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 97 institutions that hold shares in the stock, with a total of 5.7 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
42,571
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 7.43%
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
40,501
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
40,444
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
40,377
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 20.38%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Oct 31, 2025 Q3 2025 |
38,527
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 32.45%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
35,023
shares
|
$0
0.01% of portfolio
|
Q3 2025
Added 59.12%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
31,573
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 70.41%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 14, 2025 Q3 2025 |
28,586
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
27,706
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
27,624
shares
|
$0
0.2% of portfolio
|
Q3 2025
Added 121.05%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
27,322
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
23,124
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 15.03%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Oct 24, 2025 Q3 2025 |
22,332
shares
|
$0
0.75% of portfolio
|
Q3 2025
Reduced 9.32%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
19,807
shares
|
$0
0.03% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
19,797
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 27.34%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
19,230
shares
|
$0
0.27% of portfolio
|
Q3 2025
Reduced 20.47%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
18,482
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 14, 2025 Q3 2025 |
18,050
shares
|
$0
0.65% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 14, 2025 Q3 2025 |
17,917
shares
|
$0
0.33% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
17,311
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
15,387
shares
|
$0
0.06% of portfolio
|
Q3 2025
Added 13.19%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 12, 2025 Q3 2025 |
14,002
shares
|
$0
0.33% of portfolio
|
Q3 2025
Reduced 48.12%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
13,777
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
13,477
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.35%
|
|