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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-579-3.7%15,021$748.20KQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcSell-127,455-91.7%11,574$576.50KQ2 2026Sep 09, 2026
Brown Financial AdvisorsBuy+147+0.9%16,934$843.48KQ2 2026Aug 26, 2026
West Michigan Advisors, LlcBuy+11,007+97.7%22,271$1.11MQ2 2026Aug 21, 2026
Kingsview Wealth Management, LlcBuy+13,401—13,401$667.50KQ2 2026Aug 19, 2026
Mercer Global Advisors IncSell-148-0.4%34,989$1.74MQ2 2026Aug 19, 2026
49 Wealth Management, LlcBuy+36,633—36,633$1.82MQ2 2026Aug 18, 2026
Fsa Advisors, Inc.Buy+5,127+4.8%111,147$5.54MQ2 2026Aug 17, 2026
Camarda Financial Advisors, LlcBuy+1,907+6.9%29,485$1.47MQ2 2026Aug 17, 2026
Comprehensive Money Management Services LlcBuy+1,320+9.6%15,030$748.64KQ2 2026Aug 17, 2026
Ausdal Financial Partners, Inc.Buy+14,154+324.6%18,514$922.17KQ2 2026Aug 14, 2026
Invst, LlcBuy+13,015+232.1%18,622$927.56KQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+10,139+17.8%67,048$3.34MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+5,442+54.3%15,458$769.96KQ2 2026Aug 14, 2026
Empire Financial Management Company, LlcBuy+3,447+23.8%17,945$893.88KQ2 2026Aug 14, 2026
Pmv Capital Advisers, LlcBuy+262+5.7%4,836$240.87KQ2 2026Aug 14, 2026
Insigneo Advisory Services, LlcBuy+60+0.9%6,800$338.71KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+33—33$1.64KQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+4+1.2%344$17.13KQ2 2026Aug 14, 2026
Ubs Group AgBuy+370,331+230.5%531,014$26.45MQ2 2026Aug 13, 2026
Inspire Advisors, LlcBuy+5,081+10.5%53,657$2.67MQ2 2026Aug 13, 2026
Mariner, LlcSell-3,340-40.6%4,887$243.42KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-1,925-91.7%175$8.72KQ2 2026Aug 13, 2026
Morgan StanleySell-928-99.9%1$63.00Q2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcBuy+10—10$498.00Q2 2026Aug 13, 2026
Newedge Advisors, LlcBuy+162,398—162,398$8.09MQ2 2026Aug 12, 2026
Summit Financial, LlcBuy+43,361+25.0%216,871$10.80MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+31,678—31,678$1.58MQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+12,220+13.3%104,360$5.20MQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-3,836-36.9%6,559$326.70KQ2 2026Aug 12, 2026
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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.