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Disclosery

IWMI NEOS ETF TRUST

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RUSS 2000 HI ETF (fund)

60 managers (61 13F filers) reported a position in IWMI shares at 2025-12-31, 1,569,451 shares in all. 24 filers opened a position and 6 filers sold out during the quarter.

Managers
60
13F filers
61
New
24
Added
22
Reduced
10
Sold out
6
Shares held by filers
1,569,451

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LPL Financial LLC387,937$18.9M0.01%+204,18413F-HRTimeline
MADDEN SECURITIES Corp246,728$12M3.66%+66,58313F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC163,353$7.95M0.13%+43913F-HRTimelineGroup
Cascade Wealth Advisors, Inc116,581$5.89M2.71%-21,61013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…63,720$3.1M0.04%+9,23613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC58,208$2.83M0.01%new13F-HRTimeline
Independence Wealth Advisors, LLC44,149$2.15M1.21%13F-HRTimeline
Brookwood Investment Group LLC34,943$1.7M0.2%+20,00013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding34,080$1.66M+15,268Timeline
High Net Worth Advisory Group LLC31,208$1.52M0.35%+1,55113F-HRTimeline
Mutual Advisors, LLC28,447$1.38M0.03%+2,96913F-HRTimeline
Garden State Investment Advisory Servic…27,405$1.33M0.32%+5,01813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA27,214$1.32M<0.01%+26,21413F-HRTimelineGroup
Capital Investment Advisory Services, L…25,845$1.26M0.09%-7513F-HRTimeline
Summit Financial, LLC25,336$1.23M0.02%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP24,170$1.18M<0.01%+2,68113F-HRTimelineGroup
Cresset Asset Management, LLC16,348$796K<0.01%-65313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,373$748K<0.01%-54,43213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,321$746K<0.01%-18,00813F-HRTimelineGroup
NFSG Corp15,129$736K0.11%+12,11113F-HRTimeline
FSA Advisors, Inc.15,102$735K0.51%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC14,330$698K0.02%new13F-HRTimeline
Palacios Wealth Management, LLC13,001$633K0.48%-22013F-HRTimeline
Savvy Advisors, Inc.12,604$614K0.02%new13F-HRTimeline
PFG Investments, LLC11,926$581K0.03%new13F-HRTimeline
WORLD EQUITY GROUP, INC.9,119$444K0.12%+96513F-HRTimeline
SeaCrest Wealth Management, LLC8,750$437K0.04%-15013F-HRTimeline
Moran Wealth Management, LLC8,371$408K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.7,095$345K0.02%+78113F-HRTimeline
Cambridge Investment Research Advisors,…6,592$321K<0.01%+1,90613F-HRTimeline
Naviter Wealth, LLC6,445$314K0.04%new13F-HRTimeline
Owen LaRue, LLC6,140$299K0.11%+1,43113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,027$245K<0.01%new13F-HRTimelineGroup
Quantum Private Wealth, LLC5,000$243K0.07%new13F-HRTimeline
PRIVATE TRUST CO NA4,800$234K0.02%+50013F-HRTimeline
Cetera Investment Advisers4,742$231K<0.01%new13F-HRTimeline
Gladstone Institutional Advisory LLC4,524$220K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC4,275$208K<0.01%+28613F-HRTimelineGroup
PSI Advisors, LLC4,256$207K0.05%-37513F-HRTimeline
Gateway Wealth Partners, LLC4,190$204K0.02%new13F-HRTimeline
Allworth Financial LP2,900$141K<0.01%+1,10013F-HRTimeline
GROUP ONE TRADING LLC1,700$82.8K<0.01%-62213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,625$79.1K<0.01%new13F-HR/ATimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,403$68.3K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC1,175$57.2K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,052$51.2K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC397$19K<0.01%-2613F-HR/ATimelineGroup
AdvisorNet Financial, Inc353$17.2K<0.01%+21013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.297$14.5K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management202$9.85K<0.01%new13F-HRTimelineGroup
Financial Management Professionals, Inc.186$9.05K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.162$7.9K<0.01%new13F-HRTimeline
Essential Partners LLC59$2.87K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS48$2.34K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.30$1.46K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates30$1.46K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY22$1.07K<0.01%+2113F-HR/ATimelineGroup
SIGNATUREFD, LLC20$974<0.01%new13F-HRTimeline
Triumph Capital Management6$292<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$17<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.