# NEOS ETF TRUST (IYRI)

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

- Reporting holders: 5
- Reported value: $14.6M
- 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/) | $7.4M | 164,764 | 0.1% | 5 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $7.1M | 158,215 | 0.3% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $18.1K | 400 | 0.0% | 3 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $10.8K | 238 | 0.0% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $9.0K | 200 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 5 | $14.6M |
| Q2 2026 | 53 | $51.1M |
| Q1 2026 | 36 | $39.9M |
| Q4 2025 | 29 | $27.9M |
| Q3 2025 | 21 | $20.7M |
| Q2 2025 | 11 | $8.3M |
| Q1 2025 | 3 | $806.9K |