE Wealth Management | 69k | $3.4M | 39% | Mar 2026 |
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| Sowell Financial Services | 67k | $3.3M | 18% | Mar 2026 |
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| Mutual Advisors | 67k | $3.3M | -1% | Mar 2026 |
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| PFG Investments | 66k | $3.3M | 4% | Mar 2026 |
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| Astoria Portfolio Advisors | 65k | $3.4M | 23% | Mar 2026 |
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| Pensionmark Financial Group | 65k | $3.2M | 1374% | Mar 2026 |
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| Owen LaRue | 64k | $3.2M | 21% | Mar 2026 |
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| Ameritas Advisory Services | 63k | $3.1M | 1% | Mar 2026 |
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| Milestone Asset Management | 63k | $3.1M | 47% | Mar 2026 |
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| Arete Wealth Advisors | 63k | $3.1M | 15% | Mar 2026 |
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| Gainplan | 62k | $3.1M | 33% | Mar 2026 |
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| HighTower Advisors | 60k | $3.0M | 15% | Mar 2026 |
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| Triumph Capital Management | 59k | $2.9M | 13% | Mar 2026 |
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| Unique Wealth | 57k | $2.8M | 1% | Mar 2026 |
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| Aspen Investment Management | 57k | $2.8M | 2% | Mar 2026 |
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| Cary Street Partners Financial | 56k | $2.8M | 1% | Mar 2026 |
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| Guardian Financial Partners | 56k | $2.7M | -2% | Mar 2026 |
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| Sigma Planning | 55k | $2.7M | 36% | Mar 2026 |
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| Branch Banking & Trust Company | 55k | $2.8M | 74% | Mar 2026 |
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| Mariner Wealth Advisors | 54k | $2.7M | 25% | Mar 2026 |
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| 3EDGE Asset Management | 54k | $2.6M | 7% | Mar 2026 |
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| Commonwealth Equity Services | 54k | $2.6M | -74% | Mar 2026 |
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| Foundations Investment Advisors | 53k | $2.6M | 68% | Mar 2026 |
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| Principal Financial Group | 53k | $2.6M | 67% | Mar 2026 |
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| Park Avenue Securities | 52k | $2.6M | 100% | Mar 2026 |
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| Fullerton Advisors | 52k | $2.6M | 3% | Mar 2026 |
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| Integrated Wealth Concepts | 52k | $2.6M | 243% | Mar 2026 |
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| Moran Wealth Management | 52k | $2.6M | 297% | Mar 2026 |
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| Ellis Investment Partners | 51k | $2.5M | 204% | Mar 2026 |
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| LightSquare Wealth Management | 51k | $2.5M | 100% | Mar 2026 |
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| Smith, Moore & Co. | 48k | $2.4M | 1% | Mar 2026 |
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| Verus Capital Partners | 47k | $2.3M | -18% | Mar 2026 |
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| Brookstone Capital Management | 46k | $2.3M | 7% | Mar 2026 |
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| Oppenheimer & Co | 46k | $2.3M | 18% | Mar 2026 |
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| West Michigan Advisors | 45k | $2.2M | 100% | Mar 2026 |
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| Diversify Wealth Management | 43k | $2.2M | 82% | Mar 2026 |
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| Kestra Private Wealth Services | 42k | $2.1M | 31% | Mar 2026 |
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| CI Private Wealth | 41k | $703k | 0% | Mar 2026 |
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| Capital Investment Advisors | 41k | $2.0M | 43% | Mar 2026 |
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| Rockefeller Capital Management | 41k | $2.0M | -9% | Mar 2026 |
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| Banco BTG Pactual | 41k | $2.0M | 100% | Mar 2026 |
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| U.S. Capital Wealth Advisors | 41k | $2.0M | 6% | Mar 2026 |
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| Grantvest Financial Group | 41k | $2.0M | 1% | Mar 2026 |
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| Brown, Lisle/cummings | 41k | $2.0M | 26% | Mar 2026 |
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| MAI Wealth Advisors | 40k | $2.0M | 0% | Mar 2026 |
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| Ieq Capital | 40k | $2.1M | 2% | Dec 2025 |
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| Gateway Wealth Partners | 39k | $1.9M | 217% | Mar 2026 |
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| Kaizen Financial Strategies | 39k | $2.0M | 6% | Mar 2026 |
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| BlueStem Wealth Partners | 38k | $1.9M | 12% | Mar 2026 |
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| Brown Financial Advisors | 38k | $1.9M | -69% | Mar 2026 |
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| Centaurus Financial | 36k | $1.8M | 100% | Mar 2026 |
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| Equitable Holdings | 35k | $1.8M | 29% | Mar 2026 |
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| Cascade Investment Group | 34k | $1.7M | -4% | Mar 2026 |
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| Weaver Consulting Group | 32k | $1.6M | 213% | Mar 2026 |
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| Streettalk Advisors | 31k | $1.5M | 70% | Mar 2026 |
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| CAP Partners | 31k | $1.5M | 10% | Mar 2026 |
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| Triad Wealth Partners | 31k | $1.5M | 94% | Mar 2026 |
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| Thrivent Financial for Lutherans | 31k | $1.5M | 100% | Mar 2026 |
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| WCG Wealth Advisors | 31k | $1.5M | 10% | Mar 2026 |
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| Capital Planning | 31k | $1.5M | 3% | Mar 2026 |
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| Level Four Advisory Services | 30k | $1.6M | 13% | Dec 2025 |
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| Janney Montgomery Scott | 30k | $1.5M | 23% | Mar 2026 |
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| Snowden Capital Advisors | 30k | $1.6M | 3% | Dec 2025 |
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| Bauman Advisory Group | 30k | $1.5M | 96% | Mar 2026 |
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| Kovack Advisors | 29k | $1.5M | 98% | Mar 2026 |
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| PDS Planning | 29k | $1.4M | 5% | Mar 2026 |
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| Stratos Wealth Advisors | 29k | $1.4M | 12% | Mar 2026 |
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| Aptus Capital Advisors | 29k | $1.4M | 10% | Mar 2026 |
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| Kingswood Wealth Advisors | 29k | $1.4M | 99% | Mar 2026 |
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| Arkadios Wealth Advisors | 28k | $1.4M | 27% | Mar 2026 |
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| Alpha Financial Partners | 27k | $1.3M | 12% | Mar 2026 |
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| Hrt Financial | 27k | $1.3M | -29% | Mar 2026 |
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| Studio Investment Management | 27k | $1.3M | 100% | Mar 2026 |
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| Paladin Wealth | 27k | $1.3M | -31% | Mar 2026 |
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| Mattson Financial Services | 23k | $1.2M | -79% | Mar 2026 |
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| Baird Financial | 23k | $1.2M | -27% | Dec 2025 |
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| Independent Advisor Alliance | 22k | $1.1M | -21% | Mar 2026 |
|
Who sold out of Shp Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 110k | $5.8M |
| Capital Advisory Group Advisory Services | Dec 2025 | 75k | $3.9M |
| Fortis Group Advisors | Dec 2025 | 72k | $3.8M |
| IFG Advisory | Dec 2025 | 66k | $3.5M |
| Lifeworks Advisors | Dec 2025 | 47k | $2.5M |
| Jpmorgan Chase & Co | Sep 2025 | 31k | $1.6M |
| Brookwood Investment Group | Dec 2025 | 31k | $1.6M |