NEOS ETF Trust - CSHI

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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
LPL Financial LLC History No change 685,494 34,144 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 07, 2026
Gradient Investments LLC History Added to 572,631 28,465 0.41% 0.39% 2 +7,330 1.3% Q3 2026 Oct 08, 2026
UBS Group AG History No change 531,014 26,449 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 13, 2026
New England Private Wealth Advisors LLC History No change 517,928 25,761 2.49% 2.49% 4 0 0.0% Q2 2026 Aug 04, 2026
Retirement Planning Group, LLC History No change 438,606 21,846 0.55% 0.55% 5 0 0.0% Q2 2026 Aug 05, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 432,170 21,526 5.12% 5.12% 6 0 0.0% Q2 2026 Jul 15, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 409,849 20,414 0.03% 0.03% 7 0 0.0% Q2 2026 Jul 29, 2026
Arkadios Wealth Advisors History No change 361,785 18,020 0.27% 0.27% 8 0 0.0% Q2 2026 Aug 10, 2026
Richard P Slaughter Associates Inc History Reduced 294,243 14,626 2.89% 4.08% 9 -123,093 -29.49% Q3 2026 Oct 13, 2026
MADDEN SECURITIES Corp History No change 284,043 14,148 3.93% 3.93% 10 0 0.0% Q2 2026 Jul 24, 2026
Global View Capital Management LLC History No change 218,240 10,870 2.24% 2.24% 11 0 0.0% Q2 2026 Jul 23, 2026
Summit Financial, LLC History No change 216,871 10,802 0.12% 0.12% 12 0 0.0% Q2 2026 Aug 12, 2026
Stratos Wealth Partners, LTD. History No change 205,946 10,258 0.1% 0.1% 13 0 0.0% Q2 2026 Aug 11, 2026
MML INVESTORS SERVICES, LLC History No change 202,925 10,107 0.02% 0.02% 14 0 0.0% Q2 2026 Aug 07, 2026
Gainplan LLC History Added to 180,071 8,951 3.47% 3.42% 15 +5,940 3.41% Q3 2026 Oct 08, 2026
Grantvest Financial Group LLC History No change 178,981 8,915 5.17% 5.17% 16 0 0.0% Q2 2026 Aug 07, 2026
Owen LaRue, LLC History No change 169,551 8,445 2.94% 2.94% 17 0 0.0% Q2 2026 Jul 22, 2026
NewEdge Advisors, LLC History No change 162,398 8,089 0.02% 0.02% 18 0 0.0% Q2 2026 Aug 12, 2026
Compound Planning, Inc. History No change 149,064 7,424 0.19% 0.19% 19 0 0.0% Q2 2026 Aug 04, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 129,763 6,450 0.12% 0.13% 20 -6,431 -4.72% Q3 2026 Oct 13, 2026
Precision Wealth Strategies, LLC History No change 123,152 6,134 1.85% 1.85% 21 0 0.0% Q2 2026 Aug 10, 2026
Capital Investment Advisory Services, LLC History No change 120,829 6,018 0.37% 0.37% 22 0 0.0% Q2 2026 Jul 23, 2026
FSA Advisors, Inc. History No change 111,147 5,536 2.54% 2.54% 23 0 0.0% Q2 2026 Aug 17, 2026
Able Wealth Management LLC History Reduced 110,574 5,502 1.21% 1.84% 24 -50,696 -31.44% Q3 2026 Oct 13, 2026
Arax Advisory Partners History No change 108,683 5,413 0.04% 0.04% 25 0 0.0% Q2 2026 Aug 10, 2026
Independent Wealth Advisors LLC History No change 105,650 5,262 4.76% 4.76% 26 0 0.0% Q2 2026 Jul 27, 2026
STIFEL FINANCIAL CORP History No change 104,360 5,198 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 12, 2026
Apollon Wealth Management, LLC History No change 102,927 5,126 0.06% 0.06% 28 0 0.0% Q2 2026 Jul 22, 2026
FIG FINANCIAL ADVISORY SERVICES INC /ADV History Added to 94,961 4,720 2.86% 0.2% 29 +88,145 1293.21% Q3 2026 Oct 07, 2026
VERUS CAPITAL PARTNERS, LLC History No change 77,404 3,855 0.21% 0.21% 30 0 0.0% Q2 2026 Aug 06, 2026
Farther Finance Advisors, LLC History Added to 72,307 3,594 0.03% 0.02% 31 +12,941 21.8% Q3 2026 Oct 08, 2026
True North Advisors, LLC History No change 71,928 3,582 0.34% 0.34% 32 0 0.0% Q2 2026 Jul 22, 2026
AssuredPartners Investment Advisors, LLC History No change 68,786 3,426 0.33% 0.33% 33 0 0.0% Q2 2026 Aug 10, 2026
Mutual Advisors, LLC History No change 67,048 3,339 0.06% 0.06% 34 0 0.0% Q2 2026 Aug 14, 2026
Gladstone Institutional Advisory LLC History No change 66,484 3,311 0.1% 0.1% 35 0 0.0% Q2 2026 Jul 27, 2026
Wealthcare Advisory Partners LLC History No change 53,886 2,684 0.05% 0.05% 36 0 0.0% Q2 2026 Jul 09, 2026
Inspire Advisors, LLC History No change 53,657 2,672 0.19% 0.19% 37 0 0.0% Q2 2026 Aug 13, 2026
Claro Advisors Inc. History No change 52,474 2,613 0.27% 0.27% 38 0 0.0% Q2 2026 Jul 30, 2026
ARQ WEALTH ADVISORS, LLC History No change 48,160 2,394 0.3% 0.3% 39 0 0.0% Q2 2026 Jul 24, 2026
Bright Futures Wealth Management, LLC. History No change 47,423 2,362 1.53% 1.53% 40 0 0.0% Q2 2026 Jul 24, 2026
Private Advisor Group, LLC History No change 44,697 2,226 0.01% 0.01% 41 0 0.0% Q2 2026 Jul 27, 2026
WT Wealth Management History No change 44,621 2,222 0.62% 0.62% 42 0 0.0% Q2 2026 Jul 22, 2026
Impact Partnership Wealth, LLC History No change 43,755 2,179 0.21% 0.21% 43 0 0.0% Q2 2026 Jul 29, 2026
Prospera Financial Services Inc History No change 42,891 2,136 0.03% 0.03% 44 0 0.0% Q2 2026 Jul 15, 2026
HighTower Advisors, LLC History No change 42,369 2,110 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 05, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 37,776 1,881 0.02% 0.02% 46 0 0.0% Q2 2026 Jul 28, 2026
49 WEALTH MANAGEMENT, LLC History No change 36,633 1,824 0.35% 0.35% 47 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 36,633 1,824 0.35% 0.35% 48 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 34,989 1,742 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 19, 2026
Belpointe Asset Management LLC History No change 32,199 1,603 0.05% 0.05% 50 0 0.0% Q2 2026 Jul 31, 2026
JPMORGAN CHASE & CO History No change 31,678 1,577 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 12, 2026
Camarda Financial Advisors, LLC History No change 29,485 1,468 0.44% 0.44% 52 0 0.0% Q2 2026 Aug 14, 2026
High Net Worth Advisory Group LLC History No change 28,255 1,407 0.3% 0.3% 53 0 0.0% Q2 2026 Jul 29, 2026
Unique Wealth Strategies, LLC History No change 28,109 1,400 0.51% 0.51% 54 0 0.0% Q3 2026 Oct 13, 2026
CoreCap Advisors, LLC History Added to 27,664 1,375 0.04% 0.04% 55 +1,744 6.73% Q3 2026 Oct 08, 2026
Cambridge Investment Research Advisors, Inc. History No change 25,766 1,283 0.0% 0.0% 56 0 0.0% Q2 2026 Jul 27, 2026
Heck Capital Advisors, LLC History No change 24,728 1,231 0.07% 0.07% 57 0 0.0% Q2 2026 Jul 10, 2026
Global Retirement Partners, LLC History No change 24,152 1,203 0.02% 0.02% 58 0 0.0% Q2 2026 Aug 06, 2026
Cherry Creek Investment Advisors, Inc. History No change 22,956 1,143 0.45% 0.45% 59 0 0.0% Q2 2026 Jul 30, 2026
WEST MICHIGAN ADVISORS, LLC History No change 22,271 1,109 0.21% 0.21% 60 0 0.0% Q2 2026 Aug 21, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 22,115 1,100 0.0% 0.0% 61 +4,509 25.61% Q3 2026 Oct 13, 2026
Ashton Thomas Private Wealth, LLC History No change 22,014 1,096 0.02% 0.02% 62 0 0.0% Q2 2026 Jul 29, 2026
Balboa Wealth Partners History No change 21,755 1,083 0.15% 0.15% 63 0 0.0% Q2 2026 Aug 10, 2026
Brookwood Investment Group LLC History No change 20,829 1,037 0.12% 0.12% 64 0 0.0% Q2 2026 Jul 23, 2026
Paladin Wealth, LLC History No change 20,436 1,017 0.59% 0.59% 65 0 0.0% Q2 2026 Jul 09, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 20,405 1,016 0.05% 0.05% 66 0 0.0% Q2 2026 Jul 23, 2026
Trademark Financial Management, LLC History No change 20,212 1,006 0.41% 0.41% 67 0 0.0% Q2 2026 Jul 27, 2026
Mason & Associates Inc History No change 20,146 1,003 0.16% 0.16% 68 0 0.0% Q2 2026 Jul 23, 2026
Invst, LLC History No change 18,622 927 0.09% 0.09% 69 0 0.0% Q2 2026 Aug 14, 2026
Ausdal Financial Partners, Inc. History No change 18,514 922 0.04% 0.04% 70 0 0.0% Q2 2026 Aug 14, 2026
Latitude Advisors, LLC History No change 18,376 915 0.36% 0.36% 71 0 0.0% Q2 2026 Jul 27, 2026
Empire Financial Management Company, LLC History No change 17,945 893 0.35% 0.35% 72 0 0.0% Q2 2026 Aug 14, 2026
Brown Financial Advisors History No change 16,934 843 0.29% 0.29% 73 0 0.0% Q2 2026 Aug 26, 2026
OSAIC HOLDINGS, INC. History No change 15,458 769 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
S&A Financial Services, Inc. History No change 15,410 767 0.47% 0.47% 75 0 0.0% Q2 2026 Jul 27, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 15,021 748 0.0% 0.0% 76 0 0.0% Q2 2026 Sep 23, 2026
Comprehensive Money Management Services LLC History No change 15,030 748 0.47% 0.47% 77 0 0.0% Q2 2026 Aug 14, 2026
Insight Wealth Strategies, LLC History New 14,313 711 0.07% — 78 +14,313 New Q3 2026 Oct 09, 2026
Kingsview Wealth Management, LLC History No change 13,401 667 0.01% 0.01% 79 0 0.0% Q2 2026 Aug 18, 2026
Madison Wealth Partners, Inc History No change 12,919 643 0.08% 0.08% 80 0 0.0% Q2 2026 Aug 12, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 12,147 605 0.03% 0.03% 81 0 0.0% Q2 2026 Jul 28, 2026
RPS ADVISORY SOLUTIONS LLC History No change 11,865 590 0.39% 0.39% 82 0 0.0% Q2 2026 Aug 11, 2026
Integrated Wealth Concepts LLC History No change 11,574 576 0.0% 0.0% 83 0 0.0% Q2 2026 Sep 08, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 11,271 561 0.07% 0.07% 84 0 0.0% Q2 2026 Aug 12, 2026
BIP Wealth, LLC History No change 10,861 540 0.02% 0.02% 85 0 0.0% Q2 2026 Aug 03, 2026
Occidental Asset Management, LLC History No change 10,854 540 0.05% 0.05% 86 0 0.0% Q2 2026 Aug 07, 2026
Carter Financial Group, INC. History No change 10,620 528 0.27% 0.27% 87 0 0.0% Q2 2026 Jul 30, 2026
Berger Financial Group, Inc History No change 10,318 513 0.03% 0.03% 88 0 0.0% Q2 2026 Aug 04, 2026
Gateway Wealth Partners, LLC History No change 10,200 508 0.03% 0.03% 89 0 0.0% Q2 2026 Aug 04, 2026
Mattson Financial Services, LLC History No change 9,807 487 0.1% 0.1% 90 0 0.0% Q2 2026 Aug 04, 2026
Essex Financial Services, Inc. History No change 9,393 467 0.02% 0.02% 91 0 0.0% Q2 2026 Aug 10, 2026
Cannon Advisors, Inc. History No change 9,187 458 0.28% 0.28% 92 0 0.0% Q2 2026 Jul 15, 2026
Allworth Financial LP History No change 8,983 447 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 11, 2026
WealthPlan Investment Management, LLC History No change 8,362 416 0.02% 0.02% 94 0 0.0% Q2 2026 Jul 28, 2026
Redhawk Wealth Advisors, Inc. History No change 8,113 404 0.04% 0.04% 95 0 0.0% Q2 2026 Jul 09, 2026
STEPHENS INC /AR/ History No change 7,038 350 0.0% 0.0% 96 0 0.0% Q2 2026 Jul 29, 2026
WINNACLE WEALTH LLC History No change 7,011 349 0.24% 0.24% 97 0 0.0% Q2 2026 Jul 21, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 6,800 338 0.01% 0.01% 98 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 6,559 326 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 12, 2026
IFP Advisors, Inc History No change 6,295 313 0.01% 0.01% 100 0 0.0% Q2 2026 Jul 20, 2026
RiverTree Advisors, LLC History Reduced 6,140 305 0.18% 0.19% 101 -297 -4.61% Q3 2026 Oct 13, 2026
Thompson David Blair History No change 5,534 275 0.14% 0.14% 102 0 0.0% Q2 2026 Aug 14, 2026
Tactive Advisors, LLC History New 5,434 270 0.06% — 103 +5,434 New Q3 2026 Oct 08, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 5,202 259 0.01% 0.01% 104 0 0.0% Q2 2026 Jul 22, 2026
MGO ONE SEVEN LLC History No change 5,191 258 0.0% 0.0% 105 0 0.0% Q2 2026 Jul 31, 2026
LANARK FINANCIAL, INC. History No change 5,177 257 0.02% 0.02% 106 0 0.0% Q2 2026 Jul 21, 2026
Clearstead Advisors, LLC History No change 5,049 251 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 06, 2026
Krilogy Financial LLC History No change 5,037 250 0.01% 0.01% 108 0 0.0% Q2 2026 Jul 27, 2026
Valmark Advisers, Inc. History No change 4,965 247 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 06, 2026
Mariner, LLC History No change 4,887 243 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 13, 2026
PMV Capital Advisers, LLC History No change 4,836 240 0.36% 0.36% 111 0 0.0% Q2 2026 Aug 14, 2026
Sigma Planning Corp History No change 4,074 202 0.01% 0.01% 112 0 0.0% Q2 2026 Aug 07, 2026
PRIVATE TRUST CO NA History No change 4,000 199 0.02% 0.02% 113 0 0.0% Q2 2026 Jul 28, 2026
Wealth Enhancement Trust Services, Inc. History New 1,000 49 0.01% — 115 +1,000 New Q3 2026 Oct 07, 2026
Triumph Capital Management History No change 1,000 49 0.01% 0.01% 114 0 0.0% Q2 2026 Jul 20, 2026
Capital Analysts, LLC History No change 543 27 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 05, 2026
DHJJ Financial Advisors, Ltd. History No change 410 20 0.01% 0.01% 117 0 0.0% Q2 2026 Jul 24, 2026
Regatta Research & Money Management History No change 405 20 0.02% 0.02% 118 0 0.0% Q2 2026 Aug 11, 2026
Larson Financial Group LLC History No change 344 17 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENTS, INC. History No change 321 15 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 12, 2026
Steward Partners Investment Advisory, LLC History No change 175 8 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 127 6 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 05, 2026
ROYAL BANK OF CANADA History No change 105 5 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 73 3 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 03, 2026
JONES FINANCIAL COMPANIES LLLP History No change 33 1 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 14, 2026
Dynamic Advisor Solutions LLC History Closed out 0 0 — 0.04% — -29,345 -100.0% Q3 2026 Oct 13, 2026
WELLS FARGO & COMPANY/MN History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 2 0 — — — 0 0.0% Q2 2026 Aug 11, 2026