Institutional Ownership Shp ETF Tr Neos Enhanced Incom (CSHI)
This table provides information about the institutional ownership of Shp ETF Tr Neos Enhanced Incom (CSHI). We have compiled data on the 83 institutions that hold shares in the stock, with a total of 5.16 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Richard P Slaughter Associates Inc
|
Apr 10, 2025 Q1 2025 |
587,252
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 20.44%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
545,791
shares
|
$0
11.75% of portfolio
|
Q4 2024
Reduced 40.58%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
445,133
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
432,585
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 18.27%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
399,747
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
347,387
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 3.68%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
267,473
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 33.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
169,479
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 21.55%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
167,352
shares
|
$0
0.03% of portfolio
|
Q4 2024
Added 42.14%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Apr 10, 2025 Q1 2025 |
164,632
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 36.01%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
127,076
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 198.96%
|
|
|
Precision Wealth Strategies, LLC
|
Jan 24, 2025 Q4 2024 |
108,033
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 52.88%
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
107,349
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 109.78%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
102,054
shares
|
$0
0.26% of portfolio
|
Q4 2024
Added 9.76%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
88,305
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
88,222
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Feb 14, 2025 Q4 2024 |
72,865
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 19.27%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Feb 11, 2025 Q4 2024 |
68,553
shares
|
$0
3.81% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
64,842
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 77.43%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
63,502
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 20.18%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
53,508
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 20.76%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
49,064
shares
|
$0
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
41,874
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 37.95%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
32,731
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
32,413
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 31.5%
|