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Disclosery

IWMI NEOS ETF TRUST

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RUSS 2000 HI ETF (fund)

109 managers (111 13F filers) reported a position in IWMI shares at 2026-06-30, 3,375,243 shares in all. 35 filers opened a position and 7 filers sold out during the quarter.

Managers
109
13F filers
111
New
35
Added
54
Reduced
11
Sold out
7
Shares held by filers
3,375,243

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC739,510$39.6M0.01%+175,59513F-HRTimeline
MADDEN SECURITIES Corp263,232$14.1M3.91%+10913F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC175,355$9.38M1.4%+82,28513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC165,461$8.86M0.12%+1,25513F-HRTimelineGroup
Cascade Wealth Advisors, Inc124,435$6.61M2.66%-2313F-HRTimeline
Farther Finance Advisors, LLC116,283$6.22M0.05%+14,24413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA99,238$5.31M<0.01%+46,99513F-HRTimelineGroup
Private Advisor Group, LLC94,467$5.06M0.02%+89,81313F-HRTimeline
UBS Group AGin group UBS Group AG92,263$4.94M<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP89,382$4.78M<0.01%+25,94413F-HRTimelineGroup
Owen LaRue, LLC81,072$4.34M1.51%+55,23713F-HRTimeline
MML INVESTORS SERVICES, LLC70,420$3.77M0.01%-13,67213F-HRTimeline
Palacios Wealth Management, LLC62,100$3.32M1.96%+3,62313F-HRTimeline
Garden State Investment Advisory Servic…60,325$3.23M0.63%+16,76513F-HRTimeline
Summit Financial, LLC60,003$3.21M0.04%+13,76913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…59,828$3.2M<0.01%+6,51613F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.57,258$3.06M1.81%+8,59313F-HRTimeline
Independence Wealth Advisors, LLC54,710$2.93M1.47%+6,95713F-HRTimeline
Moran Wealth Management, LLC42,152$2.26M0.06%+10,03613F-HRTimeline
OLD MISSION CAPITAL LLC38,838$2.08M0.05%+26,48113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding37,619$2.01M+4,052Timeline
Mutual Advisors, LLC35,853$1.92M0.04%+6,85313F-HRTimeline
Capital Investment Advisory Services, L…33,157$1.77M0.11%+3,65013F-HRTimeline
High Net Worth Advisory Group LLC31,258$1.67M0.36%+11013F-HRTimeline
HERBST GROUP, LLC31,151$1.67M0.91%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding31,082$1.62MnewTimeline
INSIGNEO ADVISORY SERVICES, LLC29,700$1.59M0.06%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC27,711$1.48M<0.01%+16,26413F-HRTimelineGroup
Brookwood Investment Group LLC26,256$1.41M0.16%-3,83713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC26,215$1.4M0.03%+2,79313F-HRTimeline
Wellington Grp LLC25,777$1.38M0.37%+23,15513F-HR/ATimeline
FSA Advisors, Inc.24,916$1.33M0.61%+4,35013F-HR/ATimeline
SEAVIEW INVESTMENT MANAGERS LLC23,887$1.28M0.38%+7,97713F-HRTimeline
Steward Partners Investment Advisory, L…23,613$1.26M0.01%+7,69113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…22,885$1.22M0.01%-1,05013F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC20,291$1.09M0.04%+8,41813F-HRTimeline
NFSG Corp18,391$984K0.12%+1,93113F-HRTimeline
Cambridge Investment Research Advisors,…18,188$973K<0.01%+5,29913F-HR/ATimeline
Valmark Advisers, Inc.15,485$829K0.01%013F-HRTimeline
ENTREWEALTH, LLC15,000$791K0.29%new13F-HRTimeline
SeaCrest Wealth Management, LLC14,500$776K0.09%+3,50013F-HRTimeline
Gateway Wealth Partners, LLC14,445$773K0.05%-3,74713F-HRTimeline
PFG Investments, LLC13,332$714K0.03%+10413F-HRTimeline
HighTower Advisors, LLC12,604$675K<0.01%new13F-HRTimeline
Navis Wealth Advisors, LLC12,512$670K0.25%new13F-HRTimeline
PSI Advisors, LLC12,508$669K0.16%+7,42613F-HRTimeline
Walkner Condon Financial Advisors LLC11,290$604K0.07%+5,44513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,275$603K<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,041$591K<0.01%new13F-HRTimelineGroup
WORLD EQUITY GROUP, INC.10,590$567K0.13%+72213F-HRTimeline
Vann Equity Management LLC10,499$562K0.34%+1,87313F-HRTimeline
IFG Advisory, LLC10,239$548K0.02%new13F-HRTimeline
Gladstone Institutional Advisory LLC8,937$478K0.02%+55213F-HRTimeline
&PARTNERS8,410$450K<0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.8,101$434K0.01%+81413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,687$411K<0.01%new13F-HRTimeline
Cresset Asset Management, LLC7,563$405K<0.01%-4,39213F-HRTimeline
Quantum Private Wealth, LLC7,226$387K0.1%+22613F-HRTimeline
Naviter Wealth, LLC6,722$360K0.03%-94213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,540$350K<0.01%-23913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,142$329K<0.01%+44513F-HRTimelineGroup
PRIVATE TRUST CO NA6,100$326K0.03%+1,30013F-HRTimeline
Quotient Wealth Partners, LLC5,883$315K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.5,631$301K0.02%+4,42013F-HRTimeline
Virtue Capital Management, LLC5,001$268K0.04%new13F-HRTimeline
OneDigital Investment Advisors LLC5,000$268K<0.01%new13F-HRTimeline
Cetera Investment Advisers4,742$254K<0.01%013F-HRTimeline
Advisory Advocates, LLC4,439$238K0.2%new13F-HRTimeline
Meridian Wealth Management, LLC4,300$230K0.01%new13F-HRTimeline
CAP Partners, LLC4,298$230K0.11%new13F-HRTimeline
Allworth Financial LP4,250$227K<0.01%+85013F-HRTimeline
Foguth Wealth Management, LLC.4,318$227K0.03%-1,24813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,190$224K<0.01%new13F-HRTimelineGroup
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…4,000$214K<0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP3,940$211K<0.01%new13F-HR/ATimelineGroup
FINANCIAL MANAGEMENT NETWORK INC3,911$207K0.03%new13F-HRTimeline
Integrated Wealth Concepts LLC3,637$195K<0.01%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,815$151K0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,901$102K0.01%013F-HRTimeline
STANCE CAPITAL LLC1,873$100K0.03%new13F-HRTimeline
Parallel Advisors, LLC1,762$94.3K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC1,745$93.4K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.1,551$83K<0.01%+6913F-HRTimeline
CoreCap Advisors, LLC1,436$76.9K<0.01%+5913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,402$75K<0.01%+94813F-HRTimelineGroup
Founders Financial Alliance, LLC1,346$72.1K0.01%+22913F-HRTimeline
Luminist Capital LLC1,201$64.3K0.07%new13F-HRTimeline
Aptus Capital Advisors, LLC1,175$62.9K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC1,152$61.7K<0.01%-94813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO650$34.7K<0.01%+65013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…618$33.1K<0.01%new13F-HRTimelineGroup
IMA Advisory Services, Inc.600$32.1K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.520$27.8K<0.01%+2013F-HRTimeline
SHP Wealth Management491$26.3K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC475$25.4K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management332$17.7K<0.01%+12213F-HRTimelineGroup
TSFG, LLC296$16K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.266$14.2K<0.01%+5413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN211$11.3K<0.01%+21013F-HRTimelineGroup
Financial Management Professionals, Inc.197$10.5K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC172$9K<0.01%-1013F-HRTimelineGroup
Larson Financial Group LLC150$8.03K<0.01%new13F-HRTimeline
IFP Advisors, Inc100$5.35K<0.01%013F-HRTimeline
SWAN Capital LLC84$4.5K<0.01%013F-HRTimeline
SIGNATUREFD, LLC55$2.94K<0.01%013F-HRTimeline
Asset Dedication, LLC35$1.87K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.30$1.61K<0.01%013F-HRTimeline
Triumph Capital Management29$1.55K<0.01%+2313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3$161<0.01%013F-HRTimelineGroup