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 |
|---|---|---|---|---|---|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
7,509
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 66.5%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
7,392
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jan 30, 2025 Q4 2024 |
6,366
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
6,301
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
6,131
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,986
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,851
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
5,686
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
5,505
shares
|
$0
0.02% of portfolio
|
Q4 2024
Reduced 99.11%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
5,449
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,340
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 80.1%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
4,692
shares
|
$0
0.03% of portfolio
|
Q4 2024
Reduced 18.12%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
4,309
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 6.24%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
4,307
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
1,500
shares
|
$0
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
900
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
720
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
600
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
410
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 8100.0%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
319
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
274
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
125
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 31.69%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
125
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 31.69%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
122
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 454.55%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
111
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 98.04%
|