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

57 institutions reported holding $49.8M 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), Cascade Wealth Advisors, Inc ($5.3M), MADDEN SECURITIES Corp ($4.9M), New England Private Wealth Advisors LLC ($3.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Gradient Investments LLC$8.2M166,746Added
2PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$6.9M140,905Added
3Cascade Wealth Advisors, Inc$5.3M106,514Trimmed
4MADDEN SECURITIES Corp$4.9M100,200Trimmed
5New England Private Wealth Advisors LLC$3.3M65,420New
6RFG Advisory, LLC$3.2M65,399Added
7Moran Wealth Management, LLC$2.4M48,136Added
8Cherry Creek Investment Advisors, Inc.$2.1M43,432Added
9Summit Financial, LLC$1.3M25,944Added
10CITADEL ADVISORS LLC$933,09019,000Trimmed
11CAP Partners, LLC$913,91818,610Added
12STIFEL FINANCIAL CORP$899,78318,322Added
13LPL Financial LLC$819,43016,686New
14High Net Worth Advisory Group LLC$791,50616,117Trimmed
15World Investment Advisors$745,39015,762Hold
16Core Wealth Advisors, Inc.$701,43814,283Added
17PVG ASSET MANAGEMENT CORP$615,44712,532Added
18Royal Bank of Canada$580,00011,817Added
19Steward Partners Investment Advisory, LLC$507,35510,331New
20D.A. DAVIDSON & CO.$501,80610,218New
21ENTREWEALTH, LLC$495,00010,000New
22Parallel Advisors, LLC$464,1109,450New
23Foundations Investment Advisors, LLC$371,3147,561New
24ENVESTNET ASSET MANAGEMENT INC$333,6456,794Trimmed
25INDEPENDENT FINANCIAL GROUP, LLC$294,6606,000New

来源：SEC 13F 申报文件 · 截至 2026-06-30