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 96 institutions that hold shares in the stock, with a total of 5.35 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
|
Jul 08, 2025 Q2 2025 |
600,007
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
429,661
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
414,929
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 29.8%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
347,387
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 3.68%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
336,056
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 10.49%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
271,409
shares
|
$0
0.02% of portfolio
|
Q2 2025
Added 6165.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
251,271
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
242,407
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 9.37%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Jul 23, 2025 Q2 2025 |
176,822
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 7.4%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
162,287
shares
|
$0
5.99% of portfolio
|
Q2 2025
Added 18.81%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
156,635
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 32.2%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
149,629
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
145,960
shares
|
$0
0.02% of portfolio
|
Q2 2025
Reduced 16.14%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
142,523
shares
|
$0
0.27% of portfolio
|
Q2 2025
Added 25.3%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
117,845
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 12.15%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
115,220
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 11.01%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
70,165
shares
|
$0
2.84% of portfolio
|
Q2 2025
Added 343.41%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
68,734
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
61,861
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 23.55%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
58,976
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1004.21%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
57,009
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 35.44%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
53,479
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
50,710
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 39.36%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
48,352
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 45.19%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
47,766
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|