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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
5,271
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
5,171
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
5,154
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 28.29%
|
|
|
United Capital Management Of Ks, Inc.
|
Nov 12, 2025 Q3 2025 |
5,058
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,000
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,000
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
1,200
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
853
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 56.39%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
720
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
600
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
567
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
410
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 8100.0%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
332
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
290
shares
|
$0
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
121
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 12000.0%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
117
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 61.76%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
80
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 9.59%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
58
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2800.0%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
2
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 98.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|