Neos Enhanced Income 1-3 MonCSHIETF
13F holders, Q2 2024 (June 30)64holders +13
17new positions
5sold out
1famous investor
$45.76avg. 13F price*
At the end of Q2 2024, 64 institutions reported holding Neos Enhanced Income 1-3 Mon (CSHI) in their 13F filings, up 13 from Q1 2024. 17 opened new positions and 5 sold out. The largest holders were Retirement Planning Group, LLC ($65.6M), Atticus Wealth Management, LLC ($33.7M) and Gradient Investments LLC ($19.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Neos Enhanced Income 1-3 Mon
- Filed as
- NEOS ETF TRUST (Q2 2024)
- CUSIP
- 78433H501
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $10.3M |
| Exits | 5 | $3.2M |
All 13F filers, Q1 2024 → Q2 2024: 2,208,875 shares bought and 400,629 shares sold, net +1,808,246 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| Retirement Planning Group, LLC | 4.17% | Add +3197.8% | 1,319,070 | $65.6M |
| Atticus Wealth Management, LLC | 11.02% | Add +14.7% | 677,537 | $33.7M |
| Gradient Investments LLC | 0.45% | Add +483.4% | 400,185 | $19.9M |
| Osaic Holdings, Inc. | 0.04% | Add +33.6% | 304,830 | $15.2M |
| WT Wealth Management | 3.81% | Reduce -9.6% | 224,620 | $11.2M |
| LPL Financial LLC | 0.01% | Add +42.0% | 206,620 | $10.3M |
| Great Lakes Retirement, Inc. | 1.03% | Add +54.6% | 151,391 | $7.5M |
| MML Investors Services, LLC | 0.02% | Reduce -17.3% | 87,839 | $4.4M |
| Compound Planning, Inc. | 0.29% | Add +11.4% | 78,281 | $3.9M |
| Precision Wealth Strategies, LLC | 4.00% | Reduce -45.6% | 77,767 | $3.9M |
| Blue Investment Partners LLC | 1.64% | New | 72,515 | $3.6M |
| Gainplan LLC | 1.63% | Add +25.2% | 67,758 | $3.4M |
| Axxcess Wealth Management, LLC | 0.08% | Reduce -50.1% | 59,751 | $3.0M |
| Camarda Financial Advisors, LLC | 1.16% | Reduce -48.1% | 59,415 | $3.0M |
| Worth Asset Management, LLC | 1.72% | Reduce -49.6% | 58,314 | $2.9M |
| Latitude Advisors, LLC | 1.62% | Reduce -14.9% | 53,189 | $2.6M |
| Stifel Financial Corp. | 0.00% | Add +179.8% | 46,895 | $2.3M |
| Madison Wealth Partners, Inc | 0.64% | Add +42.4% | 37,292 | $1.9M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +1.0% | 33,347 | $1.7M |
| Capital Investment Advisory Services, LLC | 0.17% | Add +26.8% | 32,548 | $1.6M |
| NFSG Corp | 0.54% | Add +5.2% | 29,256 | $1.5M |
| Gladstone Institutional Advisory LLC | 0.07% | New | 27,032 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +21.8% | 25,288 | $1.3M |
| Flow Traders U.S. LLC | 0.06% | Add +85.7% | 22,408 | $1.1M |
| Brown Financial Advisors | 0.50% | — | 22,358 | $1.1M |
| Capital Insight Partners, LLC | 0.19% | Reduce -15.3% | 20,650 | $1.0M |
| Mgo One Seven LLC | 0.05% | Add +3.1% | 19,744 | $982K |
| Leavell Investment Management, Inc. | 0.04% | New | 15,333 | $763K |
| Belpointe Asset Management LLC | 0.05% | New | 14,940 | $743K |
| World Equity Group, Inc. | 0.21% | New | 14,335 | $713K |
| Atria Investments, Inc | 0.01% | New | 14,335 | $713K |
| Empire Financial Management Company, LLC | 0.22% | Add +15.2% | 13,325 | $663K |
| Claro Advisors Inc. | 0.10% | Add +35.2% | 12,576 | $626K |
| Old Mission Capital LLC | 0.01% | New | 10,224 | $509K |
| Mercer Global Advisors Inc. | 0.00% | Add +5.5% | 395,666 | $413K |
| Moloney Securities Asset Management, LLC | 0.06% | Add +0.0% | 8,206 | $408K |
| Mattson Financial Services, LLC | 0.14% | — | 8,114 | $404K |
| Envestnet Asset Management Inc. | 0.00% | New | 8,095 | $403K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -10.3% | 7,960 | $396K |
| Waverly Advisors, LLC | 0.01% | New | 7,641 | $380K |
| Richard P Slaughter Associates Inc | 0.09% | New | 7,598 | $378K |
| Silver Oak Securities, Incorporated | 0.05% | No change | 7,004 | $349K |
| Jane Street Group, LLC | 0.00% | Reduce -84.2% | 6,869 | $342K |
| Heck Capital Advisors, LLC | 0.04% | Add +10.1% | 6,529 | $325K |
| Secure Asset Management, LLC | 0.06% | Reduce -4.5% | 6,273 | $312K |
| IHT Wealth Management, LLC | 0.01% | New | 6,000 | $299K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -40.9% | 5,847 | $291K |
| Delta Investment Management, LLC | 0.06% | Reduce -4.8% | 5,355 | $266K |
| Global Retirement Partners, LLC | 0.01% | Reduce -2.2% | 5,285 | $263K |
| Citadel Advisors | 0.00% | New | 4,804 | $239K |
| Fiduciary Group, LLC | 0.02% | Reduce -4.4% | 4,565 | $227K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.5% | 4,461 | $222K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,606 | $80K |
| MGB Wealth Management, LLC | 0.03% | New | 1,500 | $75K |
| Ridgewood Investments LLC | 0.02% | New | 900 | $45K |
| Creative Financial Designs Inc. | 0.00% | No change | 600 | $30K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 410 | $20K |
| Larson Financial Group LLC | 0.00% | Add +1.3% | 310 | $15K |
| Harbour Investments, Inc. | 0.00% | New | 252 | $13K |
| Castleview Partners, LLC | 0.01% | Reduce -11.1% | 201 | $10K |
| Penserra Capital Management LLC | 0.00% | Add +3.3% | 159 | $8K |
| JPMorgan Chase & Co. | 0.00% | New | 70 | $3K |
| Parallel Advisors, LLC | 0.00% | Add +10.0% | 22 | $1K |
| Coppell Advisory Solutions LLC | 0.00% | — | 13 | $647 |
"% 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.