13F Insight
DOSSIER · 13F Holders · Q2 2026
IWMI

Neos Etf Tr/russell 2000 High In Et

116 institutions still hold Neos Etf Tr/russell 2000 High In Et as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78433H634·116 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$142M
visible holders
Holders
116
filers reporting
Concentration
27.81%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

116 institutions reported IWMI in Q2 2026. LPL Financial LLC leads at 27.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$40M740K0.01%Q2 202602
MADDEN SECURITIES Corp
CIK 0001803566
$14M263K3.91%Q2 202603
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
CIK 0001989941
$9M175K1.40%Q2 202604
Gradient Investments LLC
CIK 0001542265
$9M165K0.12%Q2 202605
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$7M144K0.00%Q1 202606
Cascade Wealth Advisors, Inc
CIK 0002018936
$7M124K2.66%Q2 202607
Farther Finance Advisors, LLC
CIK 0001992825
$6M116K0.05%Q2 202608
ROYAL BANK OF CANADA
CIK 0001000275
$5M99K0.00%Q2 202609
Private Advisor Group, LLC
CIK 0001567755
$5M94K0.02%Q2 202610
UBS Group AG
CIK 0001610520
$5M92K0.00%Q2 202611
STIFEL FINANCIAL CORP
CIK 0000720672
$5M89K0.00%Q2 202612
Owen LaRue, LLC
CIK 0001965328
$4M81K1.51%Q2 202613
CITADEL ADVISORS LLC
CIK 0001423053
$4M79K0.00%Q2 202614
MML INVESTORS SERVICES, LLC
CIK 0000701059
$4M70K0.01%Q2 202615
Palacios Wealth Management, LLC
CIK 0002053829
$3M62K1.96%Q2 202616
Garden State Investment Advisory Services LLC
CIK 0001965351
$3M60K0.58%Q2 202617
Summit Financial, LLC
CIK 0001765536
$3M60K0.04%Q2 202618
Rockefeller Capital Management L.P.
CIK 0001739439
$3M60K0.00%Q2 202619
Marshall & Sterling Wealth Advisors Inc.
CIK 0002056315
$3M57K1.81%Q2 202620
Independence Wealth Advisors, LLC
CIK 0002001765
$2M48K1.21%Q1 2026
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