NEOS ENHANCED INCOME 1-3 MON (CSHI) Institutional Ownership and Insiders Activity
NEOS ENHANCED INCOME 1-3 MON (CSHI) is widely held by institutional investors, with 124 firms reporting positions valued at approximately $461.63M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is the largest disclosed holder, reporting approximately $34.14M in CSHI holdings in its latest filing.
Institutional Holders
124
Total Reported Value
$461.63M
Largest Holder
Lpl Financial Llc
Largest Position
$34.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
19
Funds Exiting Positions
11
Top Institutional Owners
View allInvestorReported Balance
- Lpl Financial Llc$34.14M
- Gradient Investments Llc$28.47M
- Ubs Group Ag$26.45M
- New England Private Wealth Advisors Llc$25.76M
- Retirement Planning Group, Llc$21.85M
CSHI News
All news- Independent Wealth Advisors Llc Increases Holdings Across Portfolio in Q2 2026
Jul 30, 2026 · valut.ai
- Atticus Wealth Management Q2 2026 Portfolio Activity
Jul 17, 2026 · valut.ai
- Gainplan Llc Q2 2026 Portfolio Activity: Major Purchases and Sale Observed
Jul 9, 2026 · valut.ai