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 89 institutions that hold shares in the stock, with a total of 5.12 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
|
Apr 10, 2025 Q1 2025 |
587,252
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 20.44%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
432,585
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 18.27%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
375,431
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
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 |
May 07, 2025 Q1 2025 |
319,670
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 88.62%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
267,473
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 33.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
246,751
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 280.54%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
174,051
shares
|
$0
0.03% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Apr 10, 2025 Q1 2025 |
164,632
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 36.01%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
154,771
shares
|
$0
4.32% of portfolio
|
Q1 2025
Reduced 71.64%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
142,028
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 11.77%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
136,588
shares
|
$0
5.5% of portfolio
|
Q1 2025
Added 99.24%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
118,484
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
113,748
shares
|
$0
0.26% of portfolio
|
Q1 2025
Added 11.46%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
108,871
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
107,349
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 109.78%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
105,079
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 96.38%
|
|
|
Precision Wealth Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
103,792
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
80,916
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 81.82%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
71,162
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 12.06%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
May 15, 2025 Q1 2025 |
68,497
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
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 |
May 15, 2025 Q1 2025 |
54,764
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 161.22%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
48,352
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 45.19%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
May 13, 2025 Q1 2025 |
38,389
shares
|
$0
0.69% of portfolio
|
Q1 2025
Reduced 21.76%
|