CSHI NEOS ETF TRUST: institutional ownership and insider trading

141 funds reported holding $535M of NEOS ETF TRUST in their latest 13F filings; in Q2 2026 funds net bought $71.6M, with 16 new positions and 7 funds selling out.

Largest institutional holders of CSHI

  1. ATTICUS WEALTH MANAGEMENT, LLC — $49.5M
  2. LPL Financial LLC — $34.1M
  3. New England Private Wealth Advisors LLC — $30.4M
  4. Gradient Investments LLC — $28.5M
  5. UBS Group AG (UBS) — $26.4M
  6. Retirement Planning Group, LLC — $25.7M
  7. BIP Wealth, LLC — $24.9M
  8. COMMONWEALTH EQUITY SERVICES, LLC — $20.4M
  9. Arkadios Wealth Advisors — $18.0M
  10. Richard P Slaughter Associates Inc — $14.6M

All CSHI 13F holders