# NEOS ETF TRUST (IWMI)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IWMI/

- Reporting holders: 4
- Reported value: $15.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $7.8M | 159,917 | 0.1% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $6.4M | 131,481 | 0.0% | 3 |
| [Vann Equity Management LLC](https://holderbook.com/funds/2018412-vann-equity-management-llc/) | $542.0K | 11,068 | 0.3% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $176.9K | 3,612 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 4 | $15.0M |
| Q2 2026 | 114 | $194.6M |
| Q1 2026 | 86 | $122.8M |
| Q4 2025 | 62 | $77.5M |
| Q3 2025 | 41 | $53.4M |
| Q2 2025 | 34 | $28.9M |
| Q1 2025 | 22 | $14.6M |
| Q4 2024 | 18 | $13.7M |
| Q3 2024 | 10 | $4.3M |
| Q2 2024 | 1 | $246.0K |