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 | 162,919 | 7,704 | 0.12% | 0.12% | 1 | +9,499 | 6.19% | Q1 2026 | Apr 13, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 138,746 | 6,561 | 1.1% | 0.24% | 2 | +110,663 | 394.06% | Q1 2026 | Apr 30, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 127,879 | 6,338 | 2.78% | 2.4% | 3 | +21,128 | 19.79% | Q1 2026 | May 11, 2026 |
| MADDEN SECURITIES Corp | History | Added to | 101,075 | 4,779 | 1.44% | 1.46% | 4 | +2,415 | 2.45% | Q1 2026 | May 05, 2026 |
| RFG Advisory, LLC | History | Added to | 52,350 | 2,475 | 0.05% | 0.04% | 5 | +5,993 | 12.93% | Q1 2026 | Apr 17, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | New | 40,912 | 1,934 | 0.84% | — | 6 | +40,912 | New | Q1 2026 | Apr 30, 2026 |
| Moran Wealth Management, LLC | History | Added to | 36,433 | 1,722 | 0.05% | 0.01% | 7 | +27,027 | 287.34% | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 22,142 | 1,047 | 0.0% | 0.0% | 8 | -9,917 | -30.93% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Added to | 22,077 | 1,044 | 0.01% | 0.0% | 9 | +17,610 | 394.22% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 20,500 | 969 | 0.0% | — | 10 | +20,500 | New | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | New | 16,864 | 797 | 0.0% | — | 11 | +16,864 | New | Q1 2026 | May 12, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 16,197 | 765 | 0.18% | 0.18% | 12 | +398 | 2.52% | Q1 2026 | Apr 17, 2026 |
| World Investment Advisors | History | Added to | 15,762 | 745 | 0.01% | 0.01% | 13 | +2,363 | 17.64% | Q1 2026 | Apr 27, 2026 |
| CAP Partners, LLC | History | Added to | 15,036 | 711 | 0.4% | 0.26% | 14 | +5,515 | 57.92% | Q1 2026 | Apr 28, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 13,196 | 641 | 0.21% | 0.21% | 15 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 10,581 | 500 | 0.0% | 0.0% | 16 | +793 | 8.1% | Q1 2026 | May 04, 2026 |
| Core Wealth Advisors, Inc. | History | New | 8,388 | 396 | 0.09% | — | 17 | +8,388 | New | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 7,873 | 372 | 0.0% | 0.0% | 18 | -195 | -2.42% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 6,315 | 298 | 0.0% | 0.0% | 19 | +201 | 3.29% | Q1 2026 | May 05, 2026 |
| PVG ASSET MANAGEMENT CORP | History | No change | 5,545 | 269 | 0.57% | 0.57% | 20 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 4,275 | 202 | 0.05% | 0.06% | 21 | +38 | 0.9% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,963 | 187 | 0.0% | 0.0% | 22 | +2,963 | 296.3% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 2,813 | 133 | 0.0% | 0.0% | 23 | +4 | 0.14% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | New | 2,028 | 95 | 0.0% | — | 24 | +2,028 | New | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 800 | 37 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| IFP Advisors, Inc | History | New | 606 | 28 | 0.0% | — | 26 | +606 | New | Q1 2026 | Apr 13, 2026 |
| SBI Securities Co., Ltd. | History | New | 496 | 23 | 0.0% | — | 27 | +496 | New | Q1 2026 | Apr 27, 2026 |
| Founders Financial Alliance, LLC | History | New | 366 | 17 | 0.0% | — | 28 | +366 | New | Q1 2026 | May 11, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 191 | 9 | 0.0% | 0.0% | 29 | +8 | 4.37% | Q1 2026 | Apr 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 150 | 7 | 0.0% | — | 31 | +150 | New | Q1 2026 | Apr 29, 2026 |
| NFSG Corp | History | Reduced | 155 | 7 | 0.0% | 0.0% | 30 | -40 | -20.51% | Q1 2026 | May 05, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 119 | 5 | 0.0% | 0.0% | 32 | -151 | -55.93% | Q1 2026 | May 14, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 109 | 5 | 0.0% | 0.0% | 33 | +25 | 29.76% | Q1 2026 | Apr 16, 2026 |
| MOTCO | History | New | 64 | 3 | 0.0% | — | 34 | +64 | New | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | New | 47 | 2 | 0.0% | — | 35 | +47 | New | Q1 2026 | Apr 07, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -1,626 | -100.0% | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 15, 2026 |
| Osbon Capital Management LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |