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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
   Advisor Group Holdings Inc. 623 - 2024-03-31 228,220 $11,365,000 -4,200
   LPL FINANCIAL CORP 1528 - 2024-03-31 145,473 $7,245,000 82,340
   Precision Wealth Strategies LLC 3 - 2024-03-31 143,097 $7,126,000 -215,349
   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
   Great Lakes Retirement Inc. 33 - 2024-03-31 97,926 $4,877,000 33,805
   FLOW TRADERS U.S. LLC 121 - 2023-12-31 74,643 $3,727,000 74,643
   AXXCESS WEALTH MANAGEMENT LLC 159 - 2023-12-31 72,352 $3,612,000 -36,550
   Atomi Financial Group Inc. 70 - 2024-03-31 70,260 $3,499,000 23,099
   GRADIENT INVESTMENTS LLC 157 - 2024-03-31 68,592 $3,416,000 -3,203
   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
   RETIREMENT PLANNING GROUP 67 *New 2024-03-31 39,998 $1,992,000 39,998
   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
   JANE STREET GROUP LLC 2851 - 2023-12-31 27,147 $1,355,000 -1,314
   Madison Wealth Partners Inc 28 - 2024-03-31 26,186 $1,304,000 -5,286
   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 945 *New 2023-12-31 18,848 $941,000 18,848
   MML INVESTORS SERVICES LLC 1466 *New 2023-12-31 16,706 $834,000 16,706
   We Are One Seven LLC 375 - 2023-12-31 15,737 $786,000 -2,180
   OLD MISSION CAPITAL LLC 512 - 2023-12-31 14,466 $722,000 14,466
   STIFEL FINANCIAL CORP 2361 *New 2023-12-31 13,970 $697,000 13,970
   Kingsview Wealth Management LLC 662 - 2024-03-31 9,895 $493,000 -30,455
   Empire Financial Management Company LLC 134 - 2023-12-31 9,406 $470,000 0
   Claro Advisors LLC 246 - 2024-03-31 9,303 $463,000 -2,664
   Moloney Securities Asset Management LLC 291 - 2024-03-31 8,205 $409,000 0
   Derbend Asset Management 85 - 2024-03-31 7,509 $374,000 2,999
   SILVER OAK SECURITIES Inc 276 - 2024-03-31 7,004 $349,000 -5,156
   Tactive Advisors LLC 64 *New 2023-12-31 6,597 $329,000 6,597
   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
   Delta Investment Management LLC 169 - 2024-03-31 5,625 $280,000 -1,546
   Global Retirement Partners LLC 689 - 2024-03-31 5,404 $269,000 461
   Fiduciary Group LLC 233 *New 2023-12-31 4,919 $246,000 4,919
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2910 - 2024-03-31 4,529 $226,000 -70,825
   CREATIVE FINANCIAL DESIGNS INC /ADV 864 - 2024-03-31 600 $30,000 0
   DHJJ Financial Advisors Ltd. 365 - 2024-03-31 410 $20,000 405
   Larson Financial Group LLC 954 - 2024-03-31 306 $15,000 4
   Castleview Partners LLC 528 - 2024-03-31 226 $11,000 -2,861
   Penserra Capital Management LLC 1099 - 2023-12-31 148 $7,000 0
   Parallel Advisors LLC 2889 - 2024-03-31 20 $1,000 0
   MORGAN STANLEY 6949 *New 2023-12-31 1 $0 1
   CITADEL ADVISORS LLC 5561 *Closed 2023-12-31 0 $0 -6,619
   WELLS FARGO & CO/MN 6521 *Closed 2024-03-31 0 $0 -614
   VisionPoint Advisory Group LLC 812 *Closed 2024-03-31 0 $0 -369
   AdvisorNet Financial Inc 2363 - 2024-03-31 10 $0 0
   PROEQUITIES INC. 9718 - 2024-03-31 0 $0 0

  52 Records found
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