Vault-13

NEOS ETF TRUST CSHI

NEOS ENH INC 1-3 · ETP · CUSIP 78433H501

116 institutional holders +8 vs Q4 2025
7,893,6537.9m shares reported held*
$392.9mreported value*
18 new 56 added 34 reduced 8 sold out net bought ≈ $58.0m (+1.2m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $49.78.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 1Q4 22: 2Q1 23: 9Q2 23: 21Q3 23: 34Q4 23: 51Q1 24: 52Q2 24: 65Q3 24: 68Q4 24: 80Q1 25: 86Q2 25: 95Q3 25: 92Q4 25: 108Q1 26: 116116Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 20221
Q4 20222
Q1 20239
Q2 202321
Q3 202334
Q4 202351
Q1 202452
Q2 202465
Q3 202468
Q4 202480
Q1 202586
Q2 202595
Q3 202592
Q4 2025108
Q1 2026116

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 24: 41 bought or addedQ2 24: 22 cut or sold outQ3 24: 34 bought or addedQ3 24: 35 cut or sold outQ3 24Q4 24: 39 bought or addedQ4 24: 38 cut or sold outQ1 25: 48 bought or addedQ1 25: 46 cut or sold outQ1 25Q2 25: 44 bought or addedQ2 25: 48 cut or sold outQ3 25: 50 bought or addedQ3 25: 44 cut or sold outQ3 25Q4 25: 69 bought or addedQ4 25: 35 cut or sold outQ1 26: 74 bought or addedQ1 26: 42 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20244122
Q3 20243435
Q4 20243938
Q1 20254846
Q2 20254448
Q3 20255044
Q4 20256935
Q1 20267442

Biggest buyers

Owen LaRue, LLC Added +213,939+213.9k
New England Private Wealth Advisors LLC Added +183,776+183.8k
UBS Group AG Added +160,677+160.7k
INDEPENDENT FINANCIAL GROUP, LLC Added +110,549+110.5k
LPL Financial LLC Added +93,002+93.0k
Apollon Wealth Management, LLC Added +58,947+58.9k
Able Wealth Management LLC Added +50,134+50.1k
True North Advisors, LLC New +45,287+45.3k
Precision Wealth Strategies, LLC Added +45,051+45.1k
Retirement Planning Group, LLC Added +43,113+43.1k

Biggest sellers

Arax Advisory Partners Reduced -62,559-62.6k
ATTICUS WEALTH MANAGEMENT, LLC Reduced -44,120-44.1k
Bright Futures Wealth Management, LLC. Reduced -34,656-34.7k
Claro Advisors Inc. Reduced -23,904-23.9k
NewEdge Advisors, LLC Reduced -18,732-18.7k
INSIGNEO ADVISORY SERVICES, LLC Reduced -14,835-14.8k
RPS ADVISORY SOLUTIONS LLC Reduced -14,635-14.6k
Orion Porfolio Solutions, LLC Reduced -12,114-12.1k
Tactive Advisors, LLC Reduced -10,858-10.9k
Capital Investment Advisory Services, LLC Reduced -10,282-10.3k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Richard P Slaughter Associates Inc 7.44% of their portfolio AUSTIN, TX 691,026691.0k $34.4m $34.4m 7.44% Added +4.2k +4,166
2 Gradient Investments LLC 0.39% of their portfolio ARDEN HILLS, MN 510,390510.4k $25.4m $25.4m 0.39% Added +28.9k +28,872
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 417,972418.0k $20.8m $20.8m 0.01% Added +93.0k +93,002
4 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 394,198394.2k $19.6m $19.6m 0.03% Added +11.2k +11,223
5 Arkadios Wealth Advisors 0.28% of their portfolio ATLANTA, GA 344,159344.2k $17.1m $17.1m 0.28% Added +709 +709
6 ATTICUS WEALTH MANAGEMENT, LLC 4.54% of their portfolio Palm Beach Gardens, FL 336,587336.6k $16.8m $16.8m 4.54% Reduced -44.1k -44,120
7 Retirement Planning Group, LLC 0.44% of their portfolio LEAWOOD, KS 288,073288.1k $14.3m $14.3m 0.44% Added +43.1k +43,113
8 Owen LaRue, LLC 5.35% of their portfolio ELIZABETHTOWN, KY 280,248280.2k $14.0m $14.0m 5.35% Added +213.9k +213,939
9 MADDEN SECURITIES Corp 3.89% of their portfolio DALLAS, TX 260,062260.1k $12.9m $12.9m 3.89% Added +4.0k +4,032
10 New England Private Wealth Advisors LLC 1.38% of their portfolio WELLESLEY, MA 239,707239.7k $11.9m $11.9m 1.38% Added +183.8k +183,776
11 Stratos Wealth Partners, LTD. 0.10% of their portfolio BEACHWOOD, OH 185,182185.2k $9.2m $9.2m 0.10% Added +22.3k +22,282
12 Able Wealth Management LLC 2.39% of their portfolio Toms River, NJ 179,379179.4k $8.9m $8.9m 2.39% Added +50.1k +50,134
13 Gainplan LLC 6.59% of their portfolio BLOOMFIELD HILLS, MI 176,506176.5k $8.8m $8.8m 6.59% Reduced -7.3k -7,311
14 Grantvest Financial Group LLC 5.67% of their portfolio MATAWAN, NJ 175,858175.9k $8.8m $8.8m 5.67% Added +66 +66
15 Summit Financial, LLC 0.11% of their portfolio PARSIPPANY, NJ 173,510173.5k $8.6m $8.6m 0.11% Added +37.4k +37,354
16 Compound Planning, Inc. 0.26% of their portfolio NEW YORK, NY 171,930171.9k $8.6m $8.6m 0.26% Added +14.6k +14,614
17 Precision Wealth Strategies, LLC 2.82% of their portfolio SAINT LOUIS, MO 170,897170.9k $8.5m $8.5m 2.82% Added +45.1k +45,051
18 UBS Group AG 0.00% of their portfolio ZURICH, V8 160,683160.7k $8.0m $8.0m 0.00% Added +160.7k +160,677
19 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 147,739147.7k $7.4m $7.4m 0.02% Added +2.2k +2,185
20 Integrated Wealth Concepts LLC 0.06% of their portfolio WALTHAM, MA 139,029139.0k $6.9m $6.9m 0.06% Reduced -3.2k -3,214
21 INDEPENDENT FINANCIAL GROUP, LLC 0.15% of their portfolio SAN DIEGO, CA 132,920132.9k $6.6m $6.6m 0.15% Added +110.5k +110,549
22 Independent Wealth Advisors LLC 6.27% of their portfolio CARY, NC 128,243128.2k $6.4m $6.4m 6.27% Added +39.0k +39,017
23 Capital Investment Advisory Services, LLC 0.45% of their portfolio RALEIGH, NC 124,933124.9k $6.2m $6.2m 0.45% Reduced -10.3k -10,282
24 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 113,164113.2k $5.6m $5.6m 0.02% Reduced -18.7k -18,732
25 FSA Advisors, Inc. 3.48% of their portfolio TROY, MI 106,020106.0k $5.3m $5.3m 3.48% Reduced -4.2k -4,243
26 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 92,14092.1k $4.6m $4.6m 0.00% Added +30.1k +30,078
27 Apollon Wealth Management, LLC 0.07% of their portfolio MOUNT PLEASANT, SC 91,44291.4k $4.6m $4.6m 0.07% Added +58.9k +58,947
28 Gladstone Institutional Advisory LLC 0.14% of their portfolio Bedminster, NJ 77,58177.6k $3.9m $3.9m 0.14% Reduced -8.4k -8,419
29 VERUS CAPITAL PARTNERS, LLC 0.24% of their portfolio SCOTTSDALE, AZ 71,47671.5k $3.6m $3.6m 0.24% Added +7.6k +7,613
30 Claro Advisors Inc. 0.38% of their portfolio BOSTON, MA 63,09663.1k $3.1m $3.1m 0.38% Reduced -23.9k -23,904
31 Mutual Advisors, LLC 0.06% of their portfolio OMAHA, NE 56,90956.9k $2.8m $2.8m 0.06% Added +14.1k +14,110
32 Wealthcare Advisory Partners LLC 0.05% of their portfolio WEST CHESTER, PA 56,81456.8k $2.8m $2.8m 0.05% Added +1.8k +1,821
33 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 55,48555.5k $2.8m $2.8m 0.01% Added +10.1k +10,145
34 CWM, LLC 0.01% of their portfolio OMAHA, NE 51,36951.4k $2.6m $2.6m 0.01% Added +12.1k +12,097
35 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 50,97351.0k $2.5m $2.5m 0.02% Added +11.0k +10,976
36 Inspire Advisors, LLC 0.20% of their portfolio Meridian, ID 48,57648.6k $2.4m $2.4m 0.20% Reduced -1.4k -1,436
37 True North Advisors, LLC 0.26% of their portfolio Dallas, TX 45,28745.3k $2.3m $2.3m 0.26% New
38 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 41,22941.2k $2.1m $2.1m 0.00% Added +2.9k +2,872
39 Global View Capital Management LLC 0.53% of their portfolio WAUKESHA, WI 40,17740.2k $2.0m $2.0m 0.53% Reduced -439 -439
40 Arax Advisory Partners 0.06% of their portfolio NEW YORK, NY 39,58139.6k $2.0m $2.0m 0.06% Reduced -62.6k -62,559
41 WT Wealth Management 0.58% of their portfolio SCOTTSDALE, AZ 39,31939.3k $2.0m $2.0m 0.58% Reduced -2.4k -2,449
42 Bright Futures Wealth Management, LLC. 1.28% of their portfolio WEBSTER, NY 14580, NY 37,42237.4k $1.9m $1.9m 1.28% Reduced -34.7k -34,656
43 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 35,23535.2k $1.8m $1.8m 0.00% Added +28.2k +28,170
44 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 35,13735.1k $1.7m $1.7m 0.00% Reduced -2.3k -2,280
45 Impact Partnership Wealth, LLC 0.21% of their portfolio MARIETTA, GA 34,82734.8k $1.7m $1.7m 0.21% Added +5.1k +5,073
46 Prospera Financial Services Inc 0.03% of their portfolio Dallas, TX 33,07233.1k $1.6m $1.6m 0.03% Added +16.0k +16,014
47 RiverTree Advisors, LLC 1.01% of their portfolio WINTER PARK, FL 31,88331.9k $1.6m $1.6m 1.01% Reduced -3.0k -3,018
48 Mason & Associates Inc 0.29% of their portfolio LOS ANGELES, CA 29,85229.9k $1.5m $1.5m 0.29% Reduced -5.6k -5,578
49 Dynamic Advisor Solutions LLC 0.04% of their portfolio PHOENIX, AZ 28,54028.5k $1.4m $1.4m 0.04% Added +387 +387
50 Camarda Financial Advisors, LLC 0.72% of their portfolio FLEMING ISLAND, FL 27,57827.6k $1.4m $1.4m 0.72% Added +34 +34
51 Belpointe Asset Management LLC 0.04% of their portfolio RENO, NV 23,67923.7k $1.2m $1.2m 0.04% Added +1.9k +1,935
52 CoreCap Advisors, LLC 0.04% of their portfolio SOUTHFIELD, MI 23,37723.4k $1.2m $1.2m 0.04% Added +2.4k +2,381
53 Heck Capital Advisors, LLC 0.09% of their portfolio Rhinelander, WI 23,35623.4k $1.2m $1.2m 0.09% Reduced -744 -744
54 ARQ WEALTH ADVISORS, LLC 0.21% of their portfolio SCOTTSDALE, AZ 23,17423.2k $1.2m $1.2m 0.21% New
55 Unique Wealth Strategies, LLC 0.46% of their portfolio BURR RIDGE, IL 22,47922.5k $1.1m $1.1m 0.46% New
56 Cherry Creek Investment Advisors, Inc. 0.48% of their portfolio ENGLEWOOD, CO 22,05622.1k $1.1m $1.1m 0.48% Added +6.6k +6,589
57 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 21,88021.9k $1.1m $1.1m 0.01% Reduced -12.1k -12,114
58 Latitude Advisors, LLC 0.47% of their portfolio YORKVILLE, IL 20,52020.5k $1.0m $1.0m 0.47% Reduced -653 -653
59 Cannon Advisors, Inc. 0.74% of their portfolio CHARLOTTE, NC 20,13920.1k $1.0m $1.0m 0.74% Added +2.6k +2,614
60 Ashton Thomas Private Wealth, LLC 0.02% of their portfolio SCOTTSDALE, AZ 20,10620.1k $1.0m $1.0m 0.02% Reduced -2.3k -2,319
61 Paladin Wealth, LLC 0.64% of their portfolio ARDEN HILLS, MN 18,59618.6k $925.7k $925.7k 0.64% Added +552 +552
62 Valmark Advisers, Inc. 0.01% of their portfolio AKRON, OH 17,83117.8k $887.6k $887.6k 0.01% New
63 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 17,25817.3k $857.6k $857.6k 0.00% New
64 Brown Financial Advisors 0.32% of their portfolio MILFORD, OH 16,78716.8k $835.7k $835.7k 0.32% Reduced -711 -711
65 High Net Worth Advisory Group LLC 0.18% of their portfolio NAPLES, FL 15,80015.8k $786.5k $786.5k 0.18% Added +3.3k +3,300
66 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 15,60015.6k $776.6k $776.6k 0.00% Added +1.2k +1,225
67 Brookwood Investment Group LLC 0.10% of their portfolio PHOENIX, AZ 15,20615.2k $757.0k $757.0k 0.10% New
68 Balboa Wealth Partners 0.13% of their portfolio SCOTTSDALE, AZ 15,01115.0k $747.2k $747.2k 0.13% New
69 Empire Financial Management Company, LLC 0.16% of their portfolio NEW YORK, NY 14,49814.5k $721.7k $721.7k 0.16% Added +1.6k +1,575
70 Comprehensive Money Management Services LLC 0.45% of their portfolio CORAL GABLES, FL 13,71013.7k $682.5k $682.5k 0.45% Added +2.2k +2,200
71 Gateway Wealth Partners, LLC 0.02% of their portfolio APPLETON, WI 12,86812.9k $640.6k $640.6k 0.02% New
72 WEST MICHIGAN ADVISORS, LLC 0.12% of their portfolio HOLLAND, MI 11,26411.3k $560.7k $560.7k 0.12% New
73 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 11,00211.0k $547.7k $547.7k 0.00% Added +29 +29
74 Madison Wealth Partners, Inc 0.09% of their portfolio MADISON, WI 10,89410.9k $542.3k $542.3k 0.09% Reduced -1.0k -1,037
75 Essex Financial Services, Inc. 0.03% of their portfolio ESSEX, CT 10,75910.8k $535.6k $535.6k 0.03% Added +3.6k +3,634
76 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 10,40910.4k $518.0k $518.0k 0.00% Reduced -4.5k -4,490
77 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 10,39510.4k $517.5k $517.5k 0.00% New
78 Carter Financial Group, INC. 0.31% of their portfolio BARRINGTON, IL 10,15910.2k $505.7k $505.7k 0.31% Added +727 +727
79 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 10,01610.0k $498.6k $498.6k 0.00% Reduced -9.2k -9,232
80 Mattson Financial Services, LLC 0.11% of their portfolio KENTWOOD, MI 9,4019.4k $468.0k $468.0k 0.11% Added +550 +550
81 Berger Financial Group, Inc 0.03% of their portfolio PLYMOUTH, MN 9,0809.1k $452.0k $452.0k 0.03% Reduced -635 -635
82 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 9,0349.0k $449.7k $449.7k 0.00% Added +4.1k +4,113
83 Redhawk Wealth Advisors, Inc. 0.05% of their portfolio MINNEAPOLIS, MN 8,7658.8k $436.3k $436.3k 0.05% Reduced -483 -483
84 Occidental Asset Management, LLC 0.05% of their portfolio Burlingame, CA 8,5368.5k $424.9k $424.9k 0.05% New
85 Tactive Advisors, LLC 0.12% of their portfolio Jacksonville, FL 8,4098.4k $418.6k $418.6k 0.12% Reduced -10.9k -10,858
86 Mariner, LLC 0.00% of their portfolio Overland Park, KS 8,2278.2k $409.5k $409.5k 0.00% Reduced -1.9k -1,905
87 FLAGSHIP HARBOR ADVISORS, LLC 0.02% of their portfolio BOSTON, MA 6,8666.9k $341.8k $341.8k 0.02% Reduced -760 -760
88 INSIGNEO ADVISORY SERVICES, LLC 0.02% of their portfolio MIAMI, FL 6,7406.7k $335.5k $335.5k 0.02% Reduced -14.8k -14,835
89 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% of their portfolio CEDAR RAPIDS, IA 6,5826.6k $327.7k $327.7k 0.02% Added +900 +900
90 Savvy Advisors, Inc. 0.01% of their portfolio NEW YORK, NY 6,0996.1k $303.6k $303.6k 0.01% Reduced -790 -790
91 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 5,9606.0k $296.7k $296.7k 0.01% New
92 Krilogy Financial LLC 0.01% of their portfolio ST. LOUIS, MO 5,7745.8k $287.2k $287.2k 0.01% Added +307 +307
93 Invst, LLC 0.03% of their portfolio INDIANAPOLIS, IN 5,6075.6k $279.1k $279.1k 0.03% New
94 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 5,5095.5k $274.2k $274.2k 0.02% Added +369 +369
95 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 5,3455.3k $266.1k $266.1k 0.00% Added +54 +54
96 RPS ADVISORY SOLUTIONS LLC 0.14% of their portfolio LOUISVILLE, KY 5,0625.1k $252.0k $252.0k 0.14% Reduced -14.6k -14,635
97 S&A Financial Services, Inc. 0.17% of their portfolio Overland Park, KS 4,9364.9k $245.7k $245.7k 0.17% First filing
98 PMV Capital Advisers, LLC 0.38% of their portfolio DALLAS, TX 4,5744.6k $227.7k $227.7k 0.38% Reduced -1.3k -1,338
99 Ausdal Financial Partners, Inc. 0.01% of their portfolio Davenport, IA 4,3604.4k $217.0k $217.0k 0.01% New
100 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 4,0304.0k $200.6k $200.6k 0.00% New