Who Owns NEOS ETF TRUST (IYRI)? -- Institutional Holders (2026-03-31)
39 institutions reported holding $39.9M of NEOS ETF TRUST (IYRI) in SEC 13F filings for 2026-03-31. Largest institutional holders: Gradient Investments LLC ($7.7M), PREVAIL INNOVATIVE WEALTH ADVISORS, LLC ($6.6M), Cascade Wealth Advisors, Inc ($6.3M), MADDEN SECURITIES Corp ($4.8M), RFG Advisory, LLC ($2.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Gradient Investments LLC | $7.7M | 162,919 | Added |
| 2 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $6.6M | 138,746 | Added |
| 3 | Cascade Wealth Advisors, Inc | $6.3M | 127,879 | Added |
| 4 | MADDEN SECURITIES Corp | $4.8M | 101,075 | Added |
| 5 | RFG Advisory, LLC | $2.5M | 52,350 | Added |
| 6 | Cherry Creek Investment Advisors, Inc. | $1.9M | 40,912 | New |
| 7 | Moran Wealth Management, LLC | $1.7M | 36,433 | Added |
| 8 | JANE STREET GROUP, LLC | $1.0M | 22,142 | Trimmed |
| 9 | Summit Financial, LLC | $1.0M | 22,077 | Added |
| 10 | CITADEL ADVISORS LLC | $969,445 | 20,500 | New |
| 11 | STIFEL FINANCIAL CORP | $797,474 | 16,864 | New |
| 12 | High Net Worth Advisory Group LLC | $765,956 | 16,197 | Added |
| 13 | World Investment Advisors | $745,390 | 15,762 | Added |
| 14 | CAP Partners, LLC | $711,051 | 15,036 | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $500,352 | 10,581 | Added |
| 16 | Core Wealth Advisors, Inc. | $396,669 | 8,388 | New |
| 17 | Cresset Asset Management, LLC | $372,314 | 7,873 | Trimmed |
| 18 | HighTower Advisors, LLC | $298,628 | 6,315 | Added |
| 19 | WORLD EQUITY GROUP, INC. | $202,164 | 4,275 | Added |
| 20 | Royal Bank of Canada | $187,000 | 3,963 | Added |
| 21 | CWM, LLC | $133,048 | 2,813 | Added |
| 22 | US BANCORP \DE\ | $95,904 | 2,028 | New |
| 23 | CoreCap Advisors, LLC | $37,832 | 800 | Hold |
| 24 | IFP Advisors, Inc | $28,658 | 606 | New |
| 25 | SBI Securities Co., Ltd. | $23,456 | 496 | New |
Source: SEC Form 13F filings · as of 2026-03-31