Who Owns Neos Enhanced Income Cash Alternative ETF (CSHI)?Hedge Fund & Institutional Holders

$49.56-0.01 (-0.02%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$48.87$49.16$49.44$49.72$50.01Sep 24Jun 25Mar 26

CSHI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+383K+$19.0B
Arkadios Wealth AdvisorsNew Position+343K+$17.0B
MADDEN SECURITIES CorpNew Position+256K+$12.7B
Grantvest Financial Group LLCNew Position+176K+$8.7B
Capital Investment Advisory Services, LLCNew Position+135K+$6.7B
Precision Wealth Strategies, LLCNew Position+126K+$6.3B
Gladstone Institutional Advisory LLCNew Position+86K+$4.0B
Owen LaRue, LLCNew Position+66K+$3.3B
VERUS CAPITAL PARTNERS, LLCNew Position+64K+$3.0B
New England Private Wealth Advisors LLCNew Position+56K+$2.8B
Inspire Advisors, LLCNew Position+50K+$2.5B
Mutual Advisors, LLCNew Position+43K+$2.1B
WT Wealth ManagementNew Position+42K+$2.1B
Global View Capital Management LLCNew Position+41K+$2.0B
Mason & Associates IncNew Position+35K+$1.8B

CSHI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Integrated Wealth Concepts LLCDecreased-1K-$7.1B
HighTower Advisors, LLCDecreased-4K-$2.1B
MERCER GLOBAL ADVISORS INC /ADVDecreased-19K-$1.8B
OSAIC HOLDINGS, INC.Decreased-8K-$1.4B
Wealthcare Advisory Partners LLCDecreased-14K-$714.2M
NAPA WEALTH MANAGEMENTClosed Position-14K-$696.2M
CITADEL ADVISORS LLCDecreased-6K-$633.9M
STIFEL FINANCIAL CORPDecreased-10K-$574.5M
Allworth Financial LPDecreased-591-$574.5M
Essex Financial Services, Inc.Decreased-4K-$543.7M
Equitable Holdings, Inc.Closed Position-10K-$518.7M
Waverly Advisors, LLCDecreased-1K-$310.2M
Clearstead Advisors, LLCDecreased-233-$256.3M
IHT Wealth Management, LLCDecreased-500-$248.6M
OLD MISSION CAPITAL LLCDecreased-3K-$128.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Richard P Slaughter Associates Inc686,860$34.2B7.16%Share
2Gradient Investments LLC481,518$23.9B0.38%Share
3COMMONWEALTH EQUITY SERVICES, LLC382,975$19.0B0.03%Share
4ATTICUS WEALTH MANAGEMENT, LLC380,707$18.9B4.68%Share
5Arkadios Wealth Advisors343,118$17.0B0.33%Share
6MADDEN SECURITIES Corp256,030$12.7B3.88%Share
7Gainplan LLC183,817$9.1B3.42%Share
8Grantvest Financial Group LLC167,418$8.3B5.33%Share
9Stratos Wealth Partners, LTD.162,900$8.1B0.09%Share
10Compound Planning, Inc.157,316$7.8B0.23%Share
11Capital Investment Advisory Services, LLC135,215$6.7B0.48%Share
12Able Wealth Management LLC129,245$6.4B2.03%Share
13Precision Wealth Strategies, LLC125,846$6.3B2.03%Share
14FSA Advisors, Inc.110,263$5.5B3.81%Share
15Gladstone Institutional Advisory LLC86,000$4.0B0.15%Share
16Owen LaRue, LLC66,309$3.3B1.25%Share
17STIFEL FINANCIAL CORP62,062$3.0B0.00%Share
18VERUS CAPITAL PARTNERS, LLC63,863$3.0B0.19%Share
19New England Private Wealth Advisors LLC55,931$2.8B0.17%Share
20Wealthcare Advisory Partners LLC54,993$2.7B0.05%Share
21Inspire Advisors, LLC50,012$2.5B0.23%Share
22Mutual Advisors, LLC42,799$2.1B0.05%Share
23WT Wealth Management41,768$2.1B0.60%Share
24Global View Capital Management LLC40,616$2.0B0.38%Share
25Private Advisor Group, LLC45,340$2.0B0.01%Share
26Farther Finance Advisors, LLC39,997$2.0B0.02%Share
27Mason & Associates Inc35,430$1.8B0.33%Share
28RiverTree Advisors, LLC34,901$1.7B1.11%Share
29Impact Partnership Wealth, LLC29,754$1.5B0.19%Share
30Camarda Financial Advisors, LLC27,544$1.4B0.52%Share
31Heck Capital Advisors, LLC24,100$1.2B0.09%Share
32Ashton Thomas Private Wealth, LLC22,425$1.1B0.03%Share
33Belpointe Asset Management LLC21,744$1.1B0.04%Share
34Latitude Advisors, LLC21,173$1.1B0.46%Share
35CoreCap Advisors, LLC20,996$1.0B0.04%Share
36Orion Porfolio Solutions, LLC33,994$1.0B0.01%Share
37MERCER GLOBAL ADVISORS INC /ADV37,417$1.0B0.00%Share
38RPS ADVISORY SOLUTIONS LLC19,697$979.0M0.46%Share
39Tactive Advisors, LLC19,267$958.0M0.28%Share
40Paladin Wealth, LLC18,044$897.0M0.61%Share
41Brown Financial Advisors17,498$870.0M0.32%Share
42Cannon Advisors, Inc.17,525$869.0M0.61%Share
43Cherry Creek Investment Advisors, Inc.15,467$769.0M0.33%Share
44Empire Financial Management Company, LLC12,923$642.0M0.14%Share
45High Net Worth Advisory Group LLC12,500$621.0M0.14%Share
46Madison Wealth Partners, Inc11,931$593.0M0.11%Share
47Comprehensive Money Management Services LLC11,510$572.0M0.39%Share
48Berger Financial Group, Inc9,715$483.0M0.03%Share
49Carter Financial Group, INC.9,432$469.0M0.28%Share
50Mattson Financial Services, LLC8,851$440.0M0.10%Share

CSHI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025106$240.9B+49
Q3 202557$179.2B-30
Q2 202587$221.1B+3
Q1 202584$234.5B+21
Q4 202463$2.1T+20
Q3 202443$11.3T-1
Q2 202444$2.8T+11
Q1 202433$3.4T—

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As of Q4 2025, 50 institutional investors hold CSHI (Neos Enhanced Income Cash Alternative ETF). The largest holder is Richard P Slaughter Associates Inc with $34.2B in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own CSHI?

As of Q4 2025, 50 institutional investors report holding CSHI (Neos Enhanced Income Cash Alternative ETF) in their 13F filings.

Who is the largest institutional holder of CSHI?

The largest institutional holder of CSHI is Richard P Slaughter Associates Inc with $34.2B in shares.

Is institutional ownership of CSHI increasing or decreasing?

This quarter, 15 institutions opened new positions in CSHI and 2 closed their positions.