Who Owns NEOS ETF TRUST (IWMI)? -- Institutional Holders (2026-06-30)

118 institutions reported holding $187.4M of NEOS ETF TRUST (IWMI) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($39.6M), MADDEN SECURITIES Corp ($14.1M), PREVAIL INNOVATIVE WEALTH ADVISORS, LLC ($9.4M), Gradient Investments LLC ($8.9M), Cascade Wealth Advisors, Inc ($6.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$39.6M739,510Added
2MADDEN SECURITIES Corp$14.1M263,232Added
3PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$9.4M175,355Added
4Gradient Investments LLC$8.9M165,461Added
5Cascade Wealth Advisors, Inc$6.6M124,435Trimmed
6Farther Finance Advisors, LLC$6.2M116,283Added
7Royal Bank of Canada$5.3M99,238Added
8Private Advisor Group, LLC$5.1M94,467Added
9UBS Group AG$4.9M92,263New
10STIFEL FINANCIAL CORP$4.8M89,382Added
11Owen LaRue, LLC$4.3M81,072Added
12CITADEL ADVISORS LLC$4.3M79,475Added
13MML INVESTORS SERVICES, LLC$3.8M70,420Trimmed
14Palacios Wealth Management, LLC$3.3M62,100Added
15Garden State Investment Advisory Services LLC$3.2M60,325Added
16Summit Financial, LLC$3.2M60,003Added
17Rockefeller Capital Management L.P.$3.2M59,828Added
18Marshall & Sterling Wealth Advisors Inc.$3.1M57,258Added
19Independence Wealth Advisors, LLC$2.9M54,710Added
20JANE STREET GROUP, LLC$2.6M48,300Trimmed
21Moran Wealth Management, LLC$2.3M42,152Added
22OLD MISSION CAPITAL LLC$2.1M38,838Added
23Mutual Advisors, LLC$1.9M35,853Added
24Capital Investment Advisory Services, LLC$1.8M33,157Added
25High Net Worth Advisory Group LLC$1.7M31,258Added

来源：SEC 13F 申报文件 · 截至 2026-06-30