NEOS ETF TRUST (CSHI)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
125
Reporting holders
$473.2M
Reported value
0.0%
Held as options
+13
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $34.1M | 685,494 | 0.01% | 11q | +64.0%+$13.3M |
| Gradient Investments LLC | $28.2M | 565,301 | 0.39% | 11q | +10.8%+$2.7M |
| UBS Group AG | $26.4M | 531,014 | 0.00% | 3q | +230.5%+$18.4M |
| New England Private Wealth Advisors LLC | $25.8M | 517,928 | 2.49% | 3q | +116.1%+$13.8M |
| Retirement Planning Group, LLC | $21.8M | 438,606 | 0.56% | 10q | +52.3%+$7.5M |
| ATTICUS WEALTH MANAGEMENT, LLC | $21.5M | 432,170 | 5.12% | 12q | +28.4%+$4.8M |
| Richard P Slaughter Associates Inc | $20.8M | 417,336 | 4.08% | 9q | -39.6%-$13.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $20.4M | 409,849 | 0.03% | 7q | +4.0%+$779.6K |
| Arkadios Wealth Advisors | $18.0M | 361,785 | 0.27% | 3q | +5.1%+$877.9K |
| MADDEN SECURITIES Corp | $14.1M | 284,043 | 3.93% | 5q | +9.2%+$1.2M |
| FSA Advisors, Inc. | $11.1M | 222,294 | 2.54% | 6q | +109.7%+$5.8M |
| Global View Capital Management LLC | $10.9M | 218,240 | 2.24% | 7q | +443.2%+$8.9M |
| Summit Financial, LLC | $10.8M | 216,871 | 0.12% | 4q | +25.0%+$2.2M |
| Stratos Wealth Partners, LTD. | $10.3M | 205,946 | 0.10% | 6q | +11.2%+$1.0M |
| MML INVESTORS SERVICES, LLC | $10.1M | 202,925 | 0.02% | 11q | +37.4%+$2.7M |
| Grantvest Financial Group LLC | $8.9M | 178,981 | 5.17% | 7q | +1.8%+$155.6K |
| Gainplan LLC | $8.7M | 174,131 | 3.42% | 12q | -1.3%-$118.3K |
| Owen LaRue, LLC | $8.4M | 169,551 | 2.94% | 6q | -39.5%-$5.5M |
| NewEdge Advisors, LLC | $8.1M | 162,398 | 0.02% | new | NEW |
| Able Wealth Management LLC | $8.0M | 161,270 | 1.84% | 5q | -10.1%-$902.0K |
| Compound Planning, Inc. | $7.4M | 149,064 | 0.19% | 14q | -13.3%-$1.1M |
| INDEPENDENT FINANCIAL GROUP, LLC | $6.8M | 136,194 | 0.13% | 6q | +2.5%+$163.1K |
| Precision Wealth Strategies, LLC | $6.1M | 123,152 | 1.85% | 12q | -27.9%-$2.4M |
| Capital Investment Advisory Services, LLC | $6.0M | 120,829 | 0.37% | 3q | -3.3%-$204.4K |
| Arax Advisory Partners | $5.4M | 108,683 | 0.04% | 4q | +174.6%+$3.4M |
| Independent Wealth Advisors LLC | $5.3M | 105,650 | 4.76% | 3q | -17.6%-$1.1M |
| STIFEL FINANCIAL CORP | $5.2M | 104,360 | 0.00% | 11q | +13.3%+$608.7K |
| Apollon Wealth Management, LLC | $5.1M | 102,927 | 0.06% | 3q | +12.6%+$572.1K |
| VERUS CAPITAL PARTNERS, LLC | $3.9M | 77,404 | 0.21% | 3q | +8.3%+$295.3K |
| 49 WEALTH MANAGEMENT, LLC | $3.6M | 73,266 | 0.35% | new | NEW |
| True North Advisors, LLC | $3.6M | 71,928 | 0.34% | 2q | +58.8%+$1.3M |
| MERCER GLOBAL ADVISORS INC /ADV | $3.5M | 69,978 | 0.00% | 10q | +99.2%+$1.7M |
| AssuredPartners Investment Advisors, LLC | $3.4M | 68,786 | 0.33% | new | NEW |
| Mutual Advisors, LLC | $3.3M | 67,048 | 0.06% | 7q | +17.8%+$505.0K |
| Gladstone Institutional Advisory LLC | $3.3M | 66,484 | 0.10% | 9q | -14.3%-$552.7K |
| Farther Finance Advisors, LLC | $3.0M | 59,366 | 0.02% | 5q | +16.5%+$418.1K |
| Wealthcare Advisory Partners LLC | $2.7M | 53,886 | 0.05% | 6q | -5.2%-$145.8K |
| Inspire Advisors, LLC | $2.7M | 53,657 | 0.19% | 7q | +10.5%+$253.1K |
| Claro Advisors Inc. | $2.6M | 52,474 | 0.27% | 12q | -16.8%-$529.1K |
| ARQ WEALTH ADVISORS, LLC | $2.4M | 48,160 | 0.30% | 2q | +107.8%+$1.2M |
| Bright Futures Wealth Management, LLC. | $2.4M | 47,423 | 1.53% | 6q | +26.7%+$498.2K |
| Private Advisor Group, LLC | $2.2M | 44,697 | 0.01% | 5q | -19.4%-$537.3K |
| WT Wealth Management | $2.2M | 44,621 | 0.62% | 13q | +13.5%+$264.1K |
| Impact Partnership Wealth, LLC | $2.2M | 43,755 | 0.21% | 5q | +25.6%+$444.7K |
| Prospera Financial Services Inc | $2.1M | 42,891 | 0.03% | 3q | +29.7%+$489.1K |
| HighTower Advisors, LLC | $2.1M | 42,369 | 0.00% | 7q | +2.8%+$56.8K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.9M | 37,776 | 0.02% | 3q | +606.8%+$1.6M |
| ALONGSIDE, LLC | $1.8M | 36,633 | 0.35% | new | NEW |
| WEST MICHIGAN ADVISORS, LLC | $1.7M | 33,535 | 0.17% | 2q | +197.7%+$1.1M |
| Belpointe Asset Management LLC | $1.6M | 32,199 | 0.05% | 9q | +36.0%+$424.4K |
| JPMORGAN CHASE & CO | $1.6M | 31,678 | 0.00% | 2q | +83.6%+$718.1K |
| Camarda Financial Advisors, LLC | $1.5M | 29,485 | 0.44% | 12q | +6.9%+$95.0K |
| Dynamic Advisor Solutions LLC | $1.5M | 29,345 | 0.04% | 12q | +2.8%+$40.1K |
| High Net Worth Advisory Group LLC | $1.4M | 28,255 | 0.30% | 3q | +78.8%+$620.4K |
| Unique Wealth Strategies, LLC | $1.4M | 28,109 | 0.51% | 2q | +25.0%+$280.4K |
| CoreCap Advisors, LLC | $1.3M | 25,920 | 0.04% | 6q | +10.9%+$126.7K |
| Heck Capital Advisors, LLC | $1.2M | 24,728 | 0.07% | 12q | +5.9%+$68.3K |
| Global Retirement Partners, LLC | $1.2M | 24,152 | 0.02% | 12q | +106.0%+$619.0K |
| Cherry Creek Investment Advisors, Inc. | $1.1M | 22,956 | 0.45% | 7q | +4.1%+$44.8K |
| Ashton Thomas Private Wealth, LLC | $1.1M | 22,014 | 0.02% | 9q | +9.5%+$95.0K |
| Balboa Wealth Partners | $1.1M | 21,755 | 0.15% | 2q | +44.9%+$335.9K |
| Brookwood Investment Group LLC | $1.0M | 20,829 | 0.12% | 2q | +37.0%+$280.1K |
| Paladin Wealth, LLC | $1.0M | 20,436 | 0.59% | 8q | +9.9%+$91.7K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.0M | 20,405 | 0.05% | 5q | +210.0%+$688.5K |
| Trademark Financial Management, LLC | $1.0M | 20,212 | 0.41% | new | NEW |
| Mason & Associates Inc | $1.0M | 20,146 | 0.16% | 3q | -32.5%-$483.5K |
| Invst, LLC | $927.6K | 18,622 | 0.09% | 2q | +232.1%+$648.3K |
| Ausdal Financial Partners, Inc. | $922.2K | 18,514 | 0.04% | 2q | +324.6%+$705.0K |
| Latitude Advisors, LLC | $915.3K | 18,376 | 0.37% | 11q | -10.4%-$106.8K |
| Empire Financial Management Company, LLC | $893.9K | 17,945 | 0.35% | 14q | +23.8%+$171.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $878.0K | 17,606 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $770.0K | 15,458 | 0.00% | 14q | +54.3%+$271.1K |
| S&A Financial Services, Inc. | $767.6K | 15,410 | 0.47% | new | FIRST |
| Comprehensive Money Management Services LLC | $748.6K | 15,030 | 0.47% | 4q | +9.6%+$65.7K |
| ENVESTNET ASSET MANAGEMENT INC | $748.2K | 15,021 | 0.00% | 9q | -3.7%-$28.8K |
| Kingsview Wealth Management, LLC | $667.5K | 13,401 | 0.01% | new | NEW |
| Madison Wealth Partners, Inc | $643.5K | 12,919 | 0.08% | 14q | +18.6%+$100.9K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $605.0K | 12,147 | 0.03% | 12q | +1418.4%+$565.2K |
| RPS ADVISORY SOLUTIONS LLC | $591.0K | 11,865 | 0.39% | 7q | +134.4%+$338.8K |
| Integrated Wealth Concepts LLC | $576.5K | 11,573 | 0.00% | 8q | -91.7%-$6.3M |
| COMPASS FINANCIAL MANAGEMENT LLC | $561.4K | 11,271 | 0.07% | new | FIRST |
| BIP Wealth, LLC | $541.0K | 10,861 | 0.02% | new | NEW |
| Occidental Asset Management, LLC | $540.6K | 10,854 | 0.05% | 2q | +27.2%+$115.5K |
| Carter Financial Group, INC. | $529.0K | 10,620 | 0.27% | 5q | +4.5%+$23.0K |
| Berger Financial Group, Inc | $513.9K | 10,318 | 0.03% | 5q | +13.6%+$61.7K |
| Gateway Wealth Partners, LLC | $508.0K | 10,200 | 0.03% | 2q | -20.7%-$132.9K |
| Mattson Financial Services, LLC | $487.5K | 9,807 | 0.10% | 9q | +4.3%+$20.2K |
| Essex Financial Services, Inc. | $467.9K | 9,393 | 0.02% | 6q | -12.7%-$68.0K |
| Cannon Advisors, Inc. | $458.2K | 9,187 | 0.28% | 8q | -54.4%-$546.3K |
| Allworth Financial LP | $447.5K | 8,983 | 0.00% | 7q | -18.4%-$100.6K |
| WealthPlan Investment Management, LLC | $416.5K | 8,362 | 0.02% | new | NEW |
| Redhawk Wealth Advisors, Inc. | $404.1K | 8,113 | 0.04% | 3q | -7.4%-$32.5K |
| STEPHENS INC /AR/ | $350.6K | 7,038 | 0.00% | 2q | +74.6%+$149.8K |
| WINNACLE WEALTH LLC | $349.2K | 7,011 | 0.24% | new | NEW |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | $339.5K | 6,816 | 0.20% | new | NEW |
| INSIGNEO ADVISORY SERVICES, LLC | $338.7K | 6,800 | 0.01% | 3q | +0.9%+$3.0K |
| Cetera Investment Advisers | $326.7K | 6,559 | 0.00% | 2q | -36.9%-$191.1K |
| RiverTree Advisors, LLC | $320.6K | 6,437 | 0.19% | 3q | -79.8%-$1.3M |
| IFP Advisors, Inc | $313.6K | 6,295 | 0.01% | 2q | +5.6%+$16.7K |
| Thompson David Blair | $275.6K | 5,534 | 0.14% | new | NEW |
Showing the largest 100 of 127 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 125 | $473.2M | 9,501,524 | 19 | 67 | 32 | 0.0% |
| Q1 2026 | 112 | $386.5M | 7,764,586 | 18 | 51 | 33 | 0.0% |
| Q4 2025 | 105 | $335.4M | 6,745,680 | 21 | 44 | 28 | 0.0% |
| Q3 2025 | 89 | $245.7M | 4,940,849 | 9 | 39 | 30 | 0.0% |
| Q2 2025 | 88 | $215.4M | 4,330,699 | 14 | 28 | 38 | 0.0% |
| Q1 2025 | 80 | $226.2M | 4,556,831 | 21 | 23 | 29 | 0.0% |
| Q4 2024 | 75 | $253.9M | 5,096,520 | 14 | 20 | 26 | 0.0% |
| Q3 2024 | 64 | $257.1M | 5,162,923 | 11 | 21 | 20 | 0.0% |
| Q2 2024 | 58 | $213.8M | 4,297,487 | 17 | 20 | 15 | 0.0% |
| Q1 2024 | 45 | $124.3M | 2,496,580 | 4 | 26 | 10 | 0.0% |
| Q4 2023 | 45 | $127.4M | 2,550,873 | 17 | 18 | 6 | 0.0% |
| Q3 2023 | 30 | $69.3M | 1,388,410 | 15 | 11 | 3 | 0.0% |
| Q2 2023 | 19 | $70.6M | 1,410,145 | 11 | 3 | 3 | 0.0% |
| Q1 2023 | 8 | $5.7M | 112,821 | 6 | 0 | 0 | 0.0% |
| Q4 2022 | 1 | $28.1K | 563 | 1 | 0 | 0 | 0.0% |