Institutional Ownership Shp ETF Tr Neos Enhanced Incom (CSHI)
This table provides information about the institutional ownership of Shp ETF Tr Neos Enhanced Incom (CSHI). We have compiled data on the 69 institutions that hold shares in the stock, with a total of 5.92 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
918,515
shares
|
$0
21.65% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
784,736
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 40.51%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
738,131
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 65.93%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
446,446
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 12.83%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
406,483
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
400,051
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 40.96%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
347,387
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 3.68%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
287,328
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
139,432
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 32.52%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Jan 13, 2025 Q4 2024 |
121,041
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 78.64%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
117,738
shares
|
$0
0.02% of portfolio
|
Q3 2024
Added 34.04%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
102,054
shares
|
$0
0.26% of portfolio
|
Q4 2024
Added 9.76%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
92,672
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 242.82%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
91,065
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 59.46%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 21, 2024 Q3 2024 |
70,667
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 9.13%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
67,479
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 12, 2024 Q3 2024 |
61,092
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
52,838
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 12.67%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
51,172
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 48.05%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
47,317
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 11.04%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
44,308
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 36.13%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
42,506
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
36,597
shares
|
$0
1.49% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
32,829
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
31,955
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 14.31%
|