CSHI

NEOS Enhanced Income 1-3 Mon$49.78 0.20%
UnclassifiedUSCUSIP 78433H501· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
64
+6 QoQ
13F Value (tracked)
$214.3M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)28 adding · 7 trimming
Insider net (180d)$0

Price & smart-money activity

$49.78 0.20%4Y -0.5%
$48.90$49.29$49.67$50.05$50.4320222023202420252026226262731549779168131316121913278
Hover for who · click for detailEnd-of-day closing prices52w $49.56 – $49.94
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Ask your agent who owns CSHI

This stock page is the Follow view. The Build view lets your agent query CSHI owners, fund changes, insider filings, and source links through REST or MCP.

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which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

64 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Gradient Investments LLC
$25.4M
510K
+6.0%
Added · +29K sh
Q1 2026
2LPL Financial LLC
$20.8M
418K
+29%
Added · +93K sh
Q1 2026
3COMMONWEALTH EQUITY SERVICES, LLC
$19.6M
394K
+2.9%
Added · +11K sh
Q1 2026
4Arkadios Wealth Advisors
$17.1M
344K
+0.2%
Added · +709 sh
Q1 2026
5Retirement Planning Group, LLC
$14.3M
288K
+18%
Added · +43K sh
Q1 2026
6Stratos Wealth Partners, LTD.
$9.2M
185K
+14%
Added · +22K sh
Q1 2026
7Summit Financial, LLC
$8.6M
174K
+27%
Added · +37K sh
Q1 2026
8Compound Planning, Inc.
$8.6M
172K
+9.3%
Added · +15K sh
Q1 2026
9UBS Group AG
$8.0M
161K
27k×
Added · +161K sh
Q1 2026
10MML INVESTORS SERVICES, LLC
$7.4M
148K
+1.5%
Added · +2K sh
Q1 2026
11Integrated Wealth Concepts LLC
$6.9M
139K
−2.3%
Reduced · −3K sh
Q1 2026
12INDEPENDENT FINANCIAL GROUP, LLC
$6.6M
133K
+494%
Added · +111K sh
Q1 2026
13NewEdge Advisors, LLC
$5.6M
113K
−14%
Reduced · −19K sh
Q1 2026
14STIFEL FINANCIAL CORP
$4.6M
92K
+48%
Added · +30K sh
Q1 2026
15Apollon Wealth Management, LLC
$4.6M
91K
+181%
Added · +59K sh
Q1 2026
16Gladstone Institutional Advisory LLC
$3.9M
78K
−9.8%
Reduced · −8K sh
Q1 2026
17VERUS CAPITAL PARTNERS, LLC
$3.6M
71K
+12%
Added · +8K sh
Q1 2026
18Mutual Advisors, LLC
$2.8M
57K
+33%
Added · +14K sh
Q1 2026
19Wealthcare Advisory Partners LLC
$2.8M
57K
+3.3%
Added · +2K sh
Q1 2026
20Private Advisor Group, LLC
$2.8M
55K
+22%
Added · +10K sh
Q1 2026
21CWM, LLC
$2.6M
51K
+31%
Added · +12K sh
Q1 2026
22Farther Finance Advisors, LLC
$2.5M
51K
+27%
Added · +11K sh
Q1 2026
23HighTower Advisors, LLC
$2.1M
41K
+7.5%
Added · +3K sh
Q1 2026
24Arax Advisory Partners
$2.0M
40K
−61%
Reduced · −63K sh
Q1 2026
25CITADEL ADVISORS LLC
$1.8M
35K
+399%
Added · +28K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
7
funds
Added
21
funds
Reduced
7
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

64 funds+63 since Q4 2022
03264Q4 2022Q3 2023Q2 2024Q1 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $214.3M

Share classes

Class13F holdersValue held
SPYImc183 funds$971.9M
QQQImc154 funds$618.0M
CSHIthis pagemc64 funds$214.3M
QQQHmc50 funds$45.2M
IWMImc49 funds$74.0M
BTCImc28 funds$13.4M
IAUImc26 funds$34.3M
IYRImc21 funds$17.4M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own CSHI also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA38 funds$9.5B
ISHARES CORE S&P 500 ETFIVV38 funds$9.3B
APPLE INCAAPL38 funds$8.9B
AMAZON.COM INCAMZN38 funds$5.6B
MICROSOFT CORPMSFT38 funds$5.6B
SS SPDR S&P 500 ETF TRUST-USSPY38 funds$4.0B
BROADCOM INCAVGO38 funds$3.2B
META PLATFORMS INC-CLASS AMETA38 funds$3.1B
JPMORGAN CHASE & COJPM38 funds$3.1B
INVESCO QQQ TRUST SERIES 1QQQ38 funds$2.9B
ALPHABET INC-CL CGOOG38 funds$2.7B
VANGUARD FTSE DEVELOPED ETFVEA38 funds$2.5B

Ranked by how many of CSHI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CSHI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.