CSHI Institutional Ownership & Shareholders
NEOS ENHANCED INCOME 1-3 MON (CSHI) is currently held by 130 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $502.90M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Atticus Wealth Management, Llc is currently the largest disclosed institutional shareholder of CSHI tracked by InsiderSet, reporting ownership valued at approximately $49.51M in its September 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 $49.50M, representing an estimated loss of -0.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed CSHI value among the investors covered in this analysis. Major shareholders include Atticus Wealth Management, Llc, Lpl Financial Llc, New England Private Wealth Advisors Llc, 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
130
Total Reported Value
$502.90M
Largest Holder
Atticus Wealth Management, Llc
Largest Position
$49.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
67
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Atticus Wealth Management, Llc | 10.96% | 996,067 | $49,514,514 | $49,504,530 | -$9,984 | -0.02% | |
| Lpl Financial Llc | 0.01% | 685,494 | $34,144,454 | $34,069,052 | -$75,402 | -0.22% | |
| New England Private Wealth Advisors Llc | 2.90% | 610,934 | $30,369,514 | $30,363,420 | -$6,094 | -0.02% | |
| Gradient Investments Llc | 0.41% | 572,631 | $28,465,501 | $28,459,761 | -$5,740 | -0.02% | |
| Ubs Group Ag | 0.00% | 531,014 | $26,449,807 | $26,391,396 | -$58,411 | -0.22% | |
| Retirement Planning Group, Llc | 0.64% | 516,977 | $25,698,951 | $25,693,757 | -$5,194 | -0.02% | |
| Bip Wealth, Llc | 0.67% | 501,029 | $24,906,145 | $24,901,141 | -$5,004 | -0.02% | |
| Commonwealth Equity Services, Llc | 0.03% | 409,849 | $20,414,580 | $20,369,495 | -$45,085 | -0.22% | |
| Arkadios Wealth Advisors | 0.28% | 361,785 | $18,020,487 | $17,980,715 | -$39,773 | -0.22% | |
| Richard P Slaughter Associates Inc | 2.93% | 294,243 | $14,626,802 | $14,623,877 | -$2,925 | -0.02% | |
| Madden Securities Corp | 3.46% | 263,143 | $13,080,821 | $13,078,207 | -$2,614 | -0.02% | |
| Summit Financial, Llc | 0.12% | 216,871 | $10,802,348 | $10,778,489 | -$23,859 | -0.22% | |
| Stratos Wealth Partners, Ltd. | 0.10% | 205,946 | $10,258,186 | $10,235,516 | -$22,670 | -0.22% | |
| Mml Investors Services, Llc | 0.02% | 202,925 | $10,107,716 | $10,085,373 | -$22,344 | -0.22% | |
| Grantvest Financial Group Llc | 5.20% | 181,644 | $9,029,542 | $9,027,707 | -$1,835 | -0.02% | |
| Gainplan Llc | 3.48% | 180,071 | $8,951,329 | $8,949,529 | -$1,800 | -0.02% | |
| Owen Larue, Llc | 2.94% | 169,551 | $8,445,347 | $8,426,685 | -$18,662 | -0.22% | |
| Newedge Advisors, Llc | 0.02% | 162,398 | $8,089,018 | $8,071,181 | -$17,837 | -0.22% | |
| Global View Capital Management Llc | 1.80% | 162,442 | $8,074,992 | $8,073,367 | -$1,625 | -0.02% | |
| Compound Planning, Inc. | 0.19% | 149,064 | $7,424,854 | $7,408,481 | -$16,373 | -0.22% | |
| Independent Wealth Advisors Llc | 5.71% | 138,682 | $6,893,878 | $6,892,495 | -$1,383 | -0.02% | |
| Apollon Wealth Management, Llc | 0.08% | 135,057 | $6,713,683 | $6,712,333 | -$1,350 | -0.02% | |
| Independent Financial Group, Llc | 0.12% | 129,763 | $6,450,495 | $6,449,221 | -$1,274 | -0.02% | |
| Precision Wealth Strategies, Llc | 1.85% | 123,152 | $6,134,196 | $6,120,654 | -$13,542 | -0.22% | |
| Fsa Advisors, Inc. | 2.54% | 111,147 | $5,536,232 | $5,524,006 | -$12,226 | -0.22% | |
| Able Wealth Management Llc | 1.21% | 110,574 | $5,502,164 | $5,495,528 | -$6,636 | -0.12% | |
| Arax Advisory Partners | 0.04% | 108,683 | $5,413,521 | $5,401,545 | -$11,976 | -0.22% | |
| Stifel Financial Corp | 0.00% | 104,360 | $5,198,175 | $5,186,692 | -$11,483 | -0.22% | |
| True North Advisors, Llc | 0.35% | 94,544 | $4,699,773 | $4,698,837 | -$936 | -0.02% | |
| Verus Capital Partners, Llc | 0.21% | 77,404 | $3,855,496 | $3,846,979 | -$8,517 | -0.22% | |
| Partners Wealth Management, Llc | 0.40% | 77,332 | $3,844,151 | $3,843,400 | -$751 | -0.02% | |
| Farther Finance Advisors, Llc | 0.03% | 72,307 | $3,594,395 | $3,593,658 | -$737 | -0.02% | |
| Assuredpartners Investment Advisors, Llc | 0.33% | 68,786 | $3,426,228 | $3,418,664 | -$7,564 | -0.22% | |
| Mutual Advisors, Llc | 0.06% | 67,048 | $3,339,639 | $3,332,286 | -$7,353 | -0.22% | |
| Gladstone Institutional Advisory Llc | 0.10% | 66,484 | $3,311,555 | $3,304,255 | -$7,300 | -0.22% | |
| High Net Worth Advisory Group Llc | 0.61% | 58,235 | $2,894,862 | $2,894,280 | -$583 | -0.02% | |
| Wealthcare Advisory Partners Llc | 0.05% | 54,335 | $2,701,011 | $2,700,450 | -$562 | -0.02% | |
| Arq Wealth Advisors, Llc | 0.32% | 53,954 | $2,682,050 | $2,681,514 | -$536 | -0.02% | |
| Inspire Advisors, Llc | 0.19% | 53,657 | $2,672,677 | $2,666,753 | -$5,924 | -0.22% | |
| Lake Street Private Wealth, Llc | 0.29% | 53,200 | $2,644,572 | $2,644,040 | -$532 | -0.02% | |
| Claro Advisors Inc. | 0.27% | 52,474 | $2,613,755 | $2,607,958 | -$5,797 | -0.22% | |
| Cwm, Llc | 0.01% | 51,369 | $2,557,139 | $2,553,039 | -$4,100 | -0.16% | |
| Split Rock Private Trading & Wealth Management, Llc | 1.55% | 46,330 | $2,303,047 | $2,302,601 | -$446 | -0.02% | |
| Bright Futures Wealth Management, Llc. | 1.55% | 45,201 | $2,246,949 | $2,246,490 | -$459 | -0.02% | |
| Private Advisor Group, Llc | 0.01% | 44,697 | $2,226,355 | $2,221,441 | -$4,914 | -0.22% | |
| Impact Partnership Wealth, Llc | 0.21% | 43,755 | $2,179,451 | $2,174,624 | -$4,828 | -0.22% | |
| Prospera Financial Services Inc | 0.03% | 42,891 | $2,136,377 | $2,131,683 | -$4,694 | -0.22% | |
| Kestra Private Wealth Services, Llc | 0.02% | 42,698 | $2,122,522 | $2,122,091 | -$431 | -0.02% | |
| Chicago Partners Investment Group Llc | 0.04% | 40,216 | $1,996,717 | $1,998,735 | +$2,018 | +0.10% | |
| 49 Wealth Management, Llc | 0.35% | 36,633 | $1,824,679 | $1,820,660 | -$4,019 | -0.22% |
Frequently asked questions about CSHI
Who are the largest institutional holders of CSHI?
The largest institutional holders of CSHI reported in the latest SEC Form 13F filings include Atticus Wealth Management, Llc, Lpl Financial Llc, New England Private Wealth Advisors Llc, Gradient Investments Llc, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported CSHI position.
What is CSHI institutional ownership?
This page tracks CSHI positions reported by institutional investment managers through SEC Form 13F. NEOS ENHANCED INCOME 1-3 MON (CSHI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CSHI?
InsiderSet currently tracks 130 institutional managers reporting CSHI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CSHI shareholders.
How much CSHI stock do institutions own?
Institutional investment managers disclosed approximately $502.90M in CSHI holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CSHI institutional ownership last updated?
The latest CSHI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CSHI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CSHI position after the reporting date.
Are institutions buying or selling CSHI?
Institutional buying and selling can be analyzed by comparing CSHI positions across consecutive 13F reporting periods. InsiderSet's CSHI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CSHI ownership changes.
How has CSHI institutional ownership changed over time?
InsiderSet tracks CSHI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.