IWMI institutional holders

NEOS ETF TRUST · 13F, 2026Q2

Managers holding111
Shares held3,393,431
Reported value$181.5m
Quarter flows36 new, 53 added, 11 trimmed, 10 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC739,510$39.6m0.0%
MADDEN SECURITIES Corp263,232$14.1m3.9%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC175,355$9.4m1.4%
Gradient Investments LLC165,461$8.9m0.1%
Cascade Wealth Advisors, Inc124,435$6.6m2.7%
Farther Finance Advisors, LLC116,283$6.2m0.0%
ROYAL BANK OF CANADA99,238$5.3m0.0%
Private Advisor Group, LLC94,467$5.1m0.0%
UBS Group AG92,263$4.9m0.0%
STIFEL FINANCIAL CORP89,382$4.8m0.0%
Owen LaRue, LLC81,072$4.3m1.5%
MML INVESTORS SERVICES, LLC70,420$3.8m0.0%
Palacios Wealth Management, LLC62,100$3.3m2.0%
Garden State Investment Advisory Services LLC60,325$3.2m0.6%
Summit Financial, LLC60,003$3.2m0.0%
Rockefeller Capital Management L.P.59,828$3.2m0.0%
Marshall & Sterling Wealth Advisors Inc.57,258$3.1m1.8%
Independence Wealth Advisors, LLC54,710$2.9m1.5%
Moran Wealth Management, LLC42,152$2.3m0.1%
OLD MISSION CAPITAL LLC38,838$2.1m0.0%
Cambridge Investment Research Advisors, Inc.36,376$1.9m0.0%
Mutual Advisors, LLC35,853$1.9m0.0%
Capital Investment Advisory Services, LLC33,157$1.8m0.1%
High Net Worth Advisory Group LLC31,258$1.7m0.4%
HERBST GROUP, LLC31,151$1.7m0.9%

Every holder, line by line, and the full history since 2013: yf.Client().holders("IWMI"). IWMI price history · All 13F data

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