CSHI institutional holders

NEOS ETF TRUST · 13F, 2026Q2

Managers holding127
Shares held9,376,500
Reported value$467.0m
Quarter flows20 new, 69 added, 33 trimmed, 9 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC685,494$34.1m0.0%
Gradient Investments LLC565,301$28.2m0.4%
UBS Group AG531,014$26.4m0.0%
New England Private Wealth Advisors LLC517,928$25.8m2.5%
Retirement Planning Group, LLC438,606$21.8m0.6%
ATTICUS WEALTH MANAGEMENT, LLC432,170$21.5m5.1%
Richard P Slaughter Associates Inc417,336$20.8m4.1%
COMMONWEALTH EQUITY SERVICES, LLC409,849$20.4m0.0%
Arkadios Wealth Advisors361,785$18.0m0.3%
MADDEN SECURITIES Corp284,043$14.1m3.9%
Global View Capital Management LLC218,240$10.9m2.2%
Summit Financial, LLC216,871$10.8m0.1%
Stratos Wealth Partners, LTD.205,946$10.3m0.1%
MML INVESTORS SERVICES, LLC202,925$10.1m0.0%
Grantvest Financial Group LLC178,981$8.9m5.2%
Gainplan LLC174,131$8.7m3.4%
Owen LaRue, LLC169,551$8.4m2.9%
NewEdge Advisors, LLC162,398$8.1m0.0%
Able Wealth Management LLC161,270$8.0m1.8%
Compound Planning, Inc.149,064$7.4m0.2%
INDEPENDENT FINANCIAL GROUP, LLC136,194$6.8m0.1%
Precision Wealth Strategies, LLC123,152$6.1m1.8%
Capital Investment Advisory Services, LLC120,829$6.0m0.4%
FSA Advisors, Inc.111,147$5.5m2.5%
Arax Advisory Partners108,683$5.4m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("CSHI"). CSHI price history · All 13F data

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