Neos Enhanced Income 1-3 MonCSHIETF
13F holders, Q3 2025 (September 30)91holders −3
8new positions
11sold out
1famous investor
$49.72avg. 13F price*
At the end of Q3 2025, 91 institutions reported holding Neos Enhanced Income 1-3 Mon (CSHI) in their 13F filings, down 3 from Q2 2025. 8 opened new positions and 11 sold out. The largest holders were Richard P Slaughter Associates Inc ($33.9M), Gradient Investments LLC ($23.0M) and Atticus Wealth Management, LLC ($18.8M). 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 (Q3 2025)
- CUSIP
- 78433H501
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $13.9M |
| Exits | 11 | $7.7M |
All 13F filers, Q2 2025 → Q3 2025: 923,574 shares bought and 383,657 shares sold, net +539,917 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 91 holders
| Richard P Slaughter Associates Inc | 7.30% | Add +13.6% | 681,315 | $33.9M |
| Gradient Investments LLC | 0.38% | Add +7.6% | 462,498 | $23.0M |
| Atticus Wealth Management, LLC | 4.75% | Add +12.5% | 378,154 | $18.8M |
| Commonwealth Equity Services, LLC | 0.02% | Add +37.2% | 372,341 | $18.5M |
| LPL Financial LLC | 0.00% | Reduce -22.6% | 320,965 | $16.0M |
| Retirement Planning Group, LLC | 0.41% | Reduce -1.8% | 237,942 | $11.8M |
| Gainplan LLC | 3.79% | Add +1.7% | 179,852 | $8.9M |
| Grantvest Financial Group LLC | 5.82% | Add +4.5% | 169,521 | $8.4M |
| Stratos Wealth Partners, LTD. | 0.09% | Add +2.0% | 159,756 | $7.9M |
| Compound Planning, Inc. | 0.26% | Add +11.8% | 159,418 | $7.9M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -4.0% | 143,656 | $7.1M |
| Summit Financial, LLC | 0.11% | New | 139,916 | $7.0M |
| MML Investors Services, LLC | 0.02% | Reduce -19.7% | 117,165 | $5.8M |
| Able Wealth Management LLC | 2.13% | Add +544.7% | 114,208 | $5.7M |
| MADDEN SECURITIES Corp | 1.72% | Add +334.4% | 112,365 | $5.6M |
| Precision Wealth Strategies, LLC | 1.71% | Reduce -7.8% | 106,267 | $5.3M |
| Arax Advisory Partners | 0.07% | New | 96,307 | $4.8M |
| FSA Advisors, Inc. | 3.49% | Add +26.4% | 88,716 | $4.4M |
| NewEdge Advisors, LLC | 0.02% | Add +34.8% | 72,067 | $3.6M |
| Stifel Financial Corp. | 0.00% | Add +4.6% | 71,889 | $3.6M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +17.6% | 69,348 | $3.4M |
| Bright Futures Wealth Management, LLC. | 2.66% | — | 67,852 | $3.4M |
| Global View Capital Management LLC | 0.68% | Add +87.0% | 64,803 | $3.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.5% | 56,625 | $2.8M |
| Gladstone Institutional Advisory LLC | 0.09% | Reduce -20.3% | 48,027 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Add +7.4% | 42,571 | $2.1M |
| WT Wealth Management | 0.58% | Add +2.9% | 40,501 | $2.0M |
| Inspire Advisors, LLC | 0.19% | Reduce -4.2% | 40,444 | $2.0M |
| Mutual Advisors, LLC | 0.04% | Reduce -20.4% | 40,377 | $2.0M |
| Owen LaRue, LLC | 0.75% | Add +32.5% | 38,527 | $1.9M |
| Cwm, LLC | 0.01% | Add +59.1% | 35,023 | $1.7M |
| Claro Advisors Inc. | 0.23% | Add +70.4% | 31,573 | $1.6M |
| Camarda Financial Advisors, LLC | 0.52% | Reduce -1.2% | 28,586 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.5% | 27,706 | $1.4M |
| Impact Partnership Wealth, LLC | 0.20% | Add +121.0% | 27,624 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -3.9% | 27,322 | $1.4M |
| Latitude Advisors, LLC | 0.52% | Reduce -15.0% | 23,124 | $1.1M |
| Cannon Advisors, Inc. | 0.75% | Reduce -9.3% | 22,332 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.03% | No change | 19,807 | $985K |
| Private Advisor Group, LLC | 0.00% | Add +27.3% | 19,797 | $984K |
| Tactive Advisors, LLC | 0.27% | Reduce -20.5% | 19,230 | $956K |
| CoreCap Advisors, LLC | 0.03% | Add +4.5% | 18,482 | $919K |
| Paladin Wealth, LLC | 0.65% | Add +1.3% | 18,050 | $898K |
| Brown Financial Advisors | 0.33% | Add +5.6% | 17,917 | $891K |
| Belpointe Asset Management LLC | 0.03% | Reduce -0.5% | 17,311 | $861K |
| Heck Capital Advisors, LLC | 0.06% | Add +13.2% | 15,387 | $765K |
| Napa Wealth Management | 0.33% | Reduce -48.1% | 14,002 | $696K |
| Savvy Advisors, Inc. | 0.03% | New | 13,777 | $685K |
| Madison Wealth Partners, Inc | 0.13% | Reduce -0.3% | 13,477 | $670K |
| Empire Financial Management Company, LLC | 0.15% | Add +10.0% | 13,079 | $650K |
| RPS Advisory Solutions LLC | 0.32% | Add +189.3% | 13,019 | $647K |
| Citadel Advisors | 0.00% | Add +42.7% | 12,748 | $634K |
| Allworth Financial LP | 0.00% | Reduce -0.6% | 11,564 | $575K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.1% | 11,459 | $570K |
| Essex Financial Services, Inc. | 0.03% | Add +5.8% | 10,935 | $544K |
| Old Mission Capital LLC | 0.02% | Reduce -64.8% | 10,663 | $530K |
| Equitable Holdings, Inc. | 0.00% | Add +1.2% | 10,431 | $519K |
| One Plus One Wealth Management, LLC | 0.23% | New | 9,709 | $483K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -4.9% | 9,436 | $469K |
| Carter Financial Group, INC. | 0.28% | Reduce -1.7% | 9,401 | $467K |
| Farther Finance Advisors, LLC | 0.01% | Add +252.3% | 8,553 | $425K |
| Berger Financial Group, Inc | 0.02% | Add +104.8% | 8,322 | $414K |
| Mattson Financial Services, LLC | 0.09% | Add +8.5% | 7,832 | $389K |
| Independent Financial Group, LLC | 0.01% | Reduce -4.9% | 7,807 | $388K |
| Cherry Creek Investment Advisors, Inc. | 0.16% | Add +44.2% | 7,625 | $379K |
| Comprehensive Money Management Services LLC | 0.24% | New | 6,935 | $345K |
| Krilogy Financial LLC | 0.01% | New | 6,709 | $334K |
| A4 Wealth Advisors LLC | 0.28% | — | 6,657 | $331K |
| Moloney Securities Asset Management, LLC | 0.04% | New | 6,375 | $317K |
| Waverly Advisors, LLC | 0.00% | Reduce -19.3% | 6,239 | $310K |
| Secure Asset Management, LLC | 0.05% | Add +48.8% | 6,125 | $304K |
| PMV Capital Advisers, LLC | 0.56% | Reduce -29.6% | 5,752 | $286K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -22.1% | 5,682 | $283K |
| Lanark Financial, Inc. | 0.02% | Add +0.2% | 5,271 | $262K |
| Global Retirement Partners, LLC | 0.01% | Reduce -3.8% | 5,171 | $257K |
| Clearstead Advisors, LLC | 0.00% | Reduce -28.3% | 5,154 | $256K |
| United Capital Management of KS, Inc. | 0.03% | Add +1.3% | 5,058 | $251K |
| IHT Wealth Management, LLC | 0.01% | No change | 5,000 | $249K |
| Private Trust Co. NA | 0.01% | No change | 2,000 | $99K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -56.4% | 853 | $42K |
| 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% | Add +4.0% | 567 | $28K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 410 | $20K |
| Larson Financial Group LLC | 0.00% | Add +1.2% | 332 | $17K |
| Abich Financial Wealth Management LLC | 0.01% | — | 290 | $14K |
| Morgan Stanley | 0.00% | Add +12000.0% | 121 | $6K |
| Parallel Advisors, LLC | 0.00% | Reduce -61.8% | 117 | $6K |
| AE Wealth Management LLC | 0.00% | No change | 80 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | Add +2800.0% | 58 | $3K |
| Wells Fargo & Company | 0.00% | New | 1 | $25 |
"% 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.