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 66 institutions that hold shares in the stock, with a total of 5.26 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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
25,288
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 21.82%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
22,408
shares
|
$0
0.06% of portfolio
|
Q2 2024
Added 85.73%
|
|
|
Brown Financial Advisors
Milford, OH |
Aug 30, 2024 Q2 2024 |
22,358
shares
|
$0
0.5% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
20,889
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
16,738
shares
|
$0
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Oct 17, 2024 Q3 2024 |
16,276
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 29.42%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
16,243
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 17.73%
|
|
|
Leavell Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
15,333
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
14,940
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
14,335
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
13,325
shares
|
$0
0.22% of portfolio
|
Q2 2024
Added 15.22%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
11,397
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 62.72%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
10,224
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
8,597
shares
|
$0
0.23% of portfolio
|
Q1 2024
Added 30.32%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
8,095
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
8,087
shares
|
$0
0.14% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
7,960
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 10.26%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
7,939
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
7,641
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
7,509
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 66.5%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
6,869
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 84.22%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
6,000
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
5,980
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
5,847
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 40.91%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
5,730
shares
|
$0
0.04% of portfolio
|
Q3 2024
Reduced 96.22%
|