Neos Enhanced Income 1-3 MonCSHIETF
13F holders, Q1 2024 (March 31)51holders
$49.80avg. 13F price*
At the end of Q1 2024, 51 institutions reported holding Neos Enhanced Income 1-3 Mon (CSHI) in their 13F filings. The largest holders were Atticus Wealth Management, LLC ($29.4M), Mercer Global Advisors Inc. ($18.7M) and WT Wealth Management ($12.4M).
- Company
- Neos Enhanced Income 1-3 Mon
- Filed as
- NEOS ETF TRUST (Q1 2024)
- CUSIP
- 78433H501
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $24.0M |
| Exits | 3 | $771K |
Ownership 51 holders
| Atticus Wealth Management, LLC | 9.62% | Add +12.3% | 590,845 | $29.4M |
| Mercer Global Advisors Inc. | 0.05% | New | 375,194 | $18.7M |
| WT Wealth Management | 4.42% | Add +3.3% | 248,447 | $12.4M |
| Osaic Holdings, Inc. | 0.03% | Reduce -1.8% | 228,220 | $11.4M |
| LPL Financial LLC | 0.00% | Add +130.4% | 145,473 | $7.2M |
| Precision Wealth Strategies, LLC | 6.74% | Reduce -60.1% | 143,097 | $7.1M |
| Axxcess Wealth Management, LLC | 0.17% | Add +65.6% | 119,791 | $6.0M |
| Worth Asset Management, LLC | 3.55% | Add +375.6% | 115,827 | $5.8M |
| Camarda Financial Advisors, LLC | 2.31% | Add +19.4% | 114,600 | $5.7M |
| MML Investors Services, LLC | 0.02% | Add +535.5% | 106,158 | $5.3M |
| Great Lakes Retirement, Inc. | 0.72% | Add +52.7% | 97,926 | $4.9M |
| Compound Planning, Inc. | 0.32% | Add +49.0% | 70,260 | $3.5M |
| Gradient Investments LLC | 0.08% | Reduce -4.5% | 68,592 | $3.4M |
| Latitude Advisors, LLC | 1.95% | Add +156.2% | 62,505 | $3.1M |
| Gainplan LLC | 1.30% | Add +27.4% | 54,138 | $2.7M |
| Independent Wealth Network Inc. | 1.07% | New | 45,536 | $2.3M |
| Jane Street Group, LLC | 0.00% | Add +60.4% | 43,533 | $2.2M |
| Retirement Planning Group, LLC | 0.15% | New | 39,998 | $2.0M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +0.4% | 33,017 | $1.6M |
| NFSG Corp | 0.60% | Add +20.7% | 27,813 | $1.4M |
| Madison Wealth Partners, Inc | 0.47% | Reduce -16.8% | 26,186 | $1.3M |
| Capital Investment Advisory Services, LLC | 0.14% | Add +108.2% | 25,669 | $1.3M |
| Capital Insight Partners, LLC | 0.23% | Add +3.9% | 24,387 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Add +10.1% | 20,759 | $1.0M |
| Mgo One Seven LLC | 0.05% | Add +21.7% | 19,149 | $954K |
| Stifel Financial Corp. | 0.00% | Add +20.0% | 16,758 | $835K |
| GTS Securities LLC | 0.02% | New | 13,227 | $659K |
| Flow Traders U.S. LLC | 0.03% | Reduce -83.8% | 12,065 | $601K |
| Empire Financial Management Company, LLC | 0.19% | Add +22.9% | 11,565 | $576K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -75.5% | 9,895 | $493K |
| Claro Advisors Inc. | 0.08% | Reduce -22.3% | 9,303 | $463K |
| Aptus Capital Advisors, LLC | 0.01% | New | 8,870 | $442K |
| Tactive Advisors, LLC | 0.23% | Add +30.3% | 8,597 | $428K |
| Moloney Securities Asset Management, LLC | 0.06% | No change | 8,205 | $409K |
| Derbend Asset Management | 0.18% | Add +66.5% | 7,509 | $374K |
| Silver Oak Securities, Incorporated | 0.05% | Reduce -42.4% | 7,004 | $349K |
| Secure Asset Management, LLC | 0.08% | Add +4.9% | 6,566 | $327K |
| Janney Montgomery Scott LLC | 0.00% | Add +4.4% | 5,980 | $298K |
| Heck Capital Advisors, LLC | 0.05% | Add +12.4% | 5,933 | $295K |
| Delta Investment Management, LLC | 0.06% | Reduce -21.6% | 5,625 | $280K |
| Global Retirement Partners, LLC | 0.01% | Add +9.3% | 5,404 | $269K |
| Fiduciary Group, LLC | 0.03% | Reduce -2.9% | 4,776 | $238K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -94.0% | 4,529 | $226K |
| Creative Financial Designs Inc. | 0.00% | No change | 600 | $30K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +8100.0% | 410 | $20K |
| Larson Financial Group LLC | 0.00% | Add +1.3% | 306 | $15K |
| Castleview Partners, LLC | 0.01% | Reduce -92.7% | 226 | $11K |
| Penserra Capital Management LLC | 0.00% | Add +4.0% | 154 | $7K |
| Parallel Advisors, LLC | 0.00% | No change | 20 | $996 |
| AdvisorNet Financial, Inc | 0.00% | No change | 10 | $498 |
| Morgan Stanley | 0.00% | No change | 1 | $57 |
"% of holder's portfolio" is CSHI's weight in each manager's 13F, not the share of Neos Enhanced Income 1-3 Mon the manager owns.