NEOS ETF Trust - IYRI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gradient Investments LLC | History | Added to | 153,420 | 7,456 | 0.12% | 0.13% | 1 | +2,843 | 1.89% | Q4 2025 | Jan 08, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 106,751 | 5,211 | 2.4% | 0.31% | 2 | +94,186 | 749.59% | Q4 2025 | Feb 04, 2026 |
| MADDEN SECURITIES Corp | History | Added to | 98,660 | 4,794 | 1.46% | 1.41% | 3 | +7,530 | 8.26% | Q4 2025 | Feb 04, 2026 |
| RFG Advisory, LLC | History | Added to | 46,357 | 2,252 | 0.04% | 0.03% | 4 | +18,793 | 68.18% | Q4 2025 | Feb 03, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 32,059 | 1,558 | 0.0% | 0.0% | 5 | -6,507 | -16.87% | Q4 2025 | Feb 12, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | New | 28,083 | 1,364 | 0.24% | — | 6 | +28,083 | New | Q4 2025 | Feb 06, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 15,799 | 767 | 0.18% | 0.24% | 7 | -3,743 | -19.15% | Q4 2025 | Jan 23, 2026 |
| World Investment Advisors | History | New | 13,399 | 651 | 0.01% | — | 8 | +13,399 | New | Q4 2025 | Mar 12, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 13,196 | 641 | 0.21% | — | 9 | +13,196 | New | Q4 2025 | Mar 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 9,788 | 475 | 0.0% | 0.0% | 10 | +5,252 | 115.78% | Q4 2025 | Feb 10, 2026 |
| CAP Partners, LLC | History | New | 9,521 | 462 | 0.26% | — | 11 | +9,521 | New | Q4 2025 | Feb 04, 2026 |
| Moran Wealth Management, LLC | History | New | 9,406 | 457 | 0.01% | — | 12 | +9,406 | New | Q4 2025 | Jan 26, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 8,068 | 392 | 0.0% | 0.0% | 13 | -285 | -3.41% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 6,114 | 297 | 0.0% | 0.0% | 14 | +650 | 11.9% | Q4 2025 | Feb 06, 2026 |
| PVG ASSET MANAGEMENT CORP | History | New | 5,545 | 269 | 0.57% | — | 15 | +5,545 | New | Q4 2025 | Jan 30, 2026 |
| Summit Financial, LLC | History | New | 4,467 | 217 | 0.0% | — | 16 | +4,467 | New | Q4 2025 | Feb 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 4,237 | 205 | 0.06% | 0.06% | 17 | -1,335 | -23.96% | Q4 2025 | Jan 12, 2026 |
| CWM, LLC | History | Added to | 2,809 | 137 | 0.0% | 0.0% | 18 | +2,194 | 356.75% | Q4 2025 | Jan 26, 2026 |
| UBS Group AG | History | New | 1,626 | 79 | 0.0% | — | 19 | +1,626 | New | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,000 | 49 | 0.0% | — | 20 | +1,000 | New | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | No change | 800 | 38 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Allworth Financial LP | History | New | 700 | 34 | 0.0% | — | 22 | +700 | New | Q4 2025 | Feb 05, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 270 | 13 | 0.0% | 0.0% | 23 | -30 | -10.0% | Q4 2025 | Feb 11, 2026 |
| Newbridge Financial Services Group, Inc. | History | New | 195 | 9 | 0.0% | — | 25 | +195 | New | Q4 2025 | Jan 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 200 | 9 | 0.0% | 0.0% | 24 | +179 | 852.38% | Q4 2025 | Feb 17, 2026 |
| Financial Management Professionals, Inc. | History | New | 183 | 8 | 0.0% | — | 26 | +183 | New | Q4 2025 | Jan 27, 2026 |
| Roble, Belko & Company, Inc | History | New | 84 | 4 | 0.0% | — | 27 | +84 | New | Q4 2025 | Jan 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,013 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,788 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -118 | -100.0% | Q3 2025 | Nov 07, 2025 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |