Who owns CSHI?
NEOS Enhanced Income 1-3 Month T-Bill ETF · NEOS
128 institutions reported holding CSHI, worth $467.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CSHI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $34.1M | 685,494 | +267,522 shares |
| Gradient Investments LLC | Arden Hills, MN | $28.2M | 565,301 | +54,911 shares |
| UBS Group AG | Zurich, Switzerland | $26.4M | 531,014 | +370,331 shares |
| New England Private Wealth Advisors LLC | Wellesley, MA | $25.8M | 517,928 | +278,221 shares |
| Retirement Planning Group, LLC | Leawood, KS | $21.8M | 438,606 | +150,533 shares |
| Atticus Wealth Management, LLC | Palm Beach Gardens, FL | $21.5M | 432,170 | +95,583 shares |
| Richard P Slaughter Associates Inc | Austin, TX | $20.8M | 417,336 | −273,690 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $20.4M | 409,849 | +15,651 shares |
| Arkadios Wealth Advisors | Atlanta, GA | $18.0M | 361,785 | +17,626 shares |
| MADDEN SECURITIES Corp | Dallas, TX | $14.1M | 284,043 | +23,981 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CSHI?
128 institutional managers reported holding CSHI in Form 13F filings for June 30, 2026, worth $467.0M in total. The largest reported position was held by LPL Financial LLC, at $34.1M.
Did institutions buy or sell CSHI last quarter?
Reported 13F value rose 21.8% from March 31, 2026, which includes price moves as well as buying and selling. 24 firms reported a new position and 7 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CSHI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.