Neos Enhanced Income 1-3 MonCSHIETF
13F holders, Q2 2026 (June 30)127holders +11
17new positions
7sold out
$49.81avg. 13F price*
At the end of Q2 2026, 127 institutions reported holding Neos Enhanced Income 1-3 Mon (CSHI) in their 13F filings, up 11 from Q1 2026. 17 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($34.1M), Gradient Investments LLC ($28.2M) and UBS Group AG ($26.4M).
- Company
- Neos Enhanced Income 1-3 Mon
- Filed as
- NEOS ETF TRUST (Q2 2026)
- CUSIP
- 78433H501
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $10.2M |
| Exits | 7 | $3.7M |
All 13F filers, Q1 2026 → Q2 2026: 2,262,065 shares bought and 825,437 shares sold, net +1,436,628 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 127 holders
| LPL Financial LLC | 0.01% | Add +64.0% | 685,494 | $34.1M |
| Gradient Investments LLC | 0.39% | Add +10.8% | 565,301 | $28.2M |
| UBS Group AG | 0.00% | Add +230.5% | 531,014 | $26.4M |
| New England Private Wealth Advisors LLC | 2.49% | Add +116.1% | 517,928 | $25.8M |
| Retirement Planning Group, LLC | 0.56% | Add +52.3% | 438,606 | $21.8M |
| Atticus Wealth Management, LLC | 5.12% | Add +28.4% | 432,170 | $21.5M |
| Richard P Slaughter Associates Inc | 4.12% | Reduce -39.6% | 417,336 | $20.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +4.0% | 409,849 | $20.4M |
| Arkadios Wealth Advisors | 0.28% | Add +5.1% | 361,785 | $18.0M |
| MADDEN SECURITIES Corp | 3.93% | Add +9.2% | 284,043 | $14.1M |
| Global View Capital Management LLC | 2.24% | Add +443.2% | 218,240 | $10.9M |
| Summit Financial, LLC | 0.12% | Add +25.0% | 216,871 | $10.8M |
| Stratos Wealth Partners, LTD. | 0.10% | Add +11.2% | 205,946 | $10.3M |
| MML Investors Services, LLC | 0.02% | Add +37.4% | 202,925 | $10.1M |
| Grantvest Financial Group LLC | 5.17% | Add +1.8% | 178,981 | $8.9M |
| Gainplan LLC | 3.42% | Reduce -1.4% | 174,131 | $8.7M |
| Owen LaRue, LLC | 2.94% | Reduce -39.5% | 169,551 | $8.4M |
| NewEdge Advisors, LLC | 0.02% | Add +43.5% | 162,398 | $8.1M |
| Able Wealth Management LLC | 1.84% | Reduce -10.1% | 161,270 | $8.0M |
| Compound Planning, Inc. | 0.19% | Reduce -13.3% | 149,064 | $7.4M |
| Independent Financial Group, LLC | 0.13% | Add +2.5% | 136,194 | $6.8M |
| Precision Wealth Strategies, LLC | 1.85% | Reduce -27.9% | 123,152 | $6.1M |
| Capital Investment Advisory Services, LLC | 0.37% | Reduce -3.3% | 120,829 | $6.0M |
| FSA Advisors, Inc. | 2.54% | Add +4.8% | 111,147 | $5.5M |
| Arax Advisory Partners | 0.04% | Add +174.6% | 108,683 | $5.4M |
| Independent Wealth Advisors LLC | 4.76% | Reduce -17.6% | 105,650 | $5.3M |
| Stifel Financial Corp. | 0.00% | Add +13.3% | 104,360 | $5.2M |
| Apollon Wealth Management, LLC | 0.06% | Add +12.6% | 102,927 | $5.1M |
| Verus Capital Partners, LLC | 0.21% | Add +8.3% | 77,404 | $3.9M |
| True North Advisors, LLC | 0.34% | Add +58.8% | 71,928 | $3.6M |
| AssuredPartners Investment Advisors, LLC | 0.33% | New | 68,786 | $3.4M |
| Mutual Advisors, LLC | 0.06% | Add +17.8% | 67,048 | $3.3M |
| Gladstone Institutional Advisory LLC | 0.10% | Reduce -14.3% | 66,484 | $3.3M |
| Farther Finance Advisors, LLC | 0.02% | Add +16.5% | 59,366 | $3.0M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -5.2% | 53,886 | $2.7M |
| Inspire Advisors, LLC | 0.19% | Add +10.5% | 53,657 | $2.7M |
| Claro Advisors Inc. | 0.27% | Reduce -16.8% | 52,474 | $2.6M |
| Arq Wealth Advisors, LLC | 0.30% | Add +107.8% | 48,160 | $2.4M |
| Bright Futures Wealth Management, LLC. | 1.53% | Add +26.7% | 47,423 | $2.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -19.4% | 44,697 | $2.2M |
| WT Wealth Management | 0.62% | Add +13.5% | 44,621 | $2.2M |
| Impact Partnership Wealth, LLC | 0.21% | Add +25.6% | 43,755 | $2.2M |
| Prospera Financial Services Inc | 0.03% | Add +29.7% | 42,891 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Add +2.8% | 42,369 | $2.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +606.8% | 37,776 | $1.9M |
| 49 Wealth Management, LLC | 0.35% | New | 36,633 | $1.8M |
| Alongside, LLC | 0.35% | — | 36,633 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.4% | 34,989 | $1.7M |
| Belpointe Asset Management LLC | 0.05% | Add +36.0% | 32,199 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Add +83.6% | 31,678 | $1.6M |
| Camarda Financial Advisors, LLC | 0.44% | Add +6.9% | 29,485 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +2.8% | 29,345 | $1.5M |
| High Net Worth Advisory Group LLC | 0.30% | Add +78.8% | 28,255 | $1.4M |
| Unique Wealth Strategies, LLC | 0.51% | Add +25.1% | 28,109 | $1.4M |
| CoreCap Advisors, LLC | 0.04% | Add +10.9% | 25,920 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +147.5% | 25,766 | $1.3M |
| Heck Capital Advisors, LLC | 0.07% | Add +5.9% | 24,728 | $1.2M |
| Global Retirement Partners, LLC | 0.02% | — | 24,152 | $1.2M |
| Cherry Creek Investment Advisors, Inc. | 0.45% | Add +4.1% | 22,956 | $1.1M |
| West Michigan Advisors, LLC | 0.21% | Add +97.7% | 22,271 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +9.5% | 22,014 | $1.1M |
| Balboa Wealth Partners | 0.15% | Add +44.9% | 21,755 | $1.1M |
| Brookwood Investment Group LLC | 0.12% | Add +37.0% | 20,829 | $1.0M |
| Paladin Wealth, LLC | 0.59% | Add +9.9% | 20,436 | $1.0M |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +210.0% | 20,405 | $1.0M |
| Trademark Financial Management, LLC | 0.41% | New | 20,212 | $1.0M |
| Mason & Associates Inc | 0.16% | Reduce -32.5% | 20,146 | $1.0M |
| Invst, LLC | 0.09% | Add +232.1% | 18,622 | $928K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +324.6% | 18,514 | $922K |
| Latitude Advisors, LLC | 0.36% | Reduce -10.4% | 18,376 | $915K |
| Empire Financial Management Company, LLC | 0.35% | Add +23.8% | 17,945 | $894K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 17,606 | $878K |
| Brown Financial Advisors | 0.29% | Add +0.9% | 16,934 | $843K |
| Osaic Holdings, Inc. | 0.00% | Add +54.3% | 15,458 | $770K |
| S&A Financial Services, Inc. | 0.47% | Add +212.2% | 15,410 | $768K |
| Comprehensive Money Management Services LLC | 0.47% | Add +9.6% | 15,030 | $749K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.7% | 15,021 | $748K |
| Kingsview Wealth Management, LLC | 0.01% | New | 13,401 | $668K |
| Madison Wealth Partners, Inc | 0.08% | Add +18.6% | 12,919 | $644K |
| Creative Financial Designs Inc. | 0.03% | Add +1418.4% | 12,147 | $605K |
| RPS Advisory Solutions LLC | 0.39% | Add +134.4% | 11,865 | $591K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -91.7% | 11,574 | $577K |
| Compass Financial Management LLC | 0.07% | — | 11,271 | $561K |
| BIP Wealth, LLC | 0.02% | New | 10,861 | $541K |
| Occidental Asset Management, LLC | 0.05% | Add +27.2% | 10,854 | $541K |
| Carter Financial Group, INC. | 0.27% | Add +4.5% | 10,620 | $529K |
| Berger Financial Group, Inc | 0.03% | Add +13.6% | 10,318 | $514K |
| Gateway Wealth Partners, LLC | 0.03% | Reduce -20.7% | 10,200 | $508K |
| Mattson Financial Services, LLC | 0.10% | Add +4.3% | 9,807 | $488K |
| Essex Financial Services, Inc. | 0.02% | Reduce -12.7% | 9,393 | $468K |
| Cannon Advisors, Inc. | 0.28% | Reduce -54.4% | 9,187 | $458K |
| Allworth Financial LP | 0.00% | Reduce -18.4% | 8,983 | $447K |
| WealthPlan Investment Management, LLC | 0.02% | New | 8,362 | $417K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Reduce -7.4% | 8,113 | $404K |
| Stephens Inc. | 0.00% | Add +74.6% | 7,038 | $351K |
| Winnacle Wealth LLC | 0.24% | New | 7,011 | $349K |
| Fig Financial Advisory Services Inc. | 0.20% | New | 6,816 | $340K |
| Insigneo Advisory Services, LLC | 0.01% | Add +0.9% | 6,800 | $339K |
| Cetera Investment Advisers | 0.00% | Reduce -36.9% | 6,559 | $327K |
| RiverTree Advisors, LLC | 0.19% | Reduce -79.8% | 6,437 | $321K |
| IFP Advisors, Inc | 0.01% | Add +5.6% | 6,295 | $314K |
| Thompson David Blair | 0.14% | New | 5,534 | $276K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -24.2% | 5,202 | $259K |
| Mgo One Seven LLC | 0.00% | New | 5,191 | $259K |
| Lanark Financial, Inc. | 0.02% | Reduce -6.0% | 5,177 | $258K |
| Clearstead Advisors, LLC | 0.00% | Reduce -44.1% | 5,049 | $251K |
| Krilogy Financial LLC | 0.01% | Reduce -12.8% | 5,037 | $251K |
| Valmark Advisers, Inc. | 0.00% | Reduce -72.2% | 4,965 | $247K |
| Mariner, LLC | 0.00% | Reduce -40.6% | 4,887 | $243K |
| PMV Capital Advisers, LLC | 0.36% | Add +5.7% | 4,836 | $241K |
| Sigma Planning Corp | 0.01% | New | 4,074 | $203K |
| Private Trust Co. NA | 0.02% | Add +100.0% | 4,000 | $199K |
| Triumph Capital Management | 0.01% | No change | 1,000 | $50K |
| Capital Analysts, LLC | 0.00% | Reduce -2.9% | 543 | $27K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 410 | $20K |
| Regatta Research & Money Management | 0.02% | — | 405 | $20K |
| Larson Financial Group LLC | 0.00% | Add +1.2% | 344 | $17K |
| Harbour Investments, Inc. | 0.00% | New | 321 | $16K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -91.7% | 175 | $9K |
| Parallel Advisors, LLC | 0.00% | Add +4.1% | 127 | $6K |
| Royal Bank of Canada | 0.00% | No change | 105 | $5K |
| AE Wealth Management LLC | 0.00% | No change | 73 | $4K |
| Jones Financial Companies LLLP | 0.00% | New | 33 | $2K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 10 | $498 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 2 | $100 |
| Morgan Stanley | 0.00% | Reduce -99.9% | 1 | $63 |
| Wells Fargo & Company | 0.00% | No change | 1 | $38 |
"% 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.