Who Owns Neos Etf Tr/russell 2000 High In Et (IWMI)? -- Institutional Holders (2026-06-30)

56 institutions reported holding $81.3M of Neos Etf Tr/russell 2000 High In Et (IWMI) in SEC 13F filings for 2026-06-30. Largest institutional holders: MADDEN SECURITIES Corp ($14.1M), PREVAIL INNOVATIVE WEALTH ADVISORS, LLC ($9.4M), Gradient Investments LLC ($8.9M), Farther Finance Advisors, LLC ($6.2M), Private Advisor Group, LLC ($5.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MADDEN SECURITIES Corp$14.1M263,232Added
2PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$9.4M175,355Added
3Gradient Investments LLC$8.9M165,461Added
4Farther Finance Advisors, LLC$6.2M116,283Added
5Private Advisor Group, LLC$5.1M94,467Added
6Owen LaRue, LLC$4.3M81,072Added
7Palacios Wealth Management, LLC$3.3M62,100Added
8Marshall & Sterling Wealth Advisors Inc.$3.1M57,258Added
9Cambridge Investment Research Advisors, Inc.$1.9M36,376Added
10Capital Investment Advisory Services, LLC$1.8M33,157Added
11High Net Worth Advisory Group LLC$1.7M31,258Added
12HERBST GROUP, LLC$1.7M31,151New
13ENVESTNET ASSET MANAGEMENT INC$1.5M27,711Added
14Brookwood Investment Group LLC$1.4M26,256Trimmed
15INDEPENDENT FINANCIAL GROUP, LLC$1.4M26,215Added
16SEAVIEW INVESTMENT MANAGERS LLC$1.3M23,887Added
17Kestra Advisory Services, LLC$1.2M23,077Added
18STEPHENS INC /AR/$1.2M22,885Trimmed
19KINGSWOOD WEALTH ADVISORS, LLC$1.1M20,291Added
20Belvedere Trading LLC$850,96815,900New
21DIVERSIFY WEALTH MANAGEMENT, LLC$808,76215,541New
22KESTRA PRIVATE WEALTH SERVICES, LLC$778,30314,542Added
23SeaCrest Wealth Management, LLC$776,04014,500Added
24Gateway Wealth Partners, LLC$773,11914,445Trimmed
25PFG Investments, LLC$713,53713,332Added

Source: SEC Form 13F filings · as of 2026-06-30