§ EQUITY
USDCSHI
NEOS ENHANCED INCOME 1-3 MON
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
89 increased/new, 34 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Richard P Slaughter Associates Inc | 691K | 7.4% | +1% |
| Gradient Investments LLC | 510K | 0.4% | +6% |
| LPL Financial LLC | 418K | 0.0% | +29% |
| COMMONWEALTH EQUITY SERVICES, LLC | 394K | 0.0% | +3% |
| Arkadios Wealth Advisors | 344K | 0.3% | +0% |
| ATTICUS WEALTH MANAGEMENT, LLC | 337K | 4.5% | −12% |
◇ AC INTELLIGENCE
Top institutional owners for CSHI as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER90.6% · 105 holders
DEALER / BANK5.4% · 6 holders
INCOME / DEFENSIVE3.6% · 1 holder
TACTICAL / MACRO0.4% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for CSHI in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CSHI yet.