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 80 institutions that hold shares in the stock, with a total of 5.44 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 |
|---|---|---|---|---|---|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
738,131
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 65.93%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
545,791
shares
|
$0
11.75% of portfolio
|
Q4 2024
Reduced 40.58%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
529,257
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 30.2%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
445,133
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
403,981
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 48.52%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
399,747
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
347,387
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 3.68%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
169,479
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 21.55%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
167,352
shares
|
$0
0.03% of portfolio
|
Q4 2024
Added 42.14%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
127,076
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 198.96%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Jan 13, 2025 Q4 2024 |
121,041
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 78.64%
|
|
|
Precision Wealth Strategies, LLC
|
Jan 24, 2025 Q4 2024 |
108,033
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 52.88%
|
|
|
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 |
Jan 29, 2025 Q4 2024 |
88,305
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
88,222
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Feb 14, 2025 Q4 2024 |
72,865
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 19.27%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Feb 11, 2025 Q4 2024 |
68,553
shares
|
$0
3.81% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
64,842
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 77.43%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
63,502
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 20.18%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
53,508
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 20.76%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
51,172
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 48.05%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
49,064
shares
|
$0
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
41,874
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 37.95%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
32,731
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
32,413
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 31.5%
|