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 66 institutions that hold shares in the stock, with a total of 5.26 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 |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
784,736
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 40.51%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
616,589
shares
|
$0
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
444,838
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 5754.67%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
406,483
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
400,051
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 40.96%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
395,666
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 5.46%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
347,387
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 3.68%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
304,830
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 33.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
206,620
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 42.03%
|
|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
98,502
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 68.92%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
92,980
shares
|
$0
0.29% of portfolio
|
Q3 2024
Added 18.78%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
92,672
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 242.82%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
91,065
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 59.46%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
87,839
shares
|
$0
0.02% of portfolio
|
Q2 2024
Reduced 17.26%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Aug 13, 2024 Q2 2024 |
72,515
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Precision Wealth Strategies, LLC
|
Oct 21, 2024 Q3 2024 |
70,667
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 9.13%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Oct 04, 2024 Q3 2024 |
67,758
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 25.16%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
59,751
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 50.12%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Aug 13, 2024 Q2 2024 |
59,415
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 48.15%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
47,317
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 11.04%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
46,895
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 179.84%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
44,308
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 36.13%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
32,829
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
31,955
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 14.31%
|
|
|
Newbridge Financial Services Group, Inc.
|
Sep 11, 2024 Q2 2024 |
29,256
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 5.19%
|