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Disclosery

CSHI NEOS ETF TRUST

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NEOS ENH INC 1-3 (fund)

108 managers (108 13F filers) reported a position in CSHI shares at 2025-12-31, 6,736,546 shares in all. 22 filers opened a position and 5 filers sold out during the quarter.

Managers
108
13F filers
108
New
22
Added
47
Reduced
30
Sold out
5
Shares held by filers
6,736,546

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 Inc686,860$34.2M7.16%+5,54513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC481,518$23.9M0.38%+19,02013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC382,975$19M0.03%+10,63413F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC380,707$18.9M4.68%+2,55313F-HRTimeline
Arkadios Wealth Advisors343,450$17.1M0.34%new13F-HRTimeline
LPL Financial LLC324,970$16.2M<0.01%+4,00513F-HRTimeline
MADDEN SECURITIES Corp256,030$12.7M3.88%+143,66513F-HRTimeline
Retirement Planning Group, LLC244,960$12.2M0.4%+7,01813F-HRTimeline
Gainplan LLC183,817$9.14M3.43%+3,96513F-HRTimeline
Grantvest Financial Group LLC175,792$8.74M5.6%+6,27113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.162,900$8.1M0.09%+3,14413F-HRTimelineGroup
Compound Planning, Inc.157,316$7.82M0.23%-2,10213F-HRTimeline
MML INVESTORS SERVICES, LLC145,554$7.24M0.02%+28,38913F-HRTimeline
Integrated Wealth Concepts LLC142,243$7.07M0.08%-1,41313F-HRTimeline
Summit Financial, LLC136,156$6.77M0.1%-3,76013F-HRTimeline
Capital Investment Advisory Services, L…135,215$6.72M0.48%new13F-HRTimeline
NewEdge Advisors, LLC131,896$6.56M0.02%+59,82913F-HRTimeline
Able Wealth Management LLC129,245$6.43M2.03%+15,03713F-HRTimeline
Precision Wealth Strategies, LLC125,846$6.26M2.03%+19,57913F-HRTimeline
FSA Advisors, Inc.110,263$5.48M3.82%+21,54713F-HRTimeline
Arax Advisory Partners102,140$5.05M0.15%+5,83313F-HRTimeline
Independent Wealth Advisors LLC89,226$4.44M4.63%13F-HRTimeline
Claro Advisors Inc.87,000$4.33M0.59%+55,42713F-HRTimeline
Gladstone Institutional Advisory LLC86,000$4.28M0.16%+37,97313F-HRTimeline
Bright Futures Wealth Management, LLC.72,078$3.58M2.65%+4,22613F-HRTimeline
Owen LaRue, LLC66,309$3.3M1.25%+27,78213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC63,863$3.18M0.21%new13F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP62,062$3.09M<0.01%-9,82713F-HRTimelineGroup
New England Private Wealth Advisors LLC55,931$2.78M0.35%new13F-HR/ATimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …54,993$2.73M0.05%-14,35513F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC50,012$2.49M0.23%+9,56813F-HRTimelineGroup
Private Advisor Group, LLC45,340$2.25M0.01%+25,54313F-HRTimeline
Mutual Advisors, LLC42,799$2.13M0.05%+2,42213F-HRTimeline
WT Wealth Management41,768$2.08M0.6%+1,26713F-HRTimeline
Global View Capital Management LLC40,616$2.02M0.38%-24,18713F-HRTimeline
Farther Finance Advisors, LLC39,997$1.99M0.02%+31,44413F-HRTimeline
CWM, LLCin group CWM, LLC39,272$1.95M0.01%+4,24913F-HRTimelineGroup
HighTower Advisors, LLC38,357$1.91M<0.01%-4,21413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV37,417$1.86M<0.01%-19,20813F-HRTimeline
Mason & Associates Inc35,430$1.76M0.33%new13F-HRTimeline
RiverTree Advisors, LLC34,901$1.74M1.11%new13F-HRTimeline
Orion Porfolio Solutions, LLC33,994$1.69M0.01%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC32,495$1.62M0.03%new13F-HRTimelineGroup
Impact Partnership Wealth, LLC29,754$1.48M0.19%+2,13013F-HRTimeline
Dynamic Advisor Solutions LLC28,153$1.4M0.04%+83113F-HRTimeline
Camarda Financial Advisors, LLC27,544$1.37M0.52%-1,04213F-HRTimeline
Heck Capital Advisors, LLC24,100$1.2M0.09%+8,71313F-HRTimeline
Ashton Thomas Private Wealth, LLC22,425$1.12M0.03%+2,61813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC22,371$1.11M0.02%+14,56413F-HRTimeline
Belpointe Asset Management LLC21,744$1.08M0.04%+4,43313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC21,575$1.07M0.08%new13F-HRTimeline
Latitude Advisors, LLC21,173$1.05M0.46%-1,95113F-HRTimeline
CoreCap Advisors, LLC20,996$1.04M0.04%+2,51413F-HRTimeline
RPS ADVISORY SOLUTIONS LLC19,697$980K0.46%+6,67813F-HRTimeline
Tactive Advisors, LLC19,267$958K0.28%+3713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,248$957K<0.01%-8,45813F-HRTimelineGroup
Paladin Wealth, LLC18,044$897K0.61%-613F-HRTimeline
Brown Financial Advisors17,498$870K0.32%-41913F-HRTimeline
Cannon Advisors, Inc.17,525$869K0.61%-4,80713F-HRTimeline
Prospera Financial Services Inc17,058$848K0.01%new13F-HRTimeline
Cherry Creek Investment Advisors, Inc.15,467$769K0.33%+7,84213F-HRTimeline
Cambridge Investment Research Advisors,…14,899$741K<0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,375$715K<0.01%+2,91613F-HRTimelineGroup
Empire Financial Management Company, LLC12,923$643K0.14%-15613F-HRTimeline
High Net Worth Advisory Group LLC12,500$622K0.14%new13F-HRTimeline
Madison Wealth Partners, Inc11,931$593K0.11%-1,54613F-HRTimeline
Global Retirement Partners, LLC11,724$583K0.01%+6,55313F-HRTimeline
Comprehensive Money Management Services…11,510$572K0.39%+4,57513F-HRTimeline
Allworth Financial LP10,973$546K<0.01%-59113F-HRTimeline
Mariner, LLCin group Mariner, LLC10,132$504K<0.01%new13F-HRTimelineGroup
Berger Financial Group, Inc9,715$483K0.03%+1,39313F-HRTimeline
Carter Financial Group, INC.9,432$469K0.28%+3113F-HRTimeline
Redhawk Wealth Advisors, Inc.9,248$460K0.05%new13F-HRTimeline
Mattson Financial Services, LLC8,851$440K0.1%+1,01913F-HRTimeline
OLD MISSION CAPITAL LLC8,089$402K0.02%-2,57413F-HRTimeline
Pure Financial Advisors, LLC7,690$382K0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,626$379K0.02%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,125$354K0.02%-3,81013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,065$351K<0.01%-5,68313F-HRTimelineGroup
Savvy Advisors, Inc.6,889$343K0.01%-6,88813F-HRTimeline
PMV Capital Advisers, LLC5,912$294K0.54%+16013F-HRTimeline
Golden Reserve Retirement LLC5,735$285K0.05%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,682$283K0.01%013F-HRTimeline
Krilogy Financial LLC5,467$271K0.01%-1,24213F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC5,291$263K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.5,140$256K0.02%-13113F-HRTimeline
Waverly Advisors, LLC5,038$251K<0.01%-1,20113F-HRTimeline
Clearstead Advisors, LLC4,921$245K<0.01%-23313F-HRTimeline
MGO ONE SEVEN LLC4,747$236K<0.01%new13F-HRTimeline
Vistica Wealth Advisors, LLC4,586$228K0.23%13F-HRTimeline
IHT Wealth Management, LLC4,500$224K0.01%-50013F-HRTimeline
A4 Wealth Advisors LLC4,037$201K0.17%-2,62013F-HRTimeline
PRIVATE TRUST CO NA2,000$99.5K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,925$95.7K<0.01%+1,07213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,032$51.3K<0.01%+91113F-HR/ATimelineGroup
Triumph Capital Management1,000$49.7K0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.720$35.8K<0.01%013F-HRTimelineGroup
Jackson Hole Capital Partners, LLC638$31.7K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV600$29.8K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC558$28K<0.01%-913F-HR/ATimelineGroup
DHJJ Financial Advisors, Ltd.410$20.4K0.01%013F-HRTimeline
Larson Financial Group LLC336$16.7K<0.01%+413F-HRTimeline
Parallel Advisors, LLC122$6.07K<0.01%+513F-HRTimeline
AE Wealth Management LLC73$3.63K<0.01%-713F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…20$995<0.01%-3813F-HRTimelineGroup
UBS Group AGin group UBS Group AG6$298<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$25<0.01%013F-HRTimelineGroup
New Millennium Group LLC0$21<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.