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Disclosery

IYRI NEOS ETF TRUST

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REAL EST HIG ETF (fund)

51 managers (51 13F filers) reported a position in IYRI shares at 2026-06-30, 994,164 shares in all. 18 filers opened a position and 5 filers sold out during the quarter.

Managers
51
13F filers
51
New
18
Added
18
Reduced
6
Sold out
5
Shares held by filers
994,164

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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 LLC166,746$8.19M0.11%+3,82713F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC140,905$6.92M1.03%+2,15913F-HRTimeline
Cascade Wealth Advisors, Inc106,514$5.3M2.13%-21,36513F-HRTimeline
MADDEN SECURITIES Corp100,200$4.92M1.37%-87513F-HRTimeline
New England Private Wealth Advisors LLC65,420$3.28M0.32%new13F-HRTimeline
RFG Advisory, LLC65,399$3.21M0.05%+13,04913F-HRTimeline
Moran Wealth Management, LLC48,136$2.36M0.06%+11,70313F-HRTimeline
Cherry Creek Investment Advisors, Inc.43,432$2.13M0.84%+2,52013F-HRTimeline
Summit Financial, LLC25,944$1.27M0.01%+3,86713F-HRTimeline
CAP Partners, LLC18,610$914K0.45%+3,57413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,322$900K<0.01%+1,45813F-HRTimelineGroup
LPL Financial LLC16,686$819K<0.01%new13F-HRTimeline
High Net Worth Advisory Group LLC16,117$792K0.17%-8013F-HRTimeline
World Investment Advisors15,762$745K0.01%013F-HRTimeline
Core Wealth Advisors, Inc.14,283$701K0.14%+5,89513F-HRTimeline
PVG ASSET MANAGEMENT CORP12,532$615K0.36%+1,30513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,817$580K<0.01%+7,85413F-HRTimelineGroup
Steward Partners Investment Advisory, L…10,331$507K<0.01%new13F-HRTimeline
D.A. DAVIDSON & CO.10,218$502K<0.01%new13F-HRTimeline
ENTREWEALTH, LLC10,000$495K0.18%new13F-HRTimeline
Parallel Advisors, LLC9,450$464K0.01%new13F-HRTimeline
Foundations Investment Advisors, LLC7,561$371K<0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,794$334K<0.01%-3,78713F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC6,000$295K0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC5,567$273K<0.01%new13F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,500$270K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,253$258K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC5,045$248K<0.01%-1,27013F-HRTimeline
Compound Planning, Inc.5,016$246K0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,758$234K<0.01%new13F-HRTimeline
WORLD EQUITY GROUP, INC.4,393$216K0.05%+11813F-HRTimeline
Strategic Wealth Partners, Ltd.2,289$112K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,028$99.6K<0.01%013F-HRTimelineGroup
Markowski Investments986$48.4K0.01%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.896$44K<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC852$41.9K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC800$39.3K<0.01%013F-HRTimeline
IFP Advisors, Inc762$37.4K<0.01%+15613F-HRTimeline
Founders Financial Alliance, LLC493$24.2K<0.01%+12713F-HRTimeline
Farther Finance Advisors, LLC447$22K<0.01%+40013F-HRTimeline
SBI Securities Co., Ltd.358$17.6K<0.01%-13813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC325$16K<0.01%+17513F-HRTimeline
TSFG, LLC306$15K<0.01%new13F-HRTimeline
Planning Strategies Inc.232$11.4K0.01%13F-HRTimeline
Roble, Belko & Company, Inc215$11K<0.01%+10613F-HRTimeline
Financial Management Professionals, Inc.206$10.1K<0.01%+1513F-HRTimeline
NFSG Corp155$7.61K<0.01%013F-HRTimeline
Global Retirement Partners, LLC80$3.93K<0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.21$1.03K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.1$50<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$34<0.01%013F-HRTimelineGroup