NEOS ENHANCED INCOME 1-3 MON (CSHI) Institutional Ownership Changes & 13F Activity
NEOS ENHANCED INCOME 1-3 MON (CSHI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ubs Group Ag, Newedge Advisors, Llc, Integrated Wealth Concepts Llc, Summit Financial, Llc, and 49 Wealth Management, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -579 | -3.7% | 15,021 | $748.20K | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Sell | -127,455 | -91.7% | 11,574 | $576.50K | Q2 2026 | Sep 09, 2026 |
| Brown Financial Advisors | Buy | +147 | +0.9% | 16,934 | $843.48K | Q2 2026 | Aug 26, 2026 |
| West Michigan Advisors, Llc | Buy | +11,007 | +97.7% | 22,271 | $1.11M | Q2 2026 | Aug 21, 2026 |
| Kingsview Wealth Management, Llc | Buy | +13,401 | — | 13,401 | $667.50K | Q2 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Sell | -148 | -0.4% | 34,989 | $1.74M | Q2 2026 | Aug 19, 2026 |
| 49 Wealth Management, Llc | Buy | +36,633 | — | 36,633 | $1.82M | Q2 2026 | Aug 18, 2026 |
| Fsa Advisors, Inc. | Buy | +5,127 | +4.8% | 111,147 | $5.54M | Q2 2026 | Aug 17, 2026 |
| Camarda Financial Advisors, Llc | Buy | +1,907 | +6.9% | 29,485 | $1.47M | Q2 2026 | Aug 17, 2026 |
| Comprehensive Money Management Services Llc | Buy | +1,320 | +9.6% | 15,030 | $748.64K | Q2 2026 | Aug 17, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +14,154 | +324.6% | 18,514 | $922.17K | Q2 2026 | Aug 14, 2026 |
| Invst, Llc | Buy | +13,015 | +232.1% | 18,622 | $927.56K | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +10,139 | +17.8% | 67,048 | $3.34M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +5,442 | +54.3% | 15,458 | $769.96K | Q2 2026 | Aug 14, 2026 |
| Empire Financial Management Company, Llc | Buy | +3,447 | +23.8% | 17,945 | $893.88K | Q2 2026 | Aug 14, 2026 |
| Pmv Capital Advisers, Llc | Buy | +262 | +5.7% | 4,836 | $240.87K | Q2 2026 | Aug 14, 2026 |
| Insigneo Advisory Services, Llc | Buy | +60 | +0.9% | 6,800 | $338.71K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +33 | — | 33 | $1.64K | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Buy | +4 | +1.2% | 344 | $17.13K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +370,331 | +230.5% | 531,014 | $26.45M | Q2 2026 | Aug 13, 2026 |
| Inspire Advisors, Llc | Buy | +5,081 | +10.5% | 53,657 | $2.67M | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Sell | -3,340 | -40.6% | 4,887 | $243.42K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -1,925 | -91.7% | 175 | $8.72K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -928 | -99.9% | 1 | $63.00 | Q2 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Buy | +10 | — | 10 | $498.00 | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +162,398 | — | 162,398 | $8.09M | Q2 2026 | Aug 12, 2026 |
| Summit Financial, Llc | Buy | +43,361 | +25.0% | 216,871 | $10.80M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +31,678 | — | 31,678 | $1.58M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +12,220 | +13.3% | 104,360 | $5.20M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -3,836 | -36.9% | 6,559 | $326.70K | Q2 2026 | Aug 12, 2026 |
Frequently asked questions about CSHI activity
Which institutional owners are buying CSHI?
Institutional owners buying CSHI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CSHI activity?
"Buy" means an investor increased their reported position in CSHI compared to the prior reporting period. This reflects growing exposure to NEOS ENHANCED INCOME 1-3 MON (CSHI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CSHI increasing?
Institutional interest in CSHI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.