Who Owns NEOS ETF TRUST (IWMI)? -- Institutional Holders (2026-03-31)

87 institutions reported holding $122.1M of NEOS ETF TRUST (IWMI) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($26.7M), MADDEN SECURITIES Corp ($12.5M), Gradient Investments LLC ($7.8M), JANE STREET GROUP, LLC ($6.8M), Cascade Wealth Advisors, Inc ($6.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$26.7M563,915Added
2MADDEN SECURITIES Corp$12.5M263,123Added
3Gradient Investments LLC$7.8M164,206Added
4JANE STREET GROUP, LLC$6.8M144,322Added
5Cascade Wealth Advisors, Inc$6.5M124,458Added
6Farther Finance Advisors, LLC$4.9M102,039New
7PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$4.4M93,070New
8MML INVESTORS SERVICES, LLC$4.0M84,092Added
9STIFEL FINANCIAL CORP$3.0M63,438Added
10Palacios Wealth Management, LLC$3.0M58,477Added
11Rockefeller Capital Management L.P.$2.5M53,312Added
12Royal Bank of Canada$2.5M52,243Added
13Marshall & Sterling Wealth Advisors Inc.$2.3M48,665New
14Independence Wealth Advisors, LLC$2.3M47,753Added
15Summit Financial, LLC$2.2M46,234Added
16Garden State Investment Advisory Services LLC$2.1M43,560Added
17Moran Wealth Management, LLC$1.5M32,116Added
18High Net Worth Advisory Group LLC$1.5M31,148Trimmed
19Brookwood Investment Group LLC$1.4M30,093Trimmed
20Capital Investment Advisory Services, LLC$1.4M29,507Added
21Mutual Advisors, LLC$1.4M29,000Added
22CITADEL ADVISORS LLC$1.2M26,300Added
23Owen LaRue, LLC$1.2M25,835Added
24STEPHENS INC /AR/$1.1M23,935Trimmed
25INDEPENDENT FINANCIAL GROUP, LLC$1.1M23,422Added

Source: SEC Form 13F filings · as of 2026-03-31