Who owns NEOS Russell 2000 High Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IWMI from SEC Form 13F filings across 110 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 110 institutions disclosed 3.4M shares of NEOS Russell 2000 High Income ETF worth $180.3M — about 63.3% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
110
13F holders
$180.3M
value, 2026 filers
63.3%
of shares outstanding (3.4M sh)
35
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IWMI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 739,510 | $39.6M | 0.0% | 13.9% | +31.1% |
| 2 | MADDEN SECURITIES Corp | 263,232 | $14.1M | 3.9% | 4.9% | 0.0% |
| 3 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 175,355 | $9.4M | 1.4% | 3.3% | +88.4% |
| 4 | Gradient Investments LLC | 165,461 | $8.9M | 0.1% | 3.1% | +0.8% |
| 5 | Cascade Wealth Advisors, Inc | 124,435 | $6.6M | 2.7% | 2.3% | 0.0% |
| 6 | Farther Finance Advisors, LLC | 116,283 | $6.2M | 0.0% | 2.2% | +14.0% |
| 7 | ROYAL BANK OF CANADA | 99,238 | $5.3M | 0.0% | 1.9% | +90.0% |
| 8 | Private Advisor Group, LLC | 94,467 | $5.1M | 0.0% | 1.8% | +1929.8% |
| 9 | UBS Group AGNEW | 92,263 | $4.9M | 0.0% | 1.7% | new |
| 10 | STIFEL FINANCIAL CORP | 89,382 | $4.8M | 0.0% | 1.7% | +40.9% |
| 11 | Owen LaRue, LLC | 81,072 | $4.3M | 1.5% | 1.5% | +213.8% |
| 12 | MML INVESTORS SERVICES, LLC | 70,420 | $3.8M | 0.0% | 1.3% | -16.3% |
| 13 | Palacios Wealth Management, LLC | 62,100 | $3.3M | 2.0% | 1.2% | +6.2% |
| 14 | Garden State Investment Advisory Services LLC | 60,325 | $3.2M | 0.6% | 1.1% | +38.5% |
| 15 | Summit Financial, LLC | 60,003 | $3.2M | 0.0% | 1.1% | +29.8% |
| 16 | Rockefeller Capital Management L.P. | 59,828 | $3.2M | 0.0% | 1.1% | +12.2% |
| 17 | Marshall & Sterling Wealth Advisors Inc. | 57,258 | $3.1M | 1.8% | 1.1% | +17.7% |
| 18 | Independence Wealth Advisors, LLC | 54,710 | $2.9M | 1.5% | 1% | +14.6% |
| 19 | Moran Wealth Management, LLC | 42,152 | $2.3M | 0.1% | 0.8% | +31.2% |
| 20 | OLD MISSION CAPITAL LLC | 38,838 | $2.1M | 0.0% | 0.7% | +214.3% |
| 21 | Mutual Advisors, LLC | 35,853 | $1.9M | 0.0% | 0.7% | +23.6% |
| 22 | Capital Investment Advisory Services, LLC | 33,157 | $1.8M | 0.1% | 0.6% | +12.4% |
| 23 | High Net Worth Advisory Group LLC | 31,258 | $1.7M | 0.4% | 0.6% | +0.4% |
| 24 | HERBST GROUP, LLCNEW | 31,151 | $1.7M | 0.9% | 0.6% | new |
| 25 | INSIGNEO ADVISORY SERVICES, LLCNEW | 29,700 | $1.6M | 0.1% | 0.6% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.