NEOS ETF TRUST

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CSHI·78433H501·US·ETF

CSHI (NEOS ETF TRUST) is held by 25 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($34.1M), UBS Group AG ($26.4M), COMMONWEALTH EQUITY SERVICES, LLC ($20.4M). Net institutional sentiment: Mixed.

25

Holders

(3 Elite)

$119M

Total Value

52% (25)

Consensus

13 buying - 12 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)66

Insider (Form 4)65

Activist (13D/13G)63

Congressional (STOCK Act)84

Holder Quality

72

★★★★★

Elite

54

★★★★

Strong

80

★★★

Solid

38

★★

Below

87

★

Weak

Held by 25 funds

3 elite

Who's Trading

Source dates: Price Oct 14, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for CSHI.

Top Holders

Top Holders (25)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	685,494(+64.0%)	$34.1M	0.0%	+4.31%	42
UBS Group AG	Increased	531,014(+230.5%)	$26.4M	0.0%	+0.76%	46
COMMONWEALTH EQUITY SERVICES, LLC	Increased	409,849(+4.0%)	$20.4M	0.0%	+4.88%	30
MML INVESTORS SERVICES, LLC	Increased	202,925(+37.4%)	$10.1M	0.0%	+6.56%	36
NewEdge Advisors, LLC	Increased	162,398(+43.5%)	$8.1M	0.0%	+4.02%	37
STIFEL FINANCIAL CORP	Increased	104,360(+13.3%)	$5.2M	0.0%	+6.60%	31
Farther Finance Advisors, LLC	Increased	59,366(+16.5%)	$3M	0.0%	+2.18%	31
Private Advisor Group, LLC	Decreased	44,697(-19.4%)	$2.2M	0.0%	+3.52%	0
HighTower Advisors, LLC	Increased	42,369(+2.8%)	$2.1M	0.0%	+6.89%	27
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	34,989(-0.4%)	$1.7M	0.0%	+12.42%	0
JPMORGAN CHASE & CO	Increased	31,678(+83.6%)	$1.6M	0.0%	+1.06%	40
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	New	17,606	$877,997	0.0%	0.00%	34
OSAIC HOLDINGS, INC.	Increased	15,458(+54.3%)	$769,956	0.0%	+9.49%	35
ENVESTNET ASSET MANAGEMENT INC	Decreased	15,021(-3.7%)	$748,200	0.0%	+7.70%	0
IWIntegrated Wealth Concepts LLC	Decreased	11,574(-91.7%)	$576,503	0.0%	+8.35%	0
Allworth Financial LP	Decreased	8,983(-18.4%)	$447,461	0.0%	+7.98%	0
Cetera Investment Advisers	Decreased	6,559(-36.9%)	$326,701	0.0%	+1.63%	0
Mariner, LLC	Decreased	4,887(-40.6%)	$243,418	0.0%	+2.95%	0
Steward Partners Investment Advisory, LLC	Decreased	175(-91.7%)	$8,717	0.0%	+4.47%	0
ROYAL BANK OF CANADA	Unchanged	105	$5,000	0.0%	+1.63%	0

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CSHINEOS ETF TRUST

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer