NEOS ETF TRUST

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CSHI·78433H501·US·etf·Unknown - Unknown

NEOS ENH INC 1-3

CSHI (NEOS ETF TRUST) is held by 24 institutional investors as of Q1 2026. Largest holders: LPL Financial LLC ($20.8M), COMMONWEALTH EQUITY SERVICES, LLC ($19.6M), UBS Group AG ($8M). Net institutional sentiment: Mixed.

24

Holders

Avg rating(7 Elite)

$83.1M

Total Value

67% (26)

Fund Consensus

16 buying - 8 selling

Smart Money Verdict

View all

60Mixed MomentumSingle Source

Institutional (13F)60

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how CSHI's score breaks down across 4 SEC sources

Holder Quality

7

★★★★★

Elite

10

★★★★

Strong

6

★★★

Solid

3

★★

Below

0

★

Weak

Held by 24 funds

7 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (24)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	417,972(+28.6%)	$20.8M	0.0%	+4.89%	36
COMMONWEALTH EQUITY SERVICES, LLC	Increased	394,198(+2.9%)	$19.6M	0.0%	+2.87%	29
UBS Group AG	Increased	160,683(+26.8Kx)	$8M	0.0%	+0.08%	44
MML INVESTORS SERVICES, LLC	Increased	147,739(+1.5%)	$7.4M	0.0%	+6.82%	28
IWIntegrated Wealth Concepts LLC	Decreased	139,029(-2.3%)	$6.9M	0.1%	+6.08%	0
STIFEL FINANCIAL CORP	Increased	92,140(+48.5%)	$4.6M	0.0%	+5.45%	37
Private Advisor Group, LLC	Increased	55,485(+22.4%)	$2.8M	0.0%	+1.49%	32
Farther Finance Advisors, LLC	Increased	50,973(+27.4%)	$2.5M	0.0%	+0.96%	33
HighTower Advisors, LLC	Increased	41,229(+7.5%)	$2.1M	0.0%	+4.89%	28
CITADEL ADVISORS LLC	Increased	35,235(+398.7%)	$1.8M	0.0%	+0.85%	42
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	35,137(-6.1%)	$1.7M	0.0%	+10.09%	0
OPOrion Porfolio Solutions, LLC	Decreased	21,880(-35.6%)	$1.1M	0.0%	+0.87%	0
JPMORGAN CHASE & CO	New	17,258	$857,574	0.0%	+0.08%	34
ENVESTNET ASSET MANAGEMENT INC	Increased	15,600(+8.5%)	$776,563	0.0%	+5.52%	27
Allworth Financial LP	Increased	11,002(+0.3%)	$547,702	0.0%	+5.72%	24
Cetera Investment Advisers	New	10,395	$517,481	0.0%	+0.08%	33
OSAIC HOLDINGS, INC.	Decreased	10,016(-48.0%)	$498,595	0.0%	+12.80%	0
Mariner, LLC	Decreased	8,227(-18.8%)	$409,546	0.0%	+0.87%	0
Steward Partners Investment Advisory, LLC	Increased	2,100(+9.1%)	$104,538	0.0%	+2.38%	24
MAMATHER GROUP, LLC.	New	1,913	$95,229	0.0%	+0.08%	30

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer