Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NEOS ETF TRUST (CSHI)

100 + Investors. Track Smart Money conviction in CSHI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
1Q ▲
Buyers last Q
62%

Smart Money Signals — CSHI

Based on 100 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added CSHI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
100 hedge funds hold CSHI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +39% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+39% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 62% buying

64 buying39 selling
Last quarter: 64 funds were net buyers (22 opened a brand new position + 42 added to an existing one). Only 39 were sellers (30 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new CSHI position: 22 → 19 → 11 → 22. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 36% entered in last year

■ 24% conviction (2yr+) ■ 40% medium ■ 36% new
Only 24 funds (24%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

17 → 22 → 19 → 11 → 22 new funds/Q
New funds entering each quarter: 22 → 19 → 11 → 22. CSHI is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 55% of holders entered in last year

■ 18% veterans ■ 27% 1-2yr ■ 55% new
Of 100 current holders: 55 (55%) entered in the past year, only 18 (18%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
5 of 100 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: CSHI

How many hedge funds hold CSHI — quarterly history vs. share price
Quarterly hedge fund ownership of CSHI vs. share price

Market Analysis: CSHI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CSHI

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 3 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: CSHI
2026 Q1 Stats Unlock in 18 days 100 + Investors

Track Smart Money conviction in CSHI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 100 87 14.94%
13F Shares 6M 5M 25.18%
Total Value $305M $244M 25.19%
New Positions 22 11 +11
Increased Positions 42 40 +2
Closed Positions 9 12 -3
Reduced Positions 30 29 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CSHI

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

100 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CSHI. Verified SEC 13F-HR filings.

Top 25 institutional holders of CSHI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Richard P Slaughter Associates Inc 7.43% 691,026 $34.4M
2 Gainplan LLC 6.59% 176,506 $8.8M
3 Owen LaRue, LLC 5.35% 280,248 $14.0M
4 ATTICUS WEALTH MANAGEMENT, LLC 4.54% 336,587 $16.8M
5 Able Wealth Management LLC 2.39% 179,379 $8.9M
6 Bright Futures Wealth Management, LLC. 1.28% 37,422 $1.9M
7 RiverTree Advisors, LLC 1.01% 31,883 $1.6M
8 Cannon Advisors, Inc. 0.74% 20,139 $1.0M
9 Paladin Wealth, LLC 0.64% 18,596 $926K
10 WT Wealth Management 0.58% 39,319 $2.0M
11 Cherry Creek Investment Advisors, Inc. 0.48% 22,056 $1.1M
12 Latitude Advisors, LLC 0.47% 20,520 $1.0M
13 Comprehensive Money Management Services LLC 0.45% 13,710 $682K
14 Gradient Investments LLC 0.39% 510,390 $25.4M
15 PMV Capital Advisers, LLC 0.38% 4,574 $228K
16 Claro Advisors Inc. 0.38% 63,096 $3.1M
17 Carter Financial Group, INC. 0.31% 10,159 $506K
18 Mason & Associates Inc 0.29% 29,852 $1.5M
19 Impact Partnership Wealth, LLC 0.21% 34,827 $1.7M
20 ARQ WEALTH ADVISORS, LLC 0.21% 23,174 $1.2M
21 High Net Worth Advisory Group LLC 0.18% 15,800 $787K
22 Balboa Wealth Partners 0.13% 15,011 $747K
23 Tactive Advisors, LLC 0.12% 8,409 $419K
24 Stratos Wealth Partners, LTD. 0.10% 185,182 $9.2M
25 Madison Wealth Partners, Inc 0.09% 10,894 $542K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — NEOS ETF TRUST (CSHI)

What does the Smart Money Trend signal show for CSHI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CSHI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CSHI?

More buyers than sellers — 62% buying: Last quarter: 64 funds were net buyers (22 opened a brand new position + 42 added to an existing one). Only 39 were sellers (30 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CSHI holders?

Smaller funds dominant — 6% AUM from top-100: 5 of 100 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CSHI?

Mostly new holders — 36% entered in last year: Only 24 funds (24%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.