
NEOS Enhanced Income 1-3 Month T-Bill is an exchange-traded fund on ARCA. As of Q3 2025, 92 institutional investors hold shares in this ETF, with total holdings valued at $265.6M. Richard P Slaughter Associates Inc is the largest holder with a position valued at $33.9M.
Overview of institutional ownership in CSHI as of Q3 2025
Institutions with the largest positions in CSHI as of Q3 2025
| Institution | Position Value |
|---|---|
Richard P Slaughter Associates Inc RIA/Wealth | $33.9M 7.30% of portfolio |
Gradient Investments LLC RIA/Wealth | $23.0M 0.40% of portfolio |
ATTICUS WEALTH MANAGEMENT, LLC RIA/Wealth | $18.8M 4.75% of portfolio |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $18.5M 0.03% of portfolio |
L LPL Financial LLC Institution | $16.0M 0.00% of portfolio |
Retirement Planning Group RIA/Wealth | $11.8M 0.41% of portfolio |
G Gainplan LLC RIA/Wealth | $8.9M 3.79% of portfolio |
Grantvest Financial Group LLC RIA/Wealth | $8.4M 6.21% of portfolio |
Stratos Wealth Partners, LTD. RIA/Wealth | $7.9M 0.09% of portfolio |
Atomi Financial Group, Inc. RIA/Wealth | $7.9M 0.26% of portfolio |
Institutional buying and selling activity for CSHI in Q3 2025
| Institution | Net Bought |
|---|---|
Summit Financial, LLC RIA/Wealth | +$7.0M +139.9K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$5.0M +100.9K shares |
Able Wealth Management LLC RIA/Wealth | +$4.8M +96.5K shares |
SRS Capital Advisors, Inc. RIA/Wealth | +$4.8M +96.3K shares |
M MADDEN SECURITIES Corp Institution | +$4.3M +86.5K shares |
Richard P Slaughter Associates Inc RIA/Wealth | +$4.0M +81.3K shares |
B Bright Futures Wealth Management, LLC. RIA/Wealth | +$2.7M +54.0K shares |
ATTICUS WEALTH MANAGEMENT, LLC RIA/Wealth | +$2.1M +42.1K shares |
Gradient Investments LLC RIA/Wealth | +$1.6M +32.8K shares |
Global View Capital Management LLC RIA/Wealth | +$1.5M +30.1K shares |
| Institution | Net Sold |
|---|---|
−$5.9M −117.8K shares | |
L LPL Financial LLC Institution | −$4.7M −94.0K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | −$1.4M −28.8K shares |
O OLD MISSION CAPITAL LLC Institution | −$977.7K −19.7K shares |
NAPA WEALTH MANAGEMENT RIA/Wealth | −$645.8K −13.0K shares |
Gladstone Institutional Advisory LLC RIA/Wealth | −$606.2K −12.2K shares |
Mutual Advisors, LLC RIA/Wealth | −$513.3K −10.3K shares |
Precision Wealth Strategies, LLC RIA/Wealth | −$445.2K −9.0K shares |
Worth Asset Management, LLC RIA/Wealth | −$396.6K −8.0K shares |
Ausdal Financial Partners, Inc. RIA/Wealth | −$370.3K −7.4K shares |
Institutions that initiated new positions or completely exited CSHI in Q3 2025
| Institution | Position Value |
|---|---|
Summit Financial, LLC RIA/Wealth | $7.0M 139.9K shares |
SRS Capital Advisors, Inc. RIA/Wealth | $4.8M 96.3K shares |
Savvy Advisors, Inc. RIA/Wealth | $685.0K 13.8K shares |
ONE + ONE WEALTH MANAGEMENT, LLC RIA/Wealth | $482.8K 9.7K shares |
$344.8K 6.9K shares | |
Krilogy Financial LLC RIA/Wealth | $333.8K 6.7K shares |
A4 Wealth Advisors LLC RIA/Wealth | $331.0K 6.7K shares |
Triumph Capital Management RIA/Wealth | $59.7K 1.2K shares |
A Abich Financial Wealth Management LLC RIA/Wealth | $14.4K 290.0 shares |
| Institution | Previous Position |
|---|---|
$5.9M 117.8K shares | |
Worth Asset Management, LLC RIA/Wealth | $396.6K 8.0K shares |
Ausdal Financial Partners, Inc. RIA/Wealth | $370.3K 7.4K shares |
We Are One Seven, LLC RIA/Wealth | $350.6K 7.1K shares |
F FLOW TRADERS U.S. LLC Institution | $295.8K 5.9K shares |
FIRST TRUST ADVISORS LP ETF Provider | $208.2K 4.2K shares |
UBS Group AG Institution | $83.1K 1.7K shares |
M MGB Wealth Management, LLC RIA/Wealth | $74.6K 1.5K shares |
Ridgewood Investments LLC RIA/Wealth | $44.8K 900.0 shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $3.8K 77.0 shares |
Institutions with the largest Call and Put options positions in CSHI as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with CSHI as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Richard P Slaughter Associates Inc RIA/Wealth | 7.30% $33.9M |
Grantvest Financial Group LLC RIA/Wealth | 6.21% $8.4M |
ATTICUS WEALTH MANAGEMENT, LLC RIA/Wealth | 4.75% $18.8M |
G Gainplan LLC RIA/Wealth | 3.79% $8.9M |
F FSA Advisors, Inc. Institution | 3.77% $4.4M |
B Bright Futures Wealth Management, LLC. RIA/Wealth | 2.70% $3.4M |
Able Wealth Management LLC RIA/Wealth | 2.12% $5.7M |
M MADDEN SECURITIES Corp Institution | 1.93% $5.6M |
Precision Wealth Strategies, LLC RIA/Wealth | 1.72% $5.3M |
Global View Capital Management LLC RIA/Wealth | 0.85% $3.2M |
Discover hedge funds investing in CSHI


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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