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IWMI NEOS ETF TRUST

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RUSS 2000 HI ETF (fund)

23 managers (23 13F filers) reported a position in IWMI shares at 2025-03-31, 335,302 shares in all. 11 filers opened a position and 6 filers sold out during the quarter.

Managers
23
13F filers
23
New
11
Added
6
Reduced
2
Sold out
6
Shares held by filers
335,302

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Gradient Investments LLCin group Gradient Investments LLC142,831$6.23M0.13%+12,28513F-HRTimelineGroup
LPL Financial LLC27,781$1.21M<0.01%new13F-HRTimeline
High Net Worth Advisory Group LLC23,740$1.04M0.29%+5,92413F-HRTimeline
MADDEN SECURITIES Corp23,060$1.01M0.39%new13F-HRTimeline
Capital Investment Advisory Services, L…21,780$951K0.09%+19,78013F-HRTimeline
Mutual Advisors, LLC21,456$913K0.03%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,680$815K<0.01%-19,74013F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,516$590K<0.01%+3,88313F-HRTimelineGroup
Garden State Investment Advisory Servic…11,055$483K0.15%+4,70013F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC9,026$394K0.01%new13F-HRTimelineGroup
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…8,009$350K0.16%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,171$313K<0.01%new13F-HRTimelineGroup
SIMPLEX TRADING, LLC1,781$77K<0.01%new13F-HRTimeline
Mattson Financial Services, LLC1,496$65.3K0.02%new13F-HRTimeline
Aptus Capital Advisors, LLC1,175$51.3K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,000$43.6K<0.01%new13F-HRTimeline
GROUP ONE TRADING LLC842$36.8K<0.01%-1,09613F-HRTimeline
NFSG Corp672$29.3K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc133$5.82K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.52$2.27K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC45$1.96K<0.01%+4413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$47<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.