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Neos Enhanced Income 1-3 MON (CSHI)

CUSIP: 78433H501 | NYSE | 215 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Atticus Wealth Management, LLC996,067
11.0% of portfolio›$49.5M
New England Private Wealth Advisors LLC610,934
2.9% of portfolio›$30.4M
Gradient Investments LLC572,631
0.4% of portfolio›$28.5M
Retirement Planning Group, LLC516,977
0.6% of portfolio›$25.7M
BIP Wealth, LLC501,029
0.7% of portfolio›$24.9M
Richard P Slaughter Associates Inc294,243
2.9% of portfolio›$14.6M
Madden Securities Corp263,143
3.5% of portfolio›$13.1M
Grantvest Financial Group LLC181,644
5.2% of portfolio›$9.0M
Gainplan LLC180,071
3.5% of portfolio›$9.0M
Global View Capital Management LLC162,442
1.8% of portfolio›$8.1M
Independent Wealth Advisors LLC138,682
5.7% of portfolio›$6.9M
Apollon Wealth Management, LLC135,057
0.1% of portfolio›$6.7M
Independent Financial Group, LLC129,763
0.1% of portfolio›$6.5M
Able Wealth Management LLC110,574
1.2% of portfolio›$5.5M
FIG Financial Advisory Services Inc94,961
2.9% of portfolio›$4.7M
True North Advisors, LLC94,544
0.3% of portfolio›$4.7M
Claro Advisors Inc.81,080
0.4% of portfolio›$4.0M
Verus Capital Partners, LLC79,225
0.2% of portfolio›$3.9M
Partners Wealth Management, LLC77,332
0.4% of portfolio›$3.8M
Farther Finance Advisors, LLC72,307
0.0% of portfolio›$3.6M
High Net Worth Advisory Group LLC58,235
0.6% of portfolio›$2.9M
Wealthcare Advisory Partners LLC54,335
0.0% of portfolio›$2.7M
ARQ Wealth Advisors, LLC53,954
0.3% of portfolio›$2.7M
Lake Street Private Wealth, LLC53,200
0.3% of portfolio›$2.6M
Prospera Financial Services Inc50,812
0.0% of portfolio›$2.5M
Split Rock Private Trading & Wealth Management, LLC46,330
1.5% of portfolio›$2.3M
Bright Futures Wealth Management, Llc.45,201
1.6% of portfolio›$2.2M
Kestra Private Wealth Services, LLC42,698
0.0% of portfolio›$2.1M
Chicago Partners Investment Group LLC40,216
0.0% of portfolio›$2.0M
Cambridge Investment Research Advisors, Inc.37,789
0.0% of portfolio›$1.9K
Commonwealth Equity Services, LLC35,199
0.0% of portfolio›$1.7M
Cherry Creek Investment Advisors, Inc.31,617
0.6% of portfolio›$1.6M
Heck Capital Advisors, LLC30,978
0.1% of portfolio›$1.5M
Trademark Financial Management, LLC28,288
0.6% of portfolio›$1.4M
Unique Wealth Strategies, LLC28,109
0.5% of portfolio›$1.4M
CoreCap Advisors, LLC27,664
0.0% of portfolio›$1.4M
Wealth Enhancement Advisory Services, LLC22,115
0.0% of portfolio›$1.1M
Ashton Thomas Private Wealth, LLC22,022
0.0% of portfolio›$1.1M
Paladin Wealth, LLC19,866
0.5% of portfolio›$987.6K
Latitude Advisors, LLC19,759
0.3% of portfolio›$982.2K
Winnacle Wealth LLC17,246
0.6% of portfolio›$857.3K
S&A Financial Services, Inc.16,139
0.5% of portfolio›$802.3K
Insight Wealth Strategies, LLC14,313
0.1% of portfolio›$711.5K
Compass Financial Management LLC12,430
0.1% of portfolio›$617.9K
Axxcess Wealth Management, LLC10,597
0.0% of portfolio›$526.8K
Carter Financial Group, Inc.10,431
0.3% of portfolio›$518.5K
IFP Advisors, Inc10,239
0.0% of portfolio›$509.0K
Occidental Asset Management, LLC10,176
0.0% of portfolio›$505.9K
Avantax Planning Partners, Inc.8,430
0.0% of portfolio›$419.1K
WealthPlan Investment Management, LLC8,320
0.0% of portfolio›$413.6K
Armor Investment Advisors, LLC8,053
0.1% of portfolio›$400.3K
Koshinski Asset Management, Inc.6,656
0.0% of portfolio›$330.9K
Advisor OS, LLC6,352
0.0% of portfolio›$315.8K
Cannon Advisors, Inc.6,283
0.2% of portfolio›$312.8K
RiverTree Advisors, LLC6,140
0.2% of portfolio›$305.2K
Brown Wealth Management, LLC5,754
0.1% of portfolio›$286.0K
Krilogy Financial LLC5,556
0.0% of portfolio›$276.7K
Tactive Advisors, LLC5,434
0.1% of portfolio›$270.1K
Redhawk Wealth Advisors, Inc.4,934
0.0% of portfolio›$245.3K
Flagship Harbor Advisors, LLC4,826
0.0% of portfolio›$239.9K
MGO One Seven LLC4,634
0.0% of portfolio›$230.4K
Cypress Wealth Services, LLC4,618
0.0% of portfolio›$229.8K
Lanark Financial, Inc.4,097
0.0% of portfolio›$203.7K
Private Trust Co NA4,000
0.0% of portfolio›$198.8K
Parallel Advisors, LLC2,527
0.0% of portfolio›$125.6K
Creative Financial Designs Inc1,027
0.0% of portfolio›$51.0K
Wealth Enhancement Trust Services, Inc.1,000
0.0% of portfolio›$49.7K
Triumph Capital Management1,000
0.0% of portfolio›$49.7K
Dhjj Financial Advisors, Ltd.410
0.0% of portfolio›$20.4K
StyleTurnoverLocationFiled
Atticus Wealth Management, LLC
996,067$49.5M11.0%ETFLowPalm Beach Gardens, FL2026-10-20
New England Private Wealth Advisors LLC
610,934$30.4M2.9%ETFVery LowWellesley, MA2026-10-19
Gradient Investments LLC
572,631$28.5M0.4%CoreMediumArden Hills, MN2026-10-08
Retirement Planning Group, LLC
516,977$25.7M0.6%ETFVery LowLeawood, KS2026-10-19
BIP Wealth, LLC
501,029$24.9M0.7%ETFMediumAtlanta, GA2026-10-22
Richard P Slaughter Associates Inc
294,243$14.6M2.9%ETFMediumAustin, TX2026-10-13
Madden Securities Corp
263,143$13.1M3.5%GrowthMediumDallas, TX2026-10-27
Grantvest Financial Group LLC
181,644$9.0M5.2%ETFLowMatawan, NJ2026-10-21
Gainplan LLC
180,071$9.0M3.5%ETFHighBloomfield Hills, MI2026-10-09
Global View Capital Management LLC
162,442$8.1M1.8%ETFHighWaukesha, WI2026-10-28
Independent Wealth Advisors LLC
138,682$6.9M5.7%ETFLowCary, NC2026-10-27
Apollon Wealth Management, LLC
135,057$6.7M0.1%GrowthLowMount Pleasant, SC2026-10-23
Independent Financial Group, LLC
129,763$6.5M0.1%GrowthLowSan Diego, CA2026-10-13
Able Wealth Management LLC
110,574$5.5M1.2%ETFMediumToms River, NJ2026-10-13
FIG Financial Advisory Services Inc
94,961$4.7M2.9%CoreVery HighOklahoma City, OK2026-10-07
True North Advisors, LLC
94,544$4.7M0.3%CoreMediumDallas, TX2026-10-22
Claro Advisors Inc.
81,080$4.0M0.4%CoreLowBoston, MA2026-11-02
Verus Capital Partners, LLC
79,225$3.9M0.2%GrowthLowScottsdale, AZ2026-11-03
Partners Wealth Management, LLC
77,332$3.8M0.4%CoreLowCarmel By The Sea, CA2026-10-28
Farther Finance Advisors, LLC
72,307$3.6M0.0%IndexLowSan Francisco, CA2026-10-08
High Net Worth Advisory Group LLC
58,235$2.9M0.6%ETFVery LowNaples, FL2026-10-26
Wealthcare Advisory Partners LLC
54,335$2.7M0.0%ETFLowWest Chester, PA2026-10-21
ARQ Wealth Advisors, LLC
53,954$2.7M0.3%ETFLowScottsdale, AZ2026-10-29
Lake Street Private Wealth, LLC
53,200$2.6M0.3%GrowthLowChicago, IL2026-10-22
Prospera Financial Services Inc
50,812$2.5M0.0%CoreMediumDallas, TX2026-11-04
Split Rock Private Trading & Wealth Management, LLC
46,330$2.3M1.5%GrowthMediumCloquet, MN2026-10-15
Bright Futures Wealth Management, Llc.
45,201$2.2M1.6%CoreHighWebster, Ny 14580, NY2026-10-23
Kestra Private Wealth Services, LLC
42,698$2.1M0.0%GrowthLowAustin, TX2026-10-30
Chicago Partners Investment Group LLC
40,216$2.0M0.0%GARPLowChicago, IL2026-10-27
Cambridge Investment Research Advisors, Inc.
37,789$1.9K0.0%ETFLowFairfield, IA2026-11-02
Commonwealth Equity Services, LLC
35,199$1.7M0.0%ETFLowWaltham, MA2026-11-02
Cherry Creek Investment Advisors, Inc.
31,617$1.6M0.6%GrowthLowEnglewood, CO2026-10-14
Heck Capital Advisors, LLC
30,978$1.5M0.1%ETFMediumRhinelander, WI2026-10-14
Trademark Financial Management, LLC
28,288$1.4M0.6%ETFMediumBloomington, MN2026-10-23
Unique Wealth Strategies, LLC
28,109$1.4M0.5%CoreMediumBurr Ridge, IL2026-10-13
CoreCap Advisors, LLC
27,664$1.4M0.0%ETFMediumSouthfield, MI2026-10-08
Wealth Enhancement Advisory Services, LLC
22,115$1.1M0.0%CoreLowPlymouth, MN2026-10-13
Ashton Thomas Private Wealth, LLC
22,022$1.1M0.0%CoreMediumScottsdale, AZ2026-11-03
Paladin Wealth, LLC
19,866$987.6K0.5%CoreLowArden Hills, MN2026-10-23
Latitude Advisors, LLC
19,759$982.2K0.3%ETFLowYorkville, IL2026-10-27
Winnacle Wealth LLC
17,246$857.3K0.6%CoreMediumWaco, TX2026-10-15
S&A Financial Services, Inc.
16,139$802.3K0.5%ETFN/AOverland Park, KS2026-11-03
Insight Wealth Strategies, LLC
14,313$711.5K0.1%ETFHighSan Ramon, CA2026-10-09
Compass Financial Management LLC
12,430$617.9K0.1%CoreN/ATampa, FL2026-10-30
Axxcess Wealth Management, LLC
10,597$526.8K0.0%CoreLowCarlsbad, CA2026-10-21
Carter Financial Group, Inc.
10,431$518.5K0.3%GrowthLowBarrington, IL2026-10-21
IFP Advisors, Inc
10,239$509.0K0.0%GrowthLowTampa, FL2026-10-16
Occidental Asset Management, LLC
10,176$505.9K0.0%GrowthLowBurlingame, CA2026-11-05
Avantax Planning Partners, Inc.
8,430$419.1K0.0%ETFLowDubuque, IA2026-11-03
WealthPlan Investment Management, LLC
8,320$413.6K0.0%GrowthMediumOmaha, NE2026-10-15
Armor Investment Advisors, LLC
8,053$400.3K0.1%ETFLowRaleigh, NC2026-10-27
Koshinski Asset Management, Inc.
6,656$330.9K0.0%ETFLowDecatur, IL2026-10-29
Advisor OS, LLC
6,352$315.8K0.0%ETFMediumChicago, IL2026-11-03
Cannon Advisors, Inc.
6,283$312.8K0.2%GrowthHighCharlotte, NC2026-10-14
RiverTree Advisors, LLC
6,140$305.2K0.2%ETFMediumWinter Park, FL2026-10-13
Brown Wealth Management, LLC
5,754$286.0K0.1%ETFMediumNaperville, IL2026-10-20
Krilogy Financial LLC
5,556$276.7K0.0%GrowthLowSt. Louis, MO2026-10-13
Tactive Advisors, LLC
5,434$270.1K0.1%ETFHighJacksonville, FL2026-10-08
Redhawk Wealth Advisors, Inc.
4,934$245.3K0.0%ETFHighMinneapolis, MN2026-10-14
Flagship Harbor Advisors, LLC
4,826$239.9K0.0%ETFMediumBoston, MA2026-10-26
MGO One Seven LLC
4,634$230.4K0.0%GrowthLowBeachwood, OH2026-10-28
Cypress Wealth Services, LLC
4,618$229.8K0.0%ETFLowPalm Desert, CA2026-10-21
Lanark Financial, Inc.
4,097$203.7K0.0%CoreMediumBirmingham, AL2026-10-26
Private Trust Co NA
4,000$198.8K0.0%CoreLowCleveland, OH2026-10-20
Parallel Advisors, LLC
2,527$125.6K0.0%IndexLowSan Francisco, CA2026-11-03
Creative Financial Designs Inc
1,027$51.0K0.0%ETFMediumKokomo, IN2026-11-04
Wealth Enhancement Trust Services, Inc.
1,000$49.7K0.0%GrowthMediumSioux Falls, SD2026-10-07
Triumph Capital Management
1,000$49.7K0.0%ETFMediumDenver, CO2026-10-14
Dhjj Financial Advisors, Ltd.
410$20.4K0.0%ETFVery LowNaperville, IL2026-10-23