NEOS Russell 2000 High Income ETF(IWMI)

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NEOS Russell 2000 High Income ETF(IWMI)

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$53.09—

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IWMI(IWMI)

IWMI

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Institutional Ownership

Top 86 Institutional Holders

Holder	Shares	Date	Change	% Held
Gradient Investments LLC	165.46K	Jun 30, 26	+1.25K	3.11%
HERBST GROUP, LLC	31.15K	Jun 30, 26	+31.15K	0.58%
SeaCrest Wealth Management, LLC	14.50K	Jun 30, 26	+3.50K	0.27%
WORLD EQUITY GROUP, INC.	10.59K	Jun 30, 26	+722	0.20%
CoreCap Advisors, LLC	1.44K	Jun 30, 26	+59	0.03%
Financial Management Professionals, Inc.	197	Jun 30, 26	--	0.00%
Global Wealth Strategies & Associates	--	Jun 30, 26	-29	--
LPL Financial LLC	563.91K	Mar 31, 26	+175.98K	10.59%
MADDEN SECURITIES Corp	263.12K	Mar 31, 26	+16.39K	4.94%
Cascade Wealth Advisors, Inc	124.46K	Mar 31, 26	+7.88K	2.34%
JANE STREET GROUP, LLC	107.02K	Mar 31, 26	+91.70K	2.01%
Farther Finance Advisors, LLC	102.04K	Mar 31, 26	+102.04K	1.92%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	93.07K	Mar 31, 26	+93.07K	1.75%
MML INVESTORS SERVICES, LLC	84.09K	Mar 31, 26	+25.88K	1.58%
STIFEL FINANCIAL CORP	63.44K	Mar 31, 26	+39.27K	1.19%
Palacios Wealth Management, LLC	58.48K	Mar 31, 26	+45.48K	1.10%
Rockefeller Capital Management L.P.	53.31K	Mar 31, 26	+51.69K	1.00%
ROYAL BANK OF CANADA	52.24K	Mar 31, 26	+25.03K	0.98%
Marshall & Sterling Wealth Advisors Inc.	48.66K	Mar 31, 26	+48.66K	0.91%
Summit Financial, LLC	46.23K	Mar 31, 26	+20.90K	0.87%
Garden State Investment Advisory Services LLC	43.56K	Mar 31, 26	+16.16K	0.82%
Moran Wealth Management, LLC	32.12K	Mar 31, 26	+23.75K	0.60%
High Net Worth Advisory Group LLC	31.15K	Mar 31, 26	-60	0.58%
Brookwood Investment Group LLC	30.09K	Mar 31, 26	-4.85K	0.57%
Capital Investment Advisory Services, LLC	29.51K	Mar 31, 26	+3.66K	0.55%
Mutual Advisors, LLC	29.00K	Mar 31, 26	+553	0.54%
Owen LaRue, LLC	25.84K	Mar 31, 26	+19.70K	0.49%
STEPHENS INC /AR/	23.93K	Mar 31, 26	-39.78K	0.45%
INDEPENDENT FINANCIAL GROUP, LLC	23.42K	Mar 31, 26	+9.09K	0.44%
Kestra Advisory Services, LLC	20.64K	Mar 31, 26	-625	0.39%
FSA Advisors, Inc.	20.57K	Mar 31, 26	+5.46K	0.39%
Gateway Wealth Partners, LLC	18.19K	Mar 31, 26	+14.00K	0.34%
Newbridge Financial Services Group, Inc.	16.46K	Mar 31, 26	+1.33K	0.31%
Steward Partners Investment Advisory, LLC	15.92K	Mar 31, 26	+15.92K	0.30%
SEAVIEW INVESTMENT MANAGERS LLC	15.91K	Mar 31, 26	+15.91K	0.30%
Valmark Advisers, Inc.	15.48K	Mar 31, 26	+15.48K	0.29%
PFG Investments, LLC	13.23K	Mar 31, 26	+1.30K	0.25%
VectorGlobal IAG, Inc.	13.11K	Mar 31, 26	+13.11K	0.25%
KESTRA PRIVATE WEALTH SERVICES, LLC	12.93K	Mar 31, 26	+112	0.24%
Cambridge Investment Research Advisors, Inc.	12.89K	Mar 31, 26	+6.30K	0.24%
OLD MISSION CAPITAL LLC	12.36K	Mar 31, 26	+12.36K	0.23%
Cresset Asset Management, LLC	11.96K	Mar 31, 26	-4.39K	0.22%
KINGSWOOD WEALTH ADVISORS, LLC	11.87K	Mar 31, 26	+11.87K	0.22%
ENVESTNET ASSET MANAGEMENT INC	11.45K	Mar 31, 26	+11.45K	0.21%
Sunbelt Securities, Inc.	9.96K	Mar 31, 26	+2.86K	0.19%
Gladstone Institutional Advisory LLC	8.38K	Mar 31, 26	+3.86K	0.16%
Naviter Wealth, LLC	7.66K	Mar 31, 26	+1.22K	0.14%
J.W. COLE ADVISORS, INC.	7.29K	Mar 31, 26	+7.29K	0.14%
Quantum Private Wealth, LLC	7.00K	Mar 31, 26	+2.00K	0.13%
Stratos Wealth Partners, LTD.	6.78K	Mar 31, 26	+1.75K	0.13%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	6.68K	Mar 31, 26	+6.68K	0.13%
HRT FINANCIAL LP	6.33K	Mar 31, 26	+6.33K	0.12%
Walkner Condon Financial Advisors LLC	5.84K	Mar 31, 26	+5.84K	0.11%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	5.70K	Mar 31, 26	-9.68K	0.11%
Foguth Wealth Management, LLC.	5.57K	Mar 31, 26	+5.57K	0.10%
PSI Advisors, LLC	5.08K	Mar 31, 26	+826	0.10%
PRIVATE TRUST CO NA	4.80K	Mar 31, 26	--	0.09%
Cetera Investment Advisers	4.74K	Mar 31, 26	--	0.09%
CWM, LLC	4.68K	Mar 31, 26	+405	0.09%
Private Advisor Group, LLC	4.65K	Mar 31, 26	+4.65K	0.09%
Allworth Financial LP	3.40K	Mar 31, 26	+500	0.06%
GROUP ONE TRADING, L.P.	2.10K	Mar 31, 26	+400	0.04%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.90K	Mar 31, 26	+498	0.04%
Sound Income Strategies, LLC	1.73K	Mar 31, 26	+1.73K	0.03%
GHP Investment Advisors, Inc.	1.48K	Mar 31, 26	+1.32K	0.03%
NBC SECURITIES, INC.	1.21K	Mar 31, 26	+1.21K	0.02%
Aptus Capital Advisors, LLC	1.18K	Mar 31, 26	--	0.02%
Founders Financial Alliance, LLC	1.12K	Mar 31, 26	+1.12K	0.02%
HARBOUR INVESTMENTS, INC.	500	Mar 31, 26	+500	0.01%
SALEM INVESTMENT COUNSELORS INC	475	Mar 31, 26	+475	0.01%
ADVISOR GROUP HOLDINGS, INC.	454	Mar 31, 26	+157	0.01%
SBI Securities Co., Ltd.	212	Mar 31, 26	+212	0.00%
Spire Wealth Management	210	Mar 31, 26	+8	0.00%
Capital Analysts, LLC	182	Mar 31, 26	-215	0.00%
IFP Advisors, Inc	100	Mar 31, 26	+100	0.00%
SWAN Capital LLC	84	Mar 31, 26	+84	0.00%
SIGNATUREFD, LLC	55	Mar 31, 26	+35	0.00%
DHJJ Financial Advisors, Ltd.	30	Mar 31, 26	--	0.00%
MOTCO	19	Mar 31, 26	+19	0.00%
Triumph Capital Management	6	Mar 31, 26	--	0.00%
BNP PARIBAS ARBITRAGE, SNC	3	Mar 31, 26	-45	0.00%
WELLS FARGO & COMPANY/MN	1	Mar 31, 26	+1	0.00%
MORGAN STANLEY	1	Mar 31, 26	-21	0.00%
AdvisorNet Financial, Inc	--	Mar 31, 26	-353	--
Savvy Advisors, Inc.	--	Mar 31, 26	-12.60K	--
Global Retirement Partners, LLC	--	Dec 31, 25	-965	--

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Holder

Date

Change

% Held

Gradient Investments LLC

165.46K

Jun 30, 26

+1.25K

3.11%

HERBST GROUP, LLC

31.15K

Jun 30, 26

+31.15K

0.58%

SeaCrest Wealth Management, LLC

14.50K

Jun 30, 26

+3.50K

0.27%

WORLD EQUITY GROUP, INC.

10.59K

Jun 30, 26

+722

0.20%

CoreCap Advisors, LLC

1.44K

Jun 30, 26

+59

0.03%

Financial Management Professionals, Inc.

197

Jun 30, 26

0.00%

Global Wealth Strategies & Associates

Jun 30, 26

-29

LPL Financial LLC

563.91K

Mar 31, 26

+175.98K

10.59%

MADDEN SECURITIES Corp

263.12K

Mar 31, 26

+16.39K

4.94%

Cascade Wealth Advisors, Inc

124.46K

Mar 31, 26

+7.88K

2.34%

JANE STREET GROUP, LLC

107.02K

Mar 31, 26

+91.70K

2.01%

Farther Finance Advisors, LLC

102.04K

Mar 31, 26

+102.04K

1.92%

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

93.07K

Mar 31, 26

+93.07K

1.75%

MML INVESTORS SERVICES, LLC

84.09K

Mar 31, 26

+25.88K

1.58%

STIFEL FINANCIAL CORP

63.44K

Mar 31, 26

+39.27K

1.19%

Palacios Wealth Management, LLC

58.48K

Mar 31, 26

+45.48K

1.10%

Rockefeller Capital Management L.P.

53.31K

Mar 31, 26

+51.69K

1.00%

ROYAL BANK OF CANADA

52.24K

Mar 31, 26

+25.03K

0.98%

Marshall & Sterling Wealth Advisors Inc.

48.66K

Mar 31, 26

+48.66K

0.91%

Summit Financial, LLC

46.23K

Mar 31, 26

+20.90K

0.87%

Garden State Investment Advisory Services LLC

43.56K

Mar 31, 26

+16.16K

0.82%

Moran Wealth Management, LLC

32.12K

Mar 31, 26

+23.75K

0.60%

High Net Worth Advisory Group LLC

31.15K

Mar 31, 26

-60

0.58%

Brookwood Investment Group LLC

30.09K

Mar 31, 26

-4.85K

0.57%

Capital Investment Advisory Services, LLC

29.51K

Mar 31, 26

+3.66K

0.55%

Mutual Advisors, LLC

29.00K

Mar 31, 26

+553

0.54%

Owen LaRue, LLC

25.84K

Mar 31, 26

+19.70K

0.49%

STEPHENS INC /AR/

23.93K

Mar 31, 26

-39.78K

0.45%

INDEPENDENT FINANCIAL GROUP, LLC

23.42K

Mar 31, 26

+9.09K

0.44%

Kestra Advisory Services, LLC

20.64K

Mar 31, 26

-625

0.39%

FSA Advisors, Inc.

20.57K

Mar 31, 26

+5.46K

0.39%

Gateway Wealth Partners, LLC

18.19K

Mar 31, 26

+14.00K

0.34%

Newbridge Financial Services Group, Inc.

16.46K

Mar 31, 26

+1.33K

0.31%

Steward Partners Investment Advisory, LLC

15.92K

Mar 31, 26

+15.92K

0.30%

SEAVIEW INVESTMENT MANAGERS LLC

15.91K

Mar 31, 26

+15.91K

0.30%

Valmark Advisers, Inc.

15.48K

Mar 31, 26

+15.48K

0.29%

PFG Investments, LLC

13.23K

Mar 31, 26

+1.30K

0.25%

VectorGlobal IAG, Inc.

13.11K

Mar 31, 26

+13.11K

0.25%

KESTRA PRIVATE WEALTH SERVICES, LLC

12.93K

Mar 31, 26

+112

0.24%

Cambridge Investment Research Advisors, Inc.

12.89K

Mar 31, 26

+6.30K

0.24%

OLD MISSION CAPITAL LLC

12.36K

Mar 31, 26

+12.36K

0.23%

Cresset Asset Management, LLC

11.96K

Mar 31, 26

-4.39K

0.22%

KINGSWOOD WEALTH ADVISORS, LLC

11.87K

Mar 31, 26

+11.87K

0.22%

ENVESTNET ASSET MANAGEMENT INC

11.45K

Mar 31, 26

+11.45K

0.21%

Sunbelt Securities, Inc.

9.96K

Mar 31, 26

+2.86K

0.19%

Gladstone Institutional Advisory LLC

8.38K

Mar 31, 26

+3.86K

0.16%

Naviter Wealth, LLC

7.66K

Mar 31, 26

+1.22K

0.14%

J.W. COLE ADVISORS, INC.

7.29K

Mar 31, 26

+7.29K

0.14%

Quantum Private Wealth, LLC

7.00K

Mar 31, 26

+2.00K

0.13%

Stratos Wealth Partners, LTD.

6.78K

Mar 31, 26

+1.75K

0.13%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

6.68K

Mar 31, 26

+6.68K

0.13%

HRT FINANCIAL LP

6.33K

Mar 31, 26

+6.33K

0.12%

Walkner Condon Financial Advisors LLC

5.84K

Mar 31, 26

+5.84K

0.11%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

5.70K

Mar 31, 26

-9.68K

0.11%

Foguth Wealth Management, LLC.

5.57K

Mar 31, 26

+5.57K

0.10%

PSI Advisors, LLC

5.08K

Mar 31, 26

+826

0.10%

PRIVATE TRUST CO NA

4.80K

Mar 31, 26

0.09%

Cetera Investment Advisers

4.74K

Mar 31, 26

0.09%

CWM, LLC

4.68K

Mar 31, 26

+405

0.09%

Private Advisor Group, LLC

4.65K

Mar 31, 26

+4.65K

0.09%

Allworth Financial LP

3.40K

Mar 31, 26

+500

0.06%

GROUP ONE TRADING, L.P.

2.10K

Mar 31, 26

+400

0.04%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.90K

Mar 31, 26

+498

0.04%

Sound Income Strategies, LLC

1.73K

Mar 31, 26

+1.73K

0.03%

GHP Investment Advisors, Inc.

1.48K

Mar 31, 26

+1.32K

0.03%

NBC SECURITIES, INC.

1.21K

Mar 31, 26

+1.21K

0.02%

Aptus Capital Advisors, LLC

1.18K

Mar 31, 26

0.02%

Founders Financial Alliance, LLC

1.12K

Mar 31, 26

+1.12K

0.02%

HARBOUR INVESTMENTS, INC.

500

Mar 31, 26

+500

0.01%

SALEM INVESTMENT COUNSELORS INC

475

Mar 31, 26

+475

0.01%

ADVISOR GROUP HOLDINGS, INC.

454

Mar 31, 26

+157

0.01%

SBI Securities Co., Ltd.

212

Mar 31, 26

+212

0.00%

Spire Wealth Management

210

Mar 31, 26

0.00%

Capital Analysts, LLC

182

Mar 31, 26

-215

0.00%

IFP Advisors, Inc

100

Mar 31, 26

+100

0.00%

SWAN Capital LLC

Mar 31, 26

+84

0.00%

SIGNATUREFD, LLC

Mar 31, 26

+35

0.00%

DHJJ Financial Advisors, Ltd.

Mar 31, 26

0.00%

MOTCO

Mar 31, 26

+19

0.00%

Triumph Capital Management

Mar 31, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

Mar 31, 26

-45

0.00%

WELLS FARGO & COMPANY/MN

Mar 31, 26

0.00%

MORGAN STANLEY

Mar 31, 26

-21

0.00%

AdvisorNet Financial, Inc

Mar 31, 26

-353

Savvy Advisors, Inc.

Mar 31, 26

-12.60K

Global Retirement Partners, LLC

Dec 31, 25

-965