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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,014
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
900
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
720
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
600
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
410
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 8100.0%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
323
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
125
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 31.69%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
122
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 454.55%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
73
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 73.36%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
41
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 67.2%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
15
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|