NEOS ETF TRUST (IYRI)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
51
Reporting holders
$49.9M
Reported value
1.9%
Held as options
+16
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Gradient Investments LLC | $8.2M | 166,746 | 0.11% | 4q | +2.3%+$187.9K |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $6.9M | 140,905 | 1.03% | 3q | +1.6%+$106.0K |
| Cascade Wealth Advisors, Inc | $5.3M | 106,514 | 2.13% | 4q | -16.7%-$1.1M |
| MADDEN SECURITIES Corp | $4.9M | 100,200 | 1.37% | 5q | -0.9%-$43.0K |
| New England Private Wealth Advisors LLC | $3.3M | 65,420 | 0.32% | new | NEW |
| RFG Advisory, LLC | $3.2M | 65,399 | 0.05% | 5q | +24.9%+$640.8K |
| Moran Wealth Management, LLC | $2.4M | 48,136 | 0.06% | 3q | +32.1%+$574.7K |
| Cherry Creek Investment Advisors, Inc. | $2.1M | 43,432 | 0.84% | 2q | +6.2%+$123.8K |
| Summit Financial, LLC | $1.3M | 25,944 | 0.01% | 3q | +17.5%+$189.9K |
| CITADEL ADVISORS LLC | $933.1K | options only | 0.00% | 2q | OPTIONS |
| CAP Partners, LLC | $913.9K | 18,610 | 0.45% | 3q | +23.8%+$175.5K |
| STIFEL FINANCIAL CORP | $899.8K | 18,322 | 0.00% | 2q | +8.6%+$71.6K |
| LPL Financial LLC | $819.4K | 16,686 | 0.00% | new | NEW |
| High Net Worth Advisory Group LLC | $791.5K | 16,117 | 0.17% | 5q | HELD |
| World Investment Advisors | $745.4K | 15,762 | 0.01% | 3q | HELD |
| Core Wealth Advisors, Inc. | $701.4K | 14,283 | 0.14% | 2q | +70.3%+$289.5K |
| PVG ASSET MANAGEMENT CORP | $615.4K | 12,532 | 0.36% | 2q | +126.0%+$343.1K |
| ROYAL BANK OF CANADA | $580.0K | 11,817 | 0.00% | 3q | +198.2%+$385.5K |
| Steward Partners Investment Advisory, LLC | $507.4K | 10,331 | 0.00% | new | NEW |
| D.A. DAVIDSON & CO. | $501.8K | 10,218 | 0.00% | new | NEW |
| ENTREWEALTH, LLC | $495.0K | 10,000 | 0.18% | new | NEW |
| Parallel Advisors, LLC | $464.1K | 9,450 | 0.01% | new | NEW |
| Foundations Investment Advisors, LLC | $371.3K | 7,561 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $333.6K | 6,794 | 0.00% | 4q | -35.8%-$186.0K |
| INDEPENDENT FINANCIAL GROUP, LLC | $294.7K | 6,000 | 0.01% | new | NEW |
| Mariner, LLC | $273.4K | 5,567 | 0.00% | new | NEW |
| Apollon Wealth Management, LLC | $270.1K | 5,500 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $258.0K | 5,253 | 0.00% | new | NEW |
| HighTower Advisors, LLC | $247.7K | 5,045 | 0.00% | 6q | -20.1%-$62.4K |
| Compound Planning, Inc. | $246.4K | 5,016 | 0.01% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $233.7K | 4,758 | 0.00% | new | NEW |
| WORLD EQUITY GROUP, INC. | $215.7K | 4,393 | 0.05% | 5q | +2.8%+$5.8K |
| Strategic Wealth Partners, Ltd. | $112.4K | 2,289 | 0.01% | new | NEW |
| US BANCORP \DE\ | $99.6K | 2,028 | 0.00% | 2q | HELD |
| Markowski Investments | $48.4K | 986 | 0.01% | new | FIRST |
| OSAIC HOLDINGS, INC. | $44.0K | 896 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $41.9K | 852 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $39.3K | 800 | 0.00% | 5q | HELD |
| IFP Advisors, Inc | $37.4K | 762 | 0.00% | 2q | +25.7%+$7.7K |
| Founders Financial Alliance, LLC | $24.2K | 493 | 0.00% | 2q | +34.7%+$6.2K |
| Farther Finance Advisors, LLC | $22.0K | 447 | 0.00% | 2q | +851.1%+$19.6K |
| SBI Securities Co., Ltd. | $17.6K | 358 | 0.00% | 2q | -27.8%-$6.8K |
| SALEM INVESTMENT COUNSELORS INC | $16.0K | 325 | 0.00% | 2q | +116.7%+$8.6K |
| GFS Advisors, LLC | $12.3K | 160,185 | 0.00% | new | NEW |
| Planning Strategies Inc. | $11.4K | 232 | 0.01% | new | FIRST |
| Financial Management Professionals, Inc. | $10.1K | 206 | 0.00% | 3q | +7.9% |
| MERCER GLOBAL ADVISORS INC /ADV | $9.8K | 200 | 0.00% | new | NEW |
| NFSG Corp | $7.6K | 155 | 0.00% | 3q | HELD |
| Global Retirement Partners, LLC | $3.9K | 80 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $1.0K | 21 | 0.00% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $50 | 1 | 0.00% | 4q | HELD |
| WELLS FARGO & COMPANY/MN | $34 | 1 | 0.00% | 4q | -50.0% |
| TSFG, LLC | $15 | 306 | 0.00% | new | NEW |
| Roble, Belko & Company, Inc | $11 | 215 | 0.00% | 3q | +97.2% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 51 | $49.9M | 993,843 | 19 | 17 | 6 | 1.9% |
| Q1 2026 | 35 | $39.9M | 817,646 | 12 | 15 | 4 | 2.4% |
| Q4 2025 | 27 | $27.7M | 569,845 | 10 | 8 | 5 | 0.0% |
| Q3 2025 | 19 | $20.7M | 409,110 | 10 | 8 | 1 | 0.0% |
| Q2 2025 | 10 | $8.3M | 165,698 | 7 | 1 | 2 | 0.0% |
| Q1 2025 | 3 | $806.9K | 15,908 | 3 | 0 | 0 | 0.0% |