NEOS Russell 2000 High Income ETF(IWMI)

$52.03—Stale · unknown old

Ask SA Chart

NEOS Russell 2000 High Income ETF(IWMI)

USBATS • Last print unknown ago

$52.03—Stale · unknown old

Ask SA Chart Studio

IWMI(IWMI)

IWMI

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Insiders Institl.DCF Peers

Institutional Ownership

Top 122 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	739.51K	Jun 30, 26	+175.59K	13.89%
MADDEN SECURITIES Corp	263.23K	Jun 30, 26	+109	4.94%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	175.35K	Jun 30, 26	+82.28K	3.29%
Gradient Investments LLC	165.46K	Jun 30, 26	+1.25K	3.11%
Cascade Wealth Advisors, Inc	124.44K	Jun 30, 26	-23	2.34%
Farther Finance Advisors, LLC	116.28K	Jun 30, 26	+14.24K	2.18%
ROYAL BANK OF CANADA	99.24K	Jun 30, 26	+46.99K	1.86%
Private Advisor Group, LLC	94.47K	Jun 30, 26	+89.81K	1.77%
UBS Group AG	92.26K	Jun 30, 26	+92.26K	1.73%
STIFEL FINANCIAL CORP	89.38K	Jun 30, 26	+25.94K	1.68%
Owen LaRue, LLC	81.07K	Jun 30, 26	+55.24K	1.52%
MML INVESTORS SERVICES, LLC	70.42K	Jun 30, 26	-13.67K	1.32%
Palacios Wealth Management, LLC	62.10K	Jun 30, 26	+3.62K	1.17%
Garden State Investment Advisory Services LLC	60.33K	Jun 30, 26	+16.77K	1.13%
Summit Financial, LLC	60.00K	Jun 30, 26	+13.77K	1.13%
Rockefeller Capital Management L.P.	59.83K	Jun 30, 26	+6.52K	1.12%
Marshall & Sterling Wealth Advisors Inc.	57.26K	Jun 30, 26	+8.59K	1.08%
Independence Wealth Advisors, LLC	54.71K	Jun 30, 26	+6.96K	1.03%
Moran Wealth Management, LLC	42.15K	Jun 30, 26	+10.04K	0.79%
OLD MISSION CAPITAL LLC	38.84K	Jun 30, 26	+26.48K	0.73%
Mutual Advisors, LLC	35.85K	Jun 30, 26	+6.85K	0.67%
Capital Investment Advisory Services, LLC	33.16K	Jun 30, 26	+3.65K	0.62%
High Net Worth Advisory Group LLC	31.26K	Jun 30, 26	+110	0.59%
HERBST GROUP, LLC	31.15K	Jun 30, 26	+31.15K	0.58%
INSIGNEO ADVISORY SERVICES, LLC	29.70K	Jun 30, 26	+29.70K	0.56%
ENVESTNET ASSET MANAGEMENT INC	27.71K	Jun 30, 26	+16.26K	0.52%
Brookwood Investment Group LLC	26.26K	Jun 30, 26	-3.84K	0.49%
INDEPENDENT FINANCIAL GROUP, LLC	26.21K	Jun 30, 26	+2.79K	0.49%
Wellington Grp LLC	25.78K	Jun 30, 26	+23.16K	0.48%
FSA Advisors, Inc.	24.92K	Jun 30, 26	+4.35K	0.47%
SEAVIEW INVESTMENT MANAGERS LLC	23.89K	Jun 30, 26	+7.98K	0.45%
Steward Partners Investment Advisory, LLC	23.61K	Jun 30, 26	+7.69K	0.44%
Kestra Advisory Services, LLC	23.08K	Jun 30, 26	+2.44K	0.43%
STEPHENS INC /AR/	22.89K	Jun 30, 26	-1.05K	0.43%
KINGSWOOD WEALTH ADVISORS, LLC	20.29K	Jun 30, 26	+8.42K	0.38%
Newbridge Financial Services Group, Inc.	18.39K	Jun 30, 26	+1.93K	0.35%
Cambridge Investment Research Advisors, Inc.	18.19K	Jun 30, 26	+5.30K	0.34%
DIVERSIFY WEALTH MANAGEMENT, LLC	15.54K	Jun 30, 26	+15.54K	0.29%
Diversify Advisory Services, LLC	15.54K	Jun 30, 26	+15.54K	0.29%
Valmark Advisers, Inc.	15.48K	Jun 30, 26	--	0.29%
ENTREWEALTH, LLC	15.00K	Jun 30, 26	+15.00K	0.28%
KESTRA PRIVATE WEALTH SERVICES, LLC	14.54K	Jun 30, 26	+1.62K	0.27%
SeaCrest Wealth Management, LLC	14.50K	Jun 30, 26	+3.50K	0.27%
Gateway Wealth Partners, LLC	14.45K	Jun 30, 26	-3.75K	0.27%
PFG Investments, LLC	13.33K	Jun 30, 26	+104	0.25%
HighTower Advisors, LLC	12.60K	Jun 30, 26	+12.60K	0.24%
Navis Wealth Advisors, LLC	12.51K	Jun 30, 26	+12.51K	0.23%
PSI Advisors, LLC	12.51K	Jun 30, 26	+7.43K	0.23%
Walkner Condon Financial Advisors LLC	11.29K	Jun 30, 26	+5.45K	0.21%
CITADEL ADVISORS LLC	11.28K	Jun 30, 26	+11.28K	0.21%
TRUIST FINANCIAL CORP	11.04K	Jun 30, 26	+11.04K	0.21%
WORLD EQUITY GROUP, INC.	10.59K	Jun 30, 26	+722	0.20%
Vann Equity Management LLC	10.50K	Jun 30, 26	+1.87K	0.20%
IFG Advisory, LLC	10.24K	Jun 30, 26	+10.24K	0.19%
Gladstone Institutional Advisory LLC	8.94K	Jun 30, 26	+552	0.17%
WILEY BROS.-AINTREE CAPITAL, LLC	8.41K	Jun 30, 26	+8.41K	0.16%
J.W. COLE ADVISORS, INC.	8.10K	Jun 30, 26	+814	0.15%
COMMONWEALTH EQUITY SERVICES, LLC	7.69K	Jun 30, 26	+7.69K	0.14%
Cresset Asset Management, LLC	7.56K	Jun 30, 26	-4.39K	0.14%
Quantum Private Wealth, LLC	7.23K	Jun 30, 26	+226	0.14%
Naviter Wealth, LLC	6.72K	Jun 30, 26	-942	0.13%
Stratos Wealth Partners, LTD.	6.54K	Jun 30, 26	-239	0.12%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	6.14K	Jun 30, 26	+445	0.12%
PRIVATE TRUST CO NA	6.10K	Jun 30, 26	+1.30K	0.11%
Quotient Wealth Partners, LLC	5.88K	Jun 30, 26	+5.88K	0.11%
NBC SECURITIES, INC.	5.63K	Jun 30, 26	+4.42K	0.11%
Virtue Capital Management, LLC	5.00K	Jun 30, 26	+5.00K	0.09%
Resources Investment Advisors, LLC.	5.00K	Jun 30, 26	+5.00K	0.09%
Cetera Investment Advisers	4.74K	Jun 30, 26	--	0.09%
Advisory Advocates, LLC	4.44K	Jun 30, 26	+4.44K	0.08%
Foguth Wealth Management, LLC.	4.32K	Jun 30, 26	-1.25K	0.08%
Meridian Wealth Management, LLC	4.30K	Jun 30, 26	+4.30K	0.08%
CAP Partners, LLC	4.30K	Jun 30, 26	+4.30K	0.08%
Allworth Financial LP	4.25K	Jun 30, 26	+850	0.08%
FIFTH THIRD BANCORP	4.19K	Jun 30, 26	+4.19K	0.08%
LAIRD NORTON TRUST COMPANY, LLC	4.00K	Jun 30, 26	+4.00K	0.08%
CI Private Wealth, LLC	3.94K	Jun 30, 26	+3.94K	0.07%
FINANCIAL MANAGEMENT NETWORK INC	3.91K	Jun 30, 26	+3.91K	0.07%
Integrated Wealth Concepts LLC	3.64K	Jun 30, 26	+3.64K	0.07%
ANGELES WEALTH MANAGEMENT, LLC	2.81K	Jun 30, 26	+2.81K	0.05%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.90K	Jun 30, 26	--	0.04%
STANCE CAPITAL LLC	1.87K	Jun 30, 26	+1.87K	0.04%
Parallel Advisors, LLC	1.76K	Jun 30, 26	+1.76K	0.03%
SIMPLEX TRADING, LLC	1.75K	Jun 30, 26	+1.75K	0.03%
GHP Investment Advisors, Inc.	1.55K	Jun 30, 26	+69	0.03%
CoreCap Advisors, LLC	1.44K	Jun 30, 26	+59	0.03%
ADVISOR GROUP HOLDINGS, INC.	1.40K	Jun 30, 26	+948	0.03%
Founders Financial Alliance, LLC	1.35K	Jun 30, 26	+229	0.03%
Luminist Capital LLC	1.20K	Jun 30, 26	+1.20K	0.02%
Aptus Capital Advisors, LLC	1.18K	Jun 30, 26	--	0.02%
GROUP ONE TRADING, L.P.	1.15K	Jun 30, 26	-948	0.02%
JPMORGAN CHASE & CO	650	Jun 30, 26	+650	0.01%
Ameritas Advisory Services, LLC	618	Jun 30, 26	+618	0.01%
MERCER GLOBAL ADVISORS INC /ADV	602	Jun 30, 26	+602	0.01%
IMA Wealth, Inc.	600	Jun 30, 26	+600	0.01%
HARBOUR INVESTMENTS, INC.	520	Jun 30, 26	+20	0.01%
SHP Wealth Management	491	Jun 30, 26	+491	0.01%
SALEM INVESTMENT COUNSELORS INC	475	Jun 30, 26	--	0.01%
Spire Wealth Management	332	Jun 30, 26	+122	0.01%
TSFG, LLC	296	Jun 30, 26	+296	0.01%
SBI Securities Co., Ltd.	266	Jun 30, 26	+54	0.00%
WELLS FARGO & COMPANY/MN	211	Jun 30, 26	+210	0.00%
Financial Management Professionals, Inc.	197	Jun 30, 26	--	0.00%
Capital Analysts, LLC	172	Jun 30, 26	-10	0.00%
Larson Financial Group LLC	150	Jun 30, 26	+150	0.00%
IFP Advisors, Inc	100	Jun 30, 26	--	0.00%
SWAN Capital LLC	84	Jun 30, 26	--	0.00%
SIGNATUREFD, LLC	55	Jun 30, 26	--	0.00%
Asset Dedication, LLC	35	Jun 30, 26	+35	0.00%
DHJJ Financial Advisors, Ltd.	30	Jun 30, 26	--	0.00%
Triumph Capital Management	29	Jun 30, 26	+23	0.00%
BNP PARIBAS ARBITRAGE, SNC	3	Jun 30, 26	--	0.00%
JANE STREET GROUP, LLC	--	Jun 30, 26	-107.02K	--
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	--	Jun 30, 26	-6.68K	--
HRT FINANCIAL LP	--	Jun 30, 26	-6.33K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-1.73K	--
MORGAN STANLEY	--	Jun 30, 26	-1	--
MOTCO	--	Jun 30, 26	-19	--
Global Wealth Strategies & Associates	--	Jun 30, 26	-29	--
VectorGlobal IAG, Inc.	13.11K	Mar 31, 26	+13.11K	0.25%
Sunbelt Securities, Inc.	9.96K	Mar 31, 26	+2.86K	0.19%
CWM, LLC	4.68K	Mar 31, 26	+405	0.09%

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

LPL Financial LLC

739.51K

Jun 30, 26

+175.59K

13.89%

MADDEN SECURITIES Corp

263.23K

Jun 30, 26

+109

4.94%

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

175.35K

Jun 30, 26

+82.28K

3.29%

Gradient Investments LLC

165.46K

Jun 30, 26

+1.25K

3.11%

Cascade Wealth Advisors, Inc

124.44K

Jun 30, 26

-23

2.34%

Farther Finance Advisors, LLC

116.28K

Jun 30, 26

+14.24K

2.18%

ROYAL BANK OF CANADA

99.24K

Jun 30, 26

+46.99K

1.86%

Private Advisor Group, LLC

94.47K

Jun 30, 26

+89.81K

1.77%

UBS Group AG

92.26K

Jun 30, 26

+92.26K

1.73%

STIFEL FINANCIAL CORP

89.38K

Jun 30, 26

+25.94K

1.68%

Owen LaRue, LLC

81.07K

Jun 30, 26

+55.24K

1.52%

MML INVESTORS SERVICES, LLC

70.42K

Jun 30, 26

-13.67K

1.32%

Palacios Wealth Management, LLC

62.10K

Jun 30, 26

+3.62K

1.17%

Garden State Investment Advisory Services LLC

60.33K

Jun 30, 26

+16.77K

1.13%

Summit Financial, LLC

60.00K

Jun 30, 26

+13.77K

1.13%

Rockefeller Capital Management L.P.

59.83K

Jun 30, 26

+6.52K

1.12%

Marshall & Sterling Wealth Advisors Inc.

57.26K

Jun 30, 26

+8.59K

1.08%

Independence Wealth Advisors, LLC

54.71K

Jun 30, 26

+6.96K

1.03%

Moran Wealth Management, LLC

42.15K

Jun 30, 26

+10.04K

0.79%

OLD MISSION CAPITAL LLC

38.84K

Jun 30, 26

+26.48K

0.73%

Mutual Advisors, LLC

35.85K

Jun 30, 26

+6.85K

0.67%

Capital Investment Advisory Services, LLC

33.16K

Jun 30, 26

+3.65K

0.62%

High Net Worth Advisory Group LLC

31.26K

Jun 30, 26

+110

0.59%

HERBST GROUP, LLC

31.15K

Jun 30, 26

+31.15K

0.58%

INSIGNEO ADVISORY SERVICES, LLC

29.70K

Jun 30, 26

+29.70K

0.56%

ENVESTNET ASSET MANAGEMENT INC

27.71K

Jun 30, 26

+16.26K

0.52%

Brookwood Investment Group LLC

26.26K

Jun 30, 26

-3.84K

0.49%

INDEPENDENT FINANCIAL GROUP, LLC

26.21K

Jun 30, 26

+2.79K

0.49%

Wellington Grp LLC

25.78K

Jun 30, 26

+23.16K

0.48%

FSA Advisors, Inc.

24.92K

Jun 30, 26

+4.35K

0.47%

SEAVIEW INVESTMENT MANAGERS LLC

23.89K

Jun 30, 26

+7.98K

0.45%

Steward Partners Investment Advisory, LLC

23.61K

Jun 30, 26

+7.69K

0.44%

Kestra Advisory Services, LLC

23.08K

Jun 30, 26

+2.44K

0.43%

STEPHENS INC /AR/

22.89K

Jun 30, 26

-1.05K

0.43%

KINGSWOOD WEALTH ADVISORS, LLC

20.29K

Jun 30, 26

+8.42K

0.38%

Newbridge Financial Services Group, Inc.

18.39K

Jun 30, 26

+1.93K

0.35%

Cambridge Investment Research Advisors, Inc.

18.19K

Jun 30, 26

+5.30K

0.34%

DIVERSIFY WEALTH MANAGEMENT, LLC

15.54K

Jun 30, 26

+15.54K

0.29%

Diversify Advisory Services, LLC

15.54K

Jun 30, 26

+15.54K

0.29%

Valmark Advisers, Inc.

15.48K

Jun 30, 26

0.29%

ENTREWEALTH, LLC

15.00K

Jun 30, 26

+15.00K

0.28%

KESTRA PRIVATE WEALTH SERVICES, LLC

14.54K

Jun 30, 26

+1.62K

0.27%

SeaCrest Wealth Management, LLC

14.50K

Jun 30, 26

+3.50K

0.27%

Gateway Wealth Partners, LLC

14.45K

Jun 30, 26

-3.75K

0.27%

PFG Investments, LLC

13.33K

Jun 30, 26

+104

0.25%

HighTower Advisors, LLC

12.60K

Jun 30, 26

+12.60K

0.24%

Navis Wealth Advisors, LLC

12.51K

Jun 30, 26

+12.51K

0.23%

PSI Advisors, LLC

12.51K

Jun 30, 26

+7.43K

0.23%

Walkner Condon Financial Advisors LLC

11.29K

Jun 30, 26

+5.45K

0.21%

CITADEL ADVISORS LLC

11.28K

Jun 30, 26

+11.28K

0.21%

TRUIST FINANCIAL CORP

11.04K

Jun 30, 26

+11.04K

0.21%

WORLD EQUITY GROUP, INC.

10.59K

Jun 30, 26

+722

0.20%

Vann Equity Management LLC

10.50K

Jun 30, 26

+1.87K

0.20%

IFG Advisory, LLC

10.24K

Jun 30, 26

+10.24K

0.19%

Gladstone Institutional Advisory LLC

8.94K

Jun 30, 26

+552

0.17%

WILEY BROS.-AINTREE CAPITAL, LLC

8.41K

Jun 30, 26

+8.41K

0.16%

J.W. COLE ADVISORS, INC.

8.10K

Jun 30, 26

+814

0.15%

COMMONWEALTH EQUITY SERVICES, LLC

7.69K

Jun 30, 26

+7.69K

0.14%

Cresset Asset Management, LLC

7.56K

Jun 30, 26

-4.39K

0.14%

Quantum Private Wealth, LLC

7.23K

Jun 30, 26

+226

0.14%

Naviter Wealth, LLC

6.72K

Jun 30, 26

-942

0.13%

Stratos Wealth Partners, LTD.

6.54K

Jun 30, 26

-239

0.12%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

6.14K

Jun 30, 26

+445

0.12%

PRIVATE TRUST CO NA

6.10K

Jun 30, 26

+1.30K

0.11%

Quotient Wealth Partners, LLC

5.88K

Jun 30, 26

+5.88K

0.11%

NBC SECURITIES, INC.

5.63K

Jun 30, 26

+4.42K

0.11%

Virtue Capital Management, LLC

5.00K

Jun 30, 26

+5.00K

0.09%

Resources Investment Advisors, LLC.

5.00K

Jun 30, 26

+5.00K

0.09%

Cetera Investment Advisers

4.74K

Jun 30, 26

0.09%

Advisory Advocates, LLC

4.44K

Jun 30, 26

+4.44K

0.08%

Foguth Wealth Management, LLC.

4.32K

Jun 30, 26

-1.25K

0.08%

Meridian Wealth Management, LLC

4.30K

Jun 30, 26

+4.30K

0.08%

CAP Partners, LLC

4.30K

Jun 30, 26

+4.30K

0.08%

Allworth Financial LP

4.25K

Jun 30, 26

+850

0.08%

FIFTH THIRD BANCORP

4.19K

Jun 30, 26

+4.19K

0.08%

LAIRD NORTON TRUST COMPANY, LLC

4.00K

Jun 30, 26

+4.00K

0.08%

CI Private Wealth, LLC

3.94K

Jun 30, 26

+3.94K

0.07%

FINANCIAL MANAGEMENT NETWORK INC

3.91K

Jun 30, 26

+3.91K

0.07%

Integrated Wealth Concepts LLC

3.64K

Jun 30, 26

+3.64K

0.07%

ANGELES WEALTH MANAGEMENT, LLC

2.81K

Jun 30, 26

+2.81K

0.05%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.90K

Jun 30, 26

0.04%

STANCE CAPITAL LLC

1.87K

Jun 30, 26

+1.87K

0.04%

Parallel Advisors, LLC

1.76K

Jun 30, 26

+1.76K

0.03%

SIMPLEX TRADING, LLC

1.75K

Jun 30, 26

+1.75K

0.03%

GHP Investment Advisors, Inc.

1.55K

Jun 30, 26

+69

0.03%

CoreCap Advisors, LLC

1.44K

Jun 30, 26

+59

0.03%

ADVISOR GROUP HOLDINGS, INC.

1.40K

Jun 30, 26

+948

0.03%

Founders Financial Alliance, LLC

1.35K

Jun 30, 26

+229

0.03%

Luminist Capital LLC

1.20K

Jun 30, 26

+1.20K

0.02%

Aptus Capital Advisors, LLC

1.18K

Jun 30, 26

0.02%

GROUP ONE TRADING, L.P.

1.15K

Jun 30, 26

-948

0.02%

JPMORGAN CHASE & CO

650

Jun 30, 26

+650

0.01%

Ameritas Advisory Services, LLC

618

Jun 30, 26

+618

0.01%

MERCER GLOBAL ADVISORS INC /ADV

602

Jun 30, 26

+602

0.01%

IMA Wealth, Inc.

600

Jun 30, 26

+600

0.01%

HARBOUR INVESTMENTS, INC.

520

Jun 30, 26

+20

0.01%

SHP Wealth Management

491

Jun 30, 26

+491

0.01%

SALEM INVESTMENT COUNSELORS INC

475

Jun 30, 26

0.01%

Spire Wealth Management

332

Jun 30, 26

+122

0.01%

TSFG, LLC

296

Jun 30, 26

+296

0.01%

SBI Securities Co., Ltd.

266

Jun 30, 26

+54

0.00%

WELLS FARGO & COMPANY/MN

211

Jun 30, 26

+210

0.00%

Financial Management Professionals, Inc.

197

Jun 30, 26

0.00%

Capital Analysts, LLC

172

Jun 30, 26

-10

0.00%

Larson Financial Group LLC

150

Jun 30, 26

+150

0.00%

IFP Advisors, Inc

100

Jun 30, 26

0.00%

SWAN Capital LLC

Jun 30, 26

0.00%

SIGNATUREFD, LLC

Jun 30, 26

0.00%

Asset Dedication, LLC

Jun 30, 26

+35

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

Triumph Capital Management

Jun 30, 26

+23

0.00%

BNP PARIBAS ARBITRAGE, SNC

Jun 30, 26

0.00%

JANE STREET GROUP, LLC

Jun 30, 26

-107.02K

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Jun 30, 26

-6.68K

HRT FINANCIAL LP

Jun 30, 26

-6.33K

Sound Income Strategies, LLC

Jun 30, 26

-1.73K

MORGAN STANLEY

Jun 30, 26

-1

MOTCO

Jun 30, 26

-19

Global Wealth Strategies & Associates

Jun 30, 26

-29

VectorGlobal IAG, Inc.

13.11K

Mar 31, 26

+13.11K

0.25%

Sunbelt Securities, Inc.

9.96K

Mar 31, 26

+2.86K

0.19%

CWM, LLC

4.68K

Mar 31, 26

+405

0.09%