Who Owns NEOS ENHANCED INCOME 1-3 MON (CSHI)? -- Institutional Holders (2026-06-30)

134 institutions reported holding $465.7M of NEOS ENHANCED INCOME 1-3 MON (CSHI) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($34.1M), Gradient Investments LLC ($28.2M), UBS Group AG ($26.4M), New England Private Wealth Advisors LLC ($25.8M), Retirement Planning Group, LLC ($21.8M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$34.1M	685,494	Added
2	Gradient Investments LLC	$28.2M	565,301	Added
3	UBS Group AG	$26.4M	531,014	Added
4	New England Private Wealth Advisors LLC	$25.8M	517,928	Added
5	Retirement Planning Group, LLC	$21.8M	438,606	Added
6	ATTICUS WEALTH MANAGEMENT, LLC	$21.5M	432,170	Added
7	Richard P Slaughter Associates Inc	$20.8M	417,336	Trimmed
8	COMMONWEALTH EQUITY SERVICES, LLC	$20.4M	409,849	Added
9	Arkadios Wealth Advisors	$18.0M	361,785	Added
10	MADDEN SECURITIES Corp	$14.1M	284,043	Added
11	Global View Capital Management LLC	$10.9M	218,240	Added
12	Summit Financial, LLC	$10.8M	216,871	Added
13	Stratos Wealth Partners, LTD.	$10.3M	205,946	Added
14	MML INVESTORS SERVICES, LLC	$10.1M	202,925	Added
15	Grantvest Financial Group LLC	$8.9M	178,981	Added
16	Gainplan LLC	$8.7M	174,131	Trimmed
17	Owen LaRue, LLC	$8.4M	169,551	Trimmed
18	NewEdge Advisors, LLC	$8.1M	162,398	Added
19	Able Wealth Management LLC	$8.0M	161,270	Trimmed
20	Compound Planning, Inc.	$7.4M	149,064	Trimmed
21	INDEPENDENT FINANCIAL GROUP, LLC	$6.8M	136,194	Added
22	Precision Wealth Strategies, LLC	$6.1M	123,152	Trimmed
23	Capital Investment Advisory Services, LLC	$6.0M	120,829	Trimmed
24	FSA Advisors, Inc.	$5.5M	111,147	Added
25	Arax Advisory Partners	$5.4M	108,683	Added

Source: SEC Form 13F filings · as of 2026-06-30