Who owns Neos Enhanced Income Cash Alternative ETF?
Institutional ownership of CSHI from SEC Form 13F filings across 89 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.
89
13F holders
$303.4M
value, 2026 filers
27.9%
of shares outstanding (6.1M sh)
16
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 | UBS Group AG | 531,014 | $26.4M | 0.0% | 2.4% | +230.5% |
| 3 | Retirement Planning Group, LLC | 438,606 | $21.8M | 0.6% | 2% | +52.3% |
| 4 | Richard P Slaughter Associates Inc | 417,336 | $20.8M | 4.1% | 1.9% | -39.6% |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 409,849 | $20.4M | 0.0% | 1.9% | +4.0% |
| 6 | Arkadios Wealth Advisors | 361,785 | $18.0M | 0.3% | 1.6% | +5.1% |
| 7 | MADDEN SECURITIES Corp | 284,043 | $14.1M | 3.9% | 1.3% | +9.2% |
| 8 | Summit Financial, LLC | 216,871 | $10.8M | 0.1% | 1% | +25.0% |
| 9 | Stratos Wealth Partners, LTD. | 205,946 | $10.3M | 0.1% | 0.9% | +11.2% |
| 10 | MML INVESTORS SERVICES, LLC | 202,925 | $10.1M | 0.0% | 0.9% | +37.4% |
| 11 | Grantvest Financial Group LLC | 178,981 | $8.9M | 5.2% | 0.8% | +1.8% |
| 12 | NewEdge Advisors, LLCNEW | 162,398 | $8.1M | 0.0% | 0.7% | new |
| 13 | Compound Planning, Inc. | 149,064 | $7.4M | 0.2% | 0.7% | -13.3% |
| 14 | INDEPENDENT FINANCIAL GROUP, LLC | 136,194 | $6.8M | 0.1% | 0.6% | -47.1% |
| 15 | Capital Investment Advisory Services, LLC | 120,829 | $6.0M | 0.4% | 0.5% | -3.3% |
| 16 | FSA Advisors, Inc. | 111,147 | $5.5M | 2.5% | 0.5% | +4.8% |
| 17 | Arax Advisory Partners | 108,683 | $5.4M | 0.0% | 0.5% | +174.6% |
| 18 | STIFEL FINANCIAL CORP | 104,360 | $5.2M | 0.0% | 0.5% | +13.3% |
| 19 | Apollon Wealth Management, LLC | 102,927 | $5.1M | 0.1% | 0.5% | +12.6% |
| 20 | VERUS CAPITAL PARTNERS, LLC | 77,404 | $3.9M | 0.2% | 0.4% | +8.3% |
| 21 | AssuredPartners Investment Advisors, LLCNEW | 68,786 | $3.4M | 0.3% | 0.3% | new |
| 22 | Mutual Advisors, LLC | 67,048 | $3.3M | 0.1% | 0.3% | +17.8% |
| 23 | Gladstone Institutional Advisory LLC | 66,484 | $3.3M | 0.1% | 0.3% | -14.3% |
| 24 | Wealthcare Advisory Partners LLC | 53,886 | $2.7M | 0.1% | 0.2% | -5.2% |
| 25 | Inspire Advisors, LLC | 53,657 | $2.7M | 0.2% | 0.2% | +10.5% |
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.