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 68 institutions that hold shares in the stock, with a total of 6.24 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%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
616,589
shares
|
$0
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
446,446
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 12.83%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
444,838
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 5754.67%
|
|
|
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%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
117,738
shares
|
$0
0.02% of portfolio
|
Q3 2024
Added 34.04%
|
|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
98,502
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 68.92%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
92,980
shares
|
$0
0.29% of portfolio
|
Q3 2024
Added 18.78%
|
|
|
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%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Oct 04, 2024 Q3 2024 |
67,758
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 25.16%
|
|
|
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%
|
|
|
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%
|