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 | 691,026 | 34,399 | 7.43% | 7.16% | 1 | +4,166 | 0.61% | Q1 2026 | Apr 13, 2026 |
| Gradient Investments LLC | History | Added to | 510,390 | 25,407 | 0.39% | 0.38% | 2 | +28,872 | 6.0% | Q1 2026 | Apr 13, 2026 |
| LPL Financial LLC | History | Added to | 417,972 | 20,806 | 0.01% | 0.0% | 3 | +93,002 | 28.62% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 394,198 | 19,623 | 0.03% | 0.03% | 4 | +11,223 | 2.93% | Q1 2026 | Apr 27, 2026 |
| Arkadios Wealth Advisors | History | Added to | 344,159 | 17,132 | 0.28% | 0.33% | 5 | +709 | 0.21% | Q1 2026 | May 18, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 336,587 | 16,755 | 4.54% | 4.68% | 6 | -44,120 | -11.59% | Q1 2026 | Apr 28, 2026 |
| Retirement Planning Group, LLC | History | Added to | 288,073 | 14,340 | 0.44% | 0.4% | 7 | +43,113 | 17.6% | Q1 2026 | May 04, 2026 |
| Owen LaRue, LLC | History | Added to | 280,248 | 13,950 | 5.35% | 1.25% | 8 | +213,939 | 322.64% | Q1 2026 | Apr 30, 2026 |
| MADDEN SECURITIES Corp | History | Added to | 260,062 | 12,945 | 3.89% | 3.88% | 9 | +4,032 | 1.57% | Q1 2026 | May 05, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 239,707 | 11,932 | 1.38% | 0.35% | 10 | +183,776 | 328.58% | Q1 2026 | May 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 185,182 | 9,218 | 0.1% | 0.09% | 11 | +22,282 | 13.68% | Q1 2026 | Apr 28, 2026 |
| Able Wealth Management LLC | History | Added to | 179,379 | 8,929 | 2.39% | 2.03% | 12 | +50,134 | 38.79% | Q1 2026 | Apr 24, 2026 |
| Gainplan LLC | History | Reduced | 176,506 | 8,786 | 6.58% | 3.42% | 13 | -7,311 | -3.98% | Q1 2026 | Apr 08, 2026 |
| Grantvest Financial Group LLC | History | Added to | 175,858 | 8,754 | 5.67% | 5.6% | 14 | +66 | 0.04% | Q1 2026 | May 11, 2026 |
| Summit Financial, LLC | History | Added to | 173,510 | 8,637 | 0.11% | 0.1% | 15 | +37,354 | 27.43% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Added to | 171,930 | 8,558 | 0.26% | 0.23% | 16 | +14,614 | 9.29% | Q1 2026 | May 14, 2026 |
| Precision Wealth Strategies, LLC | History | Added to | 170,897 | 8,507 | 2.82% | 2.03% | 17 | +45,051 | 35.8% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 160,683 | 7,998 | 0.0% | — | 18 | +160,677 | 2677950.0% | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 147,739 | 7,354 | 0.02% | 0.02% | 19 | +2,185 | 1.5% | Q1 2026 | May 04, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 139,029 | 6,920 | 0.06% | 0.08% | 20 | -3,214 | -2.26% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 132,920 | 6,616 | 0.15% | 0.02% | 21 | +110,549 | 494.16% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 124,933 | 6,219 | 0.45% | 0.48% | 22 | -10,282 | -7.6% | Q1 2026 | May 05, 2026 |
| FSA Advisors, Inc. | History | Reduced | 106,020 | 5,277 | 3.48% | 3.81% | 23 | -4,243 | -3.85% | Q1 2026 | May 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 92,140 | 4,586 | 0.0% | 0.0% | 24 | +30,078 | 48.46% | Q1 2026 | May 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 91,442 | 4,551 | 0.07% | 0.03% | 25 | +58,947 | 181.4% | Q1 2026 | Apr 22, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 77,581 | 3,862 | 0.14% | 0.16% | 26 | -8,419 | -9.79% | Q1 2026 | May 14, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 63,863 | 3,175 | 0.2% | 0.2% | 27 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Claro Advisors Inc. | History | Reduced | 63,096 | 3,140 | 0.38% | 0.59% | 28 | -23,904 | -27.48% | Q1 2026 | Apr 21, 2026 |
| Mutual Advisors, LLC | History | Added to | 56,909 | 2,832 | 0.06% | 0.05% | 29 | +14,110 | 32.97% | Q1 2026 | May 01, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 56,814 | 2,828 | 0.05% | 0.05% | 30 | +1,821 | 3.31% | Q1 2026 | Apr 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 55,485 | 2,762 | 0.01% | 0.01% | 31 | +10,145 | 22.38% | Q1 2026 | Apr 24, 2026 |
| CWM, LLC | History | Added to | 51,369 | 2,557 | 0.01% | 0.01% | 32 | +12,097 | 30.8% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 50,973 | 2,537 | 0.02% | 0.02% | 33 | +10,976 | 27.44% | Q1 2026 | Apr 07, 2026 |
| Inspire Advisors, LLC | History | Reduced | 48,576 | 2,418 | 0.2% | 0.23% | 34 | -1,436 | -2.87% | Q1 2026 | May 15, 2026 |
| True North Advisors, LLC | History | New | 45,287 | 2,254 | 0.26% | — | 35 | +45,287 | New | Q1 2026 | May 07, 2026 |
| HighTower Advisors, LLC | History | Added to | 41,229 | 2,052 | 0.0% | 0.0% | 36 | +2,872 | 7.49% | Q1 2026 | May 05, 2026 |
| Global View Capital Management LLC | History | Reduced | 40,177 | 2,000 | 0.53% | 0.38% | 37 | -439 | -1.08% | Q1 2026 | May 04, 2026 |
| Arax Advisory Partners | History | Reduced | 39,581 | 1,970 | 0.06% | 0.15% | 38 | -62,559 | -61.25% | Q1 2026 | May 13, 2026 |
| WT Wealth Management | History | Reduced | 39,319 | 1,957 | 0.58% | 0.6% | 39 | -2,449 | -5.86% | Q1 2026 | Apr 21, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 37,422 | 1,862 | 1.27% | 2.65% | 40 | -34,656 | -48.08% | Q1 2026 | Apr 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 35,235 | 1,753 | 0.0% | 0.0% | 41 | +28,170 | 398.73% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 35,137 | 1,749 | 0.0% | 0.0% | 42 | -2,280 | -6.09% | Q1 2026 | May 15, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 34,827 | 1,733 | 0.21% | 0.19% | 43 | +5,073 | 17.05% | Q1 2026 | Apr 23, 2026 |
| Prospera Financial Services Inc | History | Added to | 33,072 | 1,646 | 0.03% | 0.01% | 44 | +16,014 | 93.88% | Q1 2026 | Apr 14, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 31,883 | 1,587 | 1.01% | 1.11% | 45 | -3,018 | -8.65% | Q1 2026 | Apr 20, 2026 |
| Mason & Associates Inc | History | Reduced | 29,852 | 1,483 | 0.29% | 0.33% | 46 | -5,578 | -15.74% | Q1 2026 | Apr 30, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 28,540 | 1,420 | 0.04% | 0.04% | 47 | +387 | 1.37% | Q1 2026 | Apr 08, 2026 |
| Camarda Financial Advisors, LLC | History | Added to | 27,578 | 1,372 | 0.72% | 0.52% | 48 | +34 | 0.12% | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | Added to | 23,679 | 1,178 | 0.04% | 0.04% | 49 | +1,935 | 8.9% | Q1 2026 | Apr 28, 2026 |
| CoreCap Advisors, LLC | History | Added to | 23,377 | 1,163 | 0.04% | 0.04% | 50 | +2,381 | 11.34% | Q1 2026 | Apr 07, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 23,356 | 1,162 | 0.09% | 0.09% | 51 | -744 | -3.09% | Q1 2026 | Apr 16, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | New | 23,174 | 1,153 | 0.21% | — | 52 | +23,174 | New | Q1 2026 | May 01, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Added to | 22,056 | 1,097 | 0.48% | 0.33% | 53 | +6,589 | 42.6% | Q1 2026 | Apr 30, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 21,880 | 1,089 | 0.01% | 0.01% | 54 | -12,114 | -35.64% | Q1 2026 | May 13, 2026 |
| Latitude Advisors, LLC | History | Reduced | 20,520 | 1,021 | 0.47% | 0.46% | 55 | -653 | -3.08% | Q1 2026 | Apr 27, 2026 |
| Cannon Advisors, Inc. | History | Added to | 20,139 | 1,002 | 0.74% | 0.61% | 56 | +2,614 | 14.92% | Q1 2026 | Apr 24, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 20,106 | 1,000 | 0.02% | 0.03% | 57 | -2,319 | -10.34% | Q1 2026 | May 11, 2026 |
| Paladin Wealth, LLC | History | Added to | 18,596 | 925 | 0.64% | 0.61% | 58 | +552 | 3.06% | Q1 2026 | Apr 16, 2026 |
| Valmark Advisers, Inc. | History | New | 17,831 | 887 | 0.01% | — | 59 | +17,831 | New | Q1 2026 | May 01, 2026 |
| JPMORGAN CHASE & CO | History | New | 17,258 | 857 | 0.0% | — | 60 | +17,258 | New | Q1 2026 | May 13, 2026 |
| Brown Financial Advisors | History | Reduced | 16,787 | 835 | 0.32% | 0.32% | 61 | -711 | -4.06% | Q1 2026 | May 15, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 15,800 | 786 | 0.18% | 0.14% | 62 | +3,300 | 26.4% | Q1 2026 | Apr 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 15,600 | 776 | 0.0% | 0.0% | 63 | +1,225 | 8.52% | Q1 2026 | May 04, 2026 |
| Brookwood Investment Group LLC | History | New | 15,206 | 756 | 0.09% | — | 64 | +15,206 | New | Q1 2026 | May 04, 2026 |
| Balboa Wealth Partners | History | New | 15,011 | 747 | 0.13% | — | 65 | +15,011 | New | Q1 2026 | Apr 16, 2026 |
| Empire Financial Management Company, LLC | History | Added to | 14,498 | 721 | 0.16% | 0.14% | 66 | +1,575 | 12.19% | Q1 2026 | May 15, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 13,710 | 682 | 0.45% | 0.39% | 67 | +2,200 | 19.11% | Q1 2026 | Apr 23, 2026 |
| Gateway Wealth Partners, LLC | History | New | 12,868 | 640 | 0.02% | — | 68 | +12,868 | New | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 11,724 | 583 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | New | 11,264 | 560 | 0.12% | — | 70 | +11,264 | New | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | Added to | 11,002 | 547 | 0.0% | 0.0% | 71 | +29 | 0.26% | Q1 2026 | May 14, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 10,894 | 542 | 0.09% | 0.11% | 72 | -1,037 | -8.69% | Q1 2026 | Apr 30, 2026 |
| Essex Financial Services, Inc. | History | Added to | 10,759 | 535 | 0.03% | 0.02% | 73 | +3,634 | 51.0% | Q1 2026 | Apr 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 10,409 | 518 | 0.0% | 0.0% | 74 | -4,490 | -30.14% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | New | 10,395 | 517 | 0.0% | — | 75 | +10,395 | New | Q1 2026 | May 13, 2026 |
| Carter Financial Group, INC. | History | Added to | 10,159 | 505 | 0.31% | 0.28% | 76 | +727 | 7.71% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 10,016 | 498 | 0.0% | 0.0% | 77 | -9,232 | -47.96% | Q1 2026 | May 15, 2026 |
| Mattson Financial Services, LLC | History | Added to | 9,401 | 467 | 0.11% | 0.1% | 78 | +550 | 6.21% | Q1 2026 | May 11, 2026 |
| Berger Financial Group, Inc | History | Reduced | 9,080 | 452 | 0.03% | 0.03% | 79 | -635 | -6.54% | Q1 2026 | Apr 28, 2026 |
| Clearstead Advisors, LLC | History | Added to | 9,034 | 449 | 0.0% | 0.0% | 80 | +4,113 | 83.58% | Q1 2026 | May 06, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 8,765 | 436 | 0.05% | 0.05% | 81 | -483 | -5.22% | Q1 2026 | Apr 15, 2026 |
| Occidental Asset Management, LLC | History | New | 8,536 | 424 | 0.05% | — | 82 | +8,536 | New | Q1 2026 | Apr 15, 2026 |
| Tactive Advisors, LLC | History | Reduced | 8,409 | 418 | 0.12% | 0.28% | 83 | -10,858 | -56.36% | Q1 2026 | Apr 16, 2026 |
| Mariner, LLC | History | Reduced | 8,227 | 409 | 0.0% | 0.0% | 84 | -1,905 | -18.8% | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 6,866 | 341 | 0.01% | 0.02% | 85 | -760 | -9.97% | Q1 2026 | Apr 28, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 6,740 | 335 | 0.02% | 0.08% | 86 | -14,835 | -68.76% | Q1 2026 | May 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 6,582 | 327 | 0.02% | 0.01% | 87 | +900 | 15.84% | Q1 2026 | Apr 15, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 6,099 | 303 | 0.01% | 0.01% | 88 | -790 | -11.47% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | New | 5,960 | 296 | 0.01% | — | 89 | +5,960 | New | Q1 2026 | Apr 13, 2026 |
| Krilogy Financial LLC | History | Added to | 5,774 | 287 | 0.01% | 0.01% | 90 | +307 | 5.62% | Q1 2026 | Apr 17, 2026 |
| Invst, LLC | History | New | 5,607 | 279 | 0.03% | — | 91 | +5,607 | New | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | Added to | 5,509 | 274 | 0.02% | 0.02% | 92 | +369 | 7.18% | Q1 2026 | Apr 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 5,345 | 266 | 0.0% | 0.0% | 93 | +54 | 1.02% | Q1 2026 | Apr 20, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 5,062 | 251 | 0.14% | 0.46% | 94 | -14,635 | -74.3% | Q1 2026 | May 04, 2026 |
| PMV Capital Advisers, LLC | History | Reduced | 4,574 | 227 | 0.38% | 0.54% | 95 | -1,338 | -22.63% | Q1 2026 | Apr 16, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 4,360 | 217 | 0.01% | — | 96 | +4,360 | New | Q1 2026 | May 12, 2026 |
| STEPHENS INC /AR/ | History | New | 4,030 | 200 | 0.0% | — | 97 | +4,030 | New | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,100 | 104 | 0.0% | 0.0% | 98 | +175 | 9.09% | Q1 2026 | May 08, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,000 | 99 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MATHER GROUP, LLC. | History | New | 1,913 | 95 | 0.0% | — | 100 | +1,913 | New | Q1 2026 | Apr 13, 2026 |
| Sound Income Strategies, LLC | History | New | 1,225 | 60 | 0.0% | — | 101 | +1,225 | New | Q1 2026 | Apr 27, 2026 |
| Triumph Capital Management | History | No change | 1,000 | 49 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 929 | 46 | 0.0% | 0.0% | 103 | -103 | -9.98% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 800 | 39 | 0.0% | 0.0% | 104 | +200 | 33.33% | Q1 2026 | Apr 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 720 | 35 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 638 | 31 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Capital Analysts, LLC | History | Added to | 559 | 28 | 0.0% | 0.0% | 107 | +1 | 0.18% | Q1 2026 | May 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 410 | 20 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Larson Financial Group LLC | History | Added to | 340 | 16 | 0.0% | 0.0% | 109 | +4 | 1.19% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 298 | 14 | 0.01% | — | 110 | +278 | 1390.0% | Q1 2026 | May 07, 2026 |
| Parallel Advisors, LLC | History | No change | 122 | 6 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ROYAL BANK OF CANADA | History | New | 105 | 5 | 0.0% | — | 112 | +105 | New | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | No change | 73 | 3 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -131,896 | -100.0% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,089 | -100.0% | Q1 2026 | May 15, 2026 |
| Pure Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,690 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Golden Reserve Retirement LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,735 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Waverly Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,038 | -100.0% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,747 | -100.0% | Q1 2026 | May 14, 2026 |
| Vistica Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -4,586 | -100.0% | Q1 2026 | Apr 23, 2026 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,500 | -100.0% | Q1 2026 | May 15, 2026 |
| A4 Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -4,037 | -100.0% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |