Who Owns NEOS ETF TRUST (CSHI)? -- Institutional Holders (2026-06-30)

133 institutions reported holding $464.3M of NEOS ETF TRUST (CSHI) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($34.1M), Gradient Investments LLC ($28.2M), UBS Group AG ($26.4M), New England Private Wealth Advisors LLC ($25.8M), Retirement Planning Group, LLC ($21.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$34.1M685,494Added
2Gradient Investments LLC$28.2M565,301Added
3UBS Group AG$26.4M531,014Added
4New England Private Wealth Advisors LLC$25.8M517,928Added
5Retirement Planning Group, LLC$21.8M438,606Added
6ATTICUS WEALTH MANAGEMENT, LLC$21.5M432,170Added
7Richard P Slaughter Associates Inc$20.8M417,336Trimmed
8COMMONWEALTH EQUITY SERVICES, LLC$20.4M409,849Added
9Arkadios Wealth Advisors$18.0M361,785Added
10MADDEN SECURITIES Corp$14.1M284,043Added
11Global View Capital Management LLC$10.9M218,240Added
12Summit Financial, LLC$10.8M216,871Added
13Stratos Wealth Partners, LTD.$10.3M205,946Added
14MML INVESTORS SERVICES, LLC$10.1M202,925Added
15Grantvest Financial Group LLC$8.9M178,981Added
16Gainplan LLC$8.7M174,131Trimmed
17Owen LaRue, LLC$8.4M169,551Trimmed
18NewEdge Advisors, LLC$8.1M162,398Added
19Able Wealth Management LLC$8.0M161,270Trimmed
20Compound Planning, Inc.$7.4M149,064Trimmed
21INDEPENDENT FINANCIAL GROUP, LLC$6.8M136,194Added
22Precision Wealth Strategies, LLC$6.1M123,152Trimmed
23Capital Investment Advisory Services, LLC$6.0M120,829Trimmed
24FSA Advisors, Inc.$5.5M111,147Added
25Arax Advisory Partners$5.4M108,683Added

Source: SEC Form 13F filings · as of 2026-06-30