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Who holds CSHI

NEOS ETF TRUST · 60 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
LPL Financial LLC685.5K$34.1M0.0%
Gradient Investments LLC565.3K$28.2M0.4%
UBS Group AG531.0K$26.4M0.0%
New England Private Wealth Advisors LLC517.9K$25.8M2.5%
Retirement Planning Group, LLC438.6K$21.8M0.6%
ATTICUS WEALTH MANAGEMENT, LLC432.2K$21.5M5.1%
Richard P Slaughter Associates Inc417.3K$20.8M4.1%
COMMONWEALTH EQUITY SERVICES, LLC409.8K$20.4M0.0%
Arkadios Wealth Advisors361.8K$18.0M0.3%
MADDEN SECURITIES Corp284.0K$14.1M3.9%
Global View Capital Management LLC218.2K$10.9M2.2%
Summit Financial, LLC216.9K$10.8M0.1%
Stratos Wealth Partners, LTD.205.9K$10.3M0.1%
MML INVESTORS SERVICES, LLC202.9K$10.1M0.0%
Grantvest Financial Group LLC179.0K$8.9M5.2%
Gainplan LLC174.1K$8.7M3.4%
Owen LaRue, LLC169.6K$8.4M2.9%
NewEdge Advisors, LLC162.4K$8.1M0.0%
Able Wealth Management LLC161.3K$8.0M1.8%
Compound Planning, Inc.149.1K$7.4M0.2%
INDEPENDENT FINANCIAL GROUP, LLC136.2K$6.8M0.1%
Precision Wealth Strategies, LLC123.2K$6.1M1.8%
Capital Investment Advisory Services, LLC120.8K$6.0M0.4%
FSA Advisors, Inc.111.1K$5.5M2.5%
Arax Advisory Partners108.7K$5.4M0.0%
Independent Wealth Advisors LLC105.7K$5.3M4.8%
STIFEL FINANCIAL CORP104.4K$5.2M0.0%
Apollon Wealth Management, LLC102.9K$5.1M0.1%
VERUS CAPITAL PARTNERS, LLC77.4K$3.9M0.2%
True North Advisors, LLC71.9K$3.6M0.3%
AssuredPartners Investment Advisors, LLC68.8K$3.4M0.3%
Mutual Advisors, LLC67.0K$3.3M0.1%
Gladstone Institutional Advisory LLC66.5K$3.3M0.1%
Farther Finance Advisors, LLC59.4K$3.0M0.0%
Wealthcare Advisory Partners LLC53.9K$2.7M0.1%
Inspire Advisors, LLC53.7K$2.7M0.2%
Claro Advisors Inc.52.5K$2.6M0.3%
ARQ WEALTH ADVISORS, LLC48.2K$2.4M0.3%
Bright Futures Wealth Management, LLC.47.4K$2.4M1.5%
Private Advisor Group, LLC44.7K$2.2M0.0%
WT Wealth Management44.6K$2.2M0.6%
Impact Partnership Wealth, LLC43.8K$2.2M0.2%
Prospera Financial Services Inc42.9K$2.1M0.0%
KESTRA PRIVATE WEALTH SERVICES, LLC37.8K$1.9M0.0%
49 WEALTH MANAGEMENT, LLC36.6K$1.8M0.3%
ALONGSIDE, LLC36.6K$1.8M0.3%
MERCER GLOBAL ADVISORS INC /ADV35.0K$1.7M0.0%
Belpointe Asset Management LLC32.2K$1.6M0.1%
JPMORGAN CHASE & CO31.7K$1.6M0.0%
Camarda Financial Advisors, LLC29.5K$1.5M0.4%
Dynamic Advisor Solutions LLC29.3K$1.5M0.0%
High Net Worth Advisory Group LLC28.3K$1.4M0.3%
Unique Wealth Strategies, LLC28.1K$1.4M0.5%
CoreCap Advisors, LLC25.9K$1.3M0.0%
Cambridge Investment Research Advisors, Inc.25.8K$1.3M0.0%
Heck Capital Advisors, LLC24.7K$1.2M0.1%
Global Retirement Partners, LLC24.2K$1.2M0.0%
Cherry Creek Investment Advisors, Inc.23.0K$1.1M0.5%
WEST MICHIGAN ADVISORS, LLC22.3K$1.1M0.2%
Ashton Thomas Private Wealth, LLC22.0K$1.1M0.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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