Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / RUSSELL 2000 HIG
-
Total 13F shares
-
327,021
-
Share change
-
+57,703
-
Total reported value
-
$15,930,869
-
Price per share
-
$48.68
-
Number of holders
-
15
-
Value change
-
+$2,808,822
-
Number of buys
-
11
-
Number of sells
-
3
Institutional Holders of NEOS ETF TRUST - RUSSELL 2000 HIG (IWMI) as of Q4 2025
As of 31 Dec 2025,
NEOS ETF TRUST - RUSSELL 2000 HIG (IWMI) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
327,021 shares.
The largest 10 holders included
Gradient Investments LLC, Independence Wealth Advisors, LLC, Brookwood Investment Group LLC, Capital Investment Advisory Services, LLC, Newbridge Financial Services Group, Inc., Savvy Advisors, Inc., WORLD EQUITY GROUP, INC., SeaCrest Wealth Management, LLC, Naviter Wealth, LLC, and Stratos Wealth Partners, LTD..
This page lists
15
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.