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 SEC filings.
Institutional ownership of IYRI from SEC Form 13F filings across 43 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, 43 institutions disclosed 603,182 shares of NEOS Real Estate High Income ETF worth $21.7M — about 24.6% of shares outstanding; the largest disclosed holder is GFS Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
43
13F holders
$21.7M
value, 2026 filers
24.6%
of shares outstanding (603,182 sh)
21
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 | GFS Advisors, LLCNEW | 160,185 | $12,278 | 0.0% | 6.5% | new |
| 2 | MADDEN SECURITIES Corp | 100,200 | $4.9M | 1.4% | 4.1% | -0.9% |
| 3 | RFG Advisory, LLC | 65,399 | $3.2M | 0.1% | 2.7% | +24.9% |
| 4 | Moran Wealth Management, LLC | 48,136 | $2.4M | 0.1% | 2% | +32.1% |
| 5 | Summit Financial, LLC | 25,944 | $1.3M | 0.0% | 1.1% | +17.5% |
| 6 | CAP Partners, LLC | 18,610 | $913,918 | 0.4% | 0.8% | +23.8% |
| 7 | STIFEL FINANCIAL CORP | 18,322 | $899,783 | 0.0% | 0.7% | +8.6% |
| 8 | LPL Financial LLCNEW | 16,686 | $819,430 | 0.0% | 0.7% | new |
| 9 | World Investment Advisors | 15,762 | $745,390 | 0.0% | 0.6% | 0.0% |
| 10 | Core Wealth Advisors, Inc. | 14,283 | $701,438 | 0.1% | 0.6% | +70.3% |
| 11 | PVG ASSET MANAGEMENT CORPNEW | 12,532 | $615,447 | 0.4% | 0.5% | new |
| 12 | ROYAL BANK OF CANADA | 11,817 | $580,000 | 0.0% | 0.5% | +198.2% |
| 13 | Steward Partners Investment Advisory, LLCNEW | 10,331 | $507,355 | 0.0% | 0.4% | new |
| 14 | D.A. DAVIDSON & CO.NEW | 10,218 | $501,806 | 0.0% | 0.4% | new |
| 15 | Parallel Advisors, LLCNEW | 9,450 | $464,110 | 0.0% | 0.4% | new |
| 16 | Foundations Investment Advisors, LLCNEW | 7,561 | $371,314 | 0.0% | 0.3% | new |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 6,794 | $333,645 | 0.0% | 0.3% | -35.8% |
| 18 | INDEPENDENT FINANCIAL GROUP, LLCNEW | 6,000 | $294,660 | 0.0% | 0.2% | new |
| 19 | Mariner, LLCNEW | 5,567 | $273,401 | 0.0% | 0.2% | new |
| 20 | Apollon Wealth Management, LLCNEW | 5,500 | $270,105 | 0.0% | 0.2% | new |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 5,253 | $257,975 | 0.0% | 0.2% | new |
| 22 | HighTower Advisors, LLC | 5,045 | $247,739 | 0.0% | 0.2% | -20.1% |
| 23 | Compound Planning, Inc.NEW | 5,016 | $246,355 | 0.0% | 0.2% | new |
| 24 | COMMONWEALTH EQUITY SERVICES, LLCNEW | 4,758 | $233,670 | 0.0% | 0.2% | new |
| 25 | WORLD EQUITY GROUP, INC. | 4,393 | $215,730 | 0.0% | 0.2% | +2.8% |
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.