Neos Enhanced Income 1-3 MonCSHIETF
13F holders, Q1 2025 (March 31)84holders +5
22new positions
16sold out
1famous investor
$49.64avg. 13F price*
At the end of Q1 2025, 84 institutions reported holding Neos Enhanced Income 1-3 Mon (CSHI) in their 13F filings, up 5 from Q4 2024. 22 opened new positions and 16 sold out. The largest holders were Richard P Slaughter Associates Inc ($29.1M), Gradient Investments LLC ($21.5M) and Atticus Wealth Management, LLC ($18.6M). 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 (Q1 2025)
- CUSIP
- 78433H501
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $19.7M |
| Exits | 16 | $7.6M |
All 13F filers, Q4 2024 → Q1 2025: 921,421 shares bought and 1,473,523 shares sold, net −552,102 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 84 holders
| Richard P Slaughter Associates Inc | 6.81% | Reduce -20.4% | 587,252 | $29.1M |
| Gradient Investments LLC | 0.43% | Reduce -18.3% | 432,585 | $21.5M |
| Atticus Wealth Management, LLC | 6.08% | Reduce -6.1% | 375,431 | $18.6M |
| LPL Financial LLC | 0.01% | Add +88.6% | 319,670 | $15.9M |
| Retirement Planning Group, LLC | 0.62% | Reduce -33.8% | 267,473 | $13.3M |
| Osaic Holdings, Inc. | 0.03% | Reduce -2.7% | 246,751 | $12.2M |
| MML Investors Services, LLC | 0.03% | Add +4.0% | 174,051 | $8.6M |
| Gainplan LLC | 5.32% | Add +36.0% | 164,632 | $8.2M |
| Napa Wealth Management | 4.32% | Reduce -71.6% | 154,771 | $7.7M |
| Integrated Wealth Concepts LLC | 0.08% | Add +11.8% | 142,028 | $7.0M |
| Grantvest Financial Group LLC | 5.50% | Add +99.2% | 136,588 | $6.8M |
| Stratos Wealth Partners, LTD. | 0.09% | New | 118,484 | $5.9M |
| Compound Planning, Inc. | 0.26% | Add +11.5% | 113,748 | $5.6M |
| Old Mission Capital LLC | 0.10% | New | 108,871 | $5.4M |
| Worth Asset Management, LLC | 2.91% | Add +109.8% | 107,349 | $5.3M |
| Capital Investment Advisory Services, LLC | 0.47% | Add +96.4% | 105,079 | $5.2M |
| Precision Wealth Strategies, LLC | 3.94% | Reduce -3.9% | 103,792 | $5.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -81.8% | 80,916 | $4.0M |
| Stifel Financial Corp. | 0.00% | Add +12.1% | 71,162 | $3.5M |
| Camarda Financial Advisors, LLC | 1.53% | Reduce -6.0% | 68,497 | $3.4M |
| Gladstone Institutional Advisory LLC | 0.13% | Reduce -35.4% | 57,009 | $2.8M |
| NewEdge Advisors, LLC | 0.02% | Add +161.2% | 54,764 | $2.7M |
| WT Wealth Management | 0.78% | Reduce -45.2% | 48,352 | $2.4M |
| Global View Capital Management LLC | 0.69% | Reduce -21.8% | 38,389 | $1.9M |
| Mutual Advisors, LLC | 0.05% | Add +339.2% | 36,389 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Add +22.9% | 36,324 | $1.8M |
| Inspire Advisors, LLC | 0.20% | Add +35.8% | 35,014 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +3.2% | 33,777 | $1.7M |
| Cannon Advisors, Inc. | 1.43% | Add +1.8% | 31,205 | $1.5M |
| Flow Traders U.S. LLC | 0.06% | Add +10.6% | 29,084 | $1.4M |
| Latitude Advisors, LLC | 0.83% | Reduce -10.9% | 28,888 | $1.4M |
| GWN Securities Inc. | 0.08% | New | 28,804 | $1.4M |
| Claro Advisors Inc. | 0.15% | Add +163.5% | 23,190 | $1.2M |
| Madison Wealth Partners, Inc | 0.27% | Reduce -26.8% | 21,637 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 20,364 | $1.0M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -20.6% | 19,362 | $961K |
| Paladin Wealth, LLC | 0.86% | Reduce -19.9% | 19,324 | $959K |
| Belpointe Asset Management LLC | 0.05% | Add +29.0% | 19,293 | $958K |
| Independent Financial Group, LLC | 0.03% | Reduce -11.5% | 19,033 | $945K |
| Brown Financial Advisors | 0.36% | Reduce -23.9% | 17,398 | $863K |
| FSA Advisors, Inc. | 0.65% | New | 15,824 | $825K |
| Owen LaRue, LLC | 0.38% | New | 15,325 | $761K |
| Citadel Advisors | 0.00% | New | 14,801 | $735K |
| Bright Futures Wealth Management, LLC. | 0.76% | Add +117.5% | 13,849 | $686K |
| Mgo One Seven LLC | 0.03% | Reduce -22.2% | 13,795 | $685K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -23.2% | 12,740 | $632K |
| RPS Advisory Solutions LLC | 0.44% | Add +26.6% | 12,545 | $623K |
| Empire Financial Management Company, LLC | 0.18% | Add +13.8% | 11,931 | $592K |
| Heck Capital Advisors, LLC | 0.06% | Reduce -1.1% | 11,328 | $562K |
| Equitable Holdings, Inc. | 0.01% | New | 11,307 | $561K |
| Allworth Financial LP | 0.00% | Add +9.7% | 11,310 | $560K |
| Silver Oak Securities, Incorporated | 0.05% | Add +1.9% | 10,050 | $499K |
| CoreCap Advisors, LLC | 0.02% | New | 9,870 | $490K |
| Essex Financial Services, Inc. | 0.03% | New | 9,739 | $483K |
| Susquehanna International Group, LLP | 0.00% | New | 8,948 | $444K |
| Waverly Advisors, LLC | 0.01% | Add +13.1% | 8,641 | $429K |
| PMV Capital Advisers, LLC | 1.00% | Reduce -68.0% | 8,315 | $413K |
| Mattson Financial Services, LLC | 0.11% | Reduce -2.9% | 7,422 | $368K |
| Clearstead Advisors, LLC | 0.01% | New | 7,167 | $356K |
| Lanark Financial, Inc. | 0.02% | — | 5,754 | $285K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 5,341 | $265K |
| United Capital Management of KS, Inc. | 0.05% | New | 5,125 | $254K |
| IHT Wealth Management, LLC | 0.01% | New | 5,101 | $253K |
| Secure Asset Management, LLC | 0.05% | Reduce -16.3% | 5,011 | $249K |
| Avior Wealth Management, LLC | 0.01% | New | 4,600 | $228K |
| First Trust Advisors LP | 0.00% | Reduce -40.6% | 4,387 | $218K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -23.8% | 4,332 | $215K |
| Cherry Creek Investment Advisors, Inc. | 0.11% | Reduce -4.5% | 4,114 | $204K |
| Private Trust Co. NA | 0.01% | New | 2,000 | $99K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 1,854 | $92K |
| Royal Bank of Canada | 0.00% | New | 1,545 | $77K |
| AdvisorNet Financial, Inc | 0.00% | New | 1,014 | $50K |
| Ridgewood Investments LLC | 0.02% | No change | 900 | $45K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 720 | $35K |
| 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% | 323 | $16K |
| Parallel Advisors, LLC | 0.00% | No change | 122 | $6K |
| AE Wealth Management LLC | 0.00% | Reduce -73.4% | 73 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -67.2% | 41 | $2K |
| Cornerstone Planning Group LLC | 0.00% | New | 15 | $742 |
| Morgan Stanley | 0.00% | Reduce -50.0% | 1 | $56 |
| FMR LLC | 0.00% | Reduce -75.0% | 1 | $50 |
| Sunbelt Securities, Inc. | 0.00% | New | 1 | $50 |
"% 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.