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Get Institutions for : 
Neos Enhanced Income Cash Alternative Etf (CSHI)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 49    15
Total shares held : 
 2,695,125  
% of shares held : 
 29.95%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   29  
Amount of shares held : 
 1,293,124  
% of shares held change : 
   14.37%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
17
 338,778
 12.57%
 
Increased Positions :
20
 1,013,094
 37.59%
 
Unchanged Positions :
6
 10,169
 0.38%
 
Decreased Positions :
6
-52,128
-1.93%
 
Closed Positions :
2
-6,620
-0.25%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ATTICUS WEALTH MANAGEMENT LLC 2 - 2024-03-31 590,845 $29,424,000 64,550
   Paragon Wealth Strategies LLC 9 - 2023-12-31 347,387 $17,343,000 12,321
   WT Wealth Management 2 - 2023-12-31 240,449 $12,004,000 5,699
   LPL FINANCIAL CORP 1528 - 2024-03-31 145,473 $7,245,000 82,340
   AXXCESS WEALTH MANAGEMENT LLC 113 - 2024-03-31 119,791 $5,966,000 47,439
   Worth Asset Management LLC 6 - 2024-03-31 115,827 $5,768,000 91,475
   CAMARDA FINANCIAL ADVISORS, LLC 12 - 2024-03-31 114,600 $5,707,000 18,662
   MML INVESTORS SERVICES LLC 616 - 2024-03-31 106,158 $5,287,000 89,452
   Great Lakes Retirement Inc. 33 - 2024-03-31 97,926 $4,877,000 33,805
   Atomi Financial Group Inc. 70 - 2024-03-31 70,260 $3,499,000 23,099
   Latitude Advisors LLC 7 - 2024-03-31 62,505 $3,113,000 38,105
   Gainplan LLC 11 - 2024-03-31 54,138 $2,696,000 11,644
   JANE STREET GROUP LLC 2158 - 2024-03-31 43,533 $2,168,000 16,386
   Dynamic Advisors Solutions LLC 335 - 2024-03-31 33,017 $1,644,000 145
   Newbridge Financial Services Group Inc. 29 - 2024-03-31 27,813 $1,385,000 4,762
   Capital Investment Advisory Services LLC 162 - 2024-03-31 25,669 $1,278,000 13,339
   CAPITAL INSIGHT PARTNERS LLC 88 - 2024-03-31 24,387 $1,214,000 923
   Goss Wealth Management LLC 974 - 2024-03-31 20,759 $1,034,000 1,911
   We Are One Seven LLC 360 - 2024-03-31 19,149 $954,000 3,412
   STIFEL FINANCIAL CORP 2295 - 2024-03-31 16,758 $835,000 2,788
   Empire Financial Management Company LLC 134 - 2024-03-31 11,565 $576,000 2,159
   Derbend Asset Management 85 - 2024-03-31 7,509 $374,000 2,999
   Secure Asset Management LLC 171 - 2024-03-31 6,566 $327,000 307
   JANNEY MONTGOMERY SCOTT LLC 2331 - 2024-03-31 5,980 $298,000 250
   Global Retirement Partners LLC 689 - 2024-03-31 5,404 $269,000 461
   DHJJ Financial Advisors Ltd. 365 - 2024-03-31 410 $20,000 405
   Larson Financial Group LLC 954 - 2024-03-31 306 $15,000 4
   Penserra Capital Management LLC 1000 - 2024-03-31 154 $7,000 6
  28 Records found
  1    
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