Who owns NEOS Real Estate 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 IYRI from SEC Form 13F filings across 52 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, 52 institutions disclosed 1.2M shares of NEOS Real Estate High Income ETF worth $49.2M — about 47.3% of shares outstanding; the largest disclosed holder is Gradient Investments LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
52
13F holders
$49.2M
value, 2026 filers
47.3%
of shares outstanding (1.2M sh)
23
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 IYRI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Gradient Investments LLC | 166,746 | $8.2M | 0.1% | 6.8% | +2.3% |
| 2 | GFS Advisors, LLCNEW | 160,185 | $12,278 | 0.0% | 6.5% | new |
| 3 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 140,905 | $6.9M | 1.0% | 5.7% | +1.6% |
| 4 | Cascade Wealth Advisors, Inc | 106,514 | $5.3M | 2.1% | 4.3% | -16.7% |
| 5 | MADDEN SECURITIES Corp | 100,200 | $4.9M | 1.4% | 4.1% | -0.9% |
| 6 | New England Private Wealth Advisors LLCNEW | 65,420 | $3.3M | 0.3% | 2.7% | new |
| 7 | RFG Advisory, LLC | 65,399 | $3.2M | 0.1% | 2.7% | +24.9% |
| 8 | Moran Wealth Management, LLC | 48,136 | $2.4M | 0.1% | 2% | +32.1% |
| 9 | Cherry Creek Investment Advisors, Inc. | 43,432 | $2.1M | 0.8% | 1.8% | +6.2% |
| 10 | Summit Financial, LLC | 25,944 | $1.3M | 0.0% | 1.1% | +17.5% |
| 11 | CAP Partners, LLC | 18,610 | $913,918 | 0.4% | 0.8% | +23.8% |
| 12 | STIFEL FINANCIAL CORP | 18,322 | $899,783 | 0.0% | 0.7% | +8.6% |
| 13 | LPL Financial LLCNEW | 16,686 | $819,430 | 0.0% | 0.7% | new |
| 14 | High Net Worth Advisory Group LLC | 16,117 | $791,506 | 0.2% | 0.7% | -0.5% |
| 15 | World Investment Advisors | 15,762 | $745,390 | 0.0% | 0.6% | 0.0% |
| 16 | Core Wealth Advisors, Inc. | 14,283 | $701,438 | 0.1% | 0.6% | +70.3% |
| 17 | PVG ASSET MANAGEMENT CORPNEW | 12,532 | $615,447 | 0.4% | 0.5% | new |
| 18 | ROYAL BANK OF CANADA | 11,817 | $580,000 | 0.0% | 0.5% | +198.2% |
| 19 | Steward Partners Investment Advisory, LLCNEW | 10,331 | $507,355 | 0.0% | 0.4% | new |
| 20 | D.A. DAVIDSON & CO.NEW | 10,218 | $501,806 | 0.0% | 0.4% | new |
| 21 | ENTREWEALTH, LLCNEW | 10,000 | $495,000 | 0.2% | 0.4% | new |
| 22 | Parallel Advisors, LLCNEW | 9,450 | $464,110 | 0.0% | 0.4% | new |
| 23 | Foundations Investment Advisors, LLCNEW | 7,561 | $371,314 | 0.0% | 0.3% | new |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 6,794 | $333,645 | 0.0% | 0.3% | -35.8% |
| 25 | Jaffetilchin Investment Partners, LLCNEW | 6,491 | $318,777 | 0.0% | 0.3% | 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. Research, not investment advice.