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Disclosery

IWMI NEOS ETF TRUST

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RUSS 2000 HI ETF (fund)

85 managers (86 13F filers) reported a position in IWMI shares at 2026-03-31, 2,514,930 shares in all. 26 filers opened a position and 3 filers sold out during the quarter.

Managers
85
13F filers
86
New
26
Added
43
Reduced
10
Sold out
3
Shares held by filers
2,514,930

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
LPL Financial LLC563,915$26.7M0.01%+175,97813F-HRTimeline
MADDEN SECURITIES Corp263,123$12.5M3.75%+16,39513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC164,206$7.78M0.12%+85313F-HRTimelineGroup
Cascade Wealth Advisors, Inc124,458$6.46M2.84%+7,87713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC107,022$5.07M0.01%+91,70113F-HRTimelineGroup
Farther Finance Advisors, LLC102,039$4.86M0.05%new13F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC93,070$4.41M0.74%new13F-HRTimeline
MML INVESTORS SERVICES, LLC84,092$3.99M0.01%+25,88413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP63,438$3.01M<0.01%+39,26813F-HRTimelineGroup
Palacios Wealth Management, LLC58,477$2.98M1.87%+45,47613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…53,312$2.53M<0.01%+51,68713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA52,243$2.48M<0.01%+25,02913F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.48,665$2.31M1.51%new13F-HRTimeline
Independence Wealth Advisors, LLC47,753$2.26M1.21%+3,60413F-HRTimeline
Summit Financial, LLC46,234$2.19M0.03%+20,89813F-HRTimeline
Garden State Investment Advisory Servic…43,560$2.06M0.49%+16,15513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding33,567$1.59M-513Timeline
Moran Wealth Management, LLC32,116$1.52M0.05%+23,74513F-HRTimeline
High Net Worth Advisory Group LLC31,148$1.48M0.34%-6013F-HRTimeline
Brookwood Investment Group LLC30,093$1.43M0.18%-4,85013F-HRTimeline
Capital Investment Advisory Services, L…29,507$1.4M0.1%+3,66213F-HRTimeline
Mutual Advisors, LLC29,000$1.37M0.03%+55313F-HRTimeline
Owen LaRue, LLC25,835$1.22M0.47%+19,69513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…23,935$1.13M0.01%-39,78513F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC23,422$1.11M0.02%+9,09213F-HR/ATimeline
FSA Advisors, Inc.20,566$975K0.64%+5,46413F-HRTimeline
Gateway Wealth Partners, LLC18,192$862K0.03%+14,00213F-HRTimeline
NFSG Corp16,460$780K0.13%+1,33113F-HRTimeline
Steward Partners Investment Advisory, L…15,922$755K<0.01%new13F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC15,910$754K0.27%new13F-HRTimeline
Valmark Advisers, Inc.15,485$734K0.01%new13F-HRTimeline
PFG Investments, LLC13,228$627K0.03%+1,30213F-HRTimeline
VectorGlobal IAG, Inc.13,105$621K0.16%13F-HRTimeline
Cambridge Investment Research Advisors,…12,889$611K<0.01%+6,29713F-HRTimeline
OLD MISSION CAPITAL LLC12,357$586K0.01%new13F-HRTimeline
Cresset Asset Management, LLC11,955$567K<0.01%-4,39313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC11,873$563K0.03%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,447$543K<0.01%new13F-HRTimelineGroup
SeaCrest Wealth Management, LLC11,000$521K0.06%+2,25013F-HRTimeline
Sunbelt Securities, Inc.9,956$472K0.03%+2,86113F-HRTimeline
WORLD EQUITY GROUP, INC.9,868$468K0.12%+74913F-HRTimeline
Vann Equity Management LLC8,626$409K0.29%13F-HRTimeline
Gladstone Institutional Advisory LLC8,385$397K0.01%+3,86113F-HRTimeline
Naviter Wealth, LLC7,664$363K0.05%+1,21913F-HRTimeline
J.W. COLE ADVISORS, INC.7,287$345K0.01%new13F-HRTimeline
Quantum Private Wealth, LLC7,000$332K0.1%+2,00013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,779$321K<0.01%+1,75213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,685$317K<0.01%new13F-HRTimelineGroup
HRT FINANCIAL LP6,327$299K<0.01%new13F-HRTimeline
Foguth Wealth Management, LLC.5,566$291K0.03%new13F-HRTimeline
Walkner Condon Financial Advisors LLC5,845$277K0.04%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,697$270K<0.01%-9,67613F-HRTimelineGroup
PSI Advisors, LLC5,082$241K0.06%+82613F-HRTimeline
PRIVATE TRUST CO NA4,800$228K0.02%013F-HRTimeline
Cetera Investment Advisers4,742$225K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC4,680$222K<0.01%+40513F-HRTimelineGroup
Private Advisor Group, LLC4,654$221K<0.01%new13F-HRTimeline
Allworth Financial LP3,400$161K<0.01%+50013F-HRTimeline
Wellington Grp LLC2,622$124K0.04%new13F-HRTimeline
GROUP ONE TRADING LLC2,100$99.5K<0.01%+40013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,901$90.5K0.01%+49813F-HRTimeline
Sound Income Strategies, LLC1,725$82.1K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.1,482$70.2K<0.01%+1,32013F-HRTimeline
CoreCap Advisors, LLC1,377$65.3K<0.01%+32513F-HRTimeline
LANARK FINANCIAL, INC.1,211$57.4K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC1,175$55.7K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC1,117$53K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.500$23.7K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC475$22.5K<0.01%new13F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.454$21.5K<0.01%+15713F-HRTimelineGroup
SBI Securities Co., Ltd.212$10K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management210$9.95K<0.01%+813F-HRTimelineGroup
Financial Management Professionals, Inc.197$9.34K<0.01%+1113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC182$9K<0.01%-21513F-HRTimelineGroup
IFP Advisors, Inc100$4.74K<0.01%new13F-HRTimeline
SWAN Capital LLC84$3.98K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC55$2.61K<0.01%+3513F-HRTimeline
DHJJ Financial Advisors, Ltd.30$1.42K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates29$1.38K<0.01%-113F-HRTimeline
MOTCO19$901<0.01%new13F-HRTimeline
Triumph Capital Management6$284<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3$142<0.01%-4513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$61<0.01%-2113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO0$43<0.01%new13F-HR/ATimelineGroupAmount filed as zero, left out of ratios.
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$29<0.01%+113F-HR/ATimelineGroup