NEOS ENHANCED INCOME 1-3 MON CSHI
$49.83
+0.0% 52w: $47.29 – $49.83
Latest 13F among current holders filed 23 days ago (Jun 12, 2026)
Price — last 12 months
research preview data47.2948.5649.83
Jun 20, 2025 Jul 2, 2026
Institutional holders
115
+7 QoQ
13F value
$391.8M
+17.0% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns CSHI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Richard P Slaughter Associates Inc | Wealth advisor | 691.0K | $34.4M | 7.4% | +0.6% |
| Gradient Investments LLC | Wealth advisor | 510.4K | $25.4M | 0.4% | +6.0% |
| LPL Financial LLC | Bank broker | 418.0K | $20.8M | 0.0% | +28.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 394.2K | $19.6M | 0.0% | +2.9% |
| Arkadios Wealth Advisors | Wealth advisor | 344.2K | $17.1M | 0.3% | +0.2% |
| ATTICUS WEALTH MANAGEMENT, LLC | Wealth advisor | 336.6K | $16.8M | 4.5% | -11.6% |
| Retirement Planning Group, LLC | Wealth advisor | 288.1K | $14.3M | 0.4% | +17.6% |
| Owen LaRue, LLC | Wealth advisor | 280.2K | $14.0M | 5.4% | +322.6% |
| MADDEN SECURITIES Corp | Wealth advisor | 260.1K | $12.9M | 3.9% | +1.6% |
| New England Private Wealth Advisors LLC | Wealth advisor | 239.7K | $11.9M | 1.4% | +328.6% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 185.2K | $9.2M | 0.1% | +13.7% |
| Able Wealth Management LLC | Wealth advisor | 179.4K | $8.9M | 2.4% | +38.8% |
| Gainplan LLC | Wealth advisor | 176.5K | $8.8M | 6.6% | -4.0% |
| Grantvest Financial Group LLC | Wealth advisor | 175.9K | $8.8M | 5.7% | 0.0% |
| Summit Financial, LLC | Wealth advisor | 173.5K | $8.6M | 0.1% | +27.4% |
| Compound Planning, Inc. | Wealth advisor | 171.9K | $8.6M | 0.3% | +9.3% |
| Precision Wealth Strategies, LLC | Other | 170.9K | $8.5M | 2.8% | +35.8% |
| UBS Group AG | Bank broker | 160.7K | $8.0M | 0.0% | +2677950.0% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 147.7K | $7.4M | 0.0% | +1.5% |
| Integrated Wealth Concepts LLC | Wealth advisor | 139.0K | $6.9M | 0.1% | -2.3% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 132.9K | $6.6M | 0.1% | +494.2% |
| Independent Wealth Advisors LLC | Wealth advisor | 128.2K | $6.4M | 6.3% | +43.7% |
| Capital Investment Advisory Services, LLC | Wealth advisor | 124.9K | $6.2M | 0.5% | -7.6% |
| NewEdge Advisors, LLC | Diversified mechanical | 113.2K | $5.6M | 0.0% | -14.2% |
| FSA Advisors, Inc. | Wealth advisor | 106.0K | $5.3M | 3.5% | -3.8% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 92.1K | $4.6M | 0.0% | +48.5% |
| Apollon Wealth Management, LLC | Diversified mechanical | 91.4K | $4.6M | 0.1% | +181.4% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 77.6K | $3.9M | 0.1% | -9.8% |
| VERUS CAPITAL PARTNERS, LLC | Other | 71.5K | $3.6M | 0.2% | +11.9% |
| Claro Advisors Inc. | Wealth advisor | 63.1K | $3.1M | 0.4% | -27.5% |
| Mutual Advisors, LLC | Wealth advisor | 56.9K | $2.8M | 0.1% | +33.0% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 56.8K | $2.8M | 0.1% | +3.3% |
| Private Advisor Group, LLC | Wealth advisor | 55.5K | $2.8M | 0.0% | +22.4% |
| CWM, LLC | Wealth advisor | 51.4K | $2.6M | 0.0% | +30.8% |
| Farther Finance Advisors, LLC | Wealth advisor | 51.0K | $2.5M | 0.0% | +27.4% |
| Inspire Advisors, LLC | Wealth advisor | 48.6K | $2.4M | 0.2% | -2.9% |
| True North Advisors, LLC | Other | 45.3K | $2.3M | 0.3% | New |
| HighTower Advisors, LLC | Diversified mechanical | 41.2K | $2.1M | 0.0% | +7.5% |
| Global View Capital Management LLC | Wealth advisor | 40.2K | $2.0M | 0.5% | -1.1% |
| Arax Advisory Partners | Wealth advisor | 39.6K | $2.0M | 0.1% | -61.2% |
| WT Wealth Management | Wealth advisor | 39.3K | $2.0M | 0.6% | -5.9% |
| Bright Futures Wealth Management, LLC. | Wealth advisor | 37.4K | $1.9M | 1.3% | -48.1% |
| CITADEL ADVISORS LLC | Multistrat pod | 35.2K | $1.8M | 0.0% | +398.7% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 35.1K | $1.7M | 0.0% | -6.1% |
| Impact Partnership Wealth, LLC | Wealth advisor | 34.8K | $1.7M | 0.2% | +17.0% |
| Prospera Financial Services Inc | Diversified mechanical | 33.1K | $1.6M | 0.0% | +93.9% |
| RiverTree Advisors, LLC | Wealth advisor | 31.9K | $1.6M | 1.0% | -8.6% |
| Mason & Associates Inc | Wealth advisor | 29.9K | $1.5M | 0.3% | -15.7% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 28.5K | $1.4M | 0.0% | +1.4% |
| Camarda Financial Advisors, LLC | Other | 27.6K | $1.4M | 0.7% | +0.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.