NEOS ETF Trust - IWMI

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$76.79M
QoQ value delta ($000)
+$23.55M (+44.23%)
Implied price effect (QoQ)
+0.44%
Shares
Total shares
1,573,462
QoQ shares delta
+477,745 (+43.6%)
Total shares held by funds (by quarter)

Market chart (IWMI)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
LPL Financial LLC 18,884 387,937 0.01%
MADDEN SECURITIES Corp 12,010 246,728 3.66%
Gradient Investments LLC 7,952 163,353 0.13%
Cascade Wealth Advisors, Inc 5,885 116,581 2.71%
STEPHENS INC /AR/ 3,101 63,720 0.04%
MML INVESTORS SERVICES, LLC 2,833 58,208 0.01%
Independence Wealth Advisors, LLC 2,149 44,149 1.21%
Brookwood Investment Group LLC 1,701 34,943 0.2%
High Net Worth Advisory Group LLC 1,519 31,208 0.35%
Mutual Advisors, LLC 1,384 28,447 0.03%
Garden State Investment Advisory Services LLC 1,334 27,405 0.29%
JANE STREET GROUP, LLC 1,329 27,321 0.0%
ROYAL BANK OF CANADA 1,325 27,214 0.0%
Capital Investment Advisory Services, LLC 1,258 25,845 0.09%
Summit Financial, LLC 1,233 25,336 0.02%
STIFEL FINANCIAL CORP 1,176 24,170 0.0%
Kestra Advisory Services, LLC 1,035 21,266 0.0%
Cresset Asset Management, LLC 795 16,348 0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 748 15,373 0.0%
Newbridge Financial Services Group, Inc. 736 15,129 0.11%
FSA Advisors, Inc. 735 15,102 0.51%
Palacios Wealth Management, LLC 632 13,001 0.48%
KESTRA PRIVATE WEALTH SERVICES, LLC 623 12,814 0.01%
Savvy Advisors, Inc. 613 12,604 0.02%
PFG Investments, LLC 580 11,926 0.03%