NEOS ETF Trust - CSHI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Richard P Slaughter Associates Inc | History | Added to | 686,860 | 34,157 | 7.16% | 7.3% | 1 | +5,545 | 0.81% | Q4 2025 | Jan 12, 2026 |
| Gradient Investments LLC | History | Added to | 481,518 | 23,945 | 0.38% | 0.38% | 2 | +19,020 | 4.11% | Q4 2025 | Jan 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 382,975 | 19,045 | 0.03% | 0.02% | 3 | +10,634 | 2.86% | Q4 2025 | Feb 12, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 380,707 | 18,932 | 4.68% | 4.75% | 4 | +2,553 | 0.68% | Q4 2025 | Feb 09, 2026 |
| Arkadios Wealth Advisors | History | New | 343,450 | 17,079 | 0.33% | — | 5 | +343,450 | New | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 324,970 | 16,160 | 0.0% | 0.0% | 6 | +4,005 | 1.25% | Q4 2025 | Feb 11, 2026 |
| MADDEN SECURITIES Corp | History | Added to | 256,030 | 12,732 | 3.88% | 1.71% | 7 | +143,665 | 127.86% | Q4 2025 | Feb 04, 2026 |
| Retirement Planning Group, LLC | History | Added to | 244,960 | 12,181 | 0.4% | 0.41% | 8 | +7,018 | 2.95% | Q4 2025 | Feb 03, 2026 |
| Gainplan LLC | History | Added to | 183,817 | 9,141 | 3.42% | 3.79% | 9 | +3,965 | 2.2% | Q4 2025 | Jan 23, 2026 |
| Grantvest Financial Group LLC | History | Added to | 175,792 | 8,742 | 5.6% | 5.82% | 10 | +6,271 | 3.7% | Q4 2025 | Feb 02, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 162,900 | 8,101 | 0.09% | 0.09% | 11 | +3,144 | 1.97% | Q4 2025 | Jan 20, 2026 |
| Compound Planning, Inc. | History | Reduced | 157,316 | 7,823 | 0.23% | 0.26% | 12 | -2,102 | -1.32% | Q4 2025 | Feb 19, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 145,554 | 7,238 | 0.02% | 0.02% | 13 | +28,389 | 24.23% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 142,243 | 7,073 | 0.08% | 0.06% | 14 | -1,413 | -0.98% | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Reduced | 136,156 | 6,771 | 0.1% | 0.11% | 15 | -3,760 | -2.69% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 135,215 | 6,724 | 0.48% | — | 16 | +135,215 | New | Q4 2025 | Jan 21, 2026 |
| NewEdge Advisors, LLC | History | Added to | 131,896 | 6,559 | 0.02% | 0.02% | 17 | +59,829 | 83.02% | Q4 2025 | Feb 18, 2026 |
| Able Wealth Management LLC | History | Added to | 129,245 | 6,427 | 2.03% | 2.13% | 18 | +15,037 | 13.17% | Q4 2025 | Jan 27, 2026 |
| Precision Wealth Strategies, LLC | History | Added to | 125,846 | 6,258 | 2.03% | 1.71% | 19 | +19,579 | 18.42% | Q4 2025 | Jan 30, 2026 |
| FSA Advisors, Inc. | History | Added to | 110,263 | 5,483 | 3.81% | 3.49% | 20 | +21,547 | 24.29% | Q4 2025 | Feb 02, 2026 |
| Arax Advisory Partners | History | Added to | 102,140 | 5,054 | 0.15% | 0.07% | 21 | +5,833 | 6.06% | Q4 2025 | Feb 13, 2026 |
| Claro Advisors Inc. | History | Added to | 87,000 | 4,326 | 0.59% | 0.23% | 22 | +55,427 | 175.55% | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 86,000 | 4,276 | 0.16% | 0.09% | 23 | +37,973 | 79.07% | Q4 2025 | Feb 17, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 72,078 | 3,584 | 2.65% | 2.64% | 24 | +4,226 | 6.23% | Q4 2025 | Feb 05, 2026 |
| Owen LaRue, LLC | History | Added to | 66,309 | 3,297 | 1.25% | 0.75% | 25 | +27,782 | 72.11% | Q4 2025 | Feb 05, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | New | 63,863 | 3,175 | 0.2% | — | 26 | +63,863 | New | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 62,062 | 3,086 | 0.0% | 0.0% | 27 | -9,827 | -13.67% | Q4 2025 | Feb 13, 2026 |
| New England Private Wealth Advisors LLC | History | New | 55,931 | 2,781 | 0.35% | — | 28 | +55,931 | New | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 54,993 | 2,734 | 0.05% | 0.07% | 29 | -14,355 | -20.7% | Q4 2025 | Jan 14, 2026 |
| Inspire Advisors, LLC | History | Added to | 50,012 | 2,487 | 0.23% | 0.19% | 30 | +9,568 | 23.66% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 45,340 | 2,254 | 0.01% | 0.0% | 31 | +25,543 | 129.02% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Added to | 42,799 | 2,128 | 0.05% | 0.04% | 32 | +2,422 | 6.0% | Q4 2025 | Feb 02, 2026 |
| WT Wealth Management | History | Added to | 41,768 | 2,077 | 0.6% | 0.58% | 33 | +1,267 | 3.13% | Q4 2025 | Feb 02, 2026 |
| Global View Capital Management LLC | History | Reduced | 40,616 | 2,019 | 0.38% | 0.68% | 34 | -24,187 | -37.32% | Q4 2025 | Jan 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 39,997 | 1,989 | 0.02% | 0.01% | 35 | +31,444 | 367.64% | Q4 2025 | Jan 23, 2026 |
| CWM, LLC | History | Added to | 39,272 | 1,953 | 0.01% | 0.01% | 36 | +4,249 | 12.13% | Q4 2025 | Jan 26, 2026 |
| HighTower Advisors, LLC | History | Reduced | 38,357 | 1,907 | 0.0% | 0.0% | 37 | -4,214 | -9.9% | Q4 2025 | Feb 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 37,417 | 1,860 | 0.0% | 0.0% | 38 | -19,208 | -33.92% | Q4 2025 | Feb 18, 2026 |
| Mason & Associates Inc | History | New | 35,430 | 1,761 | 0.33% | — | 39 | +35,430 | New | Q4 2025 | Feb 05, 2026 |
| RiverTree Advisors, LLC | History | New | 34,901 | 1,735 | 1.11% | — | 40 | +34,901 | New | Q4 2025 | Jan 15, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 33,994 | 1,690 | 0.01% | — | 41 | +33,994 | New | Q4 2025 | Feb 12, 2026 |
| Apollon Wealth Management, LLC | History | New | 32,495 | 1,615 | 0.03% | — | 42 | +32,495 | New | Q4 2025 | Jan 22, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 29,754 | 1,479 | 0.19% | 0.2% | 43 | +2,130 | 7.71% | Q4 2025 | Feb 10, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 28,153 | 1,400 | 0.04% | 0.04% | 44 | +831 | 3.04% | Q4 2025 | Jan 09, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 27,544 | 1,369 | 0.52% | 0.52% | 45 | -1,042 | -3.65% | Q4 2025 | Feb 17, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 24,100 | 1,198 | 0.09% | 0.06% | 46 | +8,713 | 56.63% | Q4 2025 | Jan 16, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 22,425 | 1,115 | 0.03% | 0.03% | 47 | +2,618 | 13.22% | Q4 2025 | Jan 29, 2026 |
| Belpointe Asset Management LLC | History | Added to | 21,744 | 1,081 | 0.04% | 0.03% | 48 | +4,433 | 25.61% | Q4 2025 | Jan 27, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 21,575 | 1,072 | 0.08% | — | 49 | +21,575 | New | Q4 2025 | Feb 12, 2026 |
| Latitude Advisors, LLC | History | Reduced | 21,173 | 1,052 | 0.46% | 0.52% | 50 | -1,951 | -8.44% | Q4 2025 | Jan 27, 2026 |
| CoreCap Advisors, LLC | History | Added to | 20,996 | 1,044 | 0.04% | 0.03% | 51 | +2,514 | 13.6% | Q4 2025 | Jan 13, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Added to | 19,697 | 979 | 0.46% | 0.32% | 52 | +6,678 | 51.29% | Q4 2025 | Feb 06, 2026 |
| Tactive Advisors, LLC | History | Added to | 19,267 | 958 | 0.28% | 0.27% | 53 | +37 | 0.19% | Q4 2025 | Jan 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 19,248 | 957 | 0.0% | 0.0% | 54 | -8,458 | -30.53% | Q4 2025 | Feb 17, 2026 |
| Paladin Wealth, LLC | History | Reduced | 18,044 | 897 | 0.61% | 0.65% | 55 | -6 | -0.03% | Q4 2025 | Jan 15, 2026 |
| Brown Financial Advisors | History | Reduced | 17,498 | 870 | 0.32% | 0.33% | 56 | -419 | -2.34% | Q4 2025 | Feb 17, 2026 |
| Cannon Advisors, Inc. | History | Reduced | 17,525 | 869 | 0.61% | 0.75% | 57 | -4,807 | -21.53% | Q4 2025 | Jan 15, 2026 |
| Prospera Financial Services Inc | History | New | 17,058 | 848 | 0.01% | — | 58 | +17,058 | New | Q4 2025 | Feb 09, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Added to | 15,467 | 769 | 0.33% | 0.16% | 59 | +7,842 | 102.85% | Q4 2025 | Jan 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 14,899 | 741 | 0.0% | — | 60 | +14,899 | New | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 14,375 | 714 | 0.0% | 0.0% | 61 | +2,916 | 25.45% | Q4 2025 | Feb 10, 2026 |
| Empire Financial Management Company, LLC | History | Reduced | 12,923 | 642 | 0.14% | 0.15% | 62 | -156 | -1.19% | Q4 2025 | Feb 12, 2026 |
| High Net Worth Advisory Group LLC | History | New | 12,500 | 621 | 0.14% | — | 63 | +12,500 | New | Q4 2025 | Jan 23, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 11,931 | 593 | 0.11% | 0.13% | 64 | -1,546 | -11.47% | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | Added to | 11,724 | 583 | 0.01% | 0.01% | 65 | +6,553 | 126.73% | Q4 2025 | Feb 06, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 11,510 | 572 | 0.39% | 0.24% | 66 | +4,575 | 65.97% | Q4 2025 | Jan 22, 2026 |
| Allworth Financial LP | History | New | 10,973 | 545 | 0.0% | — | 67 | +10,973 | New | Q4 2025 | Feb 05, 2026 |
| Mariner, LLC | History | New | 10,132 | 503 | 0.0% | — | 68 | +10,132 | New | Q4 2025 | Feb 13, 2026 |
| Berger Financial Group, Inc | History | Added to | 9,715 | 483 | 0.03% | 0.02% | 69 | +1,393 | 16.74% | Q4 2025 | Jan 27, 2026 |
| Carter Financial Group, INC. | History | Added to | 9,432 | 469 | 0.28% | 0.28% | 70 | +31 | 0.33% | Q4 2025 | Feb 13, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 9,248 | 459 | 0.05% | — | 71 | +9,248 | New | Q4 2025 | Jan 14, 2026 |
| Mattson Financial Services, LLC | History | Added to | 8,851 | 440 | 0.1% | 0.09% | 72 | +1,019 | 13.01% | Q4 2025 | Feb 12, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 8,089 | 402 | 0.01% | 0.01% | 73 | -2,574 | -24.14% | Q4 2025 | Feb 17, 2026 |
| Pure Financial Advisors, LLC | History | New | 7,690 | 382 | 0.07% | — | 74 | +7,690 | New | Q4 2025 | Mar 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 7,626 | 379 | 0.02% | — | 75 | +7,626 | New | Q4 2025 | Jan 21, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 7,125 | 354 | 0.02% | 0.03% | 76 | -3,810 | -34.84% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 7,065 | 351 | 0.0% | 0.0% | 77 | -5,683 | -44.58% | Q4 2025 | Feb 17, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 6,889 | 342 | 0.01% | 0.03% | 78 | -6,888 | -50.0% | Q4 2025 | Jan 20, 2026 |
| PMV Capital Advisers, LLC | History | Added to | 5,912 | 294 | 0.54% | 0.56% | 79 | +160 | 2.78% | Q4 2025 | Jan 08, 2026 |
| Golden Reserve Retirement LLC | History | New | 5,735 | 285 | 0.05% | — | 80 | +5,735 | New | Q4 2025 | Jan 29, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 5,682 | 282 | 0.01% | 0.02% | 81 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Krilogy Financial LLC | History | Reduced | 5,467 | 271 | 0.01% | 0.01% | 82 | -1,242 | -18.51% | Q4 2025 | Jan 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 5,291 | 263 | 0.0% | — | 83 | +5,291 | New | Q4 2025 | Jan 29, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 5,140 | 255 | 0.02% | 0.02% | 84 | -131 | -2.49% | Q4 2025 | Jan 29, 2026 |
| Waverly Advisors, LLC | History | Reduced | 5,038 | 250 | 0.0% | 0.0% | 85 | -1,201 | -19.25% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 4,921 | 244 | 0.0% | 0.0% | 86 | -233 | -4.52% | Q4 2025 | Feb 09, 2026 |
| MGO ONE SEVEN LLC | History | New | 4,747 | 236 | 0.0% | — | 87 | +4,747 | New | Q4 2025 | Feb 03, 2026 |
| Vistica Wealth Advisors, LLC | History | New | 4,586 | 228 | 0.23% | — | 88 | +4,586 | New | Q4 2025 | Feb 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 4,500 | 223 | 0.01% | 0.01% | 89 | -500 | -10.0% | Q4 2025 | Feb 17, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 4,037 | 200 | 0.17% | 0.28% | 90 | -2,620 | -39.36% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,000 | 99 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,925 | 95 | 0.0% | 0.0% | 92 | +1,072 | 125.67% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 1,032 | 51 | 0.0% | 0.0% | 93 | +911 | 752.89% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 1,000 | 49 | 0.01% | — | 94 | +1,000 | New | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 720 | 35 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Jackson Hole Capital Partners, LLC | History | New | 638 | 31 | 0.01% | — | 96 | +638 | New | Q4 2025 | Jan 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 600 | 29 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Capital Analysts, LLC | History | Reduced | 558 | 28 | 0.0% | 0.0% | 98 | -9 | -1.59% | Q4 2025 | Feb 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 410 | 20 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Larson Financial Group LLC | History | Added to | 336 | 16 | 0.0% | 0.0% | 100 | +4 | 1.2% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | Added to | 122 | 6 | 0.0% | 0.0% | 101 | +5 | 4.27% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Reduced | 73 | 3 | 0.0% | 0.0% | 102 | -7 | -8.75% | Q4 2025 | Jan 26, 2026 |
| Equitable Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,431 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -9,709 | -100.0% | Q3 2025 | Oct 16, 2025 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.04% | — | -9,436 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Secure Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,125 | -100.0% | Q3 2025 | Oct 09, 2025 |
| United Capital Management of KS, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -5,058 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 20 | 0 | — | 0.0% | — | -38 | -65.52% | Q4 2025 | Feb 03, 2026 |
| UBS Group AG | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |