Neos Enhanced Income 1-3 MonCSHIETF
13F holders, Q4 2025 (December 31)107holders +16
22new positions
5sold out
1famous investor
$49.73avg. 13F price*
At the end of Q4 2025, 107 institutions reported holding Neos Enhanced Income 1-3 Mon (CSHI) in their 13F filings, up 16 from Q3 2025. 22 opened new positions and 5 sold out. The largest holders were Richard P Slaughter Associates Inc ($34.2M), Gradient Investments LLC ($23.9M) and Commonwealth Equity Services, LLC ($19.0M). 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 (Q4 2025)
- CUSIP
- 78433H501
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $42.4M |
| Exits | 5 | $2.0M |
All 13F filers, Q3 2025 → Q4 2025: 1,478,358 shares bought and 163,737 shares sold, net +1,314,621 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 107 holders
| Richard P Slaughter Associates Inc | 7.16% | Add +0.8% | 686,860 | $34.2M |
| Gradient Investments LLC | 0.38% | Add +4.1% | 481,518 | $23.9M |
| Commonwealth Equity Services, LLC | 0.03% | Add +2.9% | 382,975 | $19.0M |
| Atticus Wealth Management, LLC | 4.68% | Add +0.7% | 380,707 | $18.9M |
| Arkadios Wealth Advisors | 0.34% | New | 343,450 | $17.1M |
| LPL Financial LLC | 0.00% | Add +1.3% | 324,970 | $16.2M |
| MADDEN SECURITIES Corp | 3.88% | Add +127.9% | 256,030 | $12.7M |
| Retirement Planning Group, LLC | 0.40% | Add +3.0% | 244,960 | $12.2M |
| Gainplan LLC | 3.43% | Add +2.2% | 183,817 | $9.1M |
| Grantvest Financial Group LLC | 5.60% | Add +3.7% | 175,792 | $8.7M |
| Stratos Wealth Partners, LTD. | 0.09% | Add +2.0% | 162,900 | $8.1M |
| Compound Planning, Inc. | 0.23% | Reduce -1.3% | 157,316 | $7.8M |
| MML Investors Services, LLC | 0.02% | Add +24.2% | 145,554 | $7.2M |
| Integrated Wealth Concepts LLC | 0.08% | Reduce -1.0% | 142,243 | $7.1M |
| Summit Financial, LLC | 0.10% | Reduce -2.7% | 136,156 | $6.8M |
| Capital Investment Advisory Services, LLC | 0.48% | New | 135,215 | $6.7M |
| NewEdge Advisors, LLC | 0.02% | Add +83.0% | 131,896 | $6.6M |
| Able Wealth Management LLC | 2.03% | Add +13.2% | 129,245 | $6.4M |
| Precision Wealth Strategies, LLC | 2.03% | Add +18.4% | 125,846 | $6.3M |
| FSA Advisors, Inc. | 3.81% | Add +24.3% | 110,263 | $5.5M |
| Arax Advisory Partners | 0.15% | Add +6.1% | 102,140 | $5.1M |
| Independent Wealth Advisors LLC | 4.63% | — | 89,226 | $4.4M |
| Claro Advisors Inc. | 0.59% | Add +175.6% | 87,000 | $4.3M |
| Gladstone Institutional Advisory LLC | 0.16% | Add +79.1% | 86,000 | $4.3M |
| Bright Futures Wealth Management, LLC. | 2.68% | Add +6.2% | 72,078 | $3.6M |
| Owen LaRue, LLC | 1.25% | Add +72.1% | 66,309 | $3.3M |
| Verus Capital Partners, LLC | 0.21% | New | 63,863 | $3.2M |
| Stifel Financial Corp. | 0.00% | Reduce -13.7% | 62,062 | $3.1M |
| New England Private Wealth Advisors LLC | 0.35% | New | 55,931 | $2.8M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -20.7% | 54,993 | $2.7M |
| Inspire Advisors, LLC | 0.23% | Add +23.7% | 50,012 | $2.5M |
| Private Advisor Group, LLC | 0.01% | Add +129.0% | 45,340 | $2.3M |
| Mutual Advisors, LLC | 0.05% | Add +6.0% | 42,799 | $2.1M |
| WT Wealth Management | 0.60% | Add +3.1% | 41,768 | $2.1M |
| Global View Capital Management LLC | 0.38% | Reduce -37.3% | 40,616 | $2.0M |
| Farther Finance Advisors, LLC | 0.02% | Add +367.6% | 39,997 | $2.0M |
| Cwm, LLC | 0.01% | Add +12.1% | 39,272 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -9.9% | 38,357 | $1.9M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -33.9% | 37,417 | $1.9M |
| Mason & Associates Inc | 0.33% | New | 35,430 | $1.8M |
| RiverTree Advisors, LLC | 1.11% | New | 34,901 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.01% | New | 33,994 | $1.7M |
| Apollon Wealth Management, LLC | 0.03% | New | 32,495 | $1.6M |
| Impact Partnership Wealth, LLC | 0.19% | Add +7.7% | 29,754 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +3.0% | 28,153 | $1.4M |
| Camarda Financial Advisors, LLC | 0.52% | Reduce -3.6% | 27,544 | $1.4M |
| Heck Capital Advisors, LLC | 0.09% | Add +56.6% | 24,100 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +13.2% | 22,425 | $1.1M |
| Independent Financial Group, LLC | 0.02% | Add +186.6% | 22,371 | $1.1M |
| Belpointe Asset Management LLC | 0.04% | Add +25.6% | 21,744 | $1.1M |
| Insigneo Advisory Services, LLC | 0.08% | New | 21,575 | $1.1M |
| Latitude Advisors, LLC | 0.46% | Reduce -8.4% | 21,173 | $1.1M |
| CoreCap Advisors, LLC | 0.04% | Add +13.6% | 20,996 | $1.0M |
| RPS Advisory Solutions LLC | 0.46% | Add +51.3% | 19,697 | $980K |
| Tactive Advisors, LLC | 0.28% | Add +0.2% | 19,267 | $958K |
| Osaic Holdings, Inc. | 0.00% | Reduce -30.5% | 19,248 | $957K |
| Paladin Wealth, LLC | 0.61% | Reduce -0.0% | 18,044 | $897K |
| Brown Financial Advisors | 0.32% | Reduce -2.3% | 17,498 | $870K |
| Cannon Advisors, Inc. | 0.61% | Reduce -21.5% | 17,525 | $869K |
| Prospera Financial Services Inc | 0.01% | New | 17,058 | $848K |
| Cherry Creek Investment Advisors, Inc. | 0.33% | Add +102.8% | 15,467 | $769K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 14,899 | $741K |
| Envestnet Asset Management Inc. | 0.00% | Add +25.4% | 14,375 | $715K |
| Empire Financial Management Company, LLC | 0.14% | Reduce -1.2% | 12,923 | $643K |
| High Net Worth Advisory Group LLC | 0.14% | New | 12,500 | $622K |
| Madison Wealth Partners, Inc | 0.11% | Reduce -11.5% | 11,931 | $593K |
| Global Retirement Partners, LLC | 0.01% | Add +126.7% | 11,724 | $583K |
| Comprehensive Money Management Services LLC | 0.39% | Add +66.0% | 11,510 | $572K |
| Allworth Financial LP | 0.00% | Reduce -5.1% | 10,973 | $546K |
| Mariner, LLC | 0.00% | New | 10,132 | $504K |
| Berger Financial Group, Inc | 0.03% | Add +16.7% | 9,715 | $483K |
| Carter Financial Group, INC. | 0.28% | Add +0.3% | 9,432 | $469K |
| Redhawk Wealth Advisors, Inc. | 0.05% | New | 9,248 | $460K |
| Mattson Financial Services, LLC | 0.10% | Add +13.0% | 8,851 | $440K |
| Old Mission Capital LLC | 0.02% | Reduce -24.1% | 8,089 | $402K |
| Pure Financial Advisors, LLC | 0.01% | New | 7,690 | $382K |
| Flagship Harbor Advisors, LLC | 0.02% | New | 7,626 | $379K |
| Essex Financial Services, Inc. | 0.02% | Reduce -34.8% | 7,125 | $354K |
| Citadel Advisors | 0.00% | Reduce -44.6% | 7,065 | $351K |
| Savvy Advisors, Inc. | 0.01% | Reduce -50.0% | 6,889 | $343K |
| PMV Capital Advisers, LLC | 0.54% | Add +2.8% | 5,912 | $294K |
| Golden Reserve Retirement LLC | 0.05% | New | 5,735 | $285K |
| Nations Financial Group Inc, /Ia/ | 0.01% | No change | 5,682 | $283K |
| Krilogy Financial LLC | 0.01% | Reduce -18.5% | 5,467 | $271K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 5,291 | $263K |
| Lanark Financial, Inc. | 0.02% | Reduce -2.5% | 5,140 | $256K |
| Waverly Advisors, LLC | 0.00% | Reduce -19.3% | 5,038 | $251K |
| Clearstead Advisors, LLC | 0.00% | Reduce -4.5% | 4,921 | $245K |
| Mgo One Seven LLC | 0.00% | New | 4,747 | $236K |
| Vistica Wealth Advisors, LLC | 0.23% | — | 4,586 | $228K |
| IHT Wealth Management, LLC | 0.01% | Reduce -10.0% | 4,500 | $224K |
| A4 Wealth Advisors LLC | 0.17% | Reduce -39.4% | 4,037 | $201K |
| Private Trust Co. NA | 0.01% | No change | 2,000 | $99K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +125.7% | 1,925 | $96K |
| Morgan Stanley | 0.00% | Add +752.9% | 1,032 | $51K |
| Triumph Capital Management | 0.01% | New | 1,000 | $50K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 720 | $36K |
| Jackson Hole Capital Partners, LLC | 0.01% | New | 638 | $32K |
| Creative Financial Designs Inc. | 0.00% | No change | 600 | $30K |
| Capital Analysts, LLC | 0.00% | Reduce -1.6% | 558 | $28K |
"% 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.