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IYRI NEOS ETF TRUST

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REAL EST HIG ETF (fund)

36 managers (36 13F filers) reported a position in IYRI shares at 2026-03-31, 828,981 shares in all. 11 filers opened a position and 3 filers sold out during the quarter.

Managers
36
13F filers
36
New
11
Added
19
Reduced
4
Sold out
3
Shares held by filers
828,981

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
Gradient Investments LLCin group Gradient Investments LLC162,919$7.7M0.12%+9,49913F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC138,746$6.56M1.1%+110,66313F-HRTimeline
Cascade Wealth Advisors, Inc127,879$6.34M2.78%+21,12813F-HRTimeline
MADDEN SECURITIES Corp101,075$4.78M1.44%+2,41513F-HRTimeline
RFG Advisory, LLC52,350$2.48M0.05%+5,99313F-HRTimeline
Cherry Creek Investment Advisors, Inc.40,912$1.93M0.84%new13F-HRTimeline
Moran Wealth Management, LLC36,433$1.72M0.05%+27,02713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,142$1.05M<0.01%-9,91713F-HRTimelineGroup
Summit Financial, LLC22,077$1.04M0.01%+17,61013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,864$797K<0.01%new13F-HRTimelineGroup
High Net Worth Advisory Group LLC16,197$766K0.18%+39813F-HRTimeline
World Investment Advisors15,762$745K0.01%+2,36313F-HRTimeline
CAP Partners, LLC15,036$711K0.4%+5,51513F-HRTimeline
PVG ASSET MANAGEMENT CORP11,227$557K0.33%+5,68213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,581$500K<0.01%+79313F-HRTimelineGroup
Core Wealth Advisors, Inc.8,388$397K0.09%new13F-HRTimeline
Cresset Asset Management, LLC7,873$372K<0.01%-19513F-HRTimeline
HighTower Advisors, LLC6,315$299K<0.01%+20113F-HRTimeline
WORLD EQUITY GROUP, INC.4,275$202K0.05%+3813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,963$187K<0.01%+2,96313F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,813$133K<0.01%+413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,028$95.9K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC800$37.8K<0.01%013F-HRTimeline
IFP Advisors, Inc606$28.7K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.496$23.5K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC366$17.3K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.191$9.03K<0.01%+813F-HRTimeline
NFSG Corp155$7.33K<0.01%-4013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC150$7.09K<0.01%new13F-HR/ATimeline
SIMPLEX TRADING, LLC119$5.63K<0.01%-15113F-HRTimeline
Roble, Belko & Company, Inc109$5K<0.01%+2513F-HRTimeline
MOTCO64$3.03K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC47$2.24K<0.01%new13F-HRTimeline
Osbon Capital Management LLC21$993<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.1$48<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$37<0.01%+113F-HR/ATimelineGroup