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 | 166,746 | 8,188 | 0.11% | 0.12% | 1 | +3,827 | 2.35% | Q2 2026 | Jul 08, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 140,905 | 6,919 | 1.03% | 1.1% | 2 | +2,159 | 1.56% | Q2 2026 | Jul 20, 2026 |
| Cascade Wealth Advisors, Inc | History | Reduced | 106,514 | 5,301 | 2.13% | 2.78% | 3 | -21,365 | -16.71% | Q2 2026 | Aug 10, 2026 |
| MADDEN SECURITIES Corp | History | Reduced | 100,200 | 4,920 | 1.37% | 1.44% | 4 | -875 | -0.87% | Q2 2026 | Jul 24, 2026 |
| New England Private Wealth Advisors LLC | History | New | 65,420 | 3,281 | 0.32% | — | 5 | +65,420 | New | Q2 2026 | Aug 04, 2026 |
| RFG Advisory, LLC | History | Added to | 65,399 | 3,211 | 0.05% | 0.05% | 6 | +13,049 | 24.93% | Q2 2026 | Jul 15, 2026 |
| Moran Wealth Management, LLC | History | Added to | 48,136 | 2,363 | 0.06% | 0.05% | 7 | +11,703 | 32.12% | Q2 2026 | Aug 05, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Added to | 43,432 | 2,132 | 0.84% | 0.84% | 8 | +2,520 | 6.16% | Q2 2026 | Jul 30, 2026 |
| Summit Financial, LLC | History | Added to | 25,944 | 1,274 | 0.01% | 0.01% | 9 | +3,867 | 17.52% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 19,000 | 933 | 0.0% | 0.0% | 10 | -1,500 | -7.32% | Q2 2026 | Sep 02, 2026 |
| CAP Partners, LLC | History | Added to | 18,610 | 913 | 0.45% | 0.4% | 11 | +3,574 | 23.77% | Q2 2026 | Jul 30, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 18,322 | 899 | 0.0% | 0.0% | 12 | +1,458 | 8.65% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | New | 16,686 | 819 | 0.0% | — | 13 | +16,686 | New | Q2 2026 | Aug 07, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 16,117 | 791 | 0.17% | 0.18% | 14 | -80 | -0.49% | Q2 2026 | Jul 29, 2026 |
| World Investment Advisors | History | No change | 15,762 | 745 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 14,283 | 701 | 0.14% | 0.09% | 16 | +5,895 | 70.28% | Q2 2026 | Aug 11, 2026 |
| PVG ASSET MANAGEMENT CORP | History | Added to | 12,532 | 615 | 0.36% | 0.33% | 17 | +1,305 | 11.62% | Q2 2026 | Jul 01, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 11,817 | 580 | 0.0% | 0.0% | 18 | +7,854 | 198.18% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 10,331 | 507 | 0.0% | — | 19 | +10,331 | New | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | New | 10,218 | 501 | 0.0% | — | 20 | +10,218 | New | Q2 2026 | Jul 24, 2026 |
| ENTREWEALTH, LLC | History | New | 10,000 | 495 | 0.18% | — | 21 | +10,000 | New | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | New | 9,450 | 464 | 0.01% | — | 22 | +9,450 | New | Q2 2026 | Aug 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 7,561 | 371 | 0.0% | — | 23 | +7,561 | New | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 6,794 | 333 | 0.0% | 0.0% | 24 | -3,787 | -35.79% | Q2 2026 | Aug 03, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 6,000 | 294 | 0.01% | — | 25 | +6,000 | New | Q2 2026 | Jul 15, 2026 |
| Mariner, LLC | History | New | 5,567 | 273 | 0.0% | — | 26 | +5,567 | New | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | New | 5,500 | 270 | 0.0% | — | 27 | +5,500 | New | Q2 2026 | Jul 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 5,253 | 257 | 0.0% | — | 28 | +5,253 | New | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 5,045 | 247 | 0.0% | 0.0% | 29 | -1,270 | -20.11% | Q2 2026 | Aug 05, 2026 |
| Compound Planning, Inc. | History | New | 5,016 | 246 | 0.01% | — | 30 | +5,016 | New | Q2 2026 | Aug 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 4,758 | 233 | 0.0% | — | 31 | +4,758 | New | Q2 2026 | Jul 29, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 4,393 | 215 | 0.05% | 0.05% | 32 | +118 | 2.76% | Q2 2026 | Jul 09, 2026 |
| CWM, LLC | History | No change | 2,813 | 133 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | New | 2,289 | 112 | 0.01% | — | 34 | +2,289 | New | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 2,028 | 99 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Markowski Investments | History | New | 986 | 48 | 0.01% | — | 36 | +986 | New | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 896 | 44 | 0.0% | — | 37 | +896 | New | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 800 | 39 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| IFP Advisors, Inc | History | Added to | 762 | 37 | 0.0% | 0.0% | 39 | +156 | 25.74% | Q2 2026 | Jul 20, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 493 | 24 | 0.0% | 0.0% | 40 | +127 | 34.7% | Q2 2026 | Aug 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 447 | 21 | 0.0% | 0.0% | 41 | +400 | 851.06% | Q2 2026 | Jul 17, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 358 | 17 | 0.0% | 0.0% | 42 | -138 | -27.82% | Q2 2026 | Jul 22, 2026 |
| TSFG, LLC | History | New | 306 | 15 | 0.0% | — | 44 | +306 | New | Q2 2026 | Jul 23, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 325 | 15 | 0.0% | 0.0% | 43 | +175 | 116.67% | Q2 2026 | Jul 14, 2026 |
| GFS Advisors, LLC | History | New | 160,185 | 12 | 0.0% | — | 45 | +160,185 | New | Q2 2026 | Aug 04, 2026 |
| Planning Strategies Inc. | History | New | 232 | 11 | 0.01% | — | 47 | +232 | New | Q2 2026 | Jul 27, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 215 | 11 | 0.0% | 0.0% | 46 | +106 | 97.25% | Q2 2026 | Jul 24, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 206 | 10 | 0.0% | 0.0% | 48 | +15 | 7.85% | Q2 2026 | Jul 09, 2026 |
| NFSG Corp | History | No change | 155 | 7 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 80 | 3 | 0.0% | — | 50 | +80 | New | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 21 | 1 | 0.0% | — | 51 | +21 | New | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,142 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,873 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -119 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MOTCO | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Osbon Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |