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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
11,307
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
10,050
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 40.82%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
9,870
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
9,739
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
8,948
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
8,641
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 13.09%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
8,597
shares
|
$0
0.23% of portfolio
|
Q1 2024
Added 30.32%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Apr 23, 2025 Q1 2025 |
8,315
shares
|
$0
1.0% of portfolio
|
Q1 2025
Reduced 68.01%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
7,616
shares
|
$0
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
7,509
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 66.5%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
7,422
shares
|
$0
0.11% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
7,167
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,851
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
5,754
shares
|
$0
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
5,341
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
United Capital Management Of Ks, Inc.
|
May 13, 2025 Q1 2025 |
5,125
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,101
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
5,011
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 16.29%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
4,600
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
4,387
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 40.65%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
4,332
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 23.81%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
4,114
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,000
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,854
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,545
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|