Neos Enhanced Income 1-3 MonCSHIETF
13F holders, Q2 2025 (June 30)94holders +10
15new positions
8sold out
1famous investor
$49.73avg. 13F price*
At the end of Q2 2025, 94 institutions reported holding Neos Enhanced Income 1-3 Mon (CSHI) in their 13F filings, up 10 from Q1 2025. 15 opened new positions and 8 sold out. The largest holders were Richard P Slaughter Associates Inc ($29.8M), Gradient Investments LLC ($21.4M) and LPL Financial LLC ($20.6M). 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 (Q2 2025)
- CUSIP
- 78433H501
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $8.3M |
| Exits | 8 | $3.2M |
All 13F filers, Q1 2025 → Q2 2025: 840,858 shares bought and 849,316 shares sold, net −8,458 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| Richard P Slaughter Associates Inc | 6.08% | Add +2.2% | 600,007 | $29.8M |
| Gradient Investments LLC | 0.39% | Reduce -0.7% | 429,661 | $21.4M |
| LPL Financial LLC | 0.01% | Add +29.8% | 414,929 | $20.6M |
| Atticus Wealth Management, LLC | 4.51% | Reduce -10.5% | 336,056 | $16.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +6165.2% | 271,409 | $13.5M |
| Retirement Planning Group, LLC | 0.51% | Reduce -9.4% | 242,407 | $12.1M |
| Gainplan LLC | 3.99% | Add +7.4% | 176,822 | $8.8M |
| Grantvest Financial Group LLC | 5.99% | Add +18.8% | 162,287 | $8.1M |
| Stratos Wealth Partners, LTD. | 0.11% | Add +32.2% | 156,635 | $7.8M |
| Integrated Wealth Concepts LLC | 0.07% | Add +5.3% | 149,629 | $7.4M |
| MML Investors Services, LLC | 0.02% | Reduce -16.1% | 145,960 | $7.3M |
| Compound Planning, Inc. | 0.27% | Add +25.3% | 142,523 | $7.1M |
| Capital Investment Advisory Services, LLC | 0.48% | Add +12.2% | 117,845 | $5.9M |
| Precision Wealth Strategies, LLC | 1.86% | Add +11.0% | 115,220 | $5.7M |
| FSA Advisors, Inc. | 2.84% | Add +343.4% | 70,165 | $3.5M |
| Stifel Financial Corp. | 0.00% | Reduce -3.4% | 68,734 | $3.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -23.6% | 61,861 | $3.1M |
| Gladstone Institutional Advisory LLC | 0.12% | Add +5.6% | 60,219 | $3.0M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +1004.2% | 58,976 | $2.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.4% | 53,479 | $2.7M |
| Mutual Advisors, LLC | 0.06% | Add +39.4% | 50,710 | $2.5M |
| Summit X, LLC | 0.44% | New | 47,766 | $2.4M |
| Inspire Advisors, LLC | 0.22% | Add +20.6% | 42,224 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Add +9.1% | 39,625 | $2.0M |
| WT Wealth Management | 0.58% | Reduce -18.6% | 39,355 | $2.0M |
| Global View Capital Management LLC | 0.55% | Reduce -9.7% | 34,655 | $1.7M |
| Old Mission Capital LLC | 0.04% | Reduce -72.2% | 30,326 | $1.5M |
| Owen LaRue, LLC | 0.62% | Add +89.8% | 29,088 | $1.4M |
| Camarda Financial Advisors, LLC | 0.57% | Reduce -57.8% | 28,928 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -88.4% | 28,715 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -15.8% | 28,432 | $1.4M |
| Latitude Advisors, LLC | 0.68% | Reduce -5.8% | 27,214 | $1.4M |
| Napa Wealth Management | 0.64% | Reduce -82.6% | 26,989 | $1.3M |
| MADDEN SECURITIES Corp | 0.44% | New | 25,865 | $1.3M |
| Cannon Advisors, Inc. | 0.99% | Reduce -21.1% | 24,626 | $1.2M |
| Tactive Advisors, LLC | 0.39% | — | 24,179 | $1.2M |
| Cwm, LLC | 0.00% | New | 22,011 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +2.3% | 19,807 | $985K |
| Claro Advisors Inc. | 0.15% | Reduce -20.1% | 18,528 | $921K |
| Paladin Wealth, LLC | 0.69% | Reduce -7.8% | 17,826 | $886K |
| Able Wealth Management LLC | 0.44% | New | 17,714 | $881K |
| CoreCap Advisors, LLC | 0.04% | Add +79.3% | 17,695 | $880K |
| Belpointe Asset Management LLC | 0.04% | Reduce -9.9% | 17,391 | $865K |
| Brown Financial Advisors | 0.33% | Reduce -2.5% | 16,965 | $844K |
| Private Advisor Group, LLC | 0.00% | New | 15,547 | $773K |
| Heck Capital Advisors, LLC | 0.06% | Add +20.0% | 13,594 | $676K |
| Madison Wealth Partners, Inc | 0.15% | Reduce -37.5% | 13,525 | $673K |
| Impact Partnership Wealth, LLC | 0.11% | New | 12,497 | $621K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.3% | 12,071 | $600K |
| Empire Financial Management Company, LLC | 0.17% | Reduce -0.3% | 11,894 | $592K |
| Allworth Financial LP | 0.00% | Add +2.9% | 11,633 | $579K |
| Essex Financial Services, Inc. | 0.03% | Add +6.1% | 10,334 | $514K |
| Equitable Holdings, Inc. | 0.00% | Reduce -8.8% | 10,307 | $513K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -1.3% | 9,921 | $493K |
| Carter Financial Group, INC. | 0.31% | — | 9,562 | $476K |
| Citadel Advisors | 0.00% | Reduce -39.6% | 8,935 | $444K |
| Independent Financial Group, LLC | 0.01% | Reduce -56.9% | 8,213 | $408K |
| PMV Capital Advisers, LLC | 0.91% | Reduce -1.7% | 8,170 | $406K |
| Worth Asset Management, LLC | 0.20% | Reduce -92.6% | 7,976 | $397K |
| Waverly Advisors, LLC | 0.00% | Reduce -10.5% | 7,734 | $385K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 7,447 | $370K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 7,294 | $363K |
| Mattson Financial Services, LLC | 0.10% | Reduce -2.7% | 7,221 | $359K |
| Clearstead Advisors, LLC | 0.01% | Add +0.3% | 7,187 | $357K |
| Mgo One Seven LLC | 0.01% | Reduce -48.9% | 7,051 | $351K |
| Flow Traders U.S. LLC | 0.01% | Reduce -79.5% | 5,948 | $296K |
| Global Retirement Partners, LLC | 0.01% | — | 5,374 | $267K |
| Cherry Creek Investment Advisors, Inc. | 0.12% | Add +28.5% | 5,287 | $263K |
| Lanark Financial, Inc. | 0.02% | Reduce -8.6% | 5,260 | $261K |
| IHT Wealth Management, LLC | 0.01% | Reduce -2.0% | 5,000 | $249K |
| United Capital Management of KS, Inc. | 0.04% | Reduce -2.6% | 4,991 | $248K |
| RPS Advisory Solutions LLC | 0.12% | Reduce -64.1% | 4,501 | $224K |
| First Trust Advisors LP | 0.00% | Reduce -4.6% | 4,187 | $208K |
| Secure Asset Management, LLC | 0.04% | Reduce -17.8% | 4,117 | $205K |
| Berger Financial Group, Inc | 0.01% | New | 4,064 | $202K |
| Farther Finance Advisors, LLC | 0.00% | New | 2,428 | $121K |
| Private Trust Co. NA | 0.01% | No change | 2,000 | $99K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +5.5% | 1,956 | $97K |
| UBS Group AG | 0.00% | New | 1,672 | $83K |
| MGB Wealth Management, LLC | 0.02% | New | 1,500 | $75K |
| Ridgewood Investments LLC | 0.02% | No change | 900 | $45K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 720 | $36K |
| Creative Financial Designs Inc. | 0.00% | No change | 600 | $30K |
| Capital Analysts, LLC | 0.00% | New | 545 | $27K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 410 | $20K |
| Larson Financial Group LLC | 0.00% | Add +1.6% | 328 | $16K |
| Parallel Advisors, LLC | 0.00% | Add +150.8% | 306 | $15K |
| AE Wealth Management LLC | 0.00% | Add +9.6% | 80 | $4K |
| Raymond James Financial Inc. | 0.00% | New | 77 | $4K |
| FMR LLC | 0.00% | Add +300.0% | 4 | $199 |
| Legacy Investment Solutions, LLC | 0.00% | — | 2 | $100 |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -95.1% | 2 | $100 |
| Morgan Stanley | 0.00% | No change | 1 | $72 |
| New Millennium Group LLC | 0.00% | New | 1 | $47 |
"% 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.