Who Owns NEOS ETF TRUST (IYRI)? -- Institutional Holders (2026-06-30)
29 institutions reported holding $33.3M of NEOS ETF TRUST (IYRI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Gradient Investments LLC ($8.2M), PREVAIL INNOVATIVE WEALTH ADVISORS, LLC ($6.9M), MADDEN SECURITIES Corp ($4.9M), New England Private Wealth Advisors LLC ($3.3M), RFG Advisory, LLC ($3.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Gradient Investments LLC | $8.2M | 166,746 | Added |
| 2 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $6.9M | 140,905 | Added |
| 3 | MADDEN SECURITIES Corp | $4.9M | 100,200 | Trimmed |
| 4 | New England Private Wealth Advisors LLC | $3.3M | 65,420 | New |
| 5 | RFG Advisory, LLC | $3.2M | 65,399 | Added |
| 6 | Cherry Creek Investment Advisors, Inc. | $2.1M | 43,432 | Added |
| 7 | CAP Partners, LLC | $913,918 | 18,610 | Added |
| 8 | High Net Worth Advisory Group LLC | $791,506 | 16,117 | Trimmed |
| 9 | PVG ASSET MANAGEMENT CORP | $615,447 | 12,532 | Added |
| 10 | D.A. DAVIDSON & CO. | $501,806 | 10,218 | New |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $333,645 | 6,794 | Trimmed |
| 12 | INDEPENDENT FINANCIAL GROUP, LLC | $294,660 | 6,000 | New |
| 13 | Apollon Wealth Management, LLC | $270,105 | 5,500 | New |
| 14 | Compound Planning, Inc. | $246,355 | 5,016 | New |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $233,670 | 4,758 | New |
| 16 | WORLD EQUITY GROUP, INC. | $215,730 | 4,393 | Added |
| 17 | CoreCap Advisors, LLC | $39,288 | 800 | Hold |
| 18 | IFP Advisors, Inc | $37,422 | 762 | Added |
| 19 | Founders Financial Alliance, LLC | $24,225 | 493 | Added |
| 20 | Farther Finance Advisors, LLC | $21,952 | 447 | Added |
| 21 | SBI Securities Co., Ltd. | $17,581 | 358 | Trimmed |
| 22 | SALEM INVESTMENT COUNSELORS INC | $15,961 | 325 | Added |
| 23 | TSFG, LLC | $15,000 | 306 | New |
| 24 | GFS Advisors, LLC | $12,278 | 160,185 | New |
| 25 | Planning Strategies Inc. | $11,392 | 232 | New |
Source: SEC Form 13F filings · as of 2026-06-30