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IYRI NEOS ETF TRUST

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REAL EST HIG ETF (fund)

29 managers (29 13F filers) reported a position in IYRI shares at 2025-12-31, 572,738 shares in all. 11 filers opened a position and 3 filers sold out during the quarter.

Managers
29
13F filers
29
New
11
Added
9
Reduced
5
Sold out
3
Shares held by filers
572,738

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
Gradient Investments LLCin group Gradient Investments LLC153,420$7.46M0.12%+2,84313F-HRTimelineGroup
Cascade Wealth Advisors, Inc106,751$5.21M2.4%+94,18613F-HRTimeline
MADDEN SECURITIES Corp98,660$4.79M1.46%+7,53013F-HRTimeline
RFG Advisory, LLC46,357$2.25M0.04%+18,79313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC32,059$1.56M<0.01%-6,50713F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC28,083$1.36M0.24%new13F-HRTimeline
High Net Worth Advisory Group LLC15,799$768K0.18%-3,74313F-HRTimeline
World Investment Advisors13,399$651K0.01%new13F-HR/ATimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…13,196$641K0.21%+1,39613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,788$476K<0.01%+5,25213F-HRTimelineGroup
CAP Partners, LLC9,521$463K0.26%new13F-HRTimeline
Moran Wealth Management, LLC9,406$457K0.01%new13F-HRTimeline
Cresset Asset Management, LLC8,068$392K<0.01%-28513F-HRTimeline
HighTower Advisors, LLC6,114$297K<0.01%+65013F-HRTimeline
PVG ASSET MANAGEMENT CORP5,545$269K0.57%new13F-HRTimeline
Summit Financial, LLC4,467$217K<0.01%new13F-HRTimeline
WORLD EQUITY GROUP, INC.4,237$206K0.06%-1,33513F-HRTimeline
CWM, LLCin group CWM, LLC2,809$137K<0.01%+2,19413F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,626$79K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,000$49K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC800$38.9K<0.01%013F-HRTimeline
Allworth Financial LP700$34K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC270$13.1K<0.01%-3013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.200$9.72K<0.01%+17913F-HRTimelineGroup
NFSG Corp195$9.48K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.183$8.89K<0.01%new13F-HRTimeline
Roble, Belko & Company, Inc84$4K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.1$49<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$1<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.