CSHI · Insider trading · 13F holders · Congress trades
Neos ETF Trust (CSHI)
Who is buying and selling CSHI: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 24
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
CSHI at a glance
- No open-market insider purchases or sales of CSHI were filed in the last 90 days.
- 24 13F filers hold CSHI among their 50 largest positions, worth $234.9M combined. The biggest bets by portfolio weight are Atticus Wealth Management, LLC (11.0%), Independent Wealth Advisors LLC (5.7%) and Grantvest Financial Group LLC (5.2%). In their latest 13Fs, 1 manager opened a new position and 7 added to one.
- No member of Congress has disclosed a trade in CSHI.
CSHI insider trading
No open-market insider purchases or sales of CSHI were filed in the last 90 days.
Who owns CSHI? Hedge funds and superinvestors
24 13F filers hold CSHI among their 50 largest positions, worth $234.9M combined. The biggest bets by portfolio weight are Atticus Wealth Management, LLC (11.0%), Independent Wealth Advisors LLC (5.7%) and Grantvest Financial Group LLC (5.2%). In their latest 13Fs, 1 manager opened a new position and 7 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Atticus Wealth Management, LLCWealth manager | 11.0% | $49.5M | 996,067 | +130.5% shares | Q3 2026 |
| New England Private Wealth Advisors LLCWealth manager | 2.9% | $30.4M | 610,934 | +18.0% shares | Q3 2026 |
| Retirement Planning Group, LLCWealth manager | 0.6% | $25.7M | 516,977 | +17.9% shares | Q3 2026 |
| BIP Wealth, LLCWealth manager | 0.7% | $24.9M | 501,029 | — | Q3 2026 |
| Richard P Slaughter Associates IncWealth manager | 2.9% | $14.6M | 294,243 | -29.5% shares | Q3 2026 |
| MADDEN SECURITIES CorpWealth manager | 3.5% | $13.1M | 263,143 | -7.4% shares | Q3 2026 |
| Grantvest Financial Group LLCWealth manager | 5.2% | $9.0M | 181,644 | +1.5% shares | Q3 2026 |
| Gainplan LLCWealth manager | 3.5% | $9.0M | 180,071 | +3.4% shares | Q3 2026 |
| Owen LaRue, LLCWealth manager | 2.9% | $8.4M | 169,551 | -39.5% shares | Q2 2026 |
| Global View Capital Management LLCWealth manager | 1.8% | $8.1M | 162,442 | -25.6% shares | Q3 2026 |
| Independent Wealth Advisors LLCWealth manager | 5.7% | $6.9M | 138,682 | +31.3% shares | Q3 2026 |
| Precision Wealth Strategies, LLCWealth manager | 1.8% | $6.1M | 123,152 | -27.9% shares | Q2 2026 |
| FSA Advisors, Inc.Wealth manager | 2.5% | $5.5M | 111,147 | +4.8% shares | Q2 2026 |
| Able Wealth Management LLCWealth manager | 1.2% | $5.5M | 110,574 | -31.4% shares | Q3 2026 |
| Fig Financial Advisory Services Inc /advWealth manager | 2.9% | $4.7M | 94,961 | — | Q3 2026 |
| High Net Worth Advisory Group LLCWealth manager | 0.6% | $2.9M | 58,235 | — | Q3 2026 |
| Split Rock Private Trading & Wealth Management, LLCWealth manager | 1.5% | $2.3M | 46,330 | New | Q3 2026 |
| Bright Futures Wealth Management, LLC.Wealth manager | 1.6% | $2.2M | 45,201 | -4.7% shares | Q3 2026 |
| Cherry Creek Investment Advisors, Inc.Wealth manager | 0.6% | $1.6M | 31,617 | +37.7% shares | Q3 2026 |
| Trademark Financial Management, LLCWealth manager | 0.6% | $1.4M | 28,288 | +40.0% shares | Q3 2026 |
| Unique Wealth Strategies, LLCWealth manager | 0.5% | $1.4M | 28,109 | +0.0% shares | Q3 2026 |
| S&A Financial Services, Inc.Wealth manager | 0.5% | $768K | 15,410 | — | Q2 2026 |
| Rps Advisory Solutions LLCWealth manager | 0.4% | $591K | 11,865 | — | Q2 2026 |
| PMV Capital Advisers, LLCAsset manager | 0.4% | $241K | 4,836 | +5.7% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 18, Q2 2026: 6). Screen CSHI in the grand portfolio →
CSHI stock trades by members of Congress
No member of Congress has disclosed a trade in CSHI.
CSHI questions and answers
Are insiders buying CSHI stock?
No open-market insider purchases or sales of CSHI were filed in the last 90 days.
Which hedge funds own CSHI?
24 13F filers hold CSHI among their 50 largest positions, worth $234.9M combined. The biggest bets by portfolio weight are Atticus Wealth Management, LLC (11.0%), Independent Wealth Advisors LLC (5.7%) and Grantvest Financial Group LLC (5.2%). In their latest 13Fs, 1 manager opened a new position and 7 added to one.
Has Congress traded CSHI?
No member of Congress has disclosed a trade in CSHI.
Who is the largest holder of CSHI?
Among 13F filers, Atticus Wealth Management, LLC reports the largest CSHI position, $49.5M (996,067 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Atticus Wealth Management, LLC's: 11.0% of its portfolio.
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