Neos Enhanced Income 1-3 MonCSHIETF
13F holders, Q1 2026 (March 31)116holders +9
18new positions
8sold out
1famous investor
$49.78avg. 13F price*
At the end of Q1 2026, 116 institutions reported holding Neos Enhanced Income 1-3 Mon (CSHI) in their 13F filings, up 9 from Q4 2025. 18 opened new positions and 8 sold out. The largest holders were Richard P Slaughter Associates Inc ($34.4M), Gradient Investments LLC ($25.4M) and LPL Financial LLC ($20.8M). 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 (Q1 2026)
- CUSIP
- 78433H501
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $11.1M |
| Exits | 8 | $2.2M |
All 13F filers, Q4 2025 → Q1 2026: 1,519,319 shares bought and 354,704 shares sold, net +1,164,615 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 116 holders
| Richard P Slaughter Associates Inc | 7.44% | Add +0.6% | 691,026 | $34.4M |
| Gradient Investments LLC | 0.39% | Add +6.0% | 510,390 | $25.4M |
| LPL Financial LLC | 0.01% | Add +28.6% | 417,972 | $20.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +2.9% | 394,198 | $19.6M |
| Arkadios Wealth Advisors | 0.28% | Add +0.2% | 344,159 | $17.1M |
| Atticus Wealth Management, LLC | 4.54% | Reduce -11.6% | 336,587 | $16.8M |
| Retirement Planning Group, LLC | 0.44% | Add +17.6% | 288,073 | $14.3M |
| Owen LaRue, LLC | 5.35% | Add +322.6% | 280,248 | $14.0M |
| MADDEN SECURITIES Corp | 3.89% | Add +1.6% | 260,062 | $12.9M |
| New England Private Wealth Advisors LLC | 1.38% | Add +328.6% | 239,707 | $11.9M |
| Stratos Wealth Partners, LTD. | 0.11% | Add +13.7% | 185,182 | $9.2M |
| Able Wealth Management LLC | 2.39% | Add +38.8% | 179,379 | $8.9M |
| Gainplan LLC | 6.59% | Reduce -4.0% | 176,506 | $8.8M |
| Grantvest Financial Group LLC | 5.67% | Add +0.0% | 175,858 | $8.8M |
| Summit Financial, LLC | 0.11% | Add +27.4% | 173,510 | $8.6M |
| Compound Planning, Inc. | 0.26% | Add +9.3% | 171,930 | $8.6M |
| Precision Wealth Strategies, LLC | 2.82% | Add +35.8% | 170,897 | $8.5M |
| UBS Group AG | 0.00% | Add +2677950.0% | 160,683 | $8.0M |
| MML Investors Services, LLC | 0.02% | Add +1.5% | 147,739 | $7.4M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -2.3% | 139,029 | $6.9M |
| Independent Financial Group, LLC | 0.15% | Add +494.2% | 132,920 | $6.6M |
| Independent Wealth Advisors LLC | 6.27% | Add +43.7% | 128,243 | $6.4M |
| Capital Investment Advisory Services, LLC | 0.45% | Reduce -7.6% | 124,933 | $6.2M |
| NewEdge Advisors, LLC | 0.02% | Reduce -14.2% | 113,164 | $5.6M |
| FSA Advisors, Inc. | 3.48% | Reduce -3.9% | 106,020 | $5.3M |
| Stifel Financial Corp. | 0.00% | Add +48.5% | 92,140 | $4.6M |
| Apollon Wealth Management, LLC | 0.07% | Add +181.4% | 91,442 | $4.6M |
| Gladstone Institutional Advisory LLC | 0.14% | Reduce -9.8% | 77,581 | $3.9M |
| Verus Capital Partners, LLC | 0.24% | Add +11.9% | 71,476 | $3.6M |
| Claro Advisors Inc. | 0.38% | Reduce -27.5% | 63,096 | $3.1M |
| Mutual Advisors, LLC | 0.06% | Add +33.0% | 56,909 | $2.8M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +3.3% | 56,814 | $2.8M |
| Private Advisor Group, LLC | 0.01% | Add +22.4% | 55,485 | $2.8M |
| Cwm, LLC | 0.01% | Add +30.8% | 51,369 | $2.6M |
| Farther Finance Advisors, LLC | 0.02% | Add +27.4% | 50,973 | $2.5M |
| Inspire Advisors, LLC | 0.20% | Reduce -2.9% | 48,576 | $2.4M |
| True North Advisors, LLC | 0.26% | New | 45,287 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Add +7.5% | 41,229 | $2.1M |
| Global View Capital Management LLC | 0.53% | Reduce -1.1% | 40,177 | $2.0M |
| Arax Advisory Partners | 0.06% | Reduce -61.3% | 39,581 | $2.0M |
| WT Wealth Management | 0.58% | Reduce -5.9% | 39,319 | $2.0M |
| Bright Futures Wealth Management, LLC. | 1.28% | Reduce -48.1% | 37,422 | $1.9M |
| Citadel Advisors | 0.00% | Add +398.7% | 35,235 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.1% | 35,137 | $1.7M |
| Impact Partnership Wealth, LLC | 0.21% | Add +17.1% | 34,827 | $1.7M |
| Prospera Financial Services Inc | 0.03% | Add +93.9% | 33,072 | $1.6M |
| RiverTree Advisors, LLC | 1.01% | Reduce -8.7% | 31,883 | $1.6M |
| Mason & Associates Inc | 0.29% | Reduce -15.7% | 29,852 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +1.4% | 28,540 | $1.4M |
| Camarda Financial Advisors, LLC | 0.72% | Add +0.1% | 27,578 | $1.4M |
| Belpointe Asset Management LLC | 0.04% | Add +8.9% | 23,679 | $1.2M |
| CoreCap Advisors, LLC | 0.04% | Add +11.3% | 23,377 | $1.2M |
| Heck Capital Advisors, LLC | 0.09% | Reduce -3.1% | 23,356 | $1.2M |
| Arq Wealth Advisors, LLC | 0.21% | New | 23,174 | $1.2M |
| Unique Wealth Strategies, LLC | 0.46% | New | 22,479 | $1.1M |
| Cherry Creek Investment Advisors, Inc. | 0.48% | Add +42.6% | 22,056 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -35.6% | 21,880 | $1.1M |
| Latitude Advisors, LLC | 0.47% | Reduce -3.1% | 20,520 | $1.0M |
| Cannon Advisors, Inc. | 0.74% | Add +14.9% | 20,139 | $1.0M |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -10.3% | 20,106 | $1.0M |
| Paladin Wealth, LLC | 0.64% | Add +3.1% | 18,596 | $926K |
| Valmark Advisers, Inc. | 0.01% | New | 17,831 | $888K |
| JPMorgan Chase & Co. | 0.00% | New | 17,258 | $858K |
| Brown Financial Advisors | 0.32% | Reduce -4.1% | 16,787 | $836K |
| High Net Worth Advisory Group LLC | 0.18% | Add +26.4% | 15,800 | $787K |
| Envestnet Asset Management Inc. | 0.00% | Add +8.5% | 15,600 | $777K |
| Brookwood Investment Group LLC | 0.10% | New | 15,206 | $757K |
| Balboa Wealth Partners | 0.13% | New | 15,011 | $747K |
| Empire Financial Management Company, LLC | 0.16% | Add +12.2% | 14,498 | $722K |
| Comprehensive Money Management Services LLC | 0.45% | Add +19.1% | 13,710 | $682K |
| Gateway Wealth Partners, LLC | 0.03% | New | 12,868 | $641K |
| West Michigan Advisors, LLC | 0.12% | New | 11,264 | $561K |
| Allworth Financial LP | 0.00% | Add +0.3% | 11,002 | $548K |
| Madison Wealth Partners, Inc | 0.09% | Reduce -8.7% | 10,894 | $542K |
| Essex Financial Services, Inc. | 0.03% | Add +51.0% | 10,759 | $536K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -30.1% | 10,409 | $518K |
| Cetera Investment Advisers | 0.00% | New | 10,395 | $517K |
| Carter Financial Group, INC. | 0.31% | Add +7.7% | 10,159 | $506K |
| Osaic Holdings, Inc. | 0.00% | Reduce -48.0% | 10,016 | $499K |
| Mattson Financial Services, LLC | 0.11% | Add +6.2% | 9,401 | $468K |
| Berger Financial Group, Inc | 0.03% | Reduce -6.5% | 9,080 | $452K |
| Clearstead Advisors, LLC | 0.00% | Add +83.6% | 9,034 | $450K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Reduce -5.2% | 8,765 | $436K |
| Occidental Asset Management, LLC | 0.05% | New | 8,536 | $425K |
| Tactive Advisors, LLC | 0.12% | Reduce -56.4% | 8,409 | $419K |
| Mariner, LLC | 0.00% | Reduce -18.8% | 8,227 | $410K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -10.0% | 6,866 | $342K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -68.8% | 6,740 | $336K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +15.8% | 6,582 | $328K |
| Savvy Advisors, Inc. | 0.01% | Reduce -11.5% | 6,099 | $304K |
| IFP Advisors, Inc | 0.01% | New | 5,960 | $297K |
| Krilogy Financial LLC | 0.01% | Add +5.6% | 5,774 | $287K |
| Invst, LLC | 0.03% | New | 5,607 | $279K |
| Lanark Financial, Inc. | 0.02% | Add +7.2% | 5,509 | $274K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +1.0% | 5,345 | $266K |
| RPS Advisory Solutions LLC | 0.14% | Reduce -74.3% | 5,062 | $252K |
| S&A Financial Services, Inc. | 0.17% | — | 4,936 | $246K |
| PMV Capital Advisers, LLC | 0.38% | Reduce -22.6% | 4,574 | $228K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 4,360 | $217K |
| Stephens Inc. | 0.00% | New | 4,030 | $201K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +9.1% | 2,100 | $105K |
| Private Trust Co. NA | 0.01% | No change | 2,000 | $100K |
| Mather Group, Llc. | 0.00% | New | 1,913 | $95K |
| Sound Income Strategies, LLC | 0.00% | New | 1,225 | $61K |
| Triumph Capital Management | 0.01% | No change | 1,000 | $50K |
| Morgan Stanley | 0.00% | Reduce -10.0% | 929 | $46K |
| Creative Financial Designs Inc. | 0.00% | Add +33.3% | 800 | $40K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 638 | $32K |
| Capital Analysts, LLC | 0.00% | Add +0.2% | 559 | $28K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 410 | $20K |
| Larson Financial Group LLC | 0.00% | Add +1.2% | 340 | $17K |
| Legacy Wealth Managment, LLC | 0.01% | Add +1390.0% | 298 | $15K |
| Parallel Advisors, LLC | 0.00% | No change | 122 | $6K |
| Royal Bank of Canada | 0.00% | New | 105 | $5K |
| AE Wealth Management LLC | 0.00% | No change | 73 | $4K |
| Wells Fargo & Company | 0.00% | No change | 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.