Who Owns NEOS Russell 2000 High Income ETF (IWMI)?Hedge Fund & Institutional Holders

$47.37-0.31 (-0.65%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.201000079520006e+232T

% of Float Held

—

QoQ Change in Holders

+13 / -4

Price History

$38.73$42.47$46.22$49.96$53.70Sep 24Jun 25Mar 26

IWMI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
MADDEN SECURITIES CorpNew Position+247K+$12.0B
STEPHENS INC /AR/New Position+64K+$3.1B
Brookwood Investment Group LLCNew Position+35K+$1.7B
High Net Worth Advisory Group LLCNew Position+31K+$1.5B
Mutual Advisors, LLCNew Position+28K+$1.4B
Capital Investment Advisory Services, LLCNew Position+26K+$1.3B
ROYAL BANK OF CANADAIncreased+26K+$951.0M
FSA Advisors, Inc.New Position+15K+$735.0M
Palacios Wealth Management, LLCNew Position+13K+$632.0M
Savvy Advisors, Inc.New Position+13K+$613.0M
Newbridge Financial Services Group, Inc.Increased+12K+$589.4M
PFG Investments, LLCNew Position+12K+$580.0M
WORLD EQUITY GROUP, INC.New Position+9K+$443.0M
Naviter Wealth, LLCNew Position+6K+$313.0M
Owen LaRue, LLCNew Position+6K+$298.0M

IWMI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-54K-$3.4B
JANE STREET GROUP, LLCDecreased-18K-$1.6B
OLD MISSION CAPITAL LLCClosed Position-20K-$993.9M
Cascade Wealth Advisors, IncDecreased-22K-$850.4M
Cresset Asset Management, LLCDecreased-653-$825.8M
UBS Group AGClosed Position-3K-$133.9M
GROUP ONE TRADING LLCDecreased-622-$30.8M
PSI Advisors, LLCDecreased-375-$17.9M
Founders Financial Alliance, LLCClosed Position-202-$9.8M
SALEM INVESTMENT COUNSELORS INCClosed Position-125-$6.1M
Capital Analysts, LLCDecreased-26-$2K
SeaCrest Wealth Management, LLCDecreased-150-$2K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MADDEN SECURITIES Corp246,728$12.0B3.66%Share
2Gradient Investments LLC163,353$8.0B0.13%Share
3Cascade Wealth Advisors, Inc116,581$5.9B2.71%Share
4STEPHENS INC /AR/63,720$3.1B0.04%Share
5Brookwood Investment Group LLC34,943$1.7B0.20%Share
6High Net Worth Advisory Group LLC31,208$1.5B0.35%Share
7Mutual Advisors, LLC28,447$1.4B0.03%Share
8Garden State Investment Advisory Services LLC27,405$1.3B0.29%Share
9Capital Investment Advisory Services, LLC25,845$1.3B0.09%Share
10STIFEL FINANCIAL CORP24,170$1.0B0.00%Share
11ROYAL BANK OF CANADA27,214$1.0B0.00%Share
12Newbridge Financial Services Group, Inc.15,129$736.0M0.11%Share
13FSA Advisors, Inc.15,102$735.0M0.51%Share
14Palacios Wealth Management, LLC13,001$632.0M0.48%Share
15Savvy Advisors, Inc.12,604$613.0M0.02%Share
16PFG Investments, LLC11,926$580.0M0.03%Share
17WORLD EQUITY GROUP, INC.9,119$443.0M0.12%Share
18Sunbelt Securities, Inc.7,095$345.0M0.02%Share
19Naviter Wealth, LLC6,445$313.0M0.04%Share
20Owen LaRue, LLC6,140$298.0M0.11%Share
21Stratos Wealth Partners, LTD.5,027$244.0M0.00%Share
22Quantum Private Wealth, LLC5,000$243.0M0.07%Share
23PRIVATE TRUST CO NA4,800$233.0M0.02%Share
24PSI Advisors, LLC4,256$207.0M0.05%Share
25Gateway Wealth Partners, LLC4,190$203.0M0.02%Share
26GROUP ONE TRADING LLC1,700$82.0M0.00%Share
27INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC1,403$68.0M0.00%Share
28CoreCap Advisors, LLC1,052$51.0M0.00%Share
29LPL Financial LLC387,937$18.0M0.00%Share
30AdvisorNet Financial, Inc353$17.0M0.00%Share
31Spire Wealth Management202$9.0M0.00%Share
32GHP Investment Advisors, Inc.162$7.0M0.00%Share
33Independence Wealth Advisors, LLC44,149$2.1M1.21%Share
34MML INVESTORS SERVICES, LLC58,208$2.0M0.00%Share
35Global Wealth Strategies & Associates30$1.0M0.00%Share
36Summit Financial, LLC25,336$1.0M0.01%Share
37Kestra Advisory Services, LLC21,266$1.0M0.00%Share
38DHJJ Financial Advisors, Ltd.30$1.0M0.00%Share
39KESTRA PRIVATE WEALTH SERVICES, LLC12,814$623K0.01%Share
40SeaCrest Wealth Management, LLC8,750$437K0.04%Share
41Moran Wealth Management, LLC8,371$407K0.01%Share
42CWM, LLC4,275$208K0.00%Share
43Allworth Financial LP2,900$141K0.00%Share
44Capital Analysts, LLC397$19K0.00%Share
45Financial Management Professionals, Inc.186$9K0.00%Share
46BNP PARIBAS FINANCIAL MARKETS48$00.00%Share
47Aptus Capital Advisors, LLC1,175$00.00%Share
48Gladstone Institutional Advisory LLC4,524$00.00%Share
49Cresset Asset Management, LLC16,348$00.00%Share
50Rockefeller Capital Management L.P.1,625$00.00%Share

IWMI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202559$44.2B+31
Q3 202528$33.7B-5
Q2 202533$27.6B+11
Q1 202522$14.2B+7
Q4 202415$53.7B+6
Q3 20249$1.4T+7
Q2 20242$246.0B—

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As of Q4 2025, 50 institutional investors hold IWMI (NEOS Russell 2000 High Income ETF). The largest holder is MADDEN SECURITIES Corp with $12.0B in shares. This quarter, 13 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own IWMI?

As of Q4 2025, 50 institutional investors report holding IWMI (NEOS Russell 2000 High Income ETF) in their 13F filings.

Who is the largest institutional holder of IWMI?

The largest institutional holder of IWMI is MADDEN SECURITIES Corp with $12.0B in shares.

Is institutional ownership of IWMI increasing or decreasing?

This quarter, 13 institutions opened new positions in IWMI and 4 closed their positions.