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Disclosery

CSHI NEOS ETF TRUST

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NEOS ENH INC 1-3 (fund)

116 managers (116 13F filers) reported a position in CSHI shares at 2026-03-31, 7,893,653 shares in all. 18 filers opened a position and 8 filers sold out during the quarter.

Managers
116
13F filers
116
New
18
Added
56
Reduced
34
Sold out
8
Shares held by filers
7,893,653

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 Inc691,026$34.4M7.44%+4,16613F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC510,390$25.4M0.39%+28,87213F-HRTimelineGroup
LPL Financial LLC417,972$20.8M0.01%+93,00213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC394,198$19.6M0.03%+11,22313F-HRTimeline
Arkadios Wealth Advisors344,159$17.1M0.28%+70913F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC336,587$16.8M4.54%-44,12013F-HRTimeline
Retirement Planning Group, LLC288,073$14.3M0.44%+43,11313F-HRTimeline
Owen LaRue, LLC280,248$14M5.35%+213,93913F-HRTimeline
MADDEN SECURITIES Corp260,062$12.9M3.89%+4,03213F-HRTimeline
New England Private Wealth Advisors LLC239,707$11.9M1.38%+183,77613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.185,182$9.22M0.1%+22,28213F-HRTimelineGroup
Able Wealth Management LLC179,379$8.93M2.39%+50,13413F-HRTimeline
Gainplan LLC176,506$8.79M6.59%-7,31113F-HRTimeline
Grantvest Financial Group LLC175,858$8.75M5.67%+6613F-HRTimeline
Summit Financial, LLC173,510$8.64M0.11%+37,35413F-HRTimeline
Compound Planning, Inc.171,930$8.56M0.26%+14,61413F-HRTimeline
Precision Wealth Strategies, LLC170,897$8.51M2.82%+45,05113F-HRTimeline
UBS Group AGin group UBS Group AG160,683$8M<0.01%+160,67713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC147,739$7.35M0.02%+2,18513F-HRTimeline
Integrated Wealth Concepts LLC139,029$6.92M0.06%-3,21413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC132,920$6.62M0.15%+110,54913F-HR/ATimeline
Independent Wealth Advisors LLC128,243$6.38M6.27%+39,01713F-HRTimeline
Capital Investment Advisory Services, L…124,933$6.22M0.45%-10,28213F-HRTimeline
NewEdge Advisors, LLC113,164$5.63M0.02%-18,73213F-HR/ATimeline
FSA Advisors, Inc.106,020$5.28M3.48%-4,24313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP92,140$4.59M<0.01%+30,07813F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC91,442$4.55M0.07%+58,94713F-HRTimelineGroup
Gladstone Institutional Advisory LLC77,581$3.86M0.14%-8,41913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC71,476$3.56M0.24%+7,61313F-HRTimeline
Claro Advisors Inc.63,096$3.14M0.38%-23,90413F-HRTimeline
Mutual Advisors, LLC56,909$2.83M0.06%+14,11013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …56,814$2.83M0.05%+1,82113F-HRTimelineGroup
Private Advisor Group, LLC55,485$2.76M0.01%+10,14513F-HRTimeline
CWM, LLCin group CWM, LLC51,369$2.56M0.01%+12,09713F-HRTimelineGroup
Farther Finance Advisors, LLC50,973$2.54M0.02%+10,97613F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC48,576$2.42M0.2%-1,43613F-HRTimelineGroup
True North Advisors, LLC45,287$2.25M0.26%new13F-HRTimeline
HighTower Advisors, LLC41,229$2.05M<0.01%+2,87213F-HRTimeline
Global View Capital Management LLC40,177$2M0.53%-43913F-HRTimeline
Arax Advisory Partners39,581$1.97M0.06%-62,55913F-HRTimeline
WT Wealth Management39,319$1.96M0.58%-2,44913F-HRTimeline
Bright Futures Wealth Management, LLC.37,422$1.86M1.28%-34,65613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC35,235$1.75M<0.01%+28,17013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV35,137$1.75M<0.01%-2,28013F-HRTimeline
Impact Partnership Wealth, LLC34,827$1.73M0.21%+5,07313F-HRTimeline
Prospera Financial Services Inc33,072$1.65M0.03%+16,01413F-HRTimeline
RiverTree Advisors, LLC31,883$1.59M1.01%-3,01813F-HRTimeline
Mason & Associates Inc29,852$1.48M0.29%-5,57813F-HRTimeline
Dynamic Advisor Solutions LLC28,540$1.42M0.04%+38713F-HRTimeline
Camarda Financial Advisors, LLC27,578$1.37M0.72%+3413F-HRTimeline
Belpointe Asset Management LLC23,679$1.18M0.04%+1,93513F-HRTimeline
CoreCap Advisors, LLC23,377$1.16M0.04%+2,38113F-HRTimeline
Heck Capital Advisors, LLC23,356$1.16M0.09%-74413F-HRTimeline
ARQ WEALTH ADVISORS, LLC23,174$1.15M0.21%new13F-HRTimeline
Unique Wealth Strategies, LLC22,479$1.12M0.46%new13F-HRTimeline
Cherry Creek Investment Advisors, Inc.22,056$1.1M0.48%+6,58913F-HRTimeline
Orion Porfolio Solutions, LLC21,880$1.09M0.01%-12,11413F-HRTimeline
Latitude Advisors, LLC20,520$1.02M0.47%-65313F-HRTimeline
Cannon Advisors, Inc.20,139$1M0.74%+2,61413F-HRTimeline
Ashton Thomas Private Wealth, LLC20,106$1M0.02%-2,31913F-HRTimeline
Paladin Wealth, LLC18,596$926K0.64%+55213F-HRTimeline
Valmark Advisers, Inc.17,831$888K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,258$858K<0.01%new13F-HR/ATimelineGroup
Brown Financial Advisors16,787$836K0.32%-71113F-HRTimeline
High Net Worth Advisory Group LLC15,800$787K0.18%+3,30013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC15,600$777K<0.01%+1,22513F-HRTimelineGroup
Brookwood Investment Group LLC15,206$757K0.1%new13F-HRTimeline
Balboa Wealth Partners15,011$747K0.13%new13F-HRTimeline
Empire Financial Management Company, LLC14,498$722K0.16%+1,57513F-HRTimeline
Comprehensive Money Management Services…13,710$682K0.45%+2,20013F-HRTimeline
Gateway Wealth Partners, LLC12,868$641K0.02%new13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC11,264$561K0.12%new13F-HRTimeline
Allworth Financial LP11,002$548K<0.01%+2913F-HRTimeline
Madison Wealth Partners, Inc10,894$542K0.09%-1,03713F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.10,759$536K0.03%+3,63413F-HRTimelineGroup
Cambridge Investment Research Advisors,…10,409$518K<0.01%-4,49013F-HRTimeline
Cetera Investment Advisers10,395$517K<0.01%new13F-HRTimeline
Carter Financial Group, INC.10,159$506K0.31%+72713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,016$499K<0.01%-9,23213F-HRTimelineGroup
Mattson Financial Services, LLC9,401$468K0.11%+55013F-HRTimeline
Berger Financial Group, Inc9,080$452K0.03%-63513F-HRTimeline
Clearstead Advisors, LLC9,034$450K<0.01%+4,11313F-HRTimeline
Redhawk Wealth Advisors, Inc.8,765$436K0.05%-48313F-HRTimeline
Occidental Asset Management, LLC8,536$425K0.05%new13F-HRTimeline
Tactive Advisors, LLC8,409$419K0.12%-10,85813F-HRTimeline
Mariner, LLCin group Mariner, LLC8,227$410K<0.01%-1,90513F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC6,866$342K0.02%-76013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,740$336K0.02%-14,83513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,582$328K0.02%+90013F-HRTimeline
Savvy Advisors, Inc.6,099$304K0.01%-79013F-HRTimeline
IFP Advisors, Inc5,960$297K0.01%new13F-HRTimeline
Krilogy Financial LLC5,774$287K0.01%+30713F-HRTimeline
Invst, LLC5,607$279K0.03%new13F-HRTimeline
LANARK FINANCIAL, INC.5,509$274K0.02%+36913F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC5,345$266K<0.01%+5413F-HRTimelineGroup
RPS ADVISORY SOLUTIONS LLC5,062$252K0.14%-14,63513F-HRTimeline
S&A Financial Services, Inc.4,936$246K0.17%13F-HRTimeline
PMV Capital Advisers, LLC4,574$228K0.38%-1,33813F-HRTimeline
Ausdal Financial Partners, Inc.4,360$217K0.01%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,030$201K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,100$105K<0.01%+17513F-HRTimeline
PRIVATE TRUST CO NA2,000$99.6K0.01%013F-HRTimeline
MATHER GROUP, LLC.1,913$95.2K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC1,225$61K<0.01%new13F-HRTimeline
Triumph Capital Management1,000$49.8K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY929$46.3K<0.01%-10313F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV800$39.8K<0.01%+20013F-HRTimeline
Jackson Hole Capital Partners, LLC638$31.8K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC559$28K<0.01%+113F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.410$20.4K0.01%013F-HRTimeline
Larson Financial Group LLC340$16.9K<0.01%+413F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…298$14.8K0.01%+27813F-HRTimelineGroup
Parallel Advisors, LLC122$6.07K<0.01%013F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA105$5K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC73$3.63K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$25<0.01%013F-HR/ATimelineGroup