Who Owns CSHI?
Neos Enhanced Income Cash Alternative ETF — Institutional Ownership & 13F Holdings
$49.83
-0.01 (-0.02%)
Market Cap
$937.6M
Shares Outstanding
19,973,045
Institutional Holders
84
Total Inst. Value
$208.8M
% of Float Held
—
QoQ Holder Change
+51
Institutional data as of Q1 2025
New Positions
36
Closed Positions
15
Increased
22
Decreased
22
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Richard P Slaughter Associates IncNew | $29.1M | 587,252 |
| 2 | Gradient Investments LLC | $21.5M | 432,585 |
| 3 | ATTICUS WEALTH MANAGEMENT, LLCNew | $18.6M | 375,431 |
| 4 | Retirement Planning Group, LLC | $13.3M | 267,473 |
| 5 | OSAIC HOLDINGS, INC. | $12.2M | 246,751 |
| 6 | MML INVESTORS SERVICES, LLC | $8.6M | 174,051 |
| 7 | Gainplan LLCNew | $8.2M | 164,632 |
| 8 | NAPA WEALTH MANAGEMENT | $7.7M | 154,771 |
| 9 | Integrated Wealth Concepts LLC | $7.0M | 142,028 |
| 10 | Grantvest Financial Group LLC | $6.8M | 136,588 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Richard P Slaughter Associates IncNew | +587K | $29.1M |
| ATTICUS WEALTH MANAGEMENT, LLCNew | +375K | $18.6M |
| OSAIC HOLDINGS, INC. | +182K | $12.2M |
| MML INVESTORS SERVICES, LLC | +7K | $8.6M |
| Gainplan LLCNew | +165K | $8.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| NAPA WEALTH MANAGEMENT | -391K | $7.7M |
| MERCER GLOBAL ADVISORS INC /ADV | -364K | $4.0M |
| Retirement Planning Group, LLC | -137K | $13.3M |
| Gradient Investments LLC | -97K | $21.5M |
| WT Wealth Management | -40K | $2.4M |
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Frequently Asked Questions
How many institutional investors hold CSHI?
As of Q1 2025, 84 institutional investors report holding CSHI (Neos Enhanced Income Cash Alternative ETF) in their 13F filings.
Which hedge fund owns the most CSHI?
The largest institutional holder of CSHI is Richard P Slaughter Associates Inc with $29.1M in shares.
Are institutions buying or selling CSHI?
This quarter, 36 institutions opened new positions in CSHI and 15 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.