# NEOS ETF TRUST (CSHI)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CSHI/

- Reporting holders: 8
- Reported value: $48.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $28.5M | 572,631 | 0.4% | 12 |
| [Gainplan LLC](https://holderbook.com/funds/1697857-gainplan-llc/) | $9.0M | 180,071 | 3.5% | 13 |
| [FIG FINANCIAL ADVISORY SERVICES INC /ADV](https://holderbook.com/funds/753967-fig-financial-advisory-services-inc-adv/) | $4.7M | 94,961 | 2.9% | 2 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $3.6M | 72,307 | 0.0% | 6 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $1.4M | 27,664 | 0.0% | 7 |
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $711.5K | 14,313 | 0.1% | 1 |
| [Tactive Advisors, LLC](https://holderbook.com/funds/2002409-tactive-advisors-llc/) | $270.1K | 5,434 | 0.1% | 1 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $49.7K | 1,000 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 8 | $48.1M |
| Q2 2026 | 127 | $477.1M |
| Q1 2026 | 114 | $387.1M |
| Q4 2025 | 108 | $338.2M |
| Q3 2025 | 92 | $266.0M |
| Q2 2025 | 94 | $237.8M |
| Q1 2025 | 85 | $237.8M |
| Q4 2024 | 78 | $263.8M |
| Q3 2024 | 67 | $276.1M |
| Q2 2024 | 63 | $220.3M |
| Q1 2024 | 51 | $149.4M |
| Q4 2023 | 50 | $136.0M |