NEOS ETF TRUST - RUSSELL 2000 HIG (IWMI)

Q1 2025 13F Holders as of 31 Mar 2025

Type / Class
Equity / RUSSELL 2000 HIG
Total 13F shares
335,302
Share change
+56,450
Total reported value
$14,611,654
Price per share
$43.65
Number of holders
22
Value change
+$2,062,552
Number of buys
17
Number of sells
8

Institutional Holders of NEOS ETF TRUST - RUSSELL 2000 HIG (IWMI) as of Q1 2025

As of 31 Mar 2025 NEOS ETF TRUST - RUSSELL 2000 HIG (IWMI) had 22 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions held a total of 335,302 shares of stock of the company.
Largest 10 holders included Gradient Investments LLC, LPL Financial LLC, High Net Worth Advisory Group LLC, MADDEN SECURITIES Corp, Capital Investment Advisory Services, LLC, Mutual Advisors, LLC, JANE STREET GROUP, LLC, STIFEL FINANCIAL CORP, Garden State Investment Advisory Services LLC, and KESTRA PRIVATE WEALTH SERVICES, LLC.
This table shows 22 institutional shareholders of the security as of 31 Mar 2025.
Investor Option Weight % Change % Value $ * Price $ Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.