Neos Enhanced Income 1-3 MonCSHIETF
13F holders, Q4 2024 (December 31)79holders +12
16new positions
7sold out
$49.82avg. 13F price*
At the end of Q4 2024, 79 institutions reported holding Neos Enhanced Income 1-3 Mon (CSHI) in their 13F filings, up 12 from Q3 2024. 16 opened new positions and 7 sold out. The largest holders were Richard P Slaughter Associates Inc ($36.8M), Napa Wealth Management ($27.2M) and Gradient Investments LLC ($26.4M).
- Company
- Neos Enhanced Income 1-3 Mon
- Filed as
- NEOS ETF TRUST (Q4 2024)
- CUSIP
- 78433H501
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $7.1M |
| Exits | 7 | $3.0M |
All 13F filers, Q3 2024 → Q4 2024: 885,473 shares bought and 1,015,180 shares sold, net −129,707 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| Richard P Slaughter Associates Inc | 8.24% | Add +65.9% | 738,131 | $36.8M |
| Napa Wealth Management | 11.75% | Reduce -40.6% | 545,791 | $27.2M |
| Gradient Investments LLC | 0.53% | Add +30.2% | 529,257 | $26.4M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -0.3% | 445,133 | $22.2M |
| Retirement Planning Group, LLC | 1.01% | Reduce -48.5% | 403,981 | $20.1M |
| Atticus Wealth Management, LLC | 6.19% | Reduce -0.1% | 399,747 | $19.9M |
| Osaic Holdings, Inc. | 0.03% | Reduce -11.8% | 253,551 | $12.6M |
| LPL Financial LLC | 0.00% | Add +21.6% | 169,479 | $8.4M |
| MML Investors Services, LLC | 0.03% | Add +42.1% | 167,352 | $8.3M |
| Integrated Wealth Concepts LLC | 0.07% | Add +199.0% | 127,076 | $6.3M |
| Gainplan LLC | 2.29% | Add +78.6% | 121,041 | $6.0M |
| Precision Wealth Strategies, LLC | 4.16% | Add +52.9% | 108,033 | $5.4M |
| Compound Planning, Inc. | 0.26% | Add +9.8% | 102,054 | $5.1M |
| Gladstone Institutional Advisory LLC | 0.20% | Reduce -4.7% | 88,305 | $4.4M |
| WT Wealth Management | 1.38% | Reduce -3.1% | 88,222 | $4.4M |
| Camarda Financial Advisors, LLC | 1.36% | Add +19.3% | 72,865 | $3.6M |
| Grantvest Financial Group LLC | 3.81% | — | 68,553 | $3.4M |
| Stifel Financial Corp. | 0.00% | Add +20.2% | 63,502 | $3.2M |
| Capital Investment Advisory Services, LLC | 0.26% | Add +20.8% | 53,508 | $2.7M |
| Worth Asset Management, LLC | 1.36% | Reduce -48.0% | 51,172 | $2.5M |
| Global View Capital Management LLC | 0.86% | — | 49,064 | $2.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -38.0% | 41,874 | $2.1M |
| Dynamic Advisor Solutions LLC | 0.07% | Reduce -0.3% | 32,731 | $1.6M |
| Latitude Advisors, LLC | 0.91% | Reduce -31.5% | 32,413 | $1.6M |
| Cannon Advisors, Inc. | 1.30% | Reduce -16.2% | 30,667 | $1.5M |
| Madison Wealth Partners, Inc | 0.41% | Reduce -7.5% | 29,572 | $1.5M |
| HighTower Advisors, LLC | 0.00% | New | 29,560 | $1.5M |
| Flow Traders U.S. LLC | 0.05% | Add +44.8% | 26,288 | $1.3M |
| PMV Capital Advisers, LLC | 3.49% | — | 25,996 | $1.3M |
| Inspire Advisors, LLC | 0.16% | New | 25,792 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -0.2% | 25,394 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -0.2% | 25,394 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +9.0% | 24,374 | $1.2M |
| Paladin Wealth, LLC | 1.04% | Add +44.1% | 24,118 | $1.2M |
| Brown Financial Advisors | 0.46% | Reduce -2.2% | 22,861 | $1.1M |
| Independent Financial Group, LLC | 0.04% | New | 21,500 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +3.6% | 20,965 | $1.0M |
| Capital Insight Partners, LLC | 0.17% | Reduce -5.5% | 19,751 | $984K |
| Mgo One Seven LLC | 0.03% | Add +9.2% | 17,736 | $884K |
| Envestnet Asset Management Inc. | 0.00% | Add +106.3% | 16,595 | $827K |
| Belpointe Asset Management LLC | 0.04% | Reduce -4.3% | 14,960 | $745K |
| Heck Capital Advisors, LLC | 0.07% | Add +25.3% | 11,450 | $570K |
| Empire Financial Management Company, LLC | 0.16% | Reduce -46.0% | 10,481 | $522K |
| Allworth Financial LP | 0.00% | New | 10,307 | $513K |
| RPS Advisory Solutions LLC | 0.31% | New | 9,909 | $494K |
| Silver Oak Securities, Incorporated | 0.05% | Reduce -13.4% | 9,866 | $492K |
| Claro Advisors Inc. | 0.06% | Reduce -59.7% | 8,800 | $438K |
| Mutual Advisors, LLC | 0.01% | New | 8,286 | $414K |
| Waverly Advisors, LLC | 0.01% | No change | 7,641 | $381K |
| Mattson Financial Services, LLC | 0.12% | Reduce -5.5% | 7,643 | $381K |
| First Trust Advisors LP | 0.00% | New | 7,392 | $368K |
| Bright Futures Wealth Management, LLC. | 0.28% | New | 6,366 | $317K |
| D.A. Davidson & Co. | 0.00% | New | 6,301 | $314K |
| Spire Wealth Management | 0.01% | New | 6,131 | $305K |
| Secure Asset Management, LLC | 0.05% | Add +0.1% | 5,986 | $298K |
| Global Retirement Partners, LLC | 0.01% | Add +9.5% | 5,851 | $292K |
| Commonwealth Equity Services, LLC | 0.00% | New | 5,686 | $283K |
| International Assets Investment Management, LLC | 0.02% | Reduce -55.0% | 5,505 | $274K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.5% | 5,449 | $271K |
| Jane Street Group, LLC | 0.00% | Reduce -80.1% | 5,340 | $266K |
| Great Lakes Retirement, Inc. | 0.03% | Reduce -18.1% | 4,692 | $234K |
| Delta Investment Management, LLC | 0.04% | Reduce -6.2% | 4,309 | $215K |
| Cherry Creek Investment Advisors, Inc. | 0.11% | New | 4,307 | $215K |
| MGB Wealth Management, LLC | 0.02% | No change | 1,500 | $75K |
| Ridgewood Investments LLC | 0.02% | No change | 900 | $45K |
| CIBC Private Wealth Group LLC | 0.00% | New | 720 | $36K |
| 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% | 319 | $16K |
| AE Wealth Management LLC | 0.00% | New | 274 | $14K |
| Legacy Investment Solutions, LLC | 0.00% | Reduce -31.7% | 125 | $6K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -31.7% | 125 | $6K |
| Parallel Advisors, LLC | 0.00% | Add +454.6% | 122 | $6K |
| UBS Group AG | 0.00% | Reduce -98.0% | 111 | $6K |
| Bank of America Corp. | 0.00% | New | 56 | $3K |
| Decker Retirement Planning Inc. | 0.00% | — | 11 | $548 |
| Coppell Advisory Solutions LLC | 0.00% | New | 11 | $548 |
| FMR LLC | 0.00% | Add +33.3% | 4 | $199 |
| Morgan Stanley | 0.00% | Reduce -97.8% | 2 | $100 |
"% 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.