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Disclosery

CSHI NEOS ETF TRUST

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NEOS ENH INC 1-3 (fund)

92 managers (92 13F filers) reported a position in CSHI shares at 2025-09-30, 5,348,780 shares in all. 8 filers opened a position and 12 filers sold out during the quarter.

Managers
92
13F filers
92
New
8
Added
42
Reduced
32
Sold out
12
Shares held by filers
5,348,780

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 Inc681,315$33.9M7.3%+81,30813F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC462,498$23M0.38%+32,83713F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC378,154$18.8M4.75%+42,09813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC372,341$18.5M0.02%+100,93213F-HRTimeline
LPL Financial LLC320,965$16M<0.01%-93,96413F-HRTimeline
Retirement Planning Group, LLC237,942$11.8M0.41%-4,46513F-HRTimeline
Gainplan LLC179,852$8.94M3.79%+3,03013F-HRTimeline
Grantvest Financial Group LLC169,521$8.43M5.82%+7,23413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.159,756$7.94M0.09%+3,12113F-HRTimelineGroup
Compound Planning, Inc.159,418$7.93M0.26%+16,89513F-HRTimeline
Integrated Wealth Concepts LLC143,656$7.14M0.06%-5,97313F-HRTimeline
Summit Financial, LLC139,916$6.96M0.11%new13F-HRTimeline
MML INVESTORS SERVICES, LLC117,165$5.83M0.02%-28,79513F-HRTimeline
Able Wealth Management LLC114,208$5.68M2.13%+96,49413F-HRTimeline
MADDEN SECURITIES Corp112,365$5.59M1.71%+86,50013F-HRTimeline
Precision Wealth Strategies, LLC106,267$5.28M1.71%-8,95313F-HRTimeline
Arax Advisory Partners96,307$4.79M0.07%new13F-HRTimeline
FSA Advisors, Inc.88,716$4.41M3.49%+18,55113F-HRTimeline
NewEdge Advisors, LLC72,067$3.58M0.02%+18,58813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP71,889$3.57M<0.01%+3,15513F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …69,348$3.45M0.07%+10,37213F-HRTimelineGroup
Bright Futures Wealth Management, LLC.67,852$3.37M2.64%13F-HRTimeline
Global View Capital Management LLC64,803$3.22M0.68%+30,14813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV56,625$2.82M<0.01%-5,23613F-HRTimeline
Gladstone Institutional Advisory LLC48,027$2.39M0.09%-12,19213F-HRTimeline
HighTower Advisors, LLC42,571$2.12M<0.01%+2,94613F-HRTimeline
WT Wealth Management40,501$2.01M0.58%+1,14613F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC40,444$2.01M0.19%-1,78013F-HRTimelineGroup
Mutual Advisors, LLC40,377$2.01M0.04%-10,33313F-HRTimeline
Owen LaRue, LLC38,527$1.92M0.75%+9,43913F-HRTimeline
CWM, LLCin group CWM, LLC35,023$1.74M0.01%+13,01213F-HRTimelineGroup
Claro Advisors Inc.31,573$1.57M0.23%+13,04513F-HRTimeline
Camarda Financial Advisors, LLC28,586$1.42M0.52%-34213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.27,706$1.38M<0.01%-1,00913F-HRTimelineGroup
Impact Partnership Wealth, LLC27,624$1.37M0.2%+15,12713F-HRTimeline
Dynamic Advisor Solutions LLC27,322$1.36M0.04%-1,11013F-HRTimeline
Latitude Advisors, LLC23,124$1.15M0.52%-4,09013F-HRTimeline
Cannon Advisors, Inc.22,332$1.11M0.75%-2,29413F-HRTimeline
Ashton Thomas Private Wealth, LLC19,807$985K0.03%013F-HRTimeline
Private Advisor Group, LLC19,797$984K<0.01%+4,25013F-HRTimeline
Tactive Advisors, LLC19,230$956K0.27%-4,94913F-HRTimeline
CoreCap Advisors, LLC18,482$919K0.03%+78713F-HRTimeline
Paladin Wealth, LLC18,050$898K0.65%+22413F-HRTimeline
Brown Financial Advisors17,917$891K0.33%+95213F-HRTimeline
Belpointe Asset Management LLC17,311$861K0.03%-8013F-HRTimeline
Heck Capital Advisors, LLC15,387$765K0.06%+1,79313F-HRTimeline
NAPA WEALTH MANAGEMENT14,002$696K0.33%-12,98713F-HRTimeline
Savvy Advisors, Inc.13,777$685K0.03%new13F-HRTimeline
Madison Wealth Partners, Inc13,477$670K0.13%-4813F-HRTimeline
Empire Financial Management Company, LLC13,079$650K0.15%+1,18513F-HRTimeline
RPS ADVISORY SOLUTIONS LLC13,019$647K0.32%+8,51813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,748$634K<0.01%+3,81313F-HRTimelineGroup
Allworth Financial LP11,564$575K<0.01%-6913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,459$570K<0.01%-61213F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.10,935$544K0.03%+60113F-HRTimelineGroup
OLD MISSION CAPITAL LLC10,663$530K0.02%-19,66313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,431$519K<0.01%+12413F-HRTimelineGroup
ONE PLUS ONE WEALTH MANAGEMENT, LLC9,709$483K0.23%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,436$469K0.04%-48513F-HRTimeline
Carter Financial Group, INC.9,401$467K0.28%-16113F-HRTimeline
Farther Finance Advisors, LLC8,553$425K0.01%+6,12513F-HRTimeline
Berger Financial Group, Inc8,322$414K0.02%+4,25813F-HRTimeline
Mattson Financial Services, LLC7,832$389K0.09%+61113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,807$388K0.01%-40613F-HRTimeline
Cherry Creek Investment Advisors, Inc.7,625$379K0.16%+2,33813F-HRTimeline
Comprehensive Money Management Services…6,935$345K0.24%new13F-HRTimeline
Krilogy Financial LLC6,709$334K0.01%new13F-HRTimeline
A4 Wealth Advisors LLC6,657$331K0.28%13F-HRTimeline
Moloney Securities Asset Management, LLC6,375$317K0.04%new13F-HRTimeline
Waverly Advisors, LLC6,239$310K<0.01%-1,49513F-HRTimeline
Secure Asset Management, LLC6,125$304K0.05%+2,00813F-HRTimeline
PMV Capital Advisers, LLC5,752$286K0.56%-2,41813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,682$283K0.02%-1,61213F-HRTimeline
LANARK FINANCIAL, INC.5,271$262K0.02%+1113F-HRTimeline
Global Retirement Partners, LLC5,171$257K0.01%-20313F-HRTimeline
Clearstead Advisors, LLC5,154$256K<0.01%-2,03313F-HRTimeline
United Capital Management of KS, Inc.5,058$251K0.03%+6713F-HRTimeline
IHT Wealth Management, LLC5,000$249K0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,000$99.4K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…853$42.4K<0.01%-1,10313F-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, LLC567$28K<0.01%+2213F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.410$20.4K0.01%013F-HRTimeline
Larson Financial Group LLC332$16.5K<0.01%+413F-HRTimeline
Abich Financial Wealth Management LLC290$14.4K0.01%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY121$6.02K<0.01%+12013F-HR/ATimelineGroup
Parallel Advisors, LLC117$5.82K<0.01%-18913F-HRTimeline
AE Wealth Management LLC80$3.98K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…58$2.88K<0.01%+5613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$25<0.01%new13F-HRTimelineGroup
New Millennium Group LLC0$20<0.01%-113F-HRTimelineAmount filed as zero, left out of ratios.