CSHI Institutional Ownership
Neos Enhanced Income Cash Alternative ETF
1W: +0.1%
1M: +0.3%
3M: +0.2%
YTD: +0.8%
1Y: +0.9%
3Y: +12.5%
$49.73
+0.01 (+0.03%)
Weekly Expected Move ±0.1%
$50
$50
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — CSHI
135
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
466M
Total Invested
21
New Positions
69
Increased
40
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (144 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 685,494 | $34M | +267,522 | +64.0% | 11Q | SEC ↗ |
| 2 | Gradient Investments LLC | 565,301 | $28M | +54,911 | +10.8% | 11Q | SEC ↗ |
| 3 | UBS Group AG | 531,014 | $26M | +370,331 | +230.5% | 3Q | SEC ↗ |
| 4 | New England Private Wealth Advisors LL | 517,928 | $26M | +278,221 | +116.1% | 3Q | SEC ↗ |
| 5 | Retirement Planning Group, LLC | 438,606 | $22M | +150,533 | +52.3% | 10Q | SEC ↗ |
| 6 | ATTICUS WEALTH MANAGEMENT, LLC | 432,170 | $21M | +95,583 | +28.4% | 12Q | SEC ↗ |
| 7 | Richard P Slaughter Associates Inc | 417,336 | $21M | -273,690 | -39.6% | 9Q | SEC ↗ |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 409,849 | $20M | +15,651 | +4.0% | 7Q | SEC ↗ |
| 9 | Arkadios Wealth Advisors | 361,785 | $18M | +17,626 | +5.1% | 3Q | SEC ↗ |
| 10 | MADDEN SECURITIES Corp | 284,043 | $14M | +23,981 | +9.2% | 5Q | SEC ↗ |
| 11 | Global View Capital Management LLC | 218,240 | $11M | +178,063 | +443.2% | 7Q | SEC ↗ |
| 12 | Summit Financial, LLC | 216,871 | $11M | +43,361 | +25.0% | 4Q | SEC ↗ |
| 13 | Stratos Wealth Partners, LTD. | 205,946 | $10M | +20,764 | +11.2% | 6Q | SEC ↗ |
| 14 | MML INVESTORS SERVICES, LLC | 202,925 | $10M | +55,186 | +37.4% | 11Q | SEC ↗ |
| 15 | Grantvest Financial Group LLC | 178,981 | $9M | +3,123 | +1.8% | 7Q | SEC ↗ |
| 16 | Gainplan LLC | 174,131 | $9M | -2,375 | -1.3% | 12Q | SEC ↗ |
| 17 | Owen LaRue, LLC | 169,551 | $8M | -110,697 | -39.5% | 6Q | SEC ↗ |
| 18 | NewEdge Advisors, LLC | 162,398 | $8M | +49,234 | +43.5% | 11Q | SEC ↗ |
| 19 | Able Wealth Management LLC | 161,270 | $8M | -18,109 | -10.1% | 5Q | SEC ↗ |
| 20 | Compound Planning, Inc. | 149,064 | $7M | -22,866 | -13.3% | 14Q | SEC ↗ |
| 21 | INDEPENDENT FINANCIAL GROUP, LLC | 136,194 | $7M | +3,274 | +2.5% | 7Q | SEC ↗ |
| 22 | Precision Wealth Strategies, LLC | 123,152 | $6M | -47,745 | -27.9% | 12Q | SEC ↗ |
| 23 | Capital Investment Advisory Services, | 120,829 | $6M | -4,104 | -3.3% | 3Q | SEC ↗ |
| 24 | FSA Advisors, Inc. | 111,147 | $6M | +5,127 | +4.8% | 6Q | SEC ↗ |
| 25 | Arax Advisory Partners | 108,683 | $5M | +69,102 | +174.6% | 4Q | SEC ↗ |
| 26 | Independent Wealth Advisors LLC | 105,650 | $5M | -22,593 | -17.6% | 3Q | SEC ↗ |
| 27 | STIFEL FINANCIAL CORP | 104,360 | $5M | +12,220 | +13.3% | 11Q | SEC ↗ |
| 28 | Apollon Wealth Management, LLC | 102,927 | $5M | +11,485 | +12.6% | 3Q | SEC ↗ |
| 29 | VERUS CAPITAL PARTNERS, LLC | 77,404 | $4M | +5,928 | +8.3% | 3Q | SEC ↗ |
| 30 | True North Advisors, LLC | 71,928 | $4M | +26,641 | +58.8% | 2Q | SEC ↗ |
| 31 | AssuredPartners Investment Advisors, L NEW | 68,786 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 32 | Mutual Advisors, LLC | 67,048 | $3M | +10,139 | +17.8% | 7Q | SEC ↗ |
| 33 | Gladstone Institutional Advisory LLC | 66,484 | $3M | -11,097 | -14.3% | 9Q | SEC ↗ |
| 34 | Farther Finance Advisors, LLC | 59,366 | $3M | +8,393 | +16.5% | 5Q | SEC ↗ |
| 35 | Wealthcare Advisory Partners LLC | 53,886 | $3M | -2,928 | -5.2% | 6Q | SEC ↗ |
| 36 | Inspire Advisors, LLC | 53,657 | $3M | +5,081 | +10.5% | 7Q | SEC ↗ |
| 37 | Claro Advisors Inc. | 52,474 | $3M | -10,622 | -16.8% | 12Q | SEC ↗ |
| 38 | CWM, LLC | 51,369 | $3M | +12,097 | +30.8% | 4Q | SEC ↗ |
| 39 | ARQ WEALTH ADVISORS, LLC | 48,160 | $2M | +24,986 | +107.8% | 2Q | SEC ↗ |
| 40 | Bright Futures Wealth Management, LLC. | 47,423 | $2M | +10,001 | +26.7% | 4Q | SEC ↗ |
| 41 | Private Advisor Group, LLC | 44,697 | $2M | -10,788 | -19.4% | 5Q | SEC ↗ |
| 42 | WT Wealth Management | 44,621 | $2M | +5,302 | +13.5% | 13Q | SEC ↗ |
| 43 | Impact Partnership Wealth, LLC | 43,755 | $2M | +8,928 | +25.6% | 5Q | SEC ↗ |
| 44 | Prospera Financial Services Inc | 42,891 | $2M | +9,819 | +29.7% | 3Q | SEC ↗ |
| 45 | HighTower Advisors, LLC | 42,369 | $2M | +1,140 | +2.8% | 7Q | SEC ↗ |
| 46 | KESTRA PRIVATE WEALTH SERVICES, LLC | 37,776 | $2M | +32,431 | +606.8% | 3Q | SEC ↗ |
| 47 | 49 WEALTH MANAGEMENT, LLC NEW | 36,633 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 48 | ALONGSIDE, LLC NEW | 36,633 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 49 | MERCER GLOBAL ADVISORS INC /ADV | 34,989 | $2M | -148 | -0.4% | 10Q | SEC ↗ |
| 50 | Belpointe Asset Management LLC | 32,199 | $2M | +8,520 | +36.0% | 9Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| AssuredPartners Investment Advisors | 68,786 | $3M |
| ALONGSIDE, LLC | 36,633 | $2M |
| 49 WEALTH MANAGEMENT, LLC | 36,633 | $2M |
| Global Retirement Partners, LLC | 24,152 | $1M |
| Trademark Financial Management, LLC | 20,212 | $1M |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 17,606 | $876K |
| Kingsview Wealth Management, LLC | 13,401 | $666K |
| COMPASS FINANCIAL MANAGEMENT LLC | 11,271 | $561K |
| BIP Wealth, LLC | 10,861 | $540K |
| WealthPlan Investment Management, L | 8,362 | $416K |
| WINNACLE WEALTH LLC | 7,011 | $349K |
| FIG FINANCIAL ADVISORY SERVICES INC | 6,816 | $339K |
| Thompson David Blair | 5,534 | $275K |
| MGO ONE SEVEN LLC | 5,191 | $258K |
| Sigma Planning Corp | 4,074 | $203K |
| Regatta Research & Money Management | 405 | $20K |
| HARBOUR INVESTMENTS, INC. | 321 | $16K |
| JONES FINANCIAL COMPANIES LLLP | 33 | $2K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 10 | $0K |
| Tower Research Capital LLC (TRC) | 2 | $0K |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 35,235 | $2M |
| Orion Porfolio Solutions, LLC | 21,880 | $1M |
| Tactive Advisors, LLC | 8,409 | $418K |
| OLD MISSION CAPITAL LLC | 8,089 | $402K |
| Pure Financial Advisors, LLC | 7,690 | $382K |
| Savvy Advisors, Inc. | 6,099 | $303K |
| Golden Reserve Retirement LLC | 5,735 | $285K |
| Waverly Advisors, LLC | 5,038 | $251K |
| Vistica Wealth Advisors, LLC | 4,586 | $228K |
| IHT Wealth Management, LLC | 4,500 | $224K |
| A4 Wealth Advisors LLC | 4,037 | $201K |
| MATHER GROUP, LLC. | 1,913 | $95K |
| Sound Income Strategies, LLC | 1,225 | $61K |
| Legacy Wealth Managment, LLC/ID | 298 | $15K |