Who owns Neos Enhanced Income Cash Alternative ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CSHI from SEC Form 13F filings across 128 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 128 institutions disclosed 9.4M shares of Neos Enhanced Income Cash Alternative ETF worth $465.7M — about 42.4% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
128
13F holders
$465.7M
value, 2026 filers
42.4%
of shares outstanding (9.4M sh)
24
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CSHI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 685,494 | $34.1M | 0.0% | 3.1% | +64.0% |
| 2 | Gradient Investments LLC | 565,301 | $28.2M | 0.4% | 2.6% | +10.8% |
| 3 | UBS Group AG | 531,014 | $26.4M | 0.0% | 2.4% | +230.5% |
| 4 | New England Private Wealth Advisors LLC | 517,928 | $25.8M | 2.5% | 2.3% | +116.1% |
| 5 | Retirement Planning Group, LLC | 438,606 | $21.8M | 0.6% | 2% | +52.3% |
| 6 | ATTICUS WEALTH MANAGEMENT, LLC | 432,170 | $21.5M | 5.1% | 2% | +28.4% |
| 7 | Richard P Slaughter Associates Inc | 417,336 | $20.8M | 4.1% | 1.9% | -39.6% |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 409,849 | $20.4M | 0.0% | 1.9% | +4.0% |
| 9 | Arkadios Wealth Advisors | 361,785 | $18.0M | 0.3% | 1.6% | +5.1% |
| 10 | MADDEN SECURITIES Corp | 284,043 | $14.1M | 3.9% | 1.3% | +9.2% |
| 11 | Global View Capital Management LLC | 218,240 | $10.9M | 2.2% | 1% | +443.2% |
| 12 | Summit Financial, LLC | 216,871 | $10.8M | 0.1% | 1% | +25.0% |
| 13 | Stratos Wealth Partners, LTD. | 205,946 | $10.3M | 0.1% | 0.9% | +11.2% |
| 14 | MML INVESTORS SERVICES, LLC | 202,925 | $10.1M | 0.0% | 0.9% | +37.4% |
| 15 | Grantvest Financial Group LLC | 178,981 | $8.9M | 5.2% | 0.8% | +1.8% |
| 16 | Gainplan LLC | 174,131 | $8.7M | 3.4% | 0.8% | -1.3% |
| 17 | Owen LaRue, LLC | 169,551 | $8.4M | 2.9% | 0.8% | -39.5% |
| 18 | NewEdge Advisors, LLCNEW | 162,398 | $8.1M | 0.0% | 0.7% | new |
| 19 | Able Wealth Management LLC | 161,270 | $8.0M | 1.8% | 0.7% | -10.1% |
| 20 | Compound Planning, Inc. | 149,064 | $7.4M | 0.2% | 0.7% | -13.3% |
| 21 | INDEPENDENT FINANCIAL GROUP, LLC | 136,194 | $6.8M | 0.1% | 0.6% | +2.5% |
| 22 | Precision Wealth Strategies, LLC | 123,152 | $6.1M | 1.8% | 0.6% | -27.9% |
| 23 | Capital Investment Advisory Services, LLC | 120,829 | $6.0M | 0.4% | 0.5% | -3.3% |
| 24 | FSA Advisors, Inc. | 111,147 | $5.5M | 2.5% | 0.5% | +4.8% |
| 25 | Arax Advisory Partners | 108,683 | $5.4M | 0.0% | 0.5% | +174.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.