NEOS ENHANCED INCOME 1-3 MON (CSHI) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $367.98M in CSHI holdings during the latest filing period.
Richard P Slaughter Associates Inc is currently the largest disclosed institutional shareholder of CSHI tracked by InsiderSet, reporting ownership valued at approximately $34.40M in its March 31, 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 $34.37M, representing an estimated loss of -0.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed CSHI value among the investors covered in this analysis. Major shareholders include Richard P Slaughter Associates Inc, Gradient Investments Llc, Lpl Financial 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
109
Total Reported Value
$367.98M
Largest Holder
Richard P Slaughter Associates Inc
Largest Position
$34.40M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
119
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Richard P Slaughter Associates Inc | 7.44% | 691,026 | $34,399,274 | $34,371,633 | -$27,641 | -0.08% | |
| Gradient Investments Llc | 0.39% | 510,390 | $25,407,193 | $25,386,799 | -$20,394 | -0.08% | |
| Lpl Financial Llc | 0.01% | 417,972 | $20,806,665 | $20,789,927 | -$16,738 | -0.08% | |
| Commonwealth Equity Services, Llc | 0.03% | 394,198 | $19,623,192 | $19,607,409 | -$15,783 | -0.08% | |
| Arkadios Wealth Advisors | 0.28% | 344,159 | $17,132,245 | $17,118,469 | -$13,776 | -0.08% | |
| Atticus Wealth Management, Llc | 4.54% | 336,587 | $16,755,290 | $16,741,837 | -$13,453 | -0.08% | |
| Retirement Planning Group, Llc | 0.44% | 288,073 | $14,340,272 | $14,328,751 | -$11,521 | -0.08% | |
| Owen Larue, Llc | 5.35% | 280,248 | $13,950,741 | $13,939,536 | -$11,205 | -0.08% | |
| Madden Securities Corp | 3.89% | 260,062 | $12,945,886 | $12,935,484 | -$10,402 | -0.08% | |
| New England Private Wealth Advisors Llc | 1.38% | 239,707 | $11,932,629 | $11,923,026 | -$9,603 | -0.08% | |
| Stratos Wealth Partners, Ltd. | 0.10% | 185,182 | $9,218,399 | $9,210,953 | -$7,446 | -0.08% | |
| Able Wealth Management Llc | 2.39% | 179,379 | $8,929,479 | $8,922,311 | -$7,168 | -0.08% | |
| Gainplan Llc | 6.59% | 176,506 | $8,786,469 | $8,779,408 | -$7,061 | -0.08% | |
| Grantvest Financial Group Llc | 5.67% | 175,858 | $8,754,188 | $8,747,177 | -$7,011 | -0.08% | |
| Summit Financial, Llc | 0.11% | 173,510 | $8,637,339 | $8,630,387 | -$6,952 | -0.08% | |
| Compound Planning, Inc. | 0.26% | 171,930 | $8,558,523 | $8,551,798 | -$6,725 | -0.08% | |
| Precision Wealth Strategies, Llc | 2.82% | 170,897 | $8,507,228 | $8,500,417 | -$6,811 | -0.08% | |
| Ubs Group Ag | 0.00% | 160,683 | $7,998,800 | $7,992,372 | -$6,428 | -0.08% | |
| Mml Investors Services, Llc | 0.02% | 147,739 | $7,354,445 | $7,348,538 | -$5,907 | -0.08% | |
| Integrated Wealth Concepts Llc | 0.06% | 139,029 | $6,920,841 | $6,915,302 | -$5,539 | -0.08% | |
| Capital Investment Advisory Services, Llc | 0.45% | 124,933 | $6,219,160 | $6,214,167 | -$4,993 | -0.08% | |
| Fsa Advisors, Inc. | 3.48% | 106,020 | $5,277,676 | $5,273,435 | -$4,241 | -0.08% | |
| Stifel Financial Corp | 0.00% | 92,140 | $4,586,676 | $4,583,044 | -$3,632 | -0.08% | |
| Apollon Wealth Management, Llc | 0.07% | 91,442 | $4,551,983 | $4,548,325 | -$3,658 | -0.08% | |
| Gladstone Institutional Advisory Llc | 0.14% | 77,581 | $3,862,015 | $3,858,879 | -$3,136 | -0.08% | |
| Claro Advisors Inc. | 0.38% | 63,096 | $3,140,898 | $3,138,395 | -$2,503 | -0.08% | |
| Mutual Advisors, Llc | 0.06% | 56,909 | $2,832,917 | $2,830,654 | -$2,263 | -0.08% | |
| Wealthcare Advisory Partners Llc | 0.05% | 56,814 | $2,828,208 | $2,825,928 | -$2,280 | -0.08% | |
| Private Advisor Group, Llc | 0.01% | 55,485 | $2,762,023 | $2,759,824 | -$2,199 | -0.08% | |
| Cwm, Llc | 0.01% | 51,369 | $2,557,139 | $2,555,094 | -$2,045 | -0.08% | |
| Farther Finance Advisors, Llc | 0.02% | 50,973 | $2,537,449 | $2,535,397 | -$2,052 | -0.08% | |
| Inspire Advisors, Llc | 0.20% | 48,576 | $2,418,109 | $2,416,170 | -$1,939 | -0.08% | |
| True North Advisors, Llc | 0.26% | 45,287 | $2,254,387 | $2,252,575 | -$1,812 | -0.08% | |
| Hightower Advisors, Llc | 0.00% | 41,229 | $2,052,416 | $2,050,730 | -$1,686 | -0.08% | |
| Global View Capital Management Llc | 0.53% | 40,177 | $2,000,044 | $1,998,404 | -$1,640 | -0.08% | |
| Arax Advisory Partners | 0.06% | 39,581 | $1,970,328 | $1,968,759 | -$1,569 | -0.08% | |
| Wt Wealth Management | 0.58% | 39,319 | $1,957,298 | $1,955,727 | -$1,571 | -0.08% | |
| Bright Futures Wealth Management, Llc. | 1.28% | 37,422 | $1,862,878 | $1,861,370 | -$1,508 | -0.08% | |
| Citadel Advisors Llc | 0.00% | 35,235 | $1,753,998 | $1,752,589 | -$1,409 | -0.08% | |
| Mercer Global Advisors Inc | 0.00% | 35,137 | $1,749,118 | $1,747,714 | -$1,404 | -0.08% | |
| Impact Partnership Wealth, Llc | 0.21% | 34,827 | $1,733,690 | $1,732,295 | -$1,395 | -0.08% | |
| Prospera Financial Services Inc | 0.03% | 33,072 | $1,646,308 | $1,645,001 | -$1,307 | -0.08% | |
| Rivertree Advisors, Llc | 1.01% | 31,883 | $1,587,136 | $1,585,860 | -$1,276 | -0.08% | |
| Mason & Associates Inc | 0.29% | 29,852 | $1,483,346 | $1,484,838 | +$1,492 | +0.10% | |
| Dynamic Advisor Solutions Llc | 0.04% | 28,540 | $1,420,721 | $1,419,580 | -$1,141 | -0.08% | |
| Camarda Financial Advisors, Llc | 0.72% | 27,578 | $1,372,818 | $1,371,730 | -$1,088 | -0.08% | |
| Belpointe Asset Management Llc | 0.04% | 23,679 | $1,178,753 | $1,177,793 | -$960 | -0.08% | |
| Corecap Advisors, Llc | 0.04% | 23,377 | $1,163,707 | $1,162,772 | -$935 | -0.08% | |
| Heck Capital Advisors, Llc | 0.09% | 23,356 | $1,162,646 | $1,161,727 | -$919 | -0.08% | |
| Arq Wealth Advisors, Llc | 0.21% | 23,174 | $1,153,602 | $1,152,675 | -$927 | -0.08% |
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.