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Disclosery

CSHI NEOS ETF TRUST

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NEOS ENH INC 1-3 (fund)

95 managers (95 13F filers) reported a position in CSHI shares at 2025-06-30, 4,781,832 shares in all. 15 filers opened a position and 8 filers sold out during the quarter.

Managers
95
13F filers
95
New
15
Added
29
Reduced
40
Sold out
8
Shares held by filers
4,781,832

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Richard P Slaughter Associates Inc600,007$29.8M6.08%+12,75513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC429,661$21.4M0.39%-2,92413F-HRTimelineGroup
LPL Financial LLC414,929$20.6M0.01%+95,25913F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC336,056$16.7M4.51%-39,37513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC271,409$13.5M0.02%+267,07713F-HRTimeline
Retirement Planning Group, LLC242,407$12.1M0.51%-25,06613F-HRTimeline
Gainplan LLC176,822$8.79M3.99%+12,19013F-HRTimeline
Grantvest Financial Group LLC162,287$8.07M5.99%+25,69913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.156,635$7.79M0.11%+38,15113F-HRTimelineGroup
Integrated Wealth Concepts LLC149,629$7.44M0.07%+7,60113F-HRTimeline
MML INVESTORS SERVICES, LLC145,960$7.26M0.02%-28,09113F-HRTimeline
Compound Planning, Inc.142,523$7.09M0.27%+28,77513F-HRTimeline
Capital Investment Advisory Services, L…117,845$5.86M0.48%+12,76613F-HRTimeline
Precision Wealth Strategies, LLC115,220$5.73M1.86%+11,42813F-HRTimeline
FSA Advisors, Inc.70,165$3.49M2.84%+54,34113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP68,734$3.42M<0.01%-2,42813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV61,861$3.08M0.01%-19,05513F-HRTimeline
Gladstone Institutional Advisory LLC60,219$2.99M0.12%+3,21013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …58,976$2.93M0.07%+53,63513F-HRTimelineGroup
NewEdge Advisors, LLC53,479$2.66M0.01%-1,28513F-HRTimeline
Mutual Advisors, LLC50,710$2.52M0.06%+14,32113F-HRTimeline
Summit X, LLC47,766$2.38M0.44%new13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC42,224$2.1M0.22%+7,21013F-HRTimelineGroup
HighTower Advisors, LLC39,625$1.97M<0.01%+3,30113F-HRTimeline
WT Wealth Management39,355$1.96M0.58%-8,99713F-HRTimeline
Global View Capital Management LLC34,655$1.72M0.55%-3,73413F-HRTimeline
OLD MISSION CAPITAL LLC30,326$1.51M0.04%-78,54513F-HRTimeline
Owen LaRue, LLC29,088$1.45M0.62%+13,76313F-HRTimeline
Camarda Financial Advisors, LLC28,928$1.44M0.57%-39,56913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.28,715$1.43M<0.01%-218,03613F-HR/ATimelineGroup
Dynamic Advisor Solutions LLC28,432$1.41M0.04%-5,34513F-HRTimeline
Latitude Advisors, LLC27,214$1.35M0.68%-1,67413F-HRTimeline
NAPA WEALTH MANAGEMENT26,989$1.34M0.64%-127,78213F-HRTimeline
MADDEN SECURITIES Corp25,865$1.29M0.43%new13F-HRTimeline
Cannon Advisors, Inc.24,626$1.22M0.99%-6,57913F-HRTimeline
Tactive Advisors, LLC24,179$1.2M0.39%13F-HRTimeline
CWM, LLCin group CWM, LLC22,011$1.09M<0.01%new13F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC19,807$985K0.03%+44513F-HRTimeline
Claro Advisors Inc.18,528$921K0.15%-4,66213F-HRTimeline
Paladin Wealth, LLC17,826$886K0.69%-1,49813F-HRTimeline
Able Wealth Management LLC17,714$881K0.44%new13F-HRTimeline
CoreCap Advisors, LLC17,695$880K0.04%+7,82513F-HRTimeline
Belpointe Asset Management LLC17,391$865K0.04%-1,90213F-HRTimeline
Brown Financial Advisors16,965$844K0.33%-43313F-HRTimeline
Private Advisor Group, LLC15,547$773K<0.01%new13F-HRTimeline
Heck Capital Advisors, LLC13,594$676K0.06%+2,26613F-HRTimeline
Madison Wealth Partners, Inc13,525$673K0.15%-8,11213F-HRTimeline
Impact Partnership Wealth, LLC12,497$621K0.11%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,071$600K<0.01%-66913F-HRTimelineGroup
Empire Financial Management Company, LLC11,894$592K0.17%-3713F-HRTimeline
Allworth Financial LP11,633$578K<0.01%+32313F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.10,334$514K0.03%+59513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,307$513K<0.01%-1,00013F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED9,921$493K0.04%-12913F-HRTimeline
Carter Financial Group, INC.9,562$476K0.31%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,935$444K<0.01%-5,86613F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC8,213$408K0.01%-10,82013F-HRTimeline
PMV Capital Advisers, LLC8,170$406K0.91%-14513F-HRTimeline
Worth Asset Management, LLC7,976$397K0.2%-99,37313F-HRTimeline
Waverly Advisors, LLC7,734$385K<0.01%-90713F-HRTimeline
Ausdal Financial Partners, Inc.7,447$370K0.02%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,294$363K0.02%new13F-HRTimeline
Mattson Financial Services, LLC7,221$359K0.1%-20113F-HRTimeline
Clearstead Advisors, LLC7,187$357K0.01%+2013F-HRTimeline
MGO ONE SEVEN LLC7,051$351K0.01%-6,74413F-HRTimeline
FLOW TRADERS U.S. LLC5,948$296K0.01%-23,13613F-HRTimeline
Global Retirement Partners, LLC5,374$267K0.01%13F-HRTimeline
Cherry Creek Investment Advisors, Inc.5,287$263K0.12%+1,17313F-HRTimeline
LANARK FINANCIAL, INC.5,260$261K0.02%-49413F-HRTimeline
IHT Wealth Management, LLC5,000$249K0.01%-10113F-HRTimeline
United Capital Management of KS, Inc.4,991$248K0.04%-13413F-HRTimeline
RPS ADVISORY SOLUTIONS LLC4,501$224K0.12%-8,04413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP4,187$208K<0.01%-20013F-HRTimelineGroup
Secure Asset Management, LLC4,117$205K0.04%-89413F-HRTimeline
Berger Financial Group, Inc4,064$202K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC2,428$121K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA2,000$99.5K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,956$97.3K<0.01%+10213F-HRTimeline
UBS Group AGin group UBS Group AG1,672$83.1K<0.01%new13F-HRTimelineGroup
MGB Wealth Management, LLC1,500$74.6K0.02%new13F-HRTimeline
Ridgewood Investments LLC900$44.8K0.02%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.720$35.8K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV600$29.8K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC545$27K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.410$20.4K0.01%013F-HRTimeline
Larson Financial Group LLC328$16.3K<0.01%+513F-HRTimeline
Parallel Advisors, LLC306$15.2K<0.01%+18413F-HRTimeline
AE Wealth Management LLC80$3.98K<0.01%+713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC77$3.83K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC4$199<0.01%+313F-HRTimelineGroup
Legacy Investment Solutions, LLC2$100<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2$100<0.01%-3913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$72<0.01%013F-HRTimelineGroup
New Millennium Group LLC1$47<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.