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Disclosery

CSHI NEOS ETF TRUST

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NEOS ENH INC 1-3 (fund)

85 managers (85 13F filers) reported a position in CSHI shares at 2025-03-31, 4,765,022 shares in all. 23 filers opened a position and 16 filers sold out during the quarter.

Managers
85
13F filers
85
New
23
Added
25
Reduced
31
Sold out
16
Shares held by filers
4,765,022

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Richard P Slaughter Associates Inc587,252$29.1M6.81%-150,87913F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC432,585$21.5M0.43%-96,67213F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC375,431$18.6M6.08%-24,31613F-HRTimeline
LPL Financial LLC319,670$15.9M0.01%+150,19113F-HRTimeline
Retirement Planning Group, LLC267,473$13.3M0.62%-136,50813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.246,751$12.2M0.03%-6,80013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC174,051$8.64M0.03%+6,69913F-HRTimeline
Gainplan LLC164,632$8.17M5.32%+43,59113F-HRTimeline
NAPA WEALTH MANAGEMENT154,771$7.68M4.32%-391,02013F-HRTimeline
Integrated Wealth Concepts LLC142,028$7.05M0.08%+14,95213F-HRTimeline
Grantvest Financial Group LLC136,588$6.78M5.5%+68,03513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.118,484$5.88M0.09%new13F-HRTimelineGroup
Compound Planning, Inc.113,748$5.65M0.26%+11,69413F-HRTimeline
OLD MISSION CAPITAL LLC108,871$5.4M0.1%new13F-HRTimeline
Worth Asset Management, LLC107,349$5.33M2.91%+56,17713F-HRTimeline
Capital Investment Advisory Services, L…105,079$5.22M0.47%+51,57113F-HRTimeline
Precision Wealth Strategies, LLC103,792$5.15M3.94%-4,24113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV80,916$4.02M0.01%-364,21713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP71,162$3.53M<0.01%+7,66013F-HRTimelineGroup
Camarda Financial Advisors, LLC68,497$3.4M1.53%-4,36813F-HRTimeline
Gladstone Institutional Advisory LLC57,009$2.83M0.13%-31,29613F-HRTimeline
NewEdge Advisors, LLC54,764$2.72M0.02%+33,79913F-HRTimeline
WT Wealth Management48,352$2.4M0.78%-39,87013F-HRTimeline
Global View Capital Management LLC38,389$1.91M0.69%-10,67513F-HRTimeline
Mutual Advisors, LLC36,389$1.8M0.05%+28,10313F-HRTimeline
HighTower Advisors, LLC36,324$1.8M<0.01%+6,76413F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC35,014$1.74M0.2%+9,22213F-HRTimelineGroup
Dynamic Advisor Solutions LLC33,777$1.68M0.06%+1,04613F-HRTimeline
Cannon Advisors, Inc.31,205$1.55M1.43%+53813F-HRTimeline
FLOW TRADERS U.S. LLC29,084$1.44M0.06%+2,79613F-HRTimeline
Latitude Advisors, LLC28,888$1.43M0.83%-3,52513F-HRTimeline
GWN SECURITIES INC.28,804$1.43M0.08%new13F-HRTimeline
Claro Advisors Inc.23,190$1.15M0.15%+14,39013F-HRTimeline
Madison Wealth Partners, Inc21,637$1.07M0.27%-7,93513F-HRTimeline
Cambridge Investment Research Advisors,…20,364$1.01M<0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC19,362$961K0.04%-5,01213F-HRTimeline
Paladin Wealth, LLC19,324$959K0.86%-4,79413F-HRTimeline
Belpointe Asset Management LLC19,293$958K0.05%+4,33313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC19,033$945K0.03%-2,46713F-HRTimeline
Brown Financial Advisors17,398$863K0.36%-5,46313F-HRTimeline
FSA Advisors, Inc.15,824$825K0.65%new13F-HRTimeline
Owen LaRue, LLC15,325$761K0.38%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,801$735K<0.01%new13F-HRTimelineGroup
Bright Futures Wealth Management, LLC.13,849$686K0.75%+7,48313F-HRTimeline
MGO ONE SEVEN LLC13,795$685K0.03%-3,94113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,740$632K<0.01%-3,85513F-HRTimelineGroup
RPS ADVISORY SOLUTIONS LLC12,545$623K0.44%+2,63613F-HRTimeline
Empire Financial Management Company, LLC11,931$592K0.18%+1,45013F-HRTimeline
Heck Capital Advisors, LLC11,328$562K0.06%-12213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,307$561K0.01%new13F-HRTimelineGroup
Allworth Financial LP11,310$560K<0.01%+1,00313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED10,050$499K0.05%+18413F-HR/ATimeline
CoreCap Advisors, LLC9,870$490K0.02%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.9,739$483K0.03%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,948$444K<0.01%new13F-HRTimelineGroup
Waverly Advisors, LLC8,641$429K0.01%+1,00013F-HRTimeline
PMV Capital Advisers, LLC8,315$413K1%-17,68113F-HRTimeline
Mattson Financial Services, LLC7,422$368K0.11%-22113F-HRTimeline
Clearstead Advisors, LLC7,167$356K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.5,754$285K0.02%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,341$265K0.01%new13F-HRTimelineGroup
United Capital Management of KS, Inc.5,125$254K0.05%new13F-HRTimeline
IHT Wealth Management, LLC5,101$253K0.01%new13F-HRTimeline
Secure Asset Management, LLC5,011$249K0.05%-97513F-HRTimeline
Avior Wealth Management, LLC4,600$228K0.01%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP4,387$218K<0.01%-3,00513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC4,332$215K<0.01%-1,35413F-HRTimeline
Cherry Creek Investment Advisors, Inc.4,114$204K0.11%-19313F-HRTimeline
PRIVATE TRUST CO NA2,000$99.3K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,854$92K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,545$77K<0.01%new13F-HR/ATimelineGroup
AdvisorNet Financial, Inc1,014$50.3K<0.01%new13F-HRTimeline
Ridgewood Investments LLC900$44.7K0.02%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.720$35.2K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV600$29.8K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.410$20.3K0.01%013F-HRTimeline
Larson Financial Group LLC323$16.1K<0.01%+413F-HRTimeline
Parallel Advisors, LLC122$6.05K<0.01%013F-HRTimeline
AE Wealth Management LLC73$3.62K<0.01%-20113F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…41$2.04K<0.01%-8413F-HRTimelineGroup
Cornerstone Planning Group LLC15$742<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$56<0.01%-113F-HRTimelineGroup
FMR LLCin group FMR LLC1$50<0.01%-313F-HRTimelineGroup
Sunbelt Securities, Inc.1$50<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.