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 96 institutions that hold shares in the stock, with a total of 5.73 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
|
Jan 12, 2026 Q4 2025 |
686,860
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 0.81%
|
|
|
Gradient Investments LLC
|
Jan 08, 2026 Q4 2025 |
481,518
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 4.11%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
378,154
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 12.53%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
372,341
shares
|
$0
0.02% of portfolio
|
Q3 2025
Added 37.19%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
347,387
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 3.68%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
320,965
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 22.65%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
237,942
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Oct 09, 2025 Q3 2025 |
179,852
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
169,521
shares
|
$0
5.82% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
159,756
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
159,418
shares
|
$0
0.26% of portfolio
|
Q3 2025
Added 11.85%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
143,656
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
139,916
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
117,165
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 19.73%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
114,208
shares
|
$0
2.13% of portfolio
|
Q3 2025
Added 544.73%
|
|
|
Madden Securities Corp
|
Oct 23, 2025 Q3 2025 |
112,365
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 334.43%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 16, 2025 Q3 2025 |
106,267
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 7.77%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
96,307
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
88,716
shares
|
$0
3.49% of portfolio
|
Q3 2025
Added 26.44%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
72,067
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 34.76%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
71,889
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
67,852
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 389.94%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
56,625
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 8.46%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
54,993
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 20.7%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
48,027
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 15.76%
|
|