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Disclosery

CSHI NEOS ETF TRUST

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NEOS ENH INC 1-3 (fund)

128 managers (128 13F filers) reported a position in CSHI shares at 2026-06-30, 9,350,734 shares in all. 17 filers opened a position and 7 filers sold out during the quarter.

Managers
128
13F filers
128
New
17
Added
69
Reduced
33
Sold out
7
Shares held by filers
9,350,734

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC685,494$34.1M0.01%+267,52213F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC565,301$28.2M0.39%+54,91113F-HRTimelineGroup
UBS Group AGin group UBS Group AG531,014$26.4M<0.01%+370,33113F-HRTimelineGroup
New England Private Wealth Advisors LLC517,928$25.8M2.49%+278,22113F-HRTimeline
Retirement Planning Group, LLC438,606$21.8M0.56%+150,53313F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC432,170$21.5M5.12%+95,58313F-HRTimeline
Richard P Slaughter Associates Inc417,336$20.8M4.12%-273,69013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC409,849$20.4M0.03%+15,65113F-HRTimeline
Arkadios Wealth Advisors361,785$18M0.28%+17,62613F-HRTimeline
MADDEN SECURITIES Corp284,043$14.1M3.93%+23,98113F-HRTimeline
Global View Capital Management LLC218,240$10.9M2.24%+178,06313F-HRTimeline
Summit Financial, LLC216,871$10.8M0.12%+43,36113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.205,946$10.3M0.1%+20,76413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC202,925$10.1M0.02%+55,18613F-HRTimeline
Grantvest Financial Group LLC178,981$8.92M5.17%+3,12313F-HRTimeline
Gainplan LLC174,131$8.67M3.42%-2,37513F-HRTimeline
Owen LaRue, LLC169,551$8.45M2.94%-110,69713F-HRTimeline
NewEdge Advisors, LLC162,398$8.09M0.02%+49,23413F-HRTimeline
Able Wealth Management LLC161,270$8.03M1.84%-18,10913F-HRTimeline
Compound Planning, Inc.149,064$7.42M0.19%-22,86613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC136,194$6.78M0.13%+3,27413F-HRTimeline
Precision Wealth Strategies, LLC123,152$6.13M1.85%-47,74513F-HRTimeline
Capital Investment Advisory Services, L…120,829$6.02M0.37%-4,10413F-HRTimeline
FSA Advisors, Inc.111,147$5.54M2.54%+5,12713F-HR/ATimeline
Arax Advisory Partners108,683$5.41M0.04%+69,10213F-HRTimeline
Independent Wealth Advisors LLC105,650$5.26M4.76%-22,59313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP104,360$5.2M<0.01%+12,22013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC102,927$5.13M0.06%+11,48513F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC77,404$3.86M0.21%+5,92813F-HRTimeline
True North Advisors, LLC71,928$3.58M0.34%+26,64113F-HRTimeline
AssuredPartners Investment Advisors, LLC68,786$3.43M0.33%new13F-HRTimeline
Mutual Advisors, LLC67,048$3.34M0.06%+10,13913F-HRTimeline
Gladstone Institutional Advisory LLC66,484$3.31M0.1%-11,09713F-HRTimeline
Farther Finance Advisors, LLC59,366$2.96M0.02%+8,39313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …53,886$2.68M0.05%-2,92813F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC53,657$2.67M0.19%+5,08113F-HRTimelineGroup
Claro Advisors Inc.52,474$2.61M0.27%-10,62213F-HRTimeline
ARQ WEALTH ADVISORS, LLC48,160$2.39M0.3%+24,98613F-HRTimeline
Bright Futures Wealth Management, LLC.47,423$2.36M1.53%+10,00113F-HRTimeline
Private Advisor Group, LLC44,697$2.23M0.01%-10,78813F-HRTimeline
WT Wealth Management44,621$2.22M0.62%+5,30213F-HRTimeline
Impact Partnership Wealth, LLC43,755$2.18M0.21%+8,92813F-HRTimeline
Prospera Financial Services Inc42,891$2.14M0.03%+9,81913F-HRTimeline
HighTower Advisors, LLC42,369$2.11M<0.01%+1,14013F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC37,776$1.88M0.02%+32,43113F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC36,633$1.82M0.35%new13F-HR/ATimeline
ALONGSIDE, LLC36,633$1.82M0.35%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV34,989$1.74M<0.01%-14813F-HR/ATimeline
Belpointe Asset Management LLC32,199$1.6M0.05%+8,52013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO31,678$1.58M<0.01%+14,42013F-HRTimelineGroup
Camarda Financial Advisors, LLC29,485$1.47M0.44%+1,90713F-HRTimeline
Dynamic Advisor Solutions LLC29,345$1.46M0.04%+80513F-HRTimeline
High Net Worth Advisory Group LLC28,255$1.41M0.3%+12,45513F-HRTimeline
Unique Wealth Strategies, LLC28,109$1.4M0.51%+5,63013F-HRTimeline
CoreCap Advisors, LLC25,920$1.29M0.04%+2,54313F-HRTimeline
Cambridge Investment Research Advisors,…25,766$1.28M<0.01%+15,35713F-HR/ATimeline
Heck Capital Advisors, LLC24,728$1.23M0.07%+1,37213F-HRTimeline
Global Retirement Partners, LLC24,152$1.2M0.02%13F-HRTimeline
Cherry Creek Investment Advisors, Inc.22,956$1.14M0.45%+90013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC22,271$1.11M0.21%+11,00713F-HR/ATimeline
Ashton Thomas Private Wealth, LLC22,014$1.1M0.02%+1,90813F-HRTimeline
Balboa Wealth Partners21,755$1.08M0.15%+6,74413F-HRTimeline
Brookwood Investment Group LLC20,829$1.04M0.12%+5,62313F-HRTimeline
Paladin Wealth, LLC20,436$1.02M0.59%+1,84013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV20,405$1.02M0.05%+13,82313F-HRTimeline
Trademark Financial Management, LLC20,212$1.01M0.41%new13F-HRTimeline
Mason & Associates Inc20,146$1M0.16%-9,70613F-HRTimeline
Invst, LLC18,622$928K0.09%+13,01513F-HRTimeline
Ausdal Financial Partners, Inc.18,514$922K0.04%+14,15413F-HRTimeline
Latitude Advisors, LLC18,376$915K0.37%-2,14413F-HRTimeline
Empire Financial Management Company, LLC17,945$894K0.35%+3,44713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,606$878K<0.01%new13F-HRTimeline
Brown Financial Advisors16,934$843K0.29%+14713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,458$770K<0.01%+5,44213F-HRTimelineGroup
S&A Financial Services, Inc.15,410$768K0.47%+10,47413F-HRTimeline
Comprehensive Money Management Services…15,030$749K0.47%+1,32013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC15,021$748K<0.01%-57913F-HRTimelineGroup
Kingsview Wealth Management, LLC13,401$668K0.01%new13F-HRTimeline
Madison Wealth Partners, Inc12,919$644K0.08%+2,02513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV12,147$605K0.03%+11,34713F-HRTimeline
RPS ADVISORY SOLUTIONS LLC11,865$591K0.39%+6,80313F-HRTimeline
Integrated Wealth Concepts LLC11,573$577K<0.01%-127,45613F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC11,271$561K0.07%13F-HRTimeline
BIP Wealth, LLC10,861$541K0.02%new13F-HRTimeline
Occidental Asset Management, LLC10,854$541K0.05%+2,31813F-HRTimeline
Carter Financial Group, INC.10,620$529K0.27%+46113F-HRTimeline
Berger Financial Group, Inc10,318$514K0.03%+1,23813F-HRTimeline
Gateway Wealth Partners, LLC10,200$508K0.03%-2,66813F-HRTimeline
Mattson Financial Services, LLC9,807$488K0.1%+40613F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.9,393$468K0.02%-1,36613F-HRTimelineGroup
Cannon Advisors, Inc.9,187$458K0.28%-10,95213F-HRTimeline
Allworth Financial LP8,983$447K<0.01%-2,01913F-HRTimeline
WealthPlan Investment Management, LLC8,362$417K0.02%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.8,113$404K0.04%-65213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,038$351K<0.01%+3,00813F-HRTimelineGroup
WINNACLE WEALTH LLC7,011$349K0.24%new13F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV6,816$340K0.2%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,800$339K0.01%+6013F-HRTimeline
Cetera Investment Advisers6,559$327K<0.01%-3,83613F-HRTimeline
RiverTree Advisors, LLC6,437$321K0.19%-25,44613F-HRTimeline
IFP Advisors, Inc6,295$314K0.01%+33513F-HRTimeline
Thompson David Blair5,534$276K0.14%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,202$259K0.01%-1,66413F-HRTimeline
MGO ONE SEVEN LLC5,191$259K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.5,177$258K0.02%-33213F-HRTimeline
Clearstead Advisors, LLC5,049$251K<0.01%-3,98513F-HRTimeline
Krilogy Financial LLC5,037$251K0.01%-73713F-HRTimeline
Valmark Advisers, Inc.4,965$247K<0.01%-12,86613F-HRTimeline
Mariner, LLCin group Mariner, LLC4,887$243K<0.01%-3,34013F-HRTimelineGroup
PMV Capital Advisers, LLC4,836$241K0.36%+26213F-HRTimeline
Sigma Planning Corp4,074$203K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA4,000$199K0.02%+2,00013F-HRTimeline
Triumph Capital Management1,000$49.8K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC543$27K<0.01%-1613F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.410$20.4K0.01%013F-HRTimeline
Regatta Research & Money Management405$20.2K0.02%13F-HRTimeline
Larson Financial Group LLC344$17.1K<0.01%+413F-HRTimeline
HARBOUR INVESTMENTS, INC.321$16K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…175$8.72K<0.01%-1,92513F-HRTimeline
Parallel Advisors, LLC127$6.33K<0.01%+513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA105$5K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC73$3.64K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP33$1.64K<0.01%new13F-HRTimelineGroup
Luminist Capital LLC0$1.1K<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10$498<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2$100<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$63<0.01%-92813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$38<0.01%013F-HRTimelineGroup