NEOS ENHANCED INCOME 1-3 MON (CSHI) Institutional Shareholders
NEOS ENHANCED INCOME 1-3 MON (CSHI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $459.29M in CSHI holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of CSHI tracked by InsiderSet, reporting ownership valued at approximately $34.14M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $34.03M, representing an estimated loss of -0.32% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed CSHI value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Gradient Investments Llc, Ubs Group Ag, and several other long-term asset managers with concentrated positions in NEOS ENHANCED INCOME 1-3 MON (CSHI).
This page ranks the largest institutional CSHI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
121
Total Reported Value
$459.29M
Largest Holder
Lpl Financial Llc
Largest Position
$34.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
113
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 685,494 | $34,144,454 | $34,034,777 | -$109,677 | -0.32% | |
| Gradient Investments Llc | 0.39% | 565,301 | $28,157,652 | $28,067,195 | -$90,457 | -0.32% | |
| Ubs Group Ag | 0.00% | 531,014 | $26,449,807 | $26,364,845 | -$84,962 | -0.32% | |
| New England Private Wealth Advisors Llc | 2.49% | 517,928 | $25,761,722 | $25,715,125 | -$46,597 | -0.18% | |
| Retirement Planning Group, Llc | 0.56% | 438,606 | $21,846,953 | $21,776,788 | -$70,165 | -0.32% | |
| Atticus Wealth Management, Llc | 5.12% | 432,170 | $21,526,373 | $21,457,241 | -$69,133 | -0.32% | |
| Richard P Slaughter Associates Inc | 4.12% | 417,336 | $20,787,506 | $20,720,732 | -$66,774 | -0.32% | |
| Commonwealth Equity Services, Llc | 0.03% | 409,849 | $20,414,580 | $20,349,003 | -$65,577 | -0.32% | |
| Arkadios Wealth Advisors | 0.28% | 361,785 | $18,020,487 | $17,962,625 | -$57,862 | -0.32% | |
| Madden Securities Corp | 3.93% | 284,043 | $14,148,184 | $14,102,735 | -$45,449 | -0.32% | |
| Global View Capital Management Llc | 2.24% | 218,240 | $10,870,563 | $10,835,616 | -$34,947 | -0.32% | |
| Summit Financial, Llc | 0.12% | 216,871 | $10,802,348 | $10,767,645 | -$34,703 | -0.32% | |
| Stratos Wealth Partners, Ltd. | 0.10% | 205,946 | $10,258,186 | $10,225,219 | -$32,967 | -0.32% | |
| Mml Investors Services, Llc | 0.02% | 202,925 | $10,107,716 | $10,075,226 | -$32,490 | -0.32% | |
| Grantvest Financial Group Llc | 5.17% | 178,981 | $8,915,057 | $8,886,407 | -$28,650 | -0.32% | |
| Gainplan Llc | 3.42% | 174,131 | $8,673,465 | $8,645,604 | -$27,861 | -0.32% | |
| Owen Larue, Llc | 2.94% | 169,551 | $8,445,347 | $8,418,207 | -$27,140 | -0.32% | |
| Newedge Advisors, Llc | 0.02% | 162,398 | $8,089,018 | $8,063,061 | -$25,957 | -0.32% | |
| Able Wealth Management Llc | 1.84% | 161,270 | $8,032,880 | $8,007,056 | -$25,825 | -0.32% | |
| Compound Planning, Inc. | 0.19% | 149,064 | $7,424,854 | $7,401,028 | -$23,826 | -0.32% | |
| Independent Financial Group, Llc | 0.13% | 136,194 | $6,783,835 | $6,762,032 | -$21,803 | -0.32% | |
| Precision Wealth Strategies, Llc | 1.85% | 123,152 | $6,134,196 | $6,114,497 | -$19,699 | -0.32% | |
| Capital Investment Advisory Services, Llc | 0.37% | 120,829 | $6,018,514 | $5,999,160 | -$19,354 | -0.32% | |
| Fsa Advisors, Inc. | 2.54% | 111,147 | $5,536,232 | $5,518,449 | -$17,783 | -0.32% | |
| Arax Advisory Partners | 0.04% | 108,683 | $5,413,521 | $5,396,111 | -$17,410 | -0.32% | |
| Independent Wealth Advisors Llc | 4.76% | 105,650 | $5,262,421 | $5,245,523 | -$16,899 | -0.32% | |
| Stifel Financial Corp | 0.00% | 104,360 | $5,198,175 | $5,181,474 | -$16,701 | -0.32% | |
| Apollon Wealth Management, Llc | 0.06% | 102,927 | $5,126,794 | $5,110,326 | -$16,468 | -0.32% | |
| Verus Capital Partners, Llc | 0.21% | 77,404 | $3,855,496 | $3,843,109 | -$12,387 | -0.32% | |
| True North Advisors, Llc | 0.34% | 71,928 | $3,582,712 | $3,571,225 | -$11,487 | -0.32% | |
| Assuredpartners Investment Advisors, Llc | 0.33% | 68,786 | $3,426,228 | $3,415,225 | -$11,003 | -0.32% | |
| Mutual Advisors, Llc | 0.06% | 67,048 | $3,339,639 | $3,328,933 | -$10,706 | -0.32% | |
| Gladstone Institutional Advisory Llc | 0.10% | 66,484 | $3,311,555 | $3,300,931 | -$10,624 | -0.32% | |
| Farther Finance Advisors, Llc | 0.02% | 59,366 | $2,957,031 | $2,947,522 | -$9,509 | -0.32% | |
| Wealthcare Advisory Partners Llc | 0.05% | 53,886 | $2,684,053 | $2,675,440 | -$8,613 | -0.32% | |
| Inspire Advisors, Llc | 0.19% | 53,657 | $2,672,677 | $2,664,070 | -$8,607 | -0.32% | |
| Claro Advisors Inc. | 0.27% | 52,474 | $2,613,755 | $2,605,334 | -$8,421 | -0.32% | |
| Cwm, Llc | 0.01% | 51,369 | $2,557,139 | $2,550,471 | -$6,668 | -0.26% | |
| Arq Wealth Advisors, Llc | 0.30% | 48,160 | $2,394,997 | $2,391,144 | -$3,853 | -0.16% | |
| Bright Futures Wealth Management, Llc. | 1.53% | 47,423 | $2,362,142 | $2,354,552 | -$7,590 | -0.32% | |
| Private Advisor Group, Llc | 0.01% | 44,697 | $2,226,355 | $2,219,206 | -$7,149 | -0.32% | |
| Wt Wealth Management | 0.62% | 44,621 | $2,222,573 | $2,215,433 | -$7,140 | -0.32% | |
| Impact Partnership Wealth, Llc | 0.21% | 43,755 | $2,179,451 | $2,172,436 | -$7,015 | -0.32% | |
| Prospera Financial Services Inc | 0.03% | 42,891 | $2,136,377 | $2,129,538 | -$6,839 | -0.32% | |
| Kestra Private Wealth Services, Llc | 0.02% | 37,776 | $1,881,622 | $1,875,578 | -$6,044 | -0.32% | |
| 49 Wealth Management, Llc | 0.35% | 36,633 | $1,824,679 | $1,818,828 | -$5,851 | -0.32% | |
| Mercer Global Advisors Inc | 0.00% | 34,989 | $1,742,778 | $1,737,204 | -$5,574 | -0.32% | |
| Belpointe Asset Management Llc | 0.05% | 32,199 | $1,603,844 | $1,598,680 | -$5,164 | -0.32% | |
| Jpmorgan Chase & Co | 0.00% | 31,678 | $1,577,584 | $1,572,813 | -$4,771 | -0.30% | |
| Camarda Financial Advisors, Llc | 0.44% | 29,485 | $1,468,645 | $1,463,930 | -$4,715 | -0.32% |
Frequently asked questions about CSHI
Who owns the most CSHI stock?
The largest holders of CSHI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for NEOS ENHANCED INCOME 1-3 MON (CSHI).
Is CSHI widely held by superinvestors?
Many widely followed stocks like CSHI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CSHI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.