Who Owns NEOS ETF TRUST (CSHI)? -- Institutional Holders (2026-03-31)

122 institutions reported holding $385.9M of NEOS ETF TRUST (CSHI) in SEC 13F filings for 2026-03-31. Largest institutional holders: Richard P Slaughter Associates Inc ($34.4M), Gradient Investments LLC ($25.4M), LPL Financial LLC ($20.8M), COMMONWEALTH EQUITY SERVICES, LLC ($19.6M), Arkadios Wealth Advisors ($17.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Richard P Slaughter Associates Inc$34.4M691,026Added
2Gradient Investments LLC$25.4M510,390Added
3LPL Financial LLC$20.8M417,972Added
4COMMONWEALTH EQUITY SERVICES, LLC$19.6M394,198Added
5Arkadios Wealth Advisors$17.1M344,159Added
6ATTICUS WEALTH MANAGEMENT, LLC$16.8M336,587Trimmed
7Retirement Planning Group, LLC$14.3M288,073Added
8Owen LaRue, LLC$14.0M280,248Added
9MADDEN SECURITIES Corp$12.9M260,062Added
10New England Private Wealth Advisors LLC$11.9M239,707Added
11Stratos Wealth Partners, LTD.$9.2M185,182Added
12Able Wealth Management LLC$8.9M179,379Added
13Gainplan LLC$8.8M176,506Trimmed
14Grantvest Financial Group LLC$8.8M175,858Added
15Summit Financial, LLC$8.6M173,510Added
16Compound Planning, Inc.$8.6M171,930Added
17Precision Wealth Strategies, LLC$8.5M170,897Added
18UBS Group AG$8.0M160,683Added
19MML INVESTORS SERVICES, LLC$7.4M147,739Added
20Integrated Wealth Concepts LLC$6.9M139,029Trimmed
21INDEPENDENT FINANCIAL GROUP, LLC$6.6M132,920Added
22Independent Wealth Advisors LLC$6.4M128,243Added
23Capital Investment Advisory Services, LLC$6.2M124,933Trimmed
24FSA Advisors, Inc.$5.3M106,020Trimmed
25STIFEL FINANCIAL CORP$4.6M92,140Added

Source: SEC Form 13F filings · as of 2026-03-31