Vault-13

NEOS ETF TRUST CSHI

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

128 institutional holders +12 vs Q1 2026
9,376,5009.4m shares reported held*
$467.0mreported value*
17 new 69 added 33 reduced 7 sold out net bought ≈ $72.8m (+1.5m 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 ≈ $49.81.

Trends to Q2 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: 116Q2 26: 128128Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026128

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 34 bought or addedQ3 24: 35 cut or sold outQ4 24: 39 bought or addedQ4 24: 38 cut or sold outQ4 24Q1 25: 48 bought or addedQ1 25: 46 cut or sold outQ2 25: 44 bought or addedQ2 25: 48 cut or sold outQ2 25Q3 25: 50 bought or addedQ3 25: 44 cut or sold outQ4 25: 69 bought or addedQ4 25: 35 cut or sold outQ4 25Q1 26: 74 bought or addedQ1 26: 42 cut or sold outQ2 26: 86 bought or addedQ2 26: 40 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243435
Q4 20243938
Q1 20254846
Q2 20254448
Q3 20255044
Q4 20256935
Q1 20267442
Q2 20268640

Biggest buyers

UBS Group AG Added +370,331+370.3k
New England Private Wealth Advisors LLC Added +278,221+278.2k
LPL Financial LLC Added +267,522+267.5k
Global View Capital Management LLC Added +178,063+178.1k
Retirement Planning Group, LLC Added +150,533+150.5k
ATTICUS WEALTH MANAGEMENT, LLC Added +95,583+95.6k
Arax Advisory Partners Added +69,102+69.1k
AssuredPartners Investment Advisors, LLC New +68,786+68.8k
MML INVESTORS SERVICES, LLC Added +55,186+55.2k
Gradient Investments LLC Added +54,911+54.9k

Biggest sellers

Richard P Slaughter Associates Inc Reduced -273,690-273.7k
Integrated Wealth Concepts LLC Reduced -127,456-127.5k
Owen LaRue, LLC Reduced -110,697-110.7k
Precision Wealth Strategies, LLC Reduced -47,745-47.7k
CITADEL ADVISORS LLC Sold out -35,235-35.2k
RiverTree Advisors, LLC Reduced -25,446-25.4k
Compound Planning, Inc. Reduced -22,866-22.9k
Independent Wealth Advisors LLC Reduced -22,593-22.6k
Orion Porfolio Solutions, LLC Sold out -21,880-21.9k
Able Wealth Management LLC Reduced -18,109-18.1k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 685,494685.5k $34.1m $34.1m 0.01% Added +267.5k +267,522
2 Gradient Investments LLC 0.39% of their portfolio ARDEN HILLS, MN 565,301565.3k $28.2m $28.2m 0.39% Added +54.9k +54,911
3 UBS Group AG 0.00% of their portfolio ZURICH, V8 531,014531.0k $26.4m $26.4m 0.00% Added +370.3k +370,331
4 New England Private Wealth Advisors LLC 2.49% of their portfolio WELLESLEY, MA 517,928517.9k $25.8m $25.8m 2.49% Added +278.2k +278,221
5 Retirement Planning Group, LLC 0.56% of their portfolio LEAWOOD, KS 438,606438.6k $21.8m $21.8m 0.56% Added +150.5k +150,533
6 ATTICUS WEALTH MANAGEMENT, LLC 5.12% of their portfolio Palm Beach Gardens, FL 432,170432.2k $21.5m $21.5m 5.12% Added +95.6k +95,583
7 Richard P Slaughter Associates Inc 4.12% of their portfolio AUSTIN, TX 417,336417.3k $20.8m $20.8m 4.12% Reduced -273.7k -273,690
8 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 409,849409.8k $20.4m $20.4m 0.03% Added +15.7k +15,651
9 Arkadios Wealth Advisors 0.28% of their portfolio ATLANTA, GA 361,785361.8k $18.0m $18.0m 0.28% Added +17.6k +17,626
10 MADDEN SECURITIES Corp 3.93% of their portfolio DALLAS, TX 284,043284.0k $14.1m $14.1m 3.93% Added +24.0k +23,981
11 Global View Capital Management LLC 2.24% of their portfolio WAUKESHA, WI 218,240218.2k $10.9m $10.9m 2.24% Added +178.1k +178,063
12 Summit Financial, LLC 0.12% of their portfolio PARSIPPANY, NJ 216,871216.9k $10.8m $10.8m 0.12% Added +43.4k +43,361
13 Stratos Wealth Partners, LTD. 0.10% of their portfolio BEACHWOOD, OH 205,946205.9k $10.3m $10.3m 0.10% Added +20.8k +20,764
14 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 202,925202.9k $10.1m $10.1m 0.02% Added +55.2k +55,186
15 Grantvest Financial Group LLC 5.17% of their portfolio MATAWAN, NJ 178,981179.0k $8.9m $8.9m 5.17% Added +3.1k +3,123
16 Gainplan LLC 3.42% of their portfolio BLOOMFIELD HILLS, MI 174,131174.1k $8.7m $8.7m 3.42% Reduced -2.4k -2,375
17 Owen LaRue, LLC 2.94% of their portfolio ELIZABETHTOWN, KY 169,551169.6k $8.4m $8.4m 2.94% Reduced -110.7k -110,697
18 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 162,398162.4k $8.1m $8.1m 0.02% Added +49.2k +49,234
19 Able Wealth Management LLC 1.84% of their portfolio Toms River, NJ 161,270161.3k $8.0m $8.0m 1.84% Reduced -18.1k -18,109
20 Compound Planning, Inc. 0.19% of their portfolio NEW YORK, NY 149,064149.1k $7.4m $7.4m 0.19% Reduced -22.9k -22,866
21 INDEPENDENT FINANCIAL GROUP, LLC 0.13% of their portfolio SAN DIEGO, CA 136,194136.2k $6.8m $6.8m 0.13% Added +3.3k +3,274
22 Precision Wealth Strategies, LLC 1.85% of their portfolio SAINT LOUIS, MO 123,152123.2k $6.1m $6.1m 1.85% Reduced -47.7k -47,745
23 Capital Investment Advisory Services, LLC 0.37% of their portfolio RALEIGH, NC 120,829120.8k $6.0m $6.0m 0.37% Reduced -4.1k -4,104
24 FSA Advisors, Inc. 2.54% of their portfolio TROY, MI 111,147111.1k $5.5m $5.5m 2.54% Added +5.1k +5,127
25 Arax Advisory Partners 0.04% of their portfolio NEW YORK, NY 108,683108.7k $5.4m $5.4m 0.04% Added +69.1k +69,102
26 Independent Wealth Advisors LLC 4.76% of their portfolio CARY, NC 105,650105.7k $5.3m $5.3m 4.76% Reduced -22.6k -22,593
27 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 104,360104.4k $5.2m $5.2m 0.00% Added +12.2k +12,220
28 Apollon Wealth Management, LLC 0.06% of their portfolio MOUNT PLEASANT, SC 102,927102.9k $5.1m $5.1m 0.06% Added +11.5k +11,485
29 VERUS CAPITAL PARTNERS, LLC 0.21% of their portfolio SCOTTSDALE, AZ 77,40477.4k $3.9m $3.9m 0.21% Added +5.9k +5,928
30 True North Advisors, LLC 0.34% of their portfolio Dallas, TX 71,92871.9k $3.6m $3.6m 0.34% Added +26.6k +26,641
31 AssuredPartners Investment Advisors, LLC 0.33% of their portfolio Tampa, FL 68,78668.8k $3.4m $3.4m 0.33% New
32 Mutual Advisors, LLC 0.06% of their portfolio OMAHA, NE 67,04867.0k $3.3m $3.3m 0.06% Added +10.1k +10,139
33 Gladstone Institutional Advisory LLC 0.10% of their portfolio Bedminster, NJ 66,48466.5k $3.3m $3.3m 0.10% Reduced -11.1k -11,097
34 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 59,36659.4k $3.0m $3.0m 0.02% Added +8.4k +8,393
35 Wealthcare Advisory Partners LLC 0.05% of their portfolio WEST CHESTER, PA 53,88653.9k $2.7m $2.7m 0.05% Reduced -2.9k -2,928
36 Inspire Advisors, LLC 0.19% of their portfolio Meridian, ID 53,65753.7k $2.7m $2.7m 0.19% Added +5.1k +5,081
37 Claro Advisors Inc. 0.27% of their portfolio BOSTON, MA 52,47452.5k $2.6m $2.6m 0.27% Reduced -10.6k -10,622
38 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 51,53251.5k $2.6m $2.6m 0.00% Added +41.1k +41,123
39 ARQ WEALTH ADVISORS, LLC 0.30% of their portfolio SCOTTSDALE, AZ 48,16048.2k $2.4m $2.4m 0.30% Added +25.0k +24,986
40 Bright Futures Wealth Management, LLC. 1.53% of their portfolio WEBSTER, NY 14580, NY 47,42347.4k $2.4m $2.4m 1.53% Added +10.0k +10,001
41 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 44,69744.7k $2.2m $2.2m 0.01% Reduced -10.8k -10,788
42 WT Wealth Management 0.62% of their portfolio SCOTTSDALE, AZ 44,62144.6k $2.2m $2.2m 0.62% Added +5.3k +5,302
43 Impact Partnership Wealth, LLC 0.21% of their portfolio MARIETTA, GA 43,75543.8k $2.2m $2.2m 0.21% Added +8.9k +8,928
44 Prospera Financial Services Inc 0.03% of their portfolio Dallas, TX 42,89142.9k $2.1m $2.1m 0.03% Added +9.8k +9,819
45 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 42,36942.4k $2.1m $2.1m 0.00% Added +1.1k +1,140
46 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 37,77637.8k $1.9m $1.9m 0.02% Added +32.4k +32,431
47 49 WEALTH MANAGEMENT, LLC 0.35% of their portfolio AUSTIN, TX 36,63336.6k $1.8m $1.8m 0.35% New
48 ALONGSIDE, LLC 0.35% of their portfolio AUSTIN, TX 36,63336.6k $1.8m $1.8m 0.35% First filing
49 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 34,98935.0k $1.7m $1.7m 0.00% Reduced -148 -148
50 Belpointe Asset Management LLC 0.05% of their portfolio RENO, NV 32,19932.2k $1.6m $1.6m 0.05% Added +8.5k +8,520
51 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 31,67831.7k $1.6m $1.6m 0.00% Added +14.4k +14,420
52 Camarda Financial Advisors, LLC 0.44% of their portfolio FLEMING ISLAND, FL 29,48529.5k $1.5m $1.5m 0.44% Added +1.9k +1,907
53 Dynamic Advisor Solutions LLC 0.04% of their portfolio PHOENIX, AZ 29,34529.3k $1.5m $1.5m 0.04% Added +805 +805
54 High Net Worth Advisory Group LLC 0.30% of their portfolio NAPLES, FL 28,25528.3k $1.4m $1.4m 0.30% Added +12.5k +12,455
55 Unique Wealth Strategies, LLC 0.51% of their portfolio BURR RIDGE, IL 28,10928.1k $1.4m $1.4m 0.51% Added +5.6k +5,630
56 CoreCap Advisors, LLC 0.04% of their portfolio SOUTHFIELD, MI 25,92025.9k $1.3m $1.3m 0.04% Added +2.5k +2,543
57 Heck Capital Advisors, LLC 0.07% of their portfolio Rhinelander, WI 24,72824.7k $1.2m $1.2m 0.07% Added +1.4k +1,372
58 Global Retirement Partners, LLC 0.02% of their portfolio San Rafael, CA 24,15224.2k $1.2m $1.2m 0.02% First filing
59 Cherry Creek Investment Advisors, Inc. 0.45% of their portfolio ENGLEWOOD, CO 22,95623.0k $1.1m $1.1m 0.45% Added +900 +900
60 WEST MICHIGAN ADVISORS, LLC 0.21% of their portfolio HOLLAND, MI 22,27122.3k $1.1m $1.1m 0.21% Added +11.0k +11,007
61 Ashton Thomas Private Wealth, LLC 0.02% of their portfolio SCOTTSDALE, AZ 22,01422.0k $1.1m $1.1m 0.02% Added +1.9k +1,908
62 Balboa Wealth Partners 0.15% of their portfolio SCOTTSDALE, AZ 21,75521.8k $1.1m $1.1m 0.15% Added +6.7k +6,744
63 Brookwood Investment Group LLC 0.12% of their portfolio PHOENIX, AZ 20,82920.8k $1.0m $1.0m 0.12% Added +5.6k +5,623
64 Paladin Wealth, LLC 0.59% of their portfolio ARDEN HILLS, MN 20,43620.4k $1.0m $1.0m 0.59% Added +1.8k +1,840
65 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.05% of their portfolio CEDAR RAPIDS, IA 20,40520.4k $1.0m $1.0m 0.05% Added +13.8k +13,823
66 Trademark Financial Management, LLC 0.41% of their portfolio Bloomington, MN 20,21220.2k $1.0m $1.0m 0.41% New
67 Mason & Associates Inc 0.16% of their portfolio LOS ANGELES, CA 20,14620.1k $1.0m $1.0m 0.16% Reduced -9.7k -9,706
68 Invst, LLC 0.09% of their portfolio INDIANAPOLIS, IN 18,62218.6k $927.6k $927.6k 0.09% Added +13.0k +13,015
69 Ausdal Financial Partners, Inc. 0.04% of their portfolio Davenport, IA 18,51418.5k $922.2k $922.2k 0.04% Added +14.2k +14,154
70 Latitude Advisors, LLC 0.37% of their portfolio YORKVILLE, IL 18,37618.4k $915.3k $915.3k 0.37% Reduced -2.1k -2,144
71 Empire Financial Management Company, LLC 0.35% of their portfolio NEW YORK, NY 17,94517.9k $893.9k $893.9k 0.35% Added +3.4k +3,447
72 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 17,60617.6k $878.0k $878.0k 0.00% New
73 Brown Financial Advisors 0.29% of their portfolio MILFORD, OH 16,93416.9k $843.5k $843.5k 0.29% Added +147 +147
74 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 15,45815.5k $770.0k $770.0k 0.00% Added +5.4k +5,442
75 S&A Financial Services, Inc. 0.47% of their portfolio Overland Park, KS 15,41015.4k $767.6k $767.6k 0.47% Added +10.5k +10,474
76 Comprehensive Money Management Services LLC 0.47% of their portfolio CORAL GABLES, FL 15,03015.0k $748.6k $748.6k 0.47% Added +1.3k +1,320
77 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 15,02115.0k $748.2k $748.2k 0.00% Reduced -579 -579
78 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 13,40113.4k $667.5k $667.5k 0.01% New
79 Madison Wealth Partners, Inc 0.08% of their portfolio MADISON, WI 12,91912.9k $643.5k $643.5k 0.08% Added +2.0k +2,025
80 CREATIVE FINANCIAL DESIGNS INC /ADV 0.03% of their portfolio KOKOMO, IN 12,14712.1k $605.0k $605.0k 0.03% Added +11.3k +11,347
81 RPS ADVISORY SOLUTIONS LLC 0.39% of their portfolio LOUISVILLE, KY 11,86511.9k $591.0k $591.0k 0.39% Added +6.8k +6,803
82 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 11,57311.6k $576.5k $576.5k 0.00% Reduced -127.5k -127,456
83 COMPASS FINANCIAL MANAGEMENT LLC 0.07% of their portfolio TAMPA, FL 11,27111.3k $561.4k $561.4k 0.07% First filing
84 BIP Wealth, LLC 0.02% of their portfolio ATLANTA, GA 10,86110.9k $541.0k $541.0k 0.02% New
85 Occidental Asset Management, LLC 0.05% of their portfolio Burlingame, CA 10,85410.9k $540.6k $540.6k 0.05% Added +2.3k +2,318
86 Carter Financial Group, INC. 0.27% of their portfolio BARRINGTON, IL 10,62010.6k $529.0k $529.0k 0.27% Added +461 +461
87 Berger Financial Group, Inc 0.03% of their portfolio PLYMOUTH, MN 10,31810.3k $513.9k $513.9k 0.03% Added +1.2k +1,238
88 Gateway Wealth Partners, LLC 0.03% of their portfolio APPLETON, WI 10,20010.2k $508.0k $508.0k 0.03% Reduced -2.7k -2,668
89 Mattson Financial Services, LLC 0.10% of their portfolio KENTWOOD, MI 9,8079.8k $487.5k $487.5k 0.10% Added +406 +406
90 Essex Financial Services, Inc. 0.02% of their portfolio ESSEX, CT 9,3939.4k $467.9k $467.9k 0.02% Reduced -1.4k -1,366
91 Cannon Advisors, Inc. 0.28% of their portfolio CHARLOTTE, NC 9,1879.2k $458.2k $458.2k 0.28% Reduced -11.0k -10,952
92 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 8,9839.0k $447.5k $447.5k 0.00% Reduced -2.0k -2,019
93 WealthPlan Investment Management, LLC 0.02% of their portfolio OMAHA, NE 8,3628.4k $416.5k $416.5k 0.02% New
94 Redhawk Wealth Advisors, Inc. 0.04% of their portfolio MINNEAPOLIS, MN 8,1138.1k $404.1k $404.1k 0.04% Reduced -652 -652
95 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 7,0387.0k $350.6k $350.6k 0.00% Added +3.0k +3,008
96 WINNACLE WEALTH LLC 0.24% of their portfolio WACO, TX 7,0117.0k $349.2k $349.2k 0.24% New
97 FIG FINANCIAL ADVISORY SERVICES INC /ADV 0.20% of their portfolio OKLAHOMA CITY, OK 6,8166.8k $339.5k $339.5k 0.20% New
98 INSIGNEO ADVISORY SERVICES, LLC 0.01% of their portfolio MIAMI, FL 6,8006.8k $338.7k $338.7k 0.01% Added +60 +60
99 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 6,5596.6k $326.7k $326.7k 0.00% Reduced -3.8k -3,836
100 RiverTree Advisors, LLC 0.19% of their portfolio WINTER PARK, FL 6,4376.4k $320.6k $320.6k 0.19% Reduced -25.4k -25,446