CSHI — NEOS ETF TRUST

Ownership history in Equitable Holdings, Inc.  ·  3 quarters on record

This page tracks every 13F SEC filing in which Equitable Holdings, Inc. reported a position in NEOS ETF TRUST (CSHI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q1)
Avg. % of fund
0.0%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 10,431 +124 +1.2% 0.00% $519K $48.53
2025 Q2 REDUCED 10,307 -1,000 -8.8% 0.00% $513K $47.92
2025 Q1 INITIATED 11,307 — — 0.01% $561K $47.22
% of Fund (quarterly)    CSHI price (monthly, adj. close)

Other funds also holding CSHI

As of 2025 Q4 — sorted by position size

Richard P Slaughter Associates Inc 3Y 7.16% ATTICUS WEALTH MANAGEMENT, LLC 3Y 4.68% MADDEN SECURITIES Corp 3Y 3.88% FSA Advisors, Inc. 3.81% Gainplan LLC 3Y 7Y 3.42% Bright Futures Wealth Management, LLC. 2.65% Able Wealth Management LLC 2.03% Precision Wealth Strategies, LLC 3Y 2.03% Owen LaRue, LLC 3Y 1.25% RiverTree Advisors, LLC 3Y 1.11%
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