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Disclosery

IWMI NEOS ETF TRUST

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RUSS 2000 HI ETF (fund)

35 managers (35 13F filers) reported a position in IWMI shares at 2025-06-30, 634,921 shares in all. 14 filers opened a position and 3 filers sold out during the quarter.

Managers
35
13F filers
35
New
14
Added
10
Reduced
6
Sold out
3
Shares held by filers
634,921

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Gradient Investments LLCin group Gradient Investments LLC161,389$7.33M0.13%+18,55813F-HRTimelineGroup
MADDEN SECURITIES Corp122,792$5.58M1.87%+99,73213F-HRTimeline
LPL Financial LLC102,594$4.66M<0.01%+74,81313F-HRTimeline
RFG Advisory, LLC37,637$1.71M0.04%new13F-HRTimeline
High Net Worth Advisory Group LLC26,714$1.21M0.32%+2,97413F-HRTimeline
Capital Investment Advisory Services, L…25,910$1.18M0.1%+4,13013F-HRTimeline
Mutual Advisors, LLC23,308$1.08M0.03%+1,85213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…18,930$860K0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,821$810K<0.01%-85913F-HRTimelineGroup
Garden State Investment Advisory Servic…14,802$672K0.18%+3,74713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,835$538K<0.01%-1,68113F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC11,390$517K0.01%+2,36413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,783$490K<0.01%new13F-HRTimelineGroup
SeaCrest Wealth Management, LLC8,400$382K0.04%new13F-HRTimeline
WORLD EQUITY GROUP, INC.7,479$340K0.09%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,337$288K<0.01%new13F-HR/ATimelineGroup
Brookwood Investment Group LLC6,083$276K0.04%new13F-HRTimeline
PVG ASSET MANAGEMENT CORP5,027$228K0.78%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,801$218K<0.01%new13F-HRTimeline
Allworth Financial LP2,550$116K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,879$85K<0.01%new13F-HRTimelineGroup
NFSG Corp1,728$78.5K0.01%+1,05613F-HRTimeline
Aptus Capital Advisors, LLC1,175$53.4K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,000$45.4K<0.01%013F-HRTimeline
Global Retirement Partners, LLC965$43.8K<0.01%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC427$19K<0.01%new13F-HRTimelineGroup
GROUP ONE TRADING LLC322$14.6K<0.01%-52013F-HRTimeline
CoreCap Advisors, LLC300$13.6K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC269$12K<0.01%-1,51213F-HRTimeline
AdvisorNet Financial, Inc138$6.28K<0.01%+513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC100$4.54K<0.01%new13F-HR/ATimeline
DHJJ Financial Advisors, Ltd.30$1.36K<0.01%-2213F-HRTimeline
FMR LLCin group FMR LLC5$227<0.01%-4013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$32<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.