CSHI — Neos ETF Trust Institutional Holders · Q3 2026
Who owns Neos ETF Trust (CSHI)? 8 institutions reported holding $48.14M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Gradient Investments LLC ($28.5M), Gainplan LLC ($9.0M), Fig Financial Advisory Services Inc ($4.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Gradient Investments LLC | $28.5M | 572,631 | Added |
| 2 | Gainplan LLC | $9.0M | 180,071 | Added |
| 3 | FIG FINANCIAL ADVISORY SERVICES INC /ADV | $4.7M | 94,961 | Added |
| 4 | Farther Finance Advisors, LLC | $3.6M | 72,307 | Added |
| 5 | CoreCap Advisors, LLC | $1.4M | 27,664 | Added |
| 6 | Insight Wealth Strategies, LLC | $711,509 | 14,313 | New |
| 7 | Tactive Advisors, LLC | $270,124 | 5,434 | New |
| 8 | Wealth Enhancement Trust Services, Inc. | $49,710 | 1,000 | New |
Source: SEC Form 13F filings · as of 2026-09-30