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 80 institutions that hold shares in the stock, with a total of 5.44 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 |
|---|---|---|---|---|---|
|
Cannon Advisors, Inc.
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
30,667
shares
|
$0
1.3% of portfolio
|
Q4 2024
Reduced 16.2%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
29,572
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 7.46%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
29,560
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
26,288
shares
|
$0
0.05% of portfolio
|
Q4 2024
Added 44.81%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
25,996
shares
|
$0
3.49% of portfolio
|
Q4 2024
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
25,792
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
25,394
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
24,374
shares
|
$0
0.05% of portfolio
|
Q4 2024
Added 8.97%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 29, 2025 Q4 2024 |
24,118
shares
|
$0
1.04% of portfolio
|
Q4 2024
Added 44.09%
|
|
|
Brown Financial Advisors
Milford, OH |
Feb 04, 2025 Q4 2024 |
22,861
shares
|
$0
0.46% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
20,965
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
19,751
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
17,736
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 9.19%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
16,595
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 106.3%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
14,960
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,481
shares
|
$0
0.16% of portfolio
|
Q4 2024
Reduced 45.95%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
10,307
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
9,909
shares
|
$0
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
9,866
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 13.43%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
8,800
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 59.72%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
8,597
shares
|
$0
0.23% of portfolio
|
Q1 2024
Added 30.32%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
8,286
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
7,643
shares
|
$0
0.12% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
7,641
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
7,616
shares
|
$0
0.04% of portfolio
|
Q3 2024
New holding
|