CSHI · NEOS Enhanced Income 1-3 Month T-Bill ETF ETF
$49.77
-0.02 (-0.04%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $843,482
Total Shares: 16,934
Institutional Ownership Trend
8 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2024Top Holder
100.0%
+68.0 pts
Top 5
100.0%
+16.8 pts
Top 10
100.0%
+4.3 pts
HHI
10,000
Highly concentrated+8,212
Quarterly Activity
vs Mar 31, 2024
New
1
Increased
0
Decreased
0
Sold Out
17
Unchanged
0
Holder count:
-16
Institutional value:
-98.6%
Shares held:
-98.6%
Top New Positions
vs Mar 31, 2024| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small Brown Financial Advisors | 16,934 | $843,482 |
Top Sold-Out Positions
vs Mar 31, 2024| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large MERCER GLOBAL ADVISORS INC /ADV | 375,194 | $18,684,661 | |
| Large OSAIC HOLDINGS, INC. | 228,220 | $11,365,356 | |
| Mega LPL Financial LLC | 145,473 | $7,244,555 | |
| Mid AXXCESS WEALTH MANAGEMENT, LLC | 119,791 | $5,965,591 | |
| Large MML INVESTORS SERVICES, LLC | 106,158 | $5,286,668 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small Brown Financial Advisors CSHI | $843,482 | 100.00% | 16,934 | Shares | 2026-08-26 |