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Disclosery

IWMI NEOS ETF TRUST

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RUSS 2000 HI ETF (fund)

41 managers (42 13F filers) reported a position in IWMI shares at 2025-09-30, 1,098,517 shares in all. 14 filers opened a position and 6 filers sold out during the quarter.

Managers
41
13F filers
42
New
14
Added
21
Reduced
4
Sold out
6
Shares held by filers
1,098,517

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC183,753$8.93M<0.01%+81,15913F-HRTimeline
MADDEN SECURITIES Corp180,145$8.75M2.68%+57,35313F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC162,914$7.91M0.13%+1,52513F-HRTimelineGroup
Cascade Wealth Advisors, Inc138,191$6.74M3.32%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…69,805$3.39M<0.01%new13F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…54,484$2.65M0.03%+35,55413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,329$1.62M<0.01%+15,50813F-HRTimelineGroup
High Net Worth Advisory Group LLC29,657$1.44M0.35%+2,94313F-HRTimeline
Capital Investment Advisory Services, L…25,920$1.26M0.1%+1013F-HRTimeline
Mutual Advisors, LLC25,478$1.24M0.03%+2,17013F-HRTimeline
Garden State Investment Advisory Servic…22,387$1.09M0.28%+7,58513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP21,489$1.04M<0.01%+9,65413F-HRTimelineGroup
OLD MISSION CAPITAL LLC20,461$994K0.04%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding18,812$914K+7,422Timeline
Cresset Asset Management, LLC17,001$826K<0.01%new13F-HR/ATimeline
Brookwood Investment Group LLC14,943$726K0.09%+8,86013F-HRTimeline
Palacios Wealth Management, LLC13,221$642K0.42%new13F-HRTimeline
SeaCrest Wealth Management, LLC8,900$439K0.05%+50013F-HRTimeline
WORLD EQUITY GROUP, INC.8,154$396K0.09%+67513F-HRTimeline
Sunbelt Securities, Inc.6,314$307K0.02%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,832$283K<0.01%-4,95113F-HRTimelineGroup
Owen LaRue, LLC4,709$229K0.09%new13F-HRTimeline
Cambridge Investment Research Advisors,…4,686$228K<0.01%new13F-HRTimeline
PSI Advisors, LLC4,631$225K0.06%new13F-HRTimeline
PRIVATE TRUST CO NA4,300$209K0.02%+3,30013F-HRTimeline
CWM, LLCin group CWM, LLC3,989$194K<0.01%+2,11013F-HRTimelineGroup
NFSG Corp3,018$147K0.02%+1,29013F-HRTimeline
UBS Group AGin group UBS Group AG2,756$134K<0.01%new13F-HRTimelineGroup
GROUP ONE TRADING LLC2,322$113K<0.01%+2,00013F-HRTimeline
Allworth Financial LP1,800$87.4K<0.01%-75013F-HRTimeline
Aptus Capital Advisors, LLC1,175$57.1K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,052$51.1K<0.01%+75213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,000$49K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC965$46.9K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC423$21K<0.01%-413F-HRTimelineGroup
Founders Financial Alliance, LLC202$9.81K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc143$6.96K<0.01%+513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC125$6.07K<0.01%+2513F-HRTimeline
DHJJ Financial Advisors, Ltd.30$1.46K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$57<0.01%new13F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$00%-113F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.